Millstone Evans Group, LLC Top Holdings and 13F Report (2025) About Millstone Evans Group, LLCInvestment ActivityMillstone Evans Group, LLC has $146.68 million in total holdings as of December 31, 2024.Millstone Evans Group, LLC owns shares of 732 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $14,220,268NVIDIA $10,813,031Microsoft $6,762,569Dimensional U.S. Core Equity 2 ETF $6,043,785Berkshire Hathaway $4,810,661 Sector AllocationMap of 500 Largest Holdings ofMillstone Evans Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$14,220,26856,7869.7%Computer and TechnologyNVDANVIDIA$10,813,03180,5207.4%Computer and TechnologyMSFTMicrosoft$6,762,56916,0444.6%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$6,043,785174,7264.1%ETFBRK.BBerkshire Hathaway$4,810,66110,6133.3%FinanceIMCViShares Morningstar Mid-Cap Value ETF$3,104,88541,8112.1%ETFRJFRaymond James$3,085,06719,8612.1%FinanceJPMJPMorgan Chase & Co.$2,957,99112,3402.0%FinanceIWSiShares Russell Mid-Cap Value ETF$2,876,00422,2362.0%ETFGOOGAlphabet$2,427,34812,7461.7%Computer and TechnologyDIMENSIONAL US CORE EQUITY 1 ETF$2,156,54633,6121.5%US CORE EQUITY 1AMZNAmazon.com$2,148,2679,7921.5%Retail/WholesaleDFICDimensional International Core Equity 2 ETF$2,088,50180,8091.4%ETFGOOGLAlphabet$1,717,5199,0731.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,630,7082,8631.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,624,00045,5541.1%ETFLECOLincoln Electric$1,545,8788,2461.1%Industrial ProductsTMOThermo Fisher Scientific$1,498,7832,8811.0%MedicalDFCFDimensional Core Fixed Income ETF$1,482,80035,9291.0%ETFJNJJohnson & Johnson$1,449,38010,0221.0%MedicalIBMInternational Business Machines$1,352,0056,1500.9%Computer and TechnologyMRKMerck & Co., Inc.$1,311,24613,1810.9%MedicalVOOVanguard S&P 500 ETF$1,259,2952,3370.9%ETFWATWaters$1,226,8313,3070.8%MedicalPGProcter & Gamble$1,210,9367,2230.8%Consumer StaplesADPAutomatic Data Processing$1,032,3503,5270.7%Business ServicesSBUXStarbucks$1,004,48011,0080.7%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$993,47521,1920.7%ETFSPYSPDR S&P 500 ETF Trust$985,7871,6820.7%FinanceGEGeneral Electric$867,6425,2020.6%TransportationDFEMDimensional Emerging Markets Core Equity 2 ETF$858,95032,7970.6%ETFLLYEli Lilly and Company$839,9361,0880.6%MedicalCOSTCostco Wholesale$826,4769020.6%Retail/WholesaleCRMSalesforce$823,4552,4630.6%Computer and TechnologyPEPPepsiCo$818,5125,3830.6%Consumer StaplesNSCNorfolk Southern$793,9903,3830.5%TransportationVVisa$786,6242,4890.5%Business ServicesNETZTCW Transform Systems ETF$778,45810,7270.5%ETFORCLOracle$752,7134,5170.5%Computer and TechnologyUBSIUnited Bankshares$739,81019,7020.5%FinanceAXPAmerican Express$730,6972,4620.5%FinanceIWMiShares Russell 2000 ETF$730,4943,3060.5%FinanceXOMExxon Mobil$695,4406,4650.5%Oils/EnergyCOWZPacer US Cash Cows 100 ETF$691,50012,2430.5%ETFMMM3M$670,1065,1910.5%Multi-Sector ConglomeratesCALFPacer US Small Cap Cash Cows 100 ETF$647,26614,7070.4%ETFCSCOCisco Systems$622,54710,5160.4%Computer and TechnologyPNCThe PNC Financial Services Group$608,0563,1530.4%FinanceDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF$608,01111,6210.4%GLOBAL EX US CORDIMENSIONAL GLOABL CREDIT ETF$585,75411,1360.4%GLOBAL CR ETFTAT&T$575,33025,2670.4%Computer and TechnologyKVUEKenvue$564,55826,4430.4%Consumer StaplesSYKStryker$555,1971,5420.4%MedicalBACBank of America$546,16712,4270.4%FinanceWMTWalmart$528,7285,8520.4%Retail/WholesaleTREXTrex$517,7257,5000.4%ConstructionCWSAdvisorShares Focused Equity ETF$505,6597,8070.3%ETFVZVerizon Communications$498,83512,4740.3%Computer and TechnologyCMCSAComcast$493,52013,1500.3%Consumer DiscretionaryCVXChevron$491,3073,3920.3%Oils/EnergyHDHome Depot$488,9601,2570.3%Retail/WholesaleTGTTarget$484,3503,5830.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$477,8522,7270.3%ETFABBVAbbVie$463,6192,6090.3%MedicalRDVYFirst Trust NASDAQ Rising Dividend Achievers$461,5297,8040.3%ManufacturingICFIICF International$447,2763,7520.3%Business ServicesMCDMcDonald's$440,3431,5190.3%Retail/WholesaleGE VERNOVA INCORPORATED$422,0171,2830.3%COMXLVHealth Care Select Sector SPDR Fund$413,9483,0090.3%ETFUNPUnion Pacific$400,8941,7580.3%TransportationBKNGBooking$382,568770.3%Retail/WholesaleAPDAir Products and Chemicals$373,5721,2880.3%Basic MaterialsBMYBristol-Myers Squibb$360,4486,3730.2%MedicalUNHUnitedHealth Group$360,1727120.2%MedicalSHWSherwin-Williams$346,7291,0200.2%Basic MaterialsFTGCFirst Trust Global Tactical Commodity Strategy Fund$330,35413,8050.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$329,2615,2840.2%ETFITRIItron$325,1972,9950.2%Computer and TechnologyBMIBadger Meter$316,0591,4900.2%Computer and TechnologyDEDeere & Company$313,1147390.2%Industrial ProductsRYJInvesco Bloomberg Analyst Rating Improvers ETF$311,8834,5120.2%ETFNVSNovartis$304,7753,1320.2%MedicalTSMTaiwan Semiconductor Manufacturing$303,7401,5380.2%Computer and TechnologyWRNWestern Copper and Gold$303,372288,9260.2%Basic MaterialsCFBCrossFirst Bankshares$303,00020,0000.2%FinanceMDTMedtronic$302,1863,7830.2%MedicalIYFiShares U.S. Financials ETF$299,2292,7060.2%ETFSFMSprouts Farmers Market$298,6152,3500.2%Retail/WholesaleMAMastercard$293,8265580.2%Business ServicesFLEXFlex$287,9257,5000.2%Computer and TechnologyJCIJohnson Controls International$282,3333,5770.2%ConstructionMMCMarsh & McLennan Companies$281,4431,3250.2%FinanceETNEaton$277,4438360.2%Industrial ProductsSUPPTCW Transform Supply Chain ETF$273,9534,3630.2%ETFALLAllstate$272,4121,4130.2%FinanceDFSVDimensional US Small Cap Value ETF$268,7608,7320.2%ETFDISWalt Disney$265,9692,3890.2%Consumer DiscretionaryDUHPDimensional US High Profitability ETF$263,1727,7880.2%ETFGISGeneral Mills$259,4804,0690.2%Consumer StaplesBABAAlibaba Group$258,3553,0470.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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