Millennium Capital Advisors, LLC
Top Portfolio Positions
97 positions ·
$133,564,139 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
92,658 | $23,515,673 | 17.61% | |
| NVDA |
Nvidia Corp
Technology
|
68,024 | $11,863,385 | 8.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
74,706 | $9,284,461 | 6.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,565 | $6,044,553 | 4.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,004 | $6,040,663 | 4.52% | |
| MSFT |
Microsoft Corp
Technology
|
13,385 | $4,954,725 | 3.71% | |
| AVGO |
Broadcom Inc.
Technology
|
13,487 | $4,174,361 | 3.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,900 | $3,709,524 | 2.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,667 | $3,372,796 | 2.53% | |
| GEV |
GE Vernova Inc.
Industrials
|
3,552 | $3,100,540 | 2.32% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SURG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,835 | 85,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $141,950 | 85,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $210,750 | 75,000 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $233,250 | 75,000 | Shares | Sole | 2026-02-18 | |
| 2025-03-31 | $155,250 | 75,000 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $124,600 | 70,000 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||