Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $147 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10B
$401,000 0.0% of portfolio
15
Q4 2024 New
-
$1.2 Million 0.0% of portfolio
-
Q4 2024 New
$14.4B
$3.05 Million 0.0% of portfolio
98
Q4 2024 New
$9.67B
$3.97 Million 0.0% of portfolio
100
Q4 2024 New
Luminar Technologies Incorporated Com New Class A
-
$86,000 0.0% of portfolio
-
Q1 2025 New
$113B
$1.95 Million 0.0% of portfolio
1
Q1 2025 New
$41.1B
$1.83 Million 0.0% of portfolio
21
Q4 2024 New
$630M
$4.75 Million 0.0% of portfolio
40
Q1 2025 New
$61.7B
$1.2 Million 0.0% of portfolio
15
Q4 2024 New
$12.6B
$5.93 Million 0.0% of portfolio
200
Q4 2024 New
$87.4B
$3.3 Million 0.0% of portfolio
38
Q4 2024 New
$13B
$1.17 Million 0.0% of portfolio
23
Q4 2024 New
$7.34B
$7.14 Million 0.0% of portfolio
47
Q1 2025 New
$2.69B
$3.62 Million 0.0% of portfolio
59
Q4 2024 New
$0
$1.71 Million 0.0% of portfolio
142
Q4 2024 New
$18.9B
$3.54 Million 0.0% of portfolio
43
Q1 2025 New
$11.5B
$4.33 Million 0.0% of portfolio
25
Q1 2025 New
$279M
$358,000 0.0% of portfolio
162
Q4 2024 New
$13.9B
$7.3 Million 0.0% of portfolio
105
Q4 2024 New
$3.77B
$4.82 Million 0.0% of portfolio
60
Q1 2025 New
$5.72B
$1.22 Million 0.0% of portfolio
63
Q4 2024 New
Max S&P 500 4 X Leveraged Etn Due 11/30/2043
-
$245,000 0.0% of portfolio
-
Q4 2024 New
Maxeon Solar Technologies Limited Shs New (Singapore)
-
$24,000 0.0% of portfolio
-
Q1 2025 New
Millrose Pptys Incorporated Com Class A Reit
-
$5.17 Million 0.0% of portfolio
-
Q1 2025 New
$3.19B
$3.89 Million 0.0% of portfolio
268
Q1 2025 New
$10.9B
$2.47 Million 0.0% of portfolio
87
Q4 2024 New
$16B
$1.08 Million 0.0% of portfolio
27
Q4 2024 New
$28.1B
$791,000 0.0% of portfolio
150
Q4 2024 New
$3.37B
$2.03 Million 0.0% of portfolio
35
Q4 2024 New
$4.55B
$1.56 Million 0.0% of portfolio
3
Q4 2024 New
$7.69B
$3.15 Million 0.0% of portfolio
19
Q1 2025 New
Cava Group Incorporated
-
$778,000 0.0% of portfolio
-
Q1 2025 New
$0
$4.39 Million 0.0% of portfolio
500
Q4 2024 New
$0
$2.51 Million 0.0% of portfolio
218
Q4 2024 New
$1.39B
$2.61 Million 0.0% of portfolio
52
Q1 2025 New
$6.03B
$1.61 Million 0.0% of portfolio
9
Q4 2024 New
$10.6B
$463,000 0.0% of portfolio
17
Q4 2024 New
$6.44B
$4.11 Million 0.0% of portfolio
36
Q4 2024 New
$4.47B
$3.66 Million 0.0% of portfolio
150
Q4 2024 New
$3.65B
$932,000 0.0% of portfolio
12
Q4 2024 New
Mural Oncology Pub Limited Company Ord Shs (Ireland)
-
$2.18 Million 0.0% of portfolio
-
Q4 2024 New
$2.47B
$4.62 Million 0.0% of portfolio
168
Q1 2025 New
$1.22B
$5.23 Million 0.0% of portfolio
603
Q1 2025 Added 207.65%
Net Lease Office Properties Reit
-
$3.99 Million 0.0% of portfolio
-
Q4 2024 New
$8.65B
$4.96 Million 0.0% of portfolio
100
Q4 2024 New
$48.6B
$3.23 Million 0.0% of portfolio
17
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 797
  • Current Value $147 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 83 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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