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 Market Cap. of $2 Billions to $10 Billions
