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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.95 Billion 2.01% of portfolio
38,783
Q2 2025 Reduced 3.07%
$0
$2.89 Billion 1.97% of portfolio
21,890
Q2 2025 Reduced 0.04%
$0
$2.43 Billion 1.65% of portfolio
67,702
Q2 2025 Reduced 60.31%
$0
$1.7 Billion 1.16% of portfolio
45,389
Q1 2025 Reduced 0.36%
$0
$1.56 Billion 1.06% of portfolio
2,757
Q2 2025 Reduced 1.18%
$0
$1.16 Billion 0.79% of portfolio
1,881
Q2 2025 Reduced 3.83%
$0
$1.07 Billion 0.73% of portfolio
1,880
Q2 2025 Reduced 19.07%
$0
$968 Million 0.66% of portfolio
31,139
Q2 2025 Reduced 61.29%
$0
$954 Million 0.65% of portfolio
10,581
Q2 2025 Added 1.94%
$0
$713 Million 0.49% of portfolio
3,306
Q2 2025 Reduced 7.55%
$0
$699 Million 0.48% of portfolio
12,685
Q2 2025 Added 0.01%
$0
$635 Million 0.43% of portfolio
15,939
Q2 2025 Added 0.03%
$0
$552 Million 0.38% of portfolio
1,299
Q1 2025 Added 754.61%
$0
$554 Million 0.38% of portfolio
7,907
Q2 2025 Added 1.28%
$0
$545 Million 0.37% of portfolio
12,896
Q2 2025 Reduced 64.74%
$0
$499 Million 0.34% of portfolio
2,746
Q2 2025 Added 0.11%
$0
$440 Million 0.3% of portfolio
8,685
Q2 2025 Added 170.31%
$0
$417 Million 0.28% of portfolio
3,094
Q2 2025 Added 2.82%
$0
$378 Million 0.26% of portfolio
12,742
Q2 2025 Reduced 60.96%
$0
$320 Million 0.22% of portfolio
4,512
Q4 2024 New
$0
$319 Million 0.22% of portfolio
5,151
Q2 2025 Reduced 5.45%
$0
$329 Million 0.22% of portfolio
6,843
Q2 2025 Reduced 69.4%
$0
$320 Million 0.22% of portfolio
6,113
Q2 2025 Reduced 1.67%
$0
$304 Million 0.21% of portfolio
5,988
Q2 2025 Added 714.69%
$106B
$294 Million 0.2% of portfolio
963
Q2 2025 Added 104.89%
$0
$286 Million 0.2% of portfolio
2,367
Q1 2025 Reduced 12.53%
$0
$284 Million 0.19% of portfolio
2,586
Q1 2025 Added 63.46%
$0
$276 Million 0.19% of portfolio
629
Q2 2025 Added 2.61%
$0
$231 Million 0.16% of portfolio
3,302
Q4 2024 New
$0
$236 Million 0.16% of portfolio
3,841
Q1 2025 Reduced 1.54%
$0
$234 Million 0.16% of portfolio
3,390
Q4 2024 New
$0
$213 Million 0.15% of portfolio
1,500
Q4 2024 New
$0
$225 Million 0.15% of portfolio
5,030
Q4 2024 New
$0
$206 Million 0.14% of portfolio
1,164
Q1 2025 Added 100.69%
$0
$205 Million 0.14% of portfolio
4,000
Q4 2024 New
$0
$211 Million 0.14% of portfolio
1,119
Q4 2024 New
$0
$178 Million 0.12% of portfolio
1,932
Q2 2025 Reduced 17.08%
$0
$178 Million 0.12% of portfolio
4,535
Q4 2024 New
$0
$179 Million 0.12% of portfolio
4,230
Q4 2024 New
$0
$179 Million 0.12% of portfolio
289
Q1 2025 Added 5.09%
$0
$176 Million 0.12% of portfolio
1,305
Q1 2025 Added 50.17%
$0
$177 Million 0.12% of portfolio
1,032
Q4 2024 New
$0
$168 Million 0.11% of portfolio
3,950
Q1 2025 Reduced 2.23%
$0
$167 Million 0.11% of portfolio
860
Q1 2025 Added 641.38%
$0
$163 Million 0.11% of portfolio
798
Q4 2024 New
$0
$157 Million 0.11% of portfolio
1,676
Q2 2025 Reduced 12.71%
$0
$162 Million 0.11% of portfolio
478
Q1 2025 Added 425.27%
$0
$142 Million 0.1% of portfolio
3,300
Q4 2024 New
$0
$150 Million 0.1% of portfolio
2,063
Q1 2025 Added 0.39%

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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