Miracle Mile Advisors, LLC

Q4 2023 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2023
Date filed
1/22/2024
Form type
13F-HR
Num holdings
487
Total value ($000)
$3,651,252
Net value change ($000)
+407,064 (12.5%)
New positions
51
Sold out positions
45
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/25/2023 Next filing: 4/18/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMXC 75,391 NEW
QUAL 68,025 134.4%
XLV 49,223 3595.5%
IVE 44,317 56.1%
EFV 44,122 85.3%
QQQ 39,970 34.9%
MSFT 32,289 39.1%
FCAL 24,525 93.4%
SCHWAB STRATEGIC TRUST 21,818 47.8%
JPST 21,137 759.8%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -53,177 -86.4%
IBB -36,450 -91.6%
RLY -23,692 -43.7%
VOE -21,583 -83.7%
SCHE -19,056 -74.2%
KBWB -12,970 -96.6%
DBMF -12,111 -17.3%
EWC -11,062 -89.5%
DEM -10,785 -32.0%
FTGC -10,149 -23.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type