Millstone Evans Group, LLC 13F Holdings
CIK 0002041943 · BOULDER, CO
As of Sep 30, 2025, Millstone Evans Group, LLC reported 834 positions worth
CIK 0002041943 · BOULDER, CO
As of Sep 30, 2025, Millstone Evans Group, LLC reported 834 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 80,792 | 5.1M | 10.62% |
| APPLE INC | AAPL | Technology | 56,963 | 4.5M | 10.21% |
| MICROSOFT CORP | MSFT | Technology | 15,743 | $8.2M | 5.74% |
| ORACLE CORP | ORCL | Technology | 20,106 | $5.7M | 3.98% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,797 | $5.4M | 3.82% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,355 | $3.6M | 2.52% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 19,491 | $3.4M | 2.37% |
| ALPHABET INC | GOOG | Equity | 13,120 | $3.2M | 2.25% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 21,185 | $3.0M | 2.08% |
| ISHARES TR | — | — | 36,205 | $2.9M | 2.05% |
| ALPHABET INC | GOOGL | Equity | 9,116 | $2.2M | 1.56% |
| AMAZON.COM INC | AMZN | Equity | 9,921 | $2.2M | 1.53% |
| LINCOLN ELECTRIC HOLDINGS INC | LECO | Industrials | 8,056 | .9M | 1.34% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 9,988 | .9M | 1.30% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | — | 46,624 | .8M | 1.26% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 6,256 | .8M | 1.24% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 2,757 | .6M | 1.16% |
| GE AEROSPACE | GE | Industrials | 5,267 | .6M | 1.12% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 3,047 | .5M | 1.04% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,882 | .3M | 0.88% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,866 | .1M | 0.80% |
| TCW TRANSFORM SYSTEMS ETF | PWRD | — | 11,044 | .1M | 0.76% |
| MERCK & CO INC | MRK | Healthcare | 12,795 | .1M | 0.76% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 6,985 | .1M | 0.76% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 3,527 | .0M | 0.73% |