Millington Financial Advisors, LLC
Top Portfolio Positions
44 positions ·
$66,357,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
12,275 | $7,982,923 | 12.03% | |
| PWR |
Quanta Services, Inc.
Industrials
|
7,450 | $4,090,199 | 6.16% | |
| NVDA |
Nvidia Corp
Technology
|
21,808 | $3,803,315 | 5.73% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
45,391 | $3,660,784 | 5.52% | |
| MLI |
Mueller Industries Inc
Industrials
|
32,179 | $3,565,433 | 5.37% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
41,087 | $3,439,392 | 5.18% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
27,664 | $3,281,780 | 4.95% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
12,666 | $2,924,452 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
7,747 | $2,867,706 | 4.32% | |
| INCY |
Incyte Corp
Healthcare
|
28,667 | $2,698,138 | 4.07% |
Portfolio Trend
Holdings in UPXI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,440 | 40,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $67,200 | 40,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $115,400 | 20,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $59,600 | 20,000 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||