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:
70.93%
Gain -5.63%
Monthly
1.56%
Yearly
20.44%
Drawdown
21.56%
$246.14M
Equity
Holdings
$246.14M
Investment
$174.44M
$91.17M
Profit -$9.21M
Realized
$19.47M
Unrealized
$71.7M
Dividends
$8.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-5.63%
Profit
-$9.21M
Win %
79%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$403,965.59
Win %
79%
This Month
Compared to last month
Gain
-1.54%
Profit
-$3.84M
Win %
79%
This Year
Compared to last year
Gain
12.72%
Profit
$27.78M
Win %
79%
APLD Applied Digital Corporation
+7.95%
+$20,500 
UPXI Upexi, Inc.
+5.93%
+$1,908 
BLNE Eastside Distilling Inc.
+4.54%
+$478.67 
MRVL Marvell Technology, Inc.
+3.44%
+$11,357.5 
COHR Coherent Corp.
+3.41%
+$9,398.75 
RDW Redwire Corporation
+2.66%
+$3,725.1 
SNEX StoneX Group Inc.
+2.55%
+$119,151.37 
AVGO Broadcom Inc.
+2.27%
+$10,720.72 
MSFT Microsoft Corp.
+2.1%
+$64,145.08 
UFPT UFP Technologies Inc.
+1.89%
+$4,798.5 
GOOG Alphabet Inc
+1.87%
+$14,654.42 
GOOGL Alphabet Inc
+1.79%
+$10,719.82 
TMUS T-Mobile US, Inc.
+1.74%
+$33,757.38 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
+1.65%
+$10,108.31 
IBIT iShares Bitcoin Trust
+1.39%
+$4,807.6 
AMZN Amazon.com Inc
+1.12%
+$7,933.28 
TQQQ ProShares UltraPro QQQ
+1.01%
+$12,730.28 
TECL Direxion Daily Technology Bull 3x Shares
+0.93%
+$7,730.62 
PWR Quanta Services Inc.
+0.81%
+$37,771.5 
META Meta Platforms Inc Class A
+0.68%
+$1,772.42 
DD DuPont de Nemours, Inc.
+0.64%
+$11,351.71 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$4,124.51 
ICVT iShares Convertible Bond ETF
+0.47%
+$4,806.04 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$74,354.7 
QGRW WisdomTree U.S. Quality Growth Fund
+0.45%
+$2,634.94 
XV Simplify Target 15 Distribution ETF
+0.45%
+$4,253.59 
MDT Medtronic plc
+0.42%
+$9,263.8 
IUSG iShares Core S&P U.S. Growth ETF
+0.38%
+$3,522.4 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$1,735.68 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.32%
+$5,936.41 
SBAR Simplify Barrier Income ETF
+0.28%
+$2,607.08 
AVEM Avantis Emerging Markets Equity ETF
+0.25%
+$809.82 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$10,235.68 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$547.56 
BR Broadridge Financial Solutions, Inc.
+0.18%
+$2,723.87 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.17%
+$9,956.03 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$2,450.09 
NVDA NVIDIA Corporation
+0.12%
+$5,233.92 
XBJL Inn US Equity Access 9 Buffered July Fund
+0.09%
+$4,302.48 
IPAC iShares Core MSCI Pacific ETF
+0.09%
+$2,119.18 
SHLD Global X Defense Tech ETF
+0.07%
+$4,056.66 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.07%
+$154.55 
SPEM SPDR Portfolio Emerging Markets ETF
+0.06%
+$5,142.27 
XTAP Innovator U.S. Equity Accelerated Plus ETF
+0.06%
+$991 
FE FirstEnergy Corp.
+0.03%
+$797.6 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.01%
+$82.61 
XTJL Inn US Equity Acceleration Plus July Fund
+0.01%
+$89.18 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$549.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
0%
$0 
SLS Sellas Life Sciences Group Inc.
-6.14%
-$20,252.5 
GANX Gain Therapeutics Inc.
-3.8%
-$975 
ORCL Oracle Corporation
-3.18%
-$49,772.56 
EURL Direxion Daily FTSE Europe Bull 3X Shares
-2.86%
-$7,341.65 
UMDD ProShares UltraPro MidCap400
-1.95%
-$5,653.77 
CAT Caterpillar Inc.
-1.92%
-$21,833.73 
AAPL Apple Inc.
-1.71%
-$45,650.79 
WMT Walmart Inc.
-1.54%
-$4,530.24 
UDOW ProShares UltraPro Dow30
-1.52%
-$13,482 
HELP Cybin Inc.
-1.45%
-$1,050 
PANW Palo Alto Networks, Inc.
-1.43%
-$62,948.95 
PVH PVH Corp.
