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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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