Institutions / Millennium Capital Advisors, LLC

Millennium Capital Advisors, LLC

CIK 2097025 · Institution · as of Dec 31, 2025
Portfolio value
$169.54M
Positions
128
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$169.54M+2.4%
$169.54M$132.15M$94.76MQ4 '21Q3 '22Q2 '23Q1 '24Q4 '24Q3 '25Q4 '25

Positions

128-1.5%
13011090Q4 '21Q3 '22Q2 '23Q1 '24Q4 '24Q3 '25Q4 '25

Top holdings

Dec 31, 2025View all 128 →
CompanyClassValueShares% of portfolio
Apple Inc.$25.28M92,97714.9%
NVIDIA Corp$12.73M68,2737.5%
Walmart Inc.$8.36M75,0754.9%
Meta Platforms Inc$7.02M10,6384.1%
Amazon.com Inc$6.67M28,8883.9%
Microsoft Corp$6.47M13,3813.8%
Broadcom Inc.$4.68M13,5332.8%
Alphabet Inc.$4.04M12,8992.4%
ELI LILLY & Co$3.94M3,6662.3%
Janus Detroit Str Tr$3.79M74,8872.2%
General Electric Co$2.80M9,1051.7%
Schwab Strategic Tr$2.72M83,3861.6%
AbbVie Inc.$2.71M11,8751.6%
Schwab Strategic Tr$2.41M88,0191.4%
GE Vernova Inc.$2.33M3,5641.4%
Energy Transfer LPETMLP$2.33M141,1291.4%
iShares Tr$2.00M14,1971.2%
United Rentals Inc$1.99M2,4581.2%
Palantir Technologies Inc$1.94M10,9181.1%
Visa Inc$1.88M5,3601.1%
Home Depot, Inc.$1.68M4,8711.0%
Invesco Qqq Tr$1.67M2,7181.0%
Schwab Strategic Tr$1.66M61,5041.0%
Bank of America Corp /De$1.52M27,6500.9%
RTX Corp$1.50M8,1920.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2024
as of
AddNVIDIA Corp
Common stock
$7.97M+65K
+936.54%
71,407
5.20% of portfolio
medium
Q1 2024
as of
AddWalmart Inc.
Common stock
$3.68M+61K
+207.13%
90,580
3.21% of portfolio
low
Q2 2022
as of
AddAmazon.com Inc
Common stock
$2.95M+28K
+2098.41%
29,085
1.82% of portfolio
low
Q4 2024
as of
TrimApple Inc.
Common stock
$-2.66M-11K
-9.20%
104,640
15.46% of portfolio
low
Q3 2025
as of
Add47103U845
Common stock
$2.65M+52K
+414.24%
64,768
1.94% of portfolio
low
Q4 2024
as of
Add808524300
Common stock
$2.43M+87K
+299.64%
116,079
1.91% of portfolio
low
Q3 2024
as of
AddBroadcom Inc.
Common stock
$2.18M+13K
+895.04%
14,030
1.43% of portfolio
low
Q3 2025
as of
Trim25459W862
Common stock
$-1.99M-9K
-69.69%
4,089
0.51% of portfolio
low
Q4 2024
as of
Trim464287168
Common stock
$-1.98M-15K
-48.29%
16,168
1.25% of portfolio
low
Q4 2024
as of
TrimAbbVie Inc.
Common stock
$-1.78M-10K
-44.07%
12,743
1.34% of portfolio
low