Mills Wealth Advisors LLC Portfolio Holdings

Mills Wealth Advisors LLC

  • $145 Billion
  • Q3 2024

Mills Wealth Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $23.3B, Jp Morgan Ultra Short Mun Inco with a value of $15.1B, Jp Morgan ETF Tr Ultra Short I with a value of $13B, Vanguard Malvern Fds with a value of $10.1B, and Dimensional ETF Tr Dimensional with a value of $8.73B.

Examining the 13F form we can see an increase of $5.32B in the current position value, from $140B to 145B.

Mills Wealth Advisors LLC is based out at Southlake, TX

Below you can find more details about Mills Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $119 Billion
Financial Services: $2.92 Billion
Consumer Cyclical: $844 Million
Technology: $796 Million
Energy: $553 Million
Healthcare: $261 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$494B
$371 Million 0.26% of portfolio
3,167
Q2 2024 Reduced 4.87%
$588B
$370 Million 0.25% of portfolio
804
Q3 2024 Added 11.51%
$3.04T
$320 Million 0.22% of portfolio
743
Q2 2024 Reduced 13.6%
$405B
$274 Million 0.19% of portfolio
675
Q2 2024 Reduced 7.41%
$3.57T
$247 Million 0.17% of portfolio
1,059
Q2 2024 New
$457B
$230 Million 0.16% of portfolio
1,349
Q3 2024 Reduced 16.42%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $145 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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