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Terrie Besier

Millennium Capital Advisors, Llc

Assets Managed
$162.466M
Holdings
133
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-4.17%(2Q avg: -2.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Millennium Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Millennium Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.466M in assets, with a quarterly growth rate of -4.17% and a 2-quarter average growth rate of -2.08%. The portfolio is managed by Terrie Besier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.34%
14.48%
$23.515M
92,658 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.36%
7.31%
$11.863M
68,024 shares@ $174.4 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.49%
5.72%
$9.284M
74,706 shares@ $124.28 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.68%
3.73%
$6.045M
10,565 shares@ $572.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.41%
3.72%
$6.041M
29,004 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.03%
3.05%
$4.954M
13,385 shares@ $370.13 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.33%
2.57%
$4.174M
13,487 shares@ $309.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.01%
2.29%
$3.709M
12,900 shares@ $287.56 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -8.09%
2.14%
$3.467M
68,824 shares@ $50.37 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.03%
2.08%
$3.374M
3,667 shares@ $920.21 avg price

1-10 of 133