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:
84.5%
Gain +1.03%
Monthly
1.42%
Yearly
18.39%
Drawdown
21.12%
$257.29M
Equity
Holdings
$257.29M
Investment
$189.94M
$87.28M
Profit +$1.8M
Realized
$19.93M
Unrealized
$67.35M
Dividends
$9.89M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$1.8M
Win %
74%
This Week
Compared To Last Week
Gain
0.71%
Profit
$1.8M
Win %
74%
This Month
Compared to last month
Gain
-1.1%
Profit
-$2.85M
Win %
74%
This Year
Compared to last year
Gain
-1.86%
Profit
-$5.07M
Win %
74%
COHR Coherent Corp.
+6.81%
+$14,388.35 
TECL Direxion Daily Technology Bull 3X Shares
+5.39%
+$44,152.57 
MU Micron Technology Inc.
+3.63%
+$8,498.61 
PWR Quanta Services, Inc.
+3.54%
+$138,228.9 
TQQQ ProShares UltraPro QQQ
+3.53%
+$44,338.32 
BTQ BTQ Technologies Corp.
+3.5%
+$1,676.01 
MRVL Marvell Technology Inc.
+3.04%
+$12,332.4 
PANW Palo Alto Networks, Inc.
+2.82%
+$129,908.23 
SPYU MAX S&P 500 4X Leveraged ETN
+2.82%
+$94,316.04 
AVGO Broadcom Inc.
+2.73%
+$11,639.93 
MS Morgan Stanley Common Stock
+2.72%
+$5,373.49 
NVDA NVIDIA Corporation
+2.54%
+$121,722.97 
UMDD ProShares UltraPro MidCap400
+2.47%
+$6,939.67 
SHLD Global X Defense Tech ETF
+2.2%
+$125,725.2 
HELP Helus Pharma Inc.
+2.16%
+$2,200 
UPRO ProShares UltraPro S&P 500
+2.12%
+$79,079.76 
SPXL Direxion Daily S&P 500 Bull 3X ETF
+2.08%
+$23,497.76 
QTUM Defiance Quantum ETF
+1.91%
+$169,233.83 
BNY Bank of New York Mellon Corp.
+1.89%
+$76,504.64 
URTY ProShares UltraPro Russell2000
+1.54%
+$11,436.53 
TNA Direxion Daily Small Cap Bull 3X Shares ETF
+1.51%
+$2,719.92 
PVH PVH Corp.
+1.41%
+$34,087.2 
EURL Direxion Daily FTSE Europe Bull 3X Shares
+1.37%
+$3,670.15 
CAGE Calamos Autocallable Growth ETF
+1.33%
+$7,109.42 
XXV Simplify Ancorato Target 25 Distribution ETF
+1.31%
+$11,517.19 
MSFT Microsoft Corporation Common Stock
+1.3%
+$53,324.56 
MLI Mueller Industries, Inc.
+1.22%
+$81,810.96 
QQQ Invesco QQQ Trust, Series 1
+1.19%
+$6,028.8 
IUSG iShares Core S&P U.S. Growth ETF
+1.1%
+$10,271.4 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.1%
+$181,919.01 
JPM JPMorgan Chase & Co.
+1.07%
+$4,318.29 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$5,599.05 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.95%
+$25,145.36 
QGRW WisdomTree U.S. Quality Growth Fund
+0.91%
+$5,451.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.86%
+$13,317.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.85%
+$67,480.27 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.81%
+$73,865.42 
CAT Caterpillar Inc.
+0.78%
+$6,867.24 
MCD McDonald's Corporation
+0.76%
+$3,508.06 
CGUS Capital Group Core Equity ETF
+0.71%
+$2,677.5 
SPY State Street SPDR S&P 500 ETF Trust
+0.7%
+$53,906.9 
UDOW ProShares UltraPro Dow30
+0.67%
+$5,785.2 
SBAR Simplify Barrier Income ETF
+0.66%
+$11,341.27 
IWB iShares Russell 1000 ETF
+0.64%
+$2,028.42 
XTOC Innovator U.S. Equity Accelerated Plus ETF - October
+0.63%
+$7,860.12 
CAIE Calamos Autocallable Income ETF
+0.63%
+$25,457.85 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.61%
+$50,696.91 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.6%
+$4,271.4 
AVUV Avantis U.S. Small Cap Value ETF
+0.6%
+$1,788.5 
XTJL Innovator U.S. Equity Accelerated Plus ETF - July
+0.59%
+$6,959.68 
XV Simplify Target 15 Distribution ETF
+0.56%
+$9,387.5 
XOM ExxonMobil Holdings Corporation
+0.53%
+$1,692.58 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$2,413 
XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July
+0.51%
+$26,028.03 
AXP American Express Company
+0.51%
+$4,162.62 
VB Vanguard Small-Cap ETF
+0.5%
+$5,619.9 
VTV Vanguard Morningstar Value ETF
+0.49%
+$10,869.09 
HYD VanEck High Yield Muni ETF
+0.49%
+$1,110 
USRT iShares Core U.S. REIT ETF
+0.48%
+$18,821.4 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.47%
+$974.6 
ATCL REX Autocallable Income ETF
+0.46%
+$2,326.5 
FEZ State Street SPDR EURO STOXX 50 ETF
+0.46%
+$10,705.55 
XSEP FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
+0.43%
+$3,216.14 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.42%
+$65,987.28 
DD DuPont de Nemours, Inc.
