Millington Financial Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Millington Financial Advisors, LLC opened 7 positions, added to 27, reduced 7, sold out of 2 and left 7 unchanged. The largest increase in value was PANW (+$2,104,757); the largest decrease was BR (-$1,548,728).
- BR: Country of operation United States; Class COM; Shares 2026-03-31 9,905; Shares 2026-06-30 0.
- COF: Country of operation United States; Class COM; Shares 2026-03-31 1,037; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1924615): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| AAF Wealth Management, LLC | United States | $0.244B | 59 |
| Orin Green Financial, LLC | United States | $0.244B | 78 |
| Solstein Capital, LLC | United States | $0.244B | 441 |
| GE INVESTMENT MANAGEMENT CORP. | United States | $0.244B | 4 |
| Burford Brothers, Inc. | United States | $0.244B | 172 |
| Red Spruce Capital, LLC | United States | $0.244B | 94 |
| JW Asset Management, LLC | United States | $0.244B | 19 |
| SCHULHOFF & CO INC | United States | $0.243B | 133 |
| HUTNER CAPITAL MANAGEMENT INC | United States | $0.243B | 44 |
| Bawa N Mallick Trust | United States | $0.244B | 69 |