Millstone Evans Group, LLC New Holdings in Q4 2024

Millstone Evans Group, LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
5.42K
New
$44.11 - $49.76 $239K - $269K
5.42K $257M
ADI
Analog Devices Inc

Technology
1.15K
New
$206.35 - $236.48 $238K - $272K
1.15K $245M
XLF
Financial Sector Spdr

ETFs
4.98K
New
$44.89 - $51.34 $223K - $255K
4.98K $240M
ABT
Abbott Laboratories

Healthcare
2.08K
New
$111.93 - $119.39 $232K - $248K
2.08K $235M
TT
Trane Technologies PLC

Industrials
632
New
$369.35 - $419.14 $233K - $265K
632 $233M
SPGI
S&P Global Inc.

Financial Services
461
New
$480.36 - $529.17 $221K - $244K
461 $230M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.69K
New
$77.25 - $91.3 $208K - $246K
2.69K $230M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.9K
New
$57.32 - $59.66 $224K - $233K
3.9K $224M
Dimensional ETF Tr Global Real Estate ETF
8.73K
New
N/A
8.73K $223M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.3K
New
$65.79 - $72.14 $217K - $238K
3.3K $217M
EMR
Emerson Electric CO

Industrials
1.74K
New
$108.13 - $134.33 $189K - $234K
1.74K $216M
VUG
Vanguard Growth ETF

ETFs
526
New
$378.79 - $428.11 $199K - $225K
526 $216M
NFLX
Netflix Inc

Communication Services
242
New
$687.65 - $936.56 $166K - $227K
242 $216M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4K
New
$51.58 - $52.91 $206K - $212K
4K $207M
QCOM
Qualcomm Inc

Technology
1.35K
New
$150.4 - $178.04 $202K - $240K
1.35K $207M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.12K
New
$184.21 - $199.29 $206K - $223K
1.12K $206M
WM
Waste Management Inc

Industrials
1K
New
$201.79 - $228.46 $202K - $228K
1K $202M
IYJ
Ishares Tr

ETFs
1.5K
New
$132.97 - $143.93 $199K - $216K
1.5K $200M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.39K
New
$58.88 - $64.8 $200K - $220K
3.39K $200M
IQV
Iqvia Holdings Inc.

Healthcare
1.01K
New
$190.97 - $236.63 $192K - $238K
1.01K $198M
PIO
Invesco Exchange Traded Fd Tr

ETFs
5.03K
New
$39.06 - $42.96 $196K - $216K
5.03K $196M
HSY
Hershey CO

Consumer Defensive
1.14K
New
$168.67 - $193.65 $192K - $221K
1.14K $193M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.54K
New
$41.74 - $46.2 $189K - $210K
4.54K $190M
GS
Goldman Sachs Group Inc

Financial Services
325
New
$486.1 - $608.57 $158K - $198K
325 $186M
CMI
Cummins Inc

Industrials
528
New
$324.93 - $383.42 $172K - $202K
528 $184M
AMGN
Amgen Inc

Healthcare
687
New
$258.78 - $328.31 $178K - $226K
687 $179M
NEE
Nextera Energy Inc

Utilities
2.49K
New
$69.77 - $85.43 $174K - $213K
2.49K $179M
IXC
Ishares Tr Global Energy ETF

ETFs
4.54K
New
$36.95 - $43.06 $168K - $195K
4.54K $173M
TSLA
Tesla, Inc.

Consumer Cyclical
426
New
$213.65 - $479.86 $91K - $204K
426 $172M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.93K
New
$87.25 - $95.52 $169K - $185K
1.93K $171M
PMAR
Innovator U.S. Equity Power Bu

ETFs
4.23K
New
$39.04 - $40.41 $165K - $171K
4.23K $170M
TM
Toyota Motor Corp

Consumer Cyclical
862
New
$169.2 - $199.52 $146K - $172K
862 $168M
CL
Colgate Palmolive CO

Consumer Defensive
1.83K
New
$90.22 - $102.31 $165K - $187K
1.83K $166M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.58K
New
$100.18 - $109.1 $158K - $173K
1.58K $166M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
4.04K
New
$40.28 - $44.96 $163K - $182K
4.04K $163M
DRI
Darden Restaurants Inc

Consumer Cyclical
875
New
$155.96 - $188.66 $136K - $165K
875 $163M
IVV
Ishares Core S&P 500 ETF

ETFs
275
New
$570.51 - $610.59 $157K - $168K
275 $162M
KBH
Kb Home

Consumer Cyclical
2.45K
New
$65.58 - $85.3 $161K - $209K
2.45K $161M
VOX
Vanguard Communication Service

ETFs
1.03K
New
$144.31 - $163.57 $149K - $169K
1.03K $160M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.23K
New
$126.68 - $134.74 $156K - $166K
1.23K $157M
VIG
Vanguard Dividend Appreciation

ETFs
798
New
N/A
798 $156M
EBAY
Ebay Inc

Consumer Cyclical
2.52K
New
$57.51 - $67.17 $145K - $169K
2.52K $156M
STE
Steris PLC

Healthcare
751
New
$204.34 - $235.7 $153K - $177K
751 $154M
CCI
Crown Castle International Corp

Real Estate
1.65K
New
$89.78 - $119.11 $148K - $197K
1.65K $150M
AVGO
Broadcom Inc.

Technology
644
New
$159.67 - $250.0 $103K - $161K
644 $149M
IPGP
Ipg Photonics Corp

Technology
2K
New
$71.88 - $85.75 $144K - $172K
2K $145M
AMD
Advanced Micro Devices Inc

Technology
1.18K
New
$118.88 - $172.8 $140K - $203K
1.18K $142M
VOTE
Engine No 1 ETF Tr

ETFs
2.06K
New
$66.37 - $71.58 $136K - $147K
2.06K $141M
MS
Morgan Stanley

Financial Services
1.08K
New
$104.42 - $134.99 $113K - $146K
1.08K $136M
Activity Summary
Buys All Purchases 732 New Holdings 732 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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