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CIK: 0002041943
Total reported value
$184.8M
$184.8M
732 檔
23.1%
During the Q4 2024 filing period, Millstone Evans Group, LLC (CIK: 0002041943) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $184.8M across 732 reported positions.
During Q4 2024, Millstone Evans Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 732 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.69% | -0.40% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.37% | +0.32% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.61% | -0.35% | — | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.12% | -0.01% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.28% | -0.18% | — | |
| 6 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 2.12% | -0.13% | — | |
| 7 | RJF | Raymond James Financial Inc | Stock-Financials | 2.10% | -0.11% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.01% | — | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.96% | -0.19% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -0.06% | — | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.47% | +0.02% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.05% | — | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.42% | -0.01% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.08% | — | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.11% | -0.16% | — | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.11% | -0.21% | — | |
| 17 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.05% | -0.06% | — | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.02% | -0.28% | — | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.01% | -0.02% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.18% | — | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.01% | — | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.25% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | — | |
| 24 | WAT | Waters CORP | Stock-Healthcare | 0.84% | -0.08% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.06% | — | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.18% | — | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | +0.01% | — | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.68% | -0.01% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.07% | — | |
| 30 | GE | General Electric | Stock-Industrials | 0.59% | -0.21% | — | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.59% | — | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.26% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.18% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.07% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.30% | — | |
| 36 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.54% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.02% | — | |
| 38 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.53% | +0.27% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.25% | — | |
| 40 | UBSI | United Bankshares Inc | Stock-Financials | 0.50% | — | — | |
| 41 | AXP | American Express Co | Stock-Financials | 0.50% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.03% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.16% | — | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.47% | -0.11% | — | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.46% | — | — | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.44% | -0.11% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.17% | — | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.41% | +0.03% | — | |
| 49 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.41% | — | — | |
| 50 | DGCB | Dimensional Global Credit | ETF-Other | 0.40% | -0.01% | — |
According to official SEC Form 13F filings, Millstone Evans Group, LLC reported a total U.S. public equity portfolio value of $184.8M across 732 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 23.1% of total reported equity market value during Q4 2024.
During Q4 2024, Millstone Evans Group, LLC's top holdings by market value included AAPL (9.7%)、NVDA (7.4%)、MSFT (4.6%). The largest single position, AAPL, represented 9.7% of total portfolio value.
In Q4 2024, Millstone Evans Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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