MF
| |
Millington Financial Advisors, LLC13F | |
| Millington Financial Advisors, LLC | |
| Last update 2025-04-14 | 86 Stocks (13 new) |
| Value $163.00 Mil | Turnover 12 % |
Millington Financial Advisors,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 195,052 | 15,270.6 | -4.21% | 9.380 | -0.45% | 0.050 | +31.65% | +11.62% | 38,916.8 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 268,018 | 12,827.3 | -1.11% | 7.880 | -0.09% | 0.050 | +14.38% | +4.64% | 26,941.4 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 199,071 | 7,039.2 | -0.24% | 4.330 | -0.01% | 0.030 | +14.00% | +20.68% | 27,132.3 | ||
XBAP |
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
| 185,084 | 6,256.4 | -7.76% | 3.840 | -0.31% | 4.810 | +11.94% | +8.27% | 254.8 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 158,205 | 5,923.2 | -2.04% | 3.640 | -0.07% | 0.060 | +17.59% | +15.66% | 12,631.9 | ||
SPY | SPDR S&P 500 ETF Trust | 11,038 | 5,893.8 | -1.00% | 3.620 | -0.04% | 0.000 | +23.13% | +8.29% | 646,682.5 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 123,156 | 5,878.2 | +2.94% | 3.610 | +0.10% | 0.050 | +19.11% | +2.74% | 13,607.9 | ||
IHI | iShares U.S. Medical Devices ETF | 86,367 | 4,878.0 | +12.23% | 3.000 | +0.33% | 0.110 | +7.76% | +3.37% | 4,339.0 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 123,594 | 4,595.2 | -3.05% | 2.820 | -0.10% | 0.050 | +19.54% | -1.67% | 11,726.2 | ||
PSI | Invesco Semiconductors ETF | 87,595 | 3,790.2 | -1.60% | 2.330 | -0.05% | 0.710 | +52.12% | +8.27% | 752.5 |
Millington Financial Advisors, LLC's Historical Top Holdings Breakdowns
Millington Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
C | Citigroup Inc | 2025-03-31 | Sold Out Sold Out | -1.87% | 67.23 ($76.25) 84.63 | $93.34 | 22.42% | Sold Out | 0 | -40,487 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | New Buy New Buy | +1.53% | 75.42 ($84.04) 88.95 | $98.88 | 17.66% | New holding | 32,143 | 32,143 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Sold Out Sold Out | -1.11% | 497.6 ($541.6) 606.74 | $410.99 | -24.12% | Sold Out | 0 | -3,213 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.94% | 106.98 ($126.74) 149.43 | $172.65 | 36.22% | Add 649.91% | 15,823 | 13,713 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +0.90% | 24.91 ($27.39) 29.02 | $29.93 | 9.26% | New holding | 60,169 | 60,169 | |
INCY | Incyte Corp | 2025-03-31 | New Buy New Buy | +0.88% | 60 ($69.73) 75.26 | $68.14 | -2.28% | New holding | 25,127 | 25,127 | |
AMAT | Applied Materials Inc | 2025-03-31 | Sold Out Sold Out | -0.88% | 145.06 ($168.16) 195.51 | $193.36 | 14.99% | Sold Out | 0 | -8,461 | |
MSI | Motorola Solutions Inc | 2025-03-31 | Sold Out Sold Out | -0.80% | 411.73 ($446.17) 482.1 | $422.26 | -5.36% | Sold Out | 0 | -2,908 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +0.79% | 139.81 ($162.81) 186.47 | $245.62 | 50.86% | New holding | 9,765 | 9,765 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.74% | 167.73 ($174.39) 179.21 | $178.03 | 2.09% | Add 201.76% | 11,165 | 7,465 |
Millington Financial Advisors, LLC Total Holding History ($B)
Millington Financial Advisors, LLC's Asset Allocation
Millington Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Millington Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Millington Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Millington Financial Advisors, LLC's Holdings Heat Map
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Millington Financial Advisors, LLC's Holdings Bubble Chart
Millington Financial Advisors, LLC News
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