Long-term investor

Mills Wealth Advisors LLC @millswealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002029294).

Record

  • Tracked since 2023-09-30 (1277 days), 281 trades recorded
  • Returns: week — · month — · 90 days +6.1% · 6 months +8.5% · 1 year +13.3% · all +34.5%
  • Max drawdown -2.0% · Sharpe 0.78 · win rate 34% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 14.9% · long · since 2023-09-30
  • 922020748 · 12.5% · long · since 2024-06-30
  • 922907712 · 10.8% · long · since 2024-12-31
  • 25434V831 · 6.6% · long · since 2023-09-30
  • 25434V799 · 6.2% · long · since 2023-09-30
  • 25434V765 · 4.5% · long · since 2023-09-30
  • 25434V864 · 4.2% · long · since 2023-09-30
  • 922907696 · 4.0% · long · since 2024-12-31
  • 25434V732 · 3.9% · long · since 2023-09-30
  • 921937827 · 2.6% · long · since 2025-03-31
  • 25434V740 · 2.6% · long · since 2023-09-30
  • 25434V849 · 2.5% · long · since 2023-09-30

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