Mills Wealth Advisors LLC Portfolio Holdings
Q3 2025•66 long positions•$206.7M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $36.0M 17.42% | +$692.5K Bought | — 933.7K shares | 915.8K → 933.7K +$692.5K | +1.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $31.2M 15.11% | +$818.0K Bought | — 398.3K shares | 387.8K → 398.3K +$818.0K | +2.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.6M 8.52% | +$517.0K Bought | — 466.3K shares | 452.6K → 466.3K +$517.0K | +3.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.3M 7.38% | +$741.6K Bought | — 465.2K shares | 442.6K → 465.2K +$741.6K | +5.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.2M 5.43% | +$439.5K Bought | — 369.1K shares | 354.7K → 369.1K +$439.5K | +4.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.2M 4.92% | +$74.1K Bought | — 316.9K shares | 314.6K → 316.9K +$74.1K | +0.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 2.58% | +$1.0M Bought | — 110.6K shares | 89.0K → 110.6K +$1.0M | +24.32% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.1M 2.47% | +$100.4K Bought | — 143.1K shares | 140.3K → 143.1K +$100.4K | +2.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.1M 2.45% | +$270.6K Bought | — 159.1K shares | 150.6K → 159.1K +$270.6K | +5.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 2.38% | +$216.2K Bought | — 84.5K shares | 80.7K → 84.5K +$216.2K | +4.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 2.34% | +$1.1M Bought | — 94.9K shares | 73.2K → 94.9K +$1.1M | +29.64% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 2.24% | -$75.9K Sold | — 58.7K shares | 59.7K → 58.7K −$75.9K | -1.61% | — — | Q1 2025 Held for 8 months | |
Real Estate - Diversified Real Estate | $4.5M 2.16% | +$74.8K Bought | 0.156% 90.1K shares | 88.6K → 90.1K +$74.8K | +1.71% | $2.9B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.6M 1.76% | +$272.0K Bought | — 110.6K shares | 102.3K → 110.6K +$272.0K | +8.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 1.7% | -$621.6K Sold | — 69.1K shares | 81.4K → 69.1K −$621.6K | -15.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 1.55% | +$170.9K Bought | — 68.4K shares | 64.7K → 68.4K +$170.9K | +5.63% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.2M 1.53% | +$23.2K Bought | — 41.4K shares | 41.1K → 41.4K +$23.2K | +0.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.51% | +$2.3M Bought | — 31.0K shares | 8.1K → 31.0K +$2.3M | +282.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.49% | -$297.5K Sold | — 61.2K shares | 67.1K → 61.2K −$297.5K | -8.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 0.869% | -$16.6K Sold | — 5.6K shares | 5.7K → 5.6K −$16.6K | -0.92% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.809% | -$54.6K Sold | — 34.9K shares | 36.0K → 34.9K −$54.6K | -3.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.775% | +$88.9K Bought | — 52.4K shares | 49.5K → 52.4K +$88.9K | +5.88% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.771% | +$41.3K Bought | — 16.0K shares | 15.6K → 16.0K +$41.3K | +2.66% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.73% | +$362.6K Bought | — 42.1K shares | 32.0K → 42.1K +$362.6K | +31.64% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.4M 0.668% | -$19.9K Sold | — 222.7K shares | 225.9K → 222.7K −$19.9K | -1.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.665% | +$1.4M New | — 13.8K shares | 0 → 13.8K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.662% | +$264.7K Bought | — 20.0K shares | 16.1K → 20.0K +$264.7K | +23.98% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.3M 0.62% | -$1.1K Sold | — 14.3K shares | 14.4K → 14.3K −$1.1K | -0.08% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.606% | -$42.0K Sold | — 29.3K shares | 30.3K → 29.3K −$42.0K | -3.25% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.1M 0.532% | — | — 25.9K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.509% | — | — 22.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.497% | -$57.1K Sold | — 16.0K shares | 16.9K → 16.0K −$57.1K | -5.26% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $829.6K 0.401% | +$208.9K Bought | — 16.6K shares | 12.4K → 16.6K +$208.9K | +33.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $773.2K 0.374% | +$115.2K Bought | — 10.8K shares | 9.2K → 10.8K +$115.2K | +17.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $737.2K 0.357% | -$6.1K Sold | — 1.2K shares | 1.2K → 1.2K −$6.1K | -0.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $679.4K 0.329% | -$1.5M Sold | — 7.4K shares | 23.6K → 7.4K −$1.5M | -68.58% | — — | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $631.2K 0.305% | +$273.5K Bought | 0.0% 2.1K shares | 1.2K → 2.1K +$273.5K | +76.47% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $533.6K 0.258% | -$518.1 Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$518.1 | -0.1% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $525.2K 0.254% | — | 0.0% 2.1K shares | — | — | $140.94B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $511.4K 0.247% | +$47.5K Bought | 0.001% 8.1K shares | 7.3K → 8.1K +$47.5K | +10.24% | $77.4B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $479.1K 0.232% | -$206.2K Sold | — 13.8K shares | 19.8K → 13.8K −$206.2K | -30.09% | — — | Q3 2024 Held for 1y 2m | |
Oil & Gas Exploration & Production Energy | $478.3K 0.231% | — | 0.005% 12.7K shares | — | — | $9.0B Mid Cap | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | $470.2K 0.227% | — | 0.002% 246.0 shares | — | — | $24.2B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Integrated Energy | $444.8K 0.215% | — | 0.0% 3.9K shares | — | — | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $412.2K 0.199% | +$2.5K Bought | 0.0% 820.0 shares | 815.0 → 820.0 +$2.5K | +0.61% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $395.1K 0.191% | -$487.2 Sold | 0.0% 1.6K shares | 1.6K → 1.6K −$487.2 | -0.12% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $371.5K 0.18% | — | 0.0% 744.0 shares | — | — | $116.55B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $355.2K 0.172% | -$20.2K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$20.2K | -5.39% | $801.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Telecommunications Services Communication Services | $308.3K 0.149% | +$141.2 Bought | 0.0% 10.9K shares | 10.9K → 10.9K +$141.2 | +0.05% | $201.93B Mega Cap | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $302.7K 0.146% | — | 0.0% 747.0 shares | — | — | $403.32B Mega Cap | Q4 2022 Held for 2y 11m |
