Mills Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$145M
Signature - Title
Michael Mills - Owner
Location
Southlake, TX
Summary
This page shows a list of all the recent 13F filings made by Mills Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mills Wealth Advisors LLC reported 55 stock holdings with total value $145M as of Q3 2024. Top holdings included DFAC, JMST, JPST, VCRB, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 55 $145M +$7.72M -$8.24M -$519K DFAC, JMST, JPST, VCRB, DUHP 13F-HR 10/21/2024, 10:16 AM
Q2 2024 53 $140M +$17.9M -$13.8M +$4.04M DFAC, JMST, JPST, VCRB, DFIC 13F-HR 8/8/2024, 02:34 PM
Q1 2024 54 $136M +$14.7M -$14.4M +$372K JMST, DFAC, JPST, DFIC, DUHP 13F-HR 7/3/2024, 01:50 PM
Q4 2023 51 $131M +$8.14M -$8.51M -$374K JMST, DFAC, JPST, DFNM, DUHP 13F-HR 7/3/2024, 01:50 PM
Q3 2023 49 $125M +$14.6M -$18.8M -$4.25M JMST, JPST, DFAC, DFNM, VUSB 13F-HR 7/3/2024, 01:50 PM
Q2 2023 47 $132M +$9.18M -$3.51M +$5.66M JMST, JPST, DFAC, VUSB, DUHP 13F-HR 7/3/2024, 01:50 PM
Q1 2023 45 $124M +$25.7M -$14.4M +$11.2M JMST, JPST, DFAC, DUHP, DFIC 13F-HR 7/3/2024, 01:50 PM
Q4 2022 51 $111M $0 $0 JMST, JPST, DFAC, DFNM, DUHP 13F-HR 7/3/2024, 01:50 PM