Millstone Evans Group, LLC Purchases and Sells in Q2 2025

Millstone Evans Group, LLC

$147 Billion
Q2 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	128 + 0.82%	$354.56 - $497.45 $45.4K - $63.7K	15.7K $7.81B
IBM	28 + 0.45%	$221.03 - $294.78 $6.19K - $8.25K	6.26K $1.84B
GOOG	125 + 0.97%	$146.58 - $180.01 $18.3K - $22.5K	13K $2.31B
JPST	5.47K + 170.31%	$50.36 - $50.68 $276K - $277K	8.69K $440M
JAAA	5.25K + 714.69%	$49.79 - $50.75 $262K - $267K	5.99K $304M
NETZ	201 + 1.94%	N/A	10.6K $954M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	2.3K New	N/A	2.3K $144M
MOAT	1.09K New	N/A	1.09K $103M
MMIN	4.23K New	$22.81 - $23.8 $96.6K - $101K	4.23K $98.7M
COF	407 New	$150.57 - $212.76 $61.3K - $86.6K	407 $86.6M
BXMT	3.82K New	$17.17 - $19.9 $65.6K - $76K	3.82K $73.5M
IYK	811 New	$67.29 - $72.42 $54.6K - $58.7K	811 $57.2M

Top Sells

Reduced Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-103K - 60.31%	$29.12 - $35.84 $3M - $3.69M	67.7K $2.43B
DIMENSIONAL US CORE EQUITY 1 ETF	-22.9K - 65.5%	N/A	12K $805M
DFIC	-49.3K - 61.29%	$24.94 - $31.15 $1.23M - $1.54M	31.1K $968M
AAPL	-535 - 0.93%	$172.42 - $223.89 $92.2K - $120K	57K $11.7B
DFCF	-23.7K - 64.74%	$41.1 - $42.37 $973K - $1M	12.9K $545M
DFSD	-15.5K - 69.4%	$47.09 - $48.01 $731K - $745K	6.84K $329M

Activity Summary All Purchases 95 New Holdings 29 Increased Positions 66 All Sells 122 Reductions 122 Sold out 0 Calls 0 Puts 0

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