+0.41%
+$7,573.44 
IPAC iShares Core MSCI Pacific ETF
+0.41%
+$10,648.46 
SPCX Space Exploration Technologies Corp. Class A
+0.4%
+$1,187.6 
JMUB JPMorgan Municipal ETF
+0.4%
+$916.5 
ICVT iShares Convertible Bond ETF
+0.4%
+$4,018.54 
DFAI Dimensional International Core Equity Market ETF
+0.39%
+$1,377.76 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October
+0.37%
+$1,762.29 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$2,588.76 
XTJA Innovator U.S. Equity Accelerated Plus ETF - January
+0.35%
+$3,194.75 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April
+0.34%
+$21,022.37 
VIGI Vanguard International Dividend Appreciation ETF
+0.33%
+$845 
FMB First Trust Managed Municipal ETF
+0.32%
+$646.66 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.31%
+$5,092.78 
AMZN Amazon.com Inc
+0.3%
+$2,696.25 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$4,433.32 
XTAP Innovator U.S. Equity Accelerated Plus ETF - April
+0.3%
+$5,054.68 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.29%
+$2,713.17 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.28%
+$594.32 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.28%
+$767.35 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.27%
+$41,181.7 
ORCL Oracle Corporation
+0.27%
+$4,212.29 
IVE iShares S&P 500 Value ETF
+0.27%
+$2,097.27 
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
+0.25%
+$916.32 
IWS iShares Russell Mid-Cap Value ETF
+0.23%
+$950.02 
AOK iShares Core 30/70 Conservative Allocation ETF
+0.18%
+$562.2 
DIAL Columbia Diversified Fixed Income Allocation ETF
+0.18%
+$2,316.1 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
+0.1%
+$523.85 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$716.9 
FE FirstEnergy Corp.
+0.08%
+$1,924.16 
BAB Invesco Taxable Municipal Bond ETF
+0.04%
+$144.24 
IDV iShares International Select Dividend ETF
+0.04%
+$100.5 
WMT Walmart Inc.
+0.03%
+$94.29 
FCOR Fidelity Corporate Bond ETF
+0.02%
+$521.13 
GANX Gain Therapeutics, Inc.
-7.94%
-$1,500 
SES SES AI Corporation Class A Common Stock
-6.67%
-$2,216.3 
CTVA Corteva Inc.
-3.61%
-$18,827.1 
INCY Incyte Corp.
-2.26%
-$76,579.98 
EXPE Expedia Group Inc.
-1.94%
-$72,655.24 
META Meta Platforms Inc Class A
-1.77%
-$3,626.79 
IBIT iShares Bitcoin Trust ETF
-1.76%
-$7,710.39 
SLS SELLAS Life Sciences Group, Inc.
-1.73%
-$5,000 
APLD Applied Digital Corporation
-1.62%
-$2,950 
ADSK Autodesk Inc.
-1.25%
-$20,814.92 
GOOG Alphabet Inc
-1.14%
-$8,348.4 
AAPL Apple Inc.
-1.12%
-$33,813.09 
GOOGL Alphabet Inc
-1.04%
-$6,726.3 
UFPT UFP Technologies Inc.
-0.96%
-$2,981.1 
MDT Medtronic plc
-0.78%
-$19,328.8 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
-0.77%
-$4,375.65 
BLNE Beeline Holdings, Inc.
-0.67%
-$49.32 
TMUS T-Mobile US Inc.
-0.59%
-$8,971.34 
SPEM SPDR Portfolio Emerging Markets ETF
-0.55%
-$49,465.35 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$1,232.01 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.42%
-$9,010.49 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$3,156.2 
PFFD Global X U.S. Preferred ETF
-0.35%
-$1,428.84 
SNEX StoneX Group Inc.
-0.32%
-$17,736.84 
UPXI Upexi Inc.
