Holdings
Mills Wealth Advisors LLC
As of Jun 30, 2026, Mills Wealth Advisors LLC reported 19 positions worth US$13.8M. Largest: St. Joe Company (the), General Motors Company and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| St. Joe Company (the) | 87,825 | US$5.5M | −1,363 | Jun 30, 2026 |
| General Motors Company | 16,478 | US$1.27M | +3,521 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,421 | US$865K | −80 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 10,351 | US$769K | +3,029 | Jun 30, 2026 |
| Exxon Mobil Corporation | 5,295 | US$724K | −3,658 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,274 | US$637K | +438 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 2,073 | US$457K | −17 | Jun 30, 2026 |
| Microsoft Corp. | 1,219 | US$455K | +39 | Jun 30, 2026 |
| Markel Group Inc. | 186 | US$363K | −1 | Jun 30, 2026 |
| Lockheed Martin Corporation | 652 | US$332K | −25 | Jun 30, 2026 |