Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $147 Billion
  • Q2 2025

Millstone Evans Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 763 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.7B, Apple Inc. with a value of $11.7B, Microsoft Corp with a value of $7.81B, Berkshire Hathaway Inc Class B with a value of $5.18B, and Oracle Corp with a value of $4.39B.

Examining the 13F form we can see an decrease of $703M in the current position value, from $147B to 147B.

Millstone Evans Group, LLC is based out at Boulder, CO

Below you can find more details about Millstone Evans Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
Technology: $43.6 Billion
ETFs: $34.6 Billion
Financial Services: $19.6 Billion
Industrials: $10.7 Billion
Healthcare: $10.2 Billion
Communication Services: $6.56 Billion
Consumer Cyclical: $6.49 Billion
Consumer Defensive: $5.78 Billion
Other: $5.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$12.7 Billion 8.67% of portfolio
80,492
Q2 2025 Reduced 0.13%
$3.69T
$11.7 Billion 7.97% of portfolio
56,990
Q2 2025 Reduced 0.93%
$3.95T
$7.81 Billion 5.33% of portfolio
15,707
Q2 2025 Added 0.82%
$621B
$5.18 Billion 3.53% of portfolio
10,664
Q2 2025 Added 0.48%
$684B
$4.39 Billion 2.99% of portfolio
20,078
Q2 2025 Reduced 38.97%
$859B
$3.32 Billion 2.26% of portfolio
11,437
Q2 2025 Reduced 4.25%
$36.2B
$3.01 Billion 2.05% of portfolio
19,625
Q2 2025 Reduced 0.19%
$1.24T
$2.31 Billion 1.57% of portfolio
13,021
Q2 2025 Added 0.97%
$2.26T
$2.14 Billion 1.46% of portfolio
9,776
Q2 2025 Reduced 0.16%
$210B
$1.84 Billion 1.26% of portfolio
6,257
Q2 2025 Added 0.45%
$14B
$1.66 Billion 1.13% of portfolio
8,020
Q2 2025 Added 0.31%
$1.21T
$1.61 Billion 1.1% of portfolio
9,146
Q2 2025 Added 0.8%
$452B
$1.53 Billion 1.04% of portfolio
10,013
Q2 2025 Reduced 0.09%
$306B
$1.34 Billion 0.91% of portfolio
5,202
Q4 2024 New
$187B
$1.2 Billion 0.82% of portfolio
2,961
Q2 2025 Added 2.56%
$368B
$1.11 Billion 0.75% of portfolio
6,947
Q2 2025 Added 0.19%
$17.1B
$1.08 Billion 0.74% of portfolio
3,107
Q1 2025 Reduced 6.05%
$203B
$1.03 Billion 0.7% of portfolio
13,049
Q2 2025 Added 0.2%
$108B
$1.01 Billion 0.69% of portfolio
11,008
Q2 2025 Reduced 0.13%
$439B
$893 Million 0.61% of portfolio
902
Q4 2024 New
$551B
$884 Million 0.6% of portfolio
2,489
Q4 2024 New
$64.4B
$860 Million 0.59% of portfolio
3,361
Q1 2025 Reduced 0.65%
$608B
$858 Million 0.59% of portfolio
1,101
Q2 2025 Added 1.19%
$87.3B
$789 Million 0.54% of portfolio
5,180
Q2 2025 Reduced 0.21%
$227B
$761 Million 0.52% of portfolio
2,387
Q1 2025 Reduced 3.05%
$203B
$704 Million 0.48% of portfolio
24,343
Q2 2025 Reduced 0.1%
$293B
$709 Million 0.48% of portfolio
10,216
Q2 2025 Reduced 2.85%
$202B
$708 Million 0.48% of portfolio
5,360
Q2 2025 Reduced 0.43%
$232B
$662 Million 0.45% of portfolio
2,427
Q1 2025 Reduced 1.46%
$142B
$610 Million 0.42% of portfolio
1,542
Q4 2024 New
$77.3B
$588 Million 0.4% of portfolio
3,153
Q2 2025 Reduced 0.47%
$381B
$588 Million 0.4% of portfolio
12,427
Q4 2024 New
$281B
$568 Million 0.39% of portfolio
5,812
Q2 2025 Added 0.69%
$182B
$551 Million 0.38% of portfolio
12,744
Q2 2025 Added 3.83%
$442B
$544 Million 0.37% of portfolio
5,049
Q2 2025 Reduced 19.92%
$4.98B
$486 Million 0.33% of portfolio
13,328
Q1 2025 Reduced 32.35%
$302B
$488 Million 0.33% of portfolio
3,408
Q2 2025 Added 0.44%
$351B
$484 Million 0.33% of portfolio
2,609
Q4 2024 New
$141B
$466 Million 0.32% of portfolio
13,063
Q2 2025 Reduced 0.66%
$405B
$461 Million 0.31% of portfolio
1,257
Q4 2024 New
$222B
$444 Million 0.3% of portfolio
1,519
Q4 2024 New
$6.72B
$408 Million 0.28% of portfolio
7,500
Q4 2024 New
$135B
$415 Million 0.28% of portfolio
1,805
Q2 2025 Added 1.98%
$217B
$411 Million 0.28% of portfolio
71
Q1 2025 Reduced 7.79%
$257B
$375 Million 0.26% of portfolio
3,102
Q2 2025 Reduced 0.96%
$73.5B
$378 Million 0.26% of portfolio
3,577
Q4 2024 New
$15.9B
$387 Million 0.26% of portfolio
2,350
Q4 2024 New
$153B
$376 Million 0.26% of portfolio
739
Q4 2024 New
$23.4B
$374 Million 0.26% of portfolio
7,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 763
  • Current Value $147 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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