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CIK: 0002041943
Total reported value
$184.8M
$184.8M
797 檔
20.9%
At the close of Q1 2025, Millstone Evans Group, LLC disclosed equity holdings valued at approximately $184.8M, spread across 797 reported holdings.
During Q1 2025, 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 797 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.67% | -0.40% | +1.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.93% | +0.32% | +0.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | -0.35% | -2.90% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.84% | -0.18% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.82% | -0.01% | -2.37% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.12% | -0.25% | +628.27% | |
| 7 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 2.01% | -0.13% | -4.31% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.01% | -3.20% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.87% | -0.19% | -1.52% | |
| 10 | RJF | Raymond James Financial Inc | Stock-Financials | 1.85% | -0.11% | -1.00% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.52% | -0.01% | -0.44% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.45% | +0.02% | +3.86% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | -0.06% | +1.18% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | -0.05% | — | |
| 15 | EMLP | First Trust North American E | ETF-Other | 1.15% | -0.21% | -0.36% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.18% | — | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.01% | +1.28% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.04% | -0.02% | +1.81% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.03% | -0.06% | -3.04% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | -0.16% | -2.55% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.97% | -0.28% | +0.21% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.08% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | -0.60% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.06% | -4.00% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.25% | -1.20% | |
| 26 | WAT | Waters CORP | Stock-Healthcare | 0.78% | -0.08% | -6.05% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.07% | +16.29% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.73% | +0.01% | +0.13% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.18% | — | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.72% | -0.01% | +5.54% | |
| 31 | GE | General Electric | Stock-Industrials | 0.71% | -0.21% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.26% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.02% | — | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.59% | — | -0.48% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.18% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.30% | — | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.54% | — | -0.65% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.52% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.16% | -2.47% | |
| 40 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.49% | +0.27% | -3.23% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.03% | +8.17% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.47% | -0.11% | +3.60% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.17% | -3.56% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.07% | -1.46% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.17% | — | |
| 46 | AXP | American Express Co | Stock-Financials | 0.44% | — | -3.05% | |
| 47 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.43% | — | +5.53% | |
| 48 | DGCB | Dimensional Global Credit | ETF-Other | 0.42% | -0.01% | +3.33% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.41% | -0.01% | -4.86% | |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.41% | -0.11% | +8.34% |
According to official SEC Form 13F filings, Millstone Evans Group, LLC reported a total U.S. public equity portfolio value of $184.8M across 797 disclosed positions in Q1 2025.
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 20.9% of total reported equity market value during Q1 2025.
During Q1 2025, Millstone Evans Group, LLC's top holdings by market value included AAPL (8.7%)、NVDA (5.9%)、MSFT (4.0%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q1 2025, 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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