Millstone Evans Group, LLC Purchases in Q1 2025

Millstone Evans Group, LLC

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
12
+ 0.68%
$225.21 - $254.42 $2.7K - $3.05K
1.77K $418M
GFL
Gfl Environmental Inc.

Industrials
334
+ 147.79%
$41.72 - $48.8 $13.9K - $16.3K
560 $27.1M
TAP
Molson Coors Beverage CO

Consumer Defensive
255
+ 151.79%
$52.44 - $62.91 $13.4K - $16K
423 $25.7M
AMG
Affiliated Managers Group, Inc.

Financial Services
102
+ 154.55%
$154.65 - $189.71 $15.8K - $19.4K
168 $28.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
48
+ 123.08%
$308.87 - $383.33 $14.8K - $18.4K
87 $28.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
219
New
$63.07 - $73.5 $13.8K - $16.1K
219 $15.4M
CLVT
Clarivate PLC

Technology
4.61K
+ 156.63%
$3.93 - $5.66 $18.1K - $26.1K
7.55K $29.7M
Flagstar Financial Incorporated Com New
1.26K
New
N/A
1.26K $14.6M
USFD
Us Foods Holding Corp.

Consumer Defensive
221
+ 146.36%
$63.38 - $72.02 $14K - $15.9K
372 $24.4M
WLY
John Wiley & Sons, Inc.

Communication Services
289
+ 157.07%
$37.91 - $46.73 $11K - $13.5K
473 $21.1M
VUG
Vanguard Growth ETF

ETFs
87
+ 16.54%
$369.1 - $427.61 $32.1K - $37.2K
613 $227M
SJNK
Spdr Bloomberg Short Term High

ETFs
423
+ 77.47%
$25.08 - $25.64 $10.6K - $10.8K
969 $24.4M
ENR
Energizer Holdings, Inc.

Industrials
393
+ 157.2%
$29.28 - $35.79 $11.5K - $14.1K
643 $19.2M
EEM
Ishares Msci Emerging Markets

ETFs
231
New
$40.81 - $45.34 $9.43K - $10.5K
231 $10.1M
OXY
Occidental Petroleum Corp

Energy
200
+ 23.75%
$45.45 - $52.7 $9.09K - $10.5K
1.04K $51.4M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
95
+ 150.79%
$96.18 - $109.82 $9.14K - $10.4K
158 $16.2M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
74
New
$110.55 - $130.35 $8.18K - $9.65K
74 $9.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
186
+ 350.94%
$48.65 - $66.04 $9.05K - $12.3K
239 $12.7M
Nextracker Incorporated Class A Com
40
+ 3.06%
N/A
1.35K $56.7M
Dimensional ETF Tr Global Real Estate ETF
101
+ 1.16%
N/A
8.83K $232M
WTW
Willis Towers Watson PLC

Financial Services
23
+ 50.0%
$306.61 - $340.78 $7.05K - $7.84K
69 $23.3M
BRO
Brown & Brown, Inc.

Financial Services
62
+ 155.0%
$100.54 - $124.4 $6.23K - $7.71K
102 $12.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.06%
$26.09 - $30.21 $52.2 - $60.4
3.18K $92.5M
UL
Unilever PLC

Consumer Defensive
72
+ 5.5%
$54.72 - $60.29 $3.94K - $4.34K
1.38K $82.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
170
+ 5.09%
$39.61 - $42.65 $6.73K - $7.25K
3.51K $143M
SIGI
Selective Insurance Group Inc

Financial Services
83
New
$78.49 - $95.48 $6.51K - $7.92K
83 $7.6M
HI
Hillenbrand, Inc.

Industrials
342
+ 282.64%
$24.14 - $35.33 $8.26K - $12.1K
463 $11.2M
LKQ
Lkq Corp

Consumer Cyclical
173
New
$36.24 - $44.05 $6.27K - $7.62K
173 $7.36M
RGA
Reinsurance Group Of America Inc

Financial Services
37
New
$186.01 - $231.1 $6.88K - $8.55K
37 $7.29M
XLRE
Select Sector Spdr Tr Real Est

ETFs
172
New
$39.18 - $43.52 $6.74K - $7.49K
172 $7.2M
ECL
Ecolab Inc.

Basic Materials
17
+ 11.33%
$229.72 - $269.82 $3.91K - $4.59K
167 $42.3M
MIDD
Middleby Corp

Industrials
47
New
$133.93 - $172.89 $6.29K - $8.13K
47 $7.14M
NVST
Envista Holdings Corp

Healthcare
401
+ 616.92%
$16.25 - $22.15 $6.52K - $8.88K
466 $8.04M
GUNR
Flexshares Tr Morningstar Glob

ETFs
174
New
$36.6 - $39.56 $6.37K - $6.88K
174 $6.75M
RTX
Raytheon Technologies Corp

Industrials
8
+ 2.38%
$114.1 - $135.66 $913 - $1.09K
344 $45.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
52
New
$121.0 - $142.28 $6.29K - $7.4K
52 $6.47M
TRV
Travelers Companies, Inc.

Financial Services
15
+ 16.3%
$232.43 - $265.13 $3.49K - $3.98K
107 $28.3M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
63
+ 3.6%
$26.47 - $29.92 $1.67K - $1.88K
1.81K $53M
SCHW
Schwab Charles Corp

Financial Services
10
+ 0.81%
$71.24 - $83.64 $712 - $836
1.24K $97.3M
SYY
Sysco Corp

Consumer Defensive
82
+ 81.19%
$70.0 - $77.13 $5.74K - $6.32K
183 $13.7M
F
Ford Motor CO

Consumer Cyclical
534
+ 11.89%
$9.12 - $10.43 $4.87K - $5.57K
5.03K $50.4M
GMED
Globus Medical Inc

Healthcare
80
New
$69.68 - $93.32 $5.57K - $7.47K
80 $5.86M
HLI
Houlihan Lokey, Inc.

Financial Services
36
New
$154.43 - $187.4 $5.56K - $6.75K
36 $5.81M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.21%
$25.1 - $27.85 $176 - $195
3.28K $88.4M
EXLS
Exl Service Holdings, Inc.

Technology
121
New
$44.13 - $51.8 $5.34K - $6.27K
121 $5.71M
TECH
Bio Techne Corp

Healthcare
97
New
$58.47 - $78.75 $5.67K - $7.64K
97 $5.69M
IEX
Idex Corp

Industrials
31
New
$178.23 - $224.31 $5.53K - $6.95K
31 $5.61M
XLE
Energy Sector Spdr

ETFs
8
+ 1.28%
$85.7 - $93.96 $686 - $752
632 $59.1M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
80
New
$63.83 - $75.78 $5.11K - $6.06K
80 $5.49M
Activity Summary
Buys All Purchases 196 New Holdings 83 Increased Positions 113 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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