Millstone Evans Group, LLC Reduced Holdings in Q3 2025

Millstone Evans Group, LLC

  • $157 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-44.7K
- 66.03%
$36.04 - $38.78 $1.61M - $1.73M
23K $887M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-19.4K
- 62.3%
$30.76 - $33.01 $597K - $640K
11.7K $385M
Dimensional Us Core Equity 1 ETF
-5.69K
- 47.2%
N/A
6.36K $457M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-7.78K
- 60.34%
$41.8 - $43.15 $325K - $336K
5.11K $219M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-7.95K
- 62.41%
$29.55 - $32.52 $235K - $259K
4.79K $154M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.53K
- 36.96%
$47.86 - $48.43 $121K - $122K
4.31K $208M
Dimensional Gloabl Credit ETF
-1.91K
- 48.34%
N/A
2.04K $113M
CRM
Salesforce, Inc.

Technology
-44
- 1.81%
$231.66 - $273.65 $10.2K - $12K
2.38K $565M
VB
Vanguard Small Cap ETF

ETFs
-400
- 77.37%
$237.58 - $259.17 $95K - $104K
117 $29.8M
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.45%
$81.9 - $96.86 $4.1K - $4.84K
11K $927M
CMCSA
Comcast Corp

Communication Services
-478
- 3.66%
$31.41 - $36.33 $15K - $17.4K
12.6K $395M
T
At&T Inc.

Communication Services
-1.4K
- 5.76%
$26.94 - $29.62 $37.8K - $41.5K
22.9K $648M
Dimensional Global Real Estate ETF
-2.04K
- 59.99%
N/A
1.36K $37.1M
GLD
Spdr Gold Trust

ETFs
-288
- 29.91%
$300.96 - $355.47 $86.7K - $102K
675 $240M
Dimensional Global Ex Us Core Fixed Income ETF
-892
- 23.15%
N/A
2.96K $160M
DRI
Darden Restaurants Inc

Consumer Cyclical
-89
- 10.17%
$184.73 - $220.27 $16.4K - $19.6K
786 $150M
COP
Conocophillips

Energy
-490
- 41.92%
$91.0 - $98.99 $44.6K - $48.5K
679 $64.2M
TGT
Target Corp

Consumer Defensive
-76
- 2.13%
$86.56 - $107.43 $6.58K - $8.16K
3.49K $313M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-2.58K
- 6.65%
$76.29 - $80.63 $197K - $208K
36.2K $2.91B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-727
- 12.14%
$50.53 - $50.82 $36.7K - $36.9K
5.26K $267M
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 7.92%
$40.84 - $45.06 $41.2K - $45.5K
11.7K $516M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.09K
- 39.55%
$35.76 - $37.93 $38.8K - $41.2K
1.66K $62.7M
BGR
Black Rock Energy & Resources Trust

Financial Services
-2.52K
- 70.95%
$13.14 - $13.64 $33.1K - $34.3K
1.03K $14M
WMT
Walmart Inc.

Consumer Defensive
-612
- 10.53%
$94.4 - $104.27 $57.8K - $63.8K
5.2K $536M
BK
Bank Of New York Mellon Corp

Financial Services
-420
- 50.0%
$90.65 - $109.75 $38.1K - $46.1K
420 $45.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.15K
- 38.8%
$29.2 - $32.74 $33.5K - $37.6K
1.81K $57.6M
CI
Cigna Corp

Healthcare
-38
- 8.86%
$262.23 - $334.39 $9.96K - $12.7K
391 $113M
CB
Chubb LTD

Financial Services
-78
- 25.57%
$265.99 - $289.59 $20.7K - $22.6K
227 $64.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-43
- 3.34%
$265.78 - $299.3 $11.4K - $12.9K
1.25K $340M
Jpmorgan Hedged Equity Laddered Overlay ETF
-428
- 18.62%
N/A
1.87K $122M
CLX
Clorox CO

Consumer Defensive
-180
- 94.24%
$117.67 - $131.43 $21.2K - $23.7K
11 $1.36M
BSX
Boston Scientific Corp

Healthcare
-148
- 25.52%
$97.03 - $108.14 $14.4K - $16K
432 $42.2M
DEO
Diageo PLC

Consumer Defensive
-185
- 55.22%
$93.64 - $115.33 $17.3K - $21.3K
150 $14.3M
CSCO
Cisco Systems, Inc.

Technology
-129
- 1.26%
$66.2 - $71.79 $8.54K - $9.26K
10.1K $690M
CME
Cme Group Inc.

Financial Services
-62
- 20.67%
$258.83 - $287.1 $16K - $17.8K
238 $64.3M
PEG
Public Service Enterprise Group Inc

Utilities
-213
- 31.93%
$79.99 - $90.14 $17K - $19.2K
454 $37.9M
BAX
Baxter International Inc

Healthcare
-500
- 76.92%
$21.71 - $31.23 $10.9K - $15.6K
150 $3.42M
SG
Sweetgreen, Inc.

Consumer Cyclical
-500
- 30.3%
$7.98 - $16.26 $3.99K - $8.13K
1.15K $9.18M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-499
- 43.05%
$28.69 - $30.59 $14.3K - $15.3K
660 $20.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
-480
- 43.36%
$32.78 - $35.79 $15.7K - $17.2K
627 $22.4M
MSI
Motorola Solutions, Inc.

Technology
-46
- 22.77%
$408.73 - $490.3 $18.8K - $22.6K
156 $71.3M
UPS
United Parcel Service Inc

Industrials
-93
- 28.62%
$82.58 - $105.54 $7.68K - $9.82K
232 $19.4M
CCI
Crown Castle International Corp

Real Estate
-26
- 1.58%
$92.96 - $113.91 $2.42K - $2.96K
1.62K $157M
TDIV
First Trust Nasdaq Technology

ETFs
-153
- 43.1%
$89.27 - $100.33 $13.7K - $15.4K
202 $19.9M
WY
Weyerhaeuser CO

Real Estate
-390
- 24.04%
$24.1 - $26.83 $9.4K - $10.5K
1.23K $30.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-223
- 2.57%
$50.47 - $50.74 $11.3K - $11.3K
8.46K $429M
ADBE
Adobe Inc.

Technology
-20
- 18.18%
$333.65 - $392.1 $6.67K - $7.84K
90 $31.7M
JCI
Johnson Controls International PLC

Industrials
-237
- 6.63%
$103.24 - $111.73 $24.5K - $26.5K
3.34K $367M
AEP
American Electric Power CO Inc

Utilities
-100
- 65.36%
$103.26 - $115.0 $10.3K - $11.5K
53 $5.96M
Activity Summary
Buys All Purchases 184 New Holdings 88 Increased Positions 96 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Millstone Evans Group, LLC Portfolio

Follow Millstone Evans Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Millstone Evans Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Millstone Evans Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email