Millstone Evans Group, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 797 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.8B, Nvidia Corp with a value of $8.73B, Microsoft Corp with a value of $5.85B, Berkshire Hathaway Inc Class B with a value of $5.65B, and Dimensional ETF Tr U S Core Eq with a value of $5.63B.
Examining the 13F form we can see an increase of $697M 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
ETFs: $39.9 Billion
Technology: $37.9 Billion
Financial Services: $18.9 Billion
Healthcare: $11.2 Billion
Industrials: $9.82 Billion
Consumer Cyclical: $6.4 Billion
Consumer Defensive: $5.92 Billion
Communication Services: $5.92 Billion
Other: $5.72 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
