Miracle Mile Advisors, LLC

Q1 2024 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2024
Date filed
4/18/2024
Form type
13F-HR
Num holdings
508
Total value ($000)
$3,974,312
Net value change ($000)
+323,060 (8.8%)
New positions
39
Sold out positions
20
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2024 Next filing: 7/18/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VFLO 71,693 NEW
QUAL 57,502 48.5%
BND 42,606 47.4%
VTI 28,033 73.1%
LQD 25,578 NEW
PWZ 18,591 88.3%
MBB 18,523 29.3%
IUSB 17,807 1927.2%
QQQ 17,290 11.2%
NVDA 17,241 92.1%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -43,277 -58.8%
AGG -17,516 -43.9%
GBIL -14,940 -6.0%
EFV -12,930 -13.5%
XLE -10,869 -23.8%
JPST -10,626 -44.4%
AAPL -10,557 -10.6%
CMF -8,900 -49.5%
PAPR -7,549 -15.7%
SHV -6,977 -82.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type