MILLINGTON FINANCIAL ADVISORS, LLC

PrivateCIK: 1924615
Location

NAPERVILLE, IL

119
Positions
$237.44M
Total AUM (reported)
3.64M
Total Shares

Allocation by class

TOTAL AUM$237.44M119 positions
STATE STREET SPD$72.67M30.6%
COM$56.99M24.0%
TR UNIT$8.78M3.7%
DEFIANCE QUANTUM$8.45M3.6%
ISHARES US EQUIT$7.03M3.0%
DEFENSE TECH ETF$6.08M2.6%
US EQUITY ACCELE$5.83M2.5%

Portfolio Concentration

Top 318.5%4–1023.6%11–2525.0%Rest33.0%TOP 1042.1%0%100%
Top 3$43.96M18.5%
4–10$55.96M23.6%
11–25$59.27M25.0%
Rest$78.24M33.0%

Top 3 weight

18.5%

Top 10 weight

42.1%

Voting Authority Distribution

Total shares with voting rights: 3.64M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.64M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares141.63K
TypeSH
Market value$16.00M
6.74%
Sole
0.00
Shared
0.00
None
141.63K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares304.85K
TypeSH
Market value$14.77M
6.22%
Sole
0.00
Shared
0.00
None
304.85K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares223.87K
TypeSH
Market value$13.19M
5.56%
Sole
0.00
Shared
0.00
None
223.87K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares139.66K
TypeSH
Market value$8.92M
3.76%
Sole
0.00
Shared
0.00
None
139.66K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares12.28K
TypeSH
Market value$8.78M
3.70%
Sole
0.00
Shared
0.00
None
12.28K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares171.41K
TypeSH
Market value$8.74M
3.68%
Sole
0.00
Shared
0.00
None
171.41K

ETF SER SOLUTIONS

SOLE
DEFIANCE QUANTUM
Shares64.07K
TypeSH
Market value$8.45M
3.56%
Sole
0.00
Shared
0.00
None
64.07K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares150.01K
TypeSH
Market value$7.97M
3.35%
Sole
0.00
Shared
0.00
None
150.01K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares109.80K
TypeSH
Market value$7.03M
2.96%
Sole
0.00
Shared
0.00
None
109.80K

GLOBAL X FDS

SOLE
DEFENSE TECH ETF
Shares90.15K
TypeSH
Market value$6.08M
2.56%
Sole
0.00
Shared
0.00
None
90.15K

INNOVATOR ETFS TRUST

SOLE
US EQUITY ACCELE
Shares142.23K
TypeSH
Market value$5.83M
2.46%
Sole
0.00
Shared
0.00
None
142.23K

INNOVATOR ETFS TRUST

SOLE
US EQT ACLRTD 9
Shares122.93K
TypeSH
Market value$4.84M
2.04%
Sole
0.00
Shared
0.00
None
122.93K

STONEX GROUP INC

SOLE
COM
Shares45.39K
TypeSH
Market value$4.82M
2.03%
Sole
0.00
Shared
0.00
None
45.39K

QUANTA SVCS INC

SOLE
COM
Shares7.45K
TypeSH
Market value$4.75M
2.00%
Sole
0.00
Shared
0.00
None
7.45K

NVIDIA CORPORATION

SOLE
COM
Shares21.81K
TypeSH
Market value$4.72M
1.99%
Sole
0.00
Shared
0.00
None
21.81K

MUELLER INDS INC

SOLE
COM
Shares32.18K
TypeSH
Market value$4.39M
1.85%
Sole
0.00
Shared
0.00
None
32.18K

ISHARES TR

SOLE
CRE U S REIT ETF
Shares59.64K
TypeSH
Market value$3.78M
1.59%
Sole
0.00
Shared
0.00
None
59.64K

CALAMOS ETF TR

SOLE
AUTOCALLABLE INC
Shares139.39K
TypeSH
Market value$3.78M
1.59%
Sole
0.00
Shared
0.00
None
139.39K

BANK NEW YORK MELLON CORP

SOLE
COM
Shares27.66K
TypeSH
Market value$3.72M
1.57%
Sole
0.00
Shared
0.00
None
27.66K

MICROSOFT CORP

SOLE
COM
Shares7.75K
TypeSH
Market value$3.29M
1.39%
Sole
0.00
Shared
0.00
None
7.75K

CORTEVA INC

SOLE
COM
Shares41.09K
TypeSH
Market value$3.26M
1.37%
Sole
0.00
Shared
0.00
None
41.09K

PROSHARES TR

SOLE
ULTRPRO S&P500
Shares25.52K
TypeSH
Market value$3.26M
1.37%
Sole
0.00
Shared
0.00
None
25.52K

EXPEDIA GROUP INC

SOLE
COM NEW
Shares12.67K
TypeSH
Market value$3.11M
1.31%
Sole
0.00
Shared
0.00
None
12.67K

BANK MONTREAL MEDIUM

SOLE
NT LKD 43
Shares100.20K
TypeSH
Market value$2.97M
1.25%
Sole
0.00
Shared
0.00
None
100.20K

INCYTE CORP

SOLE
COM
Shares28.67K
TypeSH
Market value$2.74M
1.16%
Sole
0.00
Shared
0.00
None
28.67K
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