-1.33%
-$29,073.2 
INCY Incyte Corporation
-1.33%
-$44,720.52 
URTY ProShares UltraPro Russell2000
-1.06%
-$9,784.01 
AXP American Express Company
-0.91%
-$8,433.4 
KR Kroger Co.
-0.88%
-$18,752.24 
EXPE Expedia Group, Inc.
-0.85%
-$28,815.28 
JPM JPMorgan Chase & Co.
-0.79%
-$2,067.44 
IDV iShares International Select Dividend ETF
-0.74%
-$2,144 
FEZ SPDR Euro Stoxx 50 ETF
-0.72%
-$17,015.74 
BAB Invesco Taxable Municipal Bond ETF
-0.7%
-$2,476.14 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.68%
-$1,677 
COF Capital One Financial Corporation
-0.67%
-$1,441.42 
MLI Mueller Industries Inc.
-0.64%
-$24,456.04 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$2,109.7 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$4,328.01 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$2,603 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.55%
-$50,974.81 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.54%
-$1,149.88 
PICB Invesco International Corporate Bond ETF
-0.54%
-$3,825.87 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.54%
-$74,994.77 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$3,941.31 
IWS iShares Russell Mid-Cap Value ETF
-0.51%
-$2,112.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,115.04 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.5%
-$74,687.76 
VB Vanguard Small-Cap ETF
-0.45%
-$5,275.54 
PFFD Global X U.S. Preferred ETF
-0.43%
-$1,767.6 
VTV Vanguard Value ETF
-0.42%
-$8,942.9 
USRT iShares Core U.S. REIT ETF
-0.41%
-$16,997.4 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$1,237.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.4%
-$33,753.37 
XTOC Innovator U.S. Equity Accelerated Plus ETF
-0.37%
-$4,714.6 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.36%
-$1,013.17 
CTVA Corteva Inc.
-0.34%
-$12,120.67 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.33%
-$7,406.48 
COST Costco Wholesale Corporation
-0.3%
-$599.96 
ADT ADT Inc.
-0.29%
-$717.42 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.28%
-$3,445.4 
VO Vanguard Mid-Cap ETF
-0.27%
-$7,560.26 
QUAL iShares MSCI USA Quality Factor ETF
-0.27%
-$4,045.57 
AOK iShares Core Conservative Allocation ETF
-0.26%
-$780.25 
FCOR Fidelity Corporate Bond ETF
-0.26%
-$5,703.12 
MCD McDonald's Corporation
-0.25%
-$1,194.1 
HYD VanEck High Yield Muni ETF
-0.24%
-$623.62 
SPYU Max S&P 500 4X Leveraged Exchange-Traded Note
-0.22%
-$7,014.07 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.21%
-$1,040.09 
CAIE Calamos Autocallable Income ETF
-0.15%
-$5,575.68 
FMB First Trust Managed Municipal Fund
-0.14%
-$308.31 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.14%
-$1,561.08 
XTJA Innovator U.S. Equity Acceleration Plus Fund
-0.1%
-$941.96 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.09%
-$326.24 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.09%
-$1,316.5 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$164.5 
IWB iShares Russell 1000 ETF
-0.05%
-$152.8 
CGUS Capital Group Core Equity ETF
-0.04%
-$170 
XXV Simplify Ancorato Target 25 Distribution ETF
-0.04%
-$249.27 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$3,559.5 
QTUM Defiance Quantum ETF
-0.04%
-$3,203.55 
UPRO ProShares UltraPro S&P500
-0.03%
-$1,043.98 Events
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Dividends
Dividend Analysis
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| Trades 1146 | Longs Won 853/1146 74% | Profit Factor 21.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,320.82 |
| Average Win $112,176.15 | Best Trade (Jul 20) $6.67M | Sharpe Ratio -9.57 |
| Average Loss -$15,415.54 | Worst Trade (Jul 24) -$769,267.82 | Z-Score 12.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $79,554.54 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Millington Financial Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $3.36M, SPDR Portfolio S&P 500 Value ETF - $1.65M, iShares MSCI USA Quality Factor ETF - $1.46M, UFP Technologies Inc - $1.23M, and Encore Wire Corp - $1.08M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Artesian Resources Corporation Class A Common Stock - $207,350.57, Dollar General Corporation - $145,386.58, Fti Consulting Inc - $134,776.37, Silvercrest Asset Management Group Inc - $134,423.65, and Comcast Corp - $110,049.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Millington Financial Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.95M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $885,544.96, SPDR Portfolio S&P 500 Value ETF - $735,009.03, SPDR Portfolio Emerging Markets ETF - $582,142.37, Calamos Autocallable Income ETF - $399,609.64, and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $385,598.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Millington Financial Advisors LLC's monthly returns?
Millington Financial Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Millington Financial Advisors LLC's strategy be considered aggressive or moderate?
Millington Financial Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Millington Financial Advisors LLC's strategy?
Millington Financial Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
