MILLENNIUM CAPITAL ADVISORS, LLC

PrivateCIK: 2097025
Location

LITTLE ROCK, AR

133
Positions
$162.47M
Total AUM (reported)
2.02M
Total Shares

Allocation by class

TOTAL AUM$162.47M133 positions
COM$104.09M64.1%
CL A$9.12M5.6%
COM NEW$4.26M2.6%
CAP STK CL A$3.71M2.3%
HENDRSON AAA CL$3.47M2.1%
STATE STREET SPD$2.89M1.8%
COM UT LTD PTN$2.74M1.7%

Portfolio Concentration

Top 327.5%4–1019.6%11–2519.0%Rest34.0%TOP 1047.0%0%100%
Top 3$44.66M27.5%
4–10$31.76M19.6%
11–25$30.79M19.0%
Rest$55.25M34.0%

Top 3 weight

27.5%

Top 10 weight

47.0%

Voting Authority Distribution

Total shares with voting rights: 2.02M

Sole

Full voting authority

2.02M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:

APPLE INC

SOLE
COM
Shares92.66K
TypeSH
Market value$23.52M
14.47%
Sole
92.66K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares68.02K
TypeSH
Market value$11.86M
7.30%
Sole
68.02K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares74.71K
TypeSH
Market value$9.28M
5.71%
Sole
74.71K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares10.56K
TypeSH
Market value$6.04M
3.72%
Sole
10.56K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares29K
TypeSH
Market value$6.04M
3.72%
Sole
29K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares13.38K
TypeSH
Market value$4.95M
3.05%
Sole
13.38K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares13.49K
TypeSH
Market value$4.17M
2.57%
Sole
13.49K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares12.90K
TypeSH
Market value$3.71M
2.28%
Sole
12.90K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares68.82K
TypeSH
Market value$3.47M
2.13%
Sole
68.82K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares3.67K
TypeSH
Market value$3.37M
2.08%
Sole
3.67K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares3.55K
TypeSH
Market value$3.10M
1.91%
Sole
3.55K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares142.17K
TypeSH
Market value$2.74M
1.69%
Sole
142.17K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares86.12K
TypeSH
Market value$2.64M
1.63%
Sole
86.12K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares9.10K
TypeSH
Market value$2.58M
1.59%
Sole
9.10K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares11.86K
TypeSH
Market value$2.58M
1.59%
Sole
11.86K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares82.77K
TypeSH
Market value$2.41M
1.48%
Sole
82.77K
Shared
0.00
None
0.00

ISHARES TR

SOLE
SELECT DIVID ETF
Shares14.21K
TypeSH
Market value$2.15M
1.32%
Sole
14.21K
Shared
0.00
None
0.00

UNITED RENTALS INC

SOLE
COM
Shares2.46K
TypeSH
Market value$1.79M
1.10%
Sole
2.46K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares9.73K
TypeSH
Market value$1.65M
1.02%
Sole
9.73K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares5.26K
TypeSH
Market value$1.59M
0.98%
Sole
5.26K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares8.18K
TypeSH
Market value$1.58M
0.97%
Sole
8.18K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares59.81K
TypeSH
Market value$1.53M
0.94%
Sole
59.81K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares4.64K
TypeSH
Market value$1.53M
0.94%
Sole
4.64K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares10.42K
TypeSH
Market value$1.52M
0.94%
Sole
10.42K
Shared
0.00
None
0.00

HOME BANCSHARES INC

SOLE
COM
Shares51.53K
TypeSH
Market value$1.39M
0.85%
Sole
51.53K
Shared
0.00
None
0.00
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