-0.31%
-$96 
AVEM Avantis Emerging Markets Equity ETF
-0.26%
-$846.63 
ADT ADT Inc.
-0.22%
-$538.07 
RDW Redwire Corporation
-0.18%
-$161.09 
PICB Invesco International Corporate Bond ETF
-0.09%
-$660.4 
COST Costco Wholesale Corp
-0.07%
-$204.98 
KR The Kroger Co.
-0.01%
-$382.79 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1252 | Longs Won 909/1252 72% | Profit Factor 10.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $343,604.48 |
| Average Win $106,254.1 | Best Trade (Oct 14) $7.18M | Sharpe Ratio -10.6 |
| Average Loss -$27,132.22 | Worst Trade (Oct 26) -$2.26M | Z-Score 13.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $69,711.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,670 | $1.5M | $2.98M | - | $1.48M | 98.16% | -1.122% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 35,845 | $739,127 | $741,991.5 | - | $2,864.5 | 0.39% | +0.097% |
| ADSK Autodesk Inc. | 6,587 | $1.28M | $1.64M | - | $359,781.94 | 28.09% | -1.253% |
| ADT ADT Inc. | 35,871 | $280,510.83 | $246,971.83 | - | -$33,539 | -11.96% | -0.217% |
| AMZN Amazon.com Inc | 3,595 | $657,610.99 | $894,256.25 | - | $236,645.26 | 35.99% | +0.302% |
| AOK iShares Core 30/70 Conservative Allocation ETF | 7,496 | $259,175.92 | $304,150.2 | - | $44,974.28 | 17.35% | +0.185% |
| APLD Applied Digital Corporation | 10,000 | $56,200 | $179,550 | - | $123,350 | 219.48% | -1.616% |
| ATCL REX Autocallable Income ETF | 21,150 | $520,719 | $509,080.5 | - | -$11,638.5 | -2.24% | +0.459% |
| AVEM Avantis Emerging Markets Equity ETF | 3,681 | $283,510.62 | $321,240.87 | - | $37,730.25 | 13.31% | -0.263% |
| AVGO Broadcom Inc. | 1,328 | $403,965.71 | $438,830.96 | - | $34,865.25 | 8.63% | +2.725% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,450 | $249,851 | $300,835.5 | - | $50,984.5 | 20.41% | +0.598% |
| AXP American Express Company | 2,618 | $498,398.38 | $824,172.58 | - | $325,774.2 | 65.36% | +0.508% |
| BAB Invesco Taxable Municipal Bond ETF | 14,424 | $377,831.84 | $372,139.2 | - | -$5,692.64 | -1.51% | +0.039% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 54,609 | $1.84M | $2.12M | - | $278,245.85 | 15.15% | -0.424% |
| BLNE Beeline Holdings, Inc. | 11,210 | $19,281.2 | $7,340.31 | - | -$11,940.89 | -61.93% | -0.667% |
| BNY Bank of New York Mellon Corp. | 28,036 | $2.38M | $4.13M | - | $1.75M | 73.55% | +1.887% |
| BRK-B Berkshire Hathaway Inc. | 978 | $494,149.22 | $535,860.87 | - | $41,711.65 | 8.44% | +1.056% |
| BTQ BTQ Technologies Corp. | 23,943 | $133,362.51 | $49,562.01 | - | -$83,800.5 | -62.84% | +3.5% |
| CAGE Calamos Autocallable Growth ETF | 18,709 | $514,872 | $541,625.55 | - | $26,753.55 | 5.2% | +1.33% |
| CAIE Calamos Autocallable Income ETF | 154,290 | $4.14M | $4.08M | - | -$60,084.57 | -1.45% | +0.627% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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: State Street SPDR Portfolio S&P 500 Growth ETF - $3.46M, State Street SPDR Portfolio S&P 500 Value ETF - $1.71M, iShares MSCI USA Quality Factor ETF - $1.5M, UFP Technologies Inc - $1.23M, and State Street SPDR S&P 500 ETF Trust - $1.1M. 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: Broadridge Financial Solutions, Inc - $633,304.78, Invesco Semiconductors ETF - $292,749.87, Artesian Resources Corp. Class A Non-Voting Common Stock - $207,350.57, HubSpot, Inc. Common Stock - $198,158.3, and Dollar General Corp - $147,694.93. 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 $9.89M earned over time. The largest contributors to dividend income include State Street SPDR Portfolio Developed World ex-US ETF - $885,544.96, State Street SPDR Portfolio S&P 500 Value ETF - $798,075.86, SPDR Portfolio Emerging Markets ETF - $582,142.37, Calamos Autocallable Income ETF - $500,966.68, 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.
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