Mill Creek Capital Advisors, LLC Incresed Positions in Q4 2024

Mill Creek Capital Advisors, LLC

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
483K
+ 14.7%
$70.06 - $77.43 $33.8M - $37.4M
3.77M $265M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.37K
+ 1.07%
$264.18 - $304.19 $891K - $1.03M
318K $89.1M
IXUS
Ishares Tr

ETFs
480K
+ 11.35%
$65.95 - $72.56 $31.7M - $34.9M
4.71M $312M
IEMG
Ishares Inc

ETFs
65.8K
+ 2.95%
N/A
2.3M $123M
VONG
Vanguard Russell 1000 Growth E

ETFs
23K
+ 699.3%
$95.27 - $107.82 $2.19M - $2.48M
26.3K $2.72M
VONV
Vanguard Russell 1000 Value Et

ETFs
25.3K
+ 348.94%
$80.87 - $87.69 $2.04M - $2.22M
32.5K $2.64M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
237K
+ 217.31%
$18.41 - $40.87 $4.36M - $9.67M
346K $6.39M
AMZN
Amazon Com Inc

Consumer Cyclical
3.38K
+ 11.0%
$180.88 - $232.93 $611K - $787K
34.1K $7.48M
VTI
Vanguard Total Stock Market Et

ETFs
5.1K
+ 14.33%
$280.04 - $302.45 $1.43M - $1.54M
40.6K $11.8M
IWV
Ishares Russell 3000 ETF

ETFs
1.48K
+ 1.17%
$323.08 - $349.08 $478K - $517K
128K $42.8M
GOOG
Alphabet Inc.

Communication Services
4.03K
+ 20.47%
$163.08 - $198.16 $657K - $798K
23.7K $4.51M
GOOGL
Alphabet Inc.

Communication Services
4.18K
+ 25.28%
$161.86 - $196.66 $676K - $822K
20.7K $3.92M
V
Visa Inc.

Financial Services
2.39K
+ 52.29%
$273.87 - $320.91 $654K - $766K
6.95K $2.2M
AVGO
Broadcom Inc.

Technology
2.22K
+ 36.58%
$159.67 - $250.0 $355K - $556K
8.3K $1.93M
NVDA
Nvidia Corp

Technology
3.76K
+ 13.58%
$117.0 - $148.88 $440K - $559K
31.4K $4.22M
APO
Apollo Global Management, Inc.

Financial Services
3.56K
+ 71.07%
$131.36 - $178.61 $468K - $636K
8.57K $1.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.01%
$370.24 - $418.94 $740 - $838
26.2K $10.5M
GS
Goldman Sachs Group Inc

Financial Services
447
+ 10.88%
$486.1 - $608.57 $217K - $272K
4.56K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
1.3K
+ 77.37%
$485.52 - $625.25 $629K - $810K
2.97K $1.5M
MSFT
Microsoft Corp

Technology
1.66K
+ 6.34%
$406.35 - $454.46 $676K - $756K
27.9K $11.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.01%
$570.51 - $610.59 $1.71K - $1.83K
37.9K $22.3M
EPD
Enterprise Products Partners L.P.

Energy
11.6K
+ 55.38%
$28.66 - $34.43 $332K - $399K
32.5K $1.02M
META
Meta Platforms, Inc.

Communication Services
479
+ 6.91%
$554.08 - $632.68 $265K - $303K
7.41K $4.37M
COST
Costco Wholesale Corp

Consumer Defensive
334
+ 17.82%
$873.59 - $994.69 $292K - $332K
2.21K $2.02M
ET
Energy Transfer LP

Energy
14.8K
+ 107.82%
$16.05 - $19.86 $238K - $295K
28.6K $560K
ORCL
Oracle Corp

Technology
2.14K
+ 37.5%
$165.41 - $192.43 $354K - $412K
7.85K $1.31M
ABT
Abbott Laboratories

Healthcare
2.27K
+ 61.74%
$111.93 - $119.39 $254K - $271K
5.94K $672K
MSTR
Microstrategy Inc

Technology
265
+ 19.06%
$162.69 - $473.83 $43.1K - $126K
1.66K $479K
SCHG
Schwab Strategic Tr Us Large C

ETFs
96.8K
+ 300.17%
$25.93 - $105.3 $2.51M - $10.2M
129K $3.6M
BX
Blackstone Inc.

Financial Services
750
+ 14.16%
$148.45 - $199.05 $111K - $149K
6.05K $1.04M
IBM
International Business Machines Corp

Technology
923
+ 79.91%
$204.9 - $238.04 $189K - $220K
2.08K $456K
ADAG
Adagene Inc.

Healthcare
109K
+ 119.57%
$1.88 - $3.15 $204K - $342K
200K $397K
SONY
Sony Group Corp

Technology
79.4K
+ 399.04%
$17.53 - $96.8 $1.39M - $7.68M
99.3K $2.1M
VBR
Vanguard Small Cap Value ETF

ETFs
7.21K
+ 1.49%
$197.36 - $217.3 $1.42M - $1.57M
491K $97.2M
CVX
Chevron Corp

Energy
1.24K
+ 33.5%
$141.15 - $162.53 $175K - $202K
4.95K $717K
CSCO
Cisco Systems, Inc.

Technology
35
+ 0.16%
$52.45 - $60.02 $1.84K - $2.1K
21.8K $1.29M
XLK
Technology Sector Spdr

ETFs
14
+ 0.07%
$220.26 - $241.44 $3.08K - $3.38K
19K $4.42M
HD
Home Depot, Inc.

Consumer Cyclical
478
+ 10.81%
$385.02 - $431.37 $184K - $206K
4.9K $1.91M
WMB
Williams Companies, Inc.

Energy
1.01K
+ 16.79%
$46.37 - $59.74 $46.7K - $60.2K
7K $379K
IWB
Ishares Tr Russell 1000 ETF

ETFs
30
+ 0.27%
$311.11 - $335.64 $9.33K - $10.1K
11.1K $3.57M
VB
Vanguard Small Cap ETF

ETFs
49
+ 0.21%
$233.76 - $261.58 $11.5K - $12.8K
22.9K $5.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
495
+ 5.4%
$176.42 - $186.91 $87.3K - $92.5K
9.65K $1.72M
HON
Honeywell International Inc

Industrials
126
+ 5.6%
$202.84 - $236.0 $25.6K - $29.7K
2.38K $537K
BAC
Bank Of America Corp

Financial Services
870
+ 11.1%
$39.22 - $47.77 $34.1K - $41.6K
8.71K $382K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.93K
+ 15.98%
$26.63 - $30.23 $158K - $179K
43.1K $1.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
881
+ 8.88%
$61.68 - $67.87 $54.3K - $59.8K
10.8K $673K
COP
Conocophillips

Energy
663
+ 24.38%
$95.12 - $114.72 $63.1K - $76.1K
3.38K $335K
SYK
Stryker Corp

Healthcare
136
+ 22.33%
$345.14 - $392.15 $46.9K - $53.3K
745 $268K
IWM
Ishares Russell 2000 ETF

ETFs
207
+ 0.69%
$216.13 - $242.4 $44.7K - $50.2K
30.2K $6.68M
Activity Summary
Buys All Purchases 119 New Holdings 25 Increased Positions 94 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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