MFA
Millington Financial Advisors LLC Portfolio
Invests via Millington Financial Advisors LLC | Managed by Charles F. Millington, Charles G. Millington
Invests via Millington Financial Advisors LLC
Managed by Charles F. Millington, Charles G. Millington
Automatically Tracked
Company Profile
Millington Financial Advisors LLC is an established advisory firm dedicated to guiding individuals and businesses through complex financial landscapes. The firm's comprehensive service offerings include wealth management, strategic financial planning, and risk assessment tailored to client-specific needs. With a team of seasoned professionals adept at navigating both market fluctuations and regulatory environments, Millington plays a critical role in empowering clients to achieve their financial goals. Their focus on personalized strategies not only reflects a commitment to fostering long-term relationships but also positions them as trusted partners in the investment community.
Millington Financial Advisors LLC is an established advisory firm dedicated to guiding individuals and businesses through complex financial landscapes. The firm's comprehensive service offerings include wealth management, strategic financial planning, and risk assessment tailored to client-specific needs. With a team of seasoned professionals adept at navigating both market fluctuations and regulatory environments, Millington plays a critical role in empowering clients to achieve their financial goals. Their focus on personalized strategies not only reflects a commitment to fostering long-term relationships but also positions them as trusted partners in the investment community.
Investment Philosophy & Strategy
Navigating a dynamic market environment requires agility and foresight, qualities that Millington Financial Advisors LLC embodies in its investment approach. The firm prioritizes comprehensive financial planning, emphasizing tailored strategies that align closely with individual client objectives. Expertise in regulatory landscapes empowers proactive decision-making and capital allocation across diverse asset classes. By focusing on client-centric solutions and leveraging deep market insights, Millington positions itself as a leader among advisory firms committed to enhancing the financial well-being of its clients.
Navigating a dynamic market environment requires agility and foresight, qualities that Millington Financial Advisors LLC embodies in its investment approach. The firm prioritizes comprehensive financial planning, emphasizing tailored strategies that align closely with individual client objectives. Expertise in regulatory landscapes empowers proactive decision-making and capital allocation across diverse asset classes. By focusing on client-centric solutions and leveraging deep market insights, Millington positions itself as a leader among advisory firms committed to enhancing the financial well-being of its clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.29%
Gain +1.86%
Monthly
0.97%
Yearly
12.35%
Drawdown
15.78%
$243.16M
Equity
Holdings
$243.16M
Investment
$168.91M
$92.56M
Profit +$5.37M
Realized
$18.31M
Unrealized
$74.25M
Dividends
$8.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.86%
Profit
$5.37M
Win %
84%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$2.51M
Win %
84%
This Month
Compared to last month
Gain
-1.13%
Profit
-$2.77M
Win %
84%
This Year
Compared to last year
Gain
11.47%
Profit
$25.01M
Win %
84%
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
+13.23%
+$92,613.71 
TECL Direxion Daily Technology Bull 3x Shares
+11.48%
+$100,848.91 
EURL Direxion Daily FTSE Europe Bull 3X Shares
+9.93%
+$23,285.51 
TQQQ ProShares UltraPro QQQ
+9.87%
+$133,414.2 
URTY ProShares UltraPro Russell2000
+9.01%
+$80,951.45 
BLNE Eastside Distilling Inc.
+8.77%
+$1,121 
SLS Sellas Life Sciences Group Inc.
+8.39%
+$15,000 
SPYU Max S&P 500 4X Leveraged Exchange-Traded Note
+6.76%
+$199,991.54 
APLD Applied Digital Corporation
+6.55%
+$25,500 
PANW Palo Alto Networks, Inc.
+6.15%
+$202,860.7 
RZLV Rezolve AI Ltd.
+5.86%
+$1,981 
QTUM Defiance Quantum ETF
+5.54%
+$546,109.02 
UDOW ProShares UltraPro Dow30
+5.53%
+$43,554 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+5.15%
+$52,828.88 
UPRO ProShares UltraPro S&P500
+5.11%
+$173,145.6 
PWR Quanta Services Inc.
+4.99%
+$245,905.64 
UMDD ProShares UltraPro MidCap400
+4.85%
+$13,091.2 
CAT Caterpillar Inc.
+4.83%
+$53,452.66 
AVEM Avantis Emerging Markets Equity ETF
+4.6%
+$15,423.39 
UPXI Upexi, Inc.
+4.56%
+$1,568 
SHLD Global X Defense Tech ETF
+4.47%
+$245,807.37 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$36,959.85 
SNEX StoneX Group Inc.
+4.04%
+$231,207.48 
DD DuPont de Nemours Inc.
+3.95%
+$67,340.96 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$519,234.9 
AVGO Broadcom Inc.
+3.47%
+$13,738.49 
FEZ SPDR Euro Stoxx 50 ETF
+3.42%
+$76,530.48 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$15,587.22 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.1%
+$6,330.8 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$21,564.12 
IPAC iShares Core MSCI Pacific ETF
+2.87%
+$67,014.56 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$9,429.05 
UFPT UFP Technologies Inc.
+2.63%
+$6,426 
IBIT iShares Bitcoin Trust
+2.62%
+$6,181.47 
EXPE Expedia Group, Inc.
