Millstone Evans Group, LLC Incresed Positions in Q1 2025

Millstone Evans Group, LLC

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
HI
Hillenbrand, Inc.

Industrials
342
+ 282.64%
$24.14 - $35.33 $8.26K - $12.1K
463 $11.2M
ECL
Ecolab Inc.

Basic Materials
17
+ 11.33%
$229.72 - $269.82 $3.91K - $4.59K
167 $42.3M
NVST
Envista Holdings Corp

Healthcare
401
+ 616.92%
$16.25 - $22.15 $6.52K - $8.88K
466 $8.04M
RTX
Raytheon Technologies Corp

Industrials
8
+ 2.38%
$114.1 - $135.66 $913 - $1.09K
344 $45.6M
TRV
Travelers Companies, Inc.

Financial Services
15
+ 16.3%
$232.43 - $265.13 $3.49K - $3.98K
107 $28.3M
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
DIHP
Dimensional ETF Tr Dimensional

ETFs
7
+ 0.21%
$25.1 - $27.85 $176 - $195
3.28K $88.4M
XLE
Energy Sector Spdr

ETFs
8
+ 1.28%
$85.7 - $93.96 $686 - $752
632 $59.1M
ALC
Alcon Inc

Healthcare
36
+ 19.46%
$82.73 - $96.8 $2.98K - $3.48K
221 $21M
CABO
Cable One, Inc.

Communication Services
24
+ 184.62%
$226.48 - $373.32 $5.44K - $8.96K
37 $9.83M
IJS
Ishares S&P Smallcap 600 Value

ETFs
86
+ 28.48%
$96.3 - $112.23 $8.28K - $9.65K
388 $37.8M
AZN
Astrazeneca PLC

Healthcare
61
+ 145.24%
$65.37 - $77.96 $3.99K - $4.76K
103 $7.57M
AVTR
Avantor, Inc.

Basic Materials
387
+ 113.16%
$15.5 - $22.57 $6K - $8.73K
729 $11.8M
PANW
Palo Alto Networks Inc

Technology
27
+ 56.25%
$167.82 - $208.28 $4.53K - $5.62K
75 $12.8M
PLD
Prologis, Inc.

Real Estate
23
+ 12.11%
$103.59 - $124.04 $2.38K - $2.85K
213 $23.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
441
+ 3.6%
$53.6 - $58.97 $23.6K - $26K
12.7K $695M
HSIC
Henry Schein Inc

Healthcare
45
+ 59.21%
$68.49 - $81.91 $3.08K - $3.69K
121 $8.29M
NEOG
Neogen Corp

Healthcare
407
+ 207.65%
$8.43 - $13.07 $3.43K - $5.32K
603 $5.23M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
32
+ 5.33%
$32.66 - $36.43 $1.05K - $1.17K
632 $22.2M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2
+ 0.12%
$25.44 - $27.95 $50.9 - $55.9
1.73K $46.9M
HQH
Tekla Healthcare Investors

Financial Services
66
+ 3.64%
$16.23 - $18.27 $1.07K - $1.21K
1.88K $30.5M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
14
+ 350.0%
$73.27 - $96.21 $1.03K - $1.35K
18 $1.32M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 46.15%
$192.82 - $222.1 $1.16K - $1.33K
19 $3.67M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1
+ 0.06%
$24.27 - $26.2 $24.3 - $26.2
1.77K $44.7M
ET
Energy Transfer LP

Energy
45
+ 17.65%
$17.26 - $21.08 $777 - $949
300 $5.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4
+ 2.22%
$71.17 - $73.66 $285 - $295
184 $13.5M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 5.09%
$554.06 - $615.85 $7.76K - $8.62K
289 $162M
ALCC
Alt C Acquisition Corp.

Financial Services
23
+ 230.0%
N/A
33 $714K
BITO
Proshares Tr Bitcoin Strategy

ETFs
33
+ 71.74%
$17.57 - $25.81 $580 - $852
79 $1.45M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5
+ 1.24%
$36.63 - $37.45 $183 - $187
408 $15M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
2
+ 0.47%
$40.38 - $42.65 $80.8 - $85.3
431 $17.8M
PSEC
Prospect Capital Corp

Financial Services
1
+ 7.69%
$4.1 - $4.45 $4.1 - $4.45
14 $57K
LESL
Leslie'S, Inc.

Consumer Cyclical
2.09K
+ 178.41%
$0.74 - $2.3 $1.55K - $4.81K
3.26K $2.4M
URI
United Rentals, Inc.

Industrials
1
+ 8.33%
$594.17 - $789.56 $594 - $790
13 $8.15M
NKE
Nike, Inc.

Consumer Cyclical
41
+ 15.47%
$63.29 - $81.72 $2.59K - $3.35K
306 $19.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34
+ 2.58%
$21.23 - $23.75 $722 - $808
1.35K $29.1M
NOW
Service Now, Inc.

Technology
5
+ 21.74%
$783.83 - $1170.39 $3.92K - $5.85K
28 $22.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16
+ 0.59%
$169.43 - $182.84 $2.71K - $2.93K
2.74K $475M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
+ 1.42%
$175.5 - $209.86 $1.76K - $2.1K
712 $129M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.19%
$32.57 - $35.82 $489 - $537
7.8K $259M
HON
Honeywell International Inc

Industrials
3
+ 0.77%
$202.75 - $226.52 $608 - $680
391 $82.8M
VOTE
Engine No 1 ETF Tr

ETFs
8
+ 0.39%
$64.6 - $72.12 $517 - $577
2.06K $135M
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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