+2.61%
+$71,459.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.54%
+$227,030.12 
VB Vanguard Small-Cap ETF
+2.52%
+$28,461.24 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.46%
+$191,231.39 
COF Capital One Financial Corporation
+2.44%
+$4,522.28 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$6,430.8 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$193,534.25 
IDV iShares International Select Dividend ETF
+2.32%
+$6,767 
ICVT iShares Convertible Bond ETF
+2.32%
+$24,189.68 
INCY Incyte Corporation
+2.31%
+$72,141.04 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$20,840.76 
MLI Mueller Industries Inc.
+2.28%
+$99,554.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$373,103.39 
NVDA NVIDIA Corporation
+2.17%
+$95,292.16 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$12,356.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$139,140.45 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$8,212.5 
CGUS Capital Group Core Equity ETF
+1.93%
+$7,012.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$5,708.5 
VO Vanguard Mid-Cap ETF
+1.85%
+$12,805.94 
IWB iShares Russell 1000 ETF
+1.74%
+$5,279.25 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$70,579.3 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$152,038.78 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$27,739.93 
VTV Vanguard Value ETF
+1.68%
+$34,176.1 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$4,013.88 
AXP American Express Company
+1.64%
+$13,338.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$23,236.2 
XXV Simplify Ancorato Target 25 Distribution ETF
+1.49%
+$2,970.1 
JPM JPMorgan Chase & Co.
+1.42%
+$3,471.6 
AMZN Amazon.com Inc
+1.4%
+$8,675.64 
AAPL Apple Inc.
+1.39%
+$36,279.9 
CAIE Calamos Autocallable Income ETF
+1.2%
+$49,920.64 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$5,224.98 
SBAR Simplify Barrier Income ETF
+1.18%
+$7,563.8 
IVE ISHARES S&P 500 VALUE ETF
+1.11%
+$8,274.27 
AOK iShares Core Conservative Allocation ETF
+1.1%
+$3,327.3 
CAIQ Calamos Nasdaq Autocallable Income ETF
+1.09%
+$26,491.77 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$140,197.05 
PICB Invesco International Corporate Bond ETF
+0.99%
+$6,738.9 
GOOG Alphabet Inc
+0.91%
+$7,280.4 
PFFD Global X U.S. Preferred ETF
+0.91%
+$3,738.98 
IBM International Business Machines Corporation
+0.89%
+$1,668.77 
MCD McDonald's Corporation
+0.83%
+$4,081.97 
CTA-PA EIDP, Inc.
+0.81%
+$18,106.44 
XTOC Innovator U.S. Equity Accelerated Plus ETF
+0.81%
+$10,347.78 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.67%
+$8,115.55 
XV Simplify Target 15 Distribution ETF
+0.66%
+$4,227.2 
FCOR Fidelity Corporate Bond ETF
+0.59%
+$12,847.72 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$2,741.34 
FE FirstEnergy Corp.
+0.49%
+$11,922.28 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.48%
+$1,390.62 
ADT ADT Inc.
+0.45%
+$1,312.92 
BAB Invesco Taxable Municipal Bond ETF
+0.43%
+$1,557.56 
GOOGL Alphabet Inc
+0.39%
+$2,244.85 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$859.1 
FLIA Franklin International Aggregate Bond Fund
+0.25%
+$529.95 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.21%
+$3,033.21 
MUB iShares National Muni Bond ETF
+0.21%
+$421.74 
HYD VanEck High Yield Muni ETF
+0.16%
+$418.4 
TMUS T-Mobile US, Inc.
+0.16%
+$2,924.65 
FMB First Trust Managed Municipal Fund
+0.15%
+$312.9 
MDT Medtronic plc
+0.11%
+$2,342.43 
USRT iShares Core U.S. REIT ETF
+0.11%
+$3,874.15 
JMUB JPMorgan Municipal Bond ETF
+0.06%
+$141 
PVH
0%
$0 
ORCL Oracle Corporation
-8.58%
-$221,073.14 
MSFT Microsoft Corp.
-1.79%
-$53,784.77 
BR Broadridge Financial Solutions, Inc.
-1.09%
-$15,625.6 
GUTS Fractyl Health Inc.
-1.08%
-$99.24 
COST Costco Wholesale Corporation
-0.82%
-$1,707.66 
XTJA Innovator U.S. Equity Acceleration Plus Fund
-0.76%
-$7,198.67 
XTAP Innovator U.S. Equity Accelerated Plus ETF
-0.59%
-$10,582.76 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.59%
-$16,520.1 
KR Kroger Co.
-0.54%
-$12,367.6 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.46%
-$17,841.14 
META Meta Platforms Inc Class A
-0.45%
-$828.75 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.44%
-$11,257.27 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.39%
-$6,951.7 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.24%
-$1,767.6 
XLRE The Real Estate Select Sector SPDR Fund
-0.18%
-$395.2 
XTJL Inn US Equity Acceleration Plus July Fund
-0.1%
-$1,212.12 
WMT Walmart Inc.
-0.09%
-$281.49 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.01%
-$312.12 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.01%
-$44.28 Events
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Dividends
Dividend Analysis
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| Trades 1050 | Longs Won 803/1050 76% | Profit Factor 27.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,806.98 |
| Average Win $119,546.48 | Best Trade (Jun 11) $6.83M | Sharpe Ratio -9.17 |
| Average Loss -$13,899.06 | Worst Trade (Jun 11) -$769,853.78 | Z-Score 16.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $88,155.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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