Millstone Evans Group, LLC Reduced Holdings in Q1 2025

Millstone Evans Group, LLC

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
-60
- 1.54%
$56.63 - $59.39 $3.4K - $3.56K
3.84K $221M
VTRS
Viatris Inc

Healthcare
-144
- 45.0%
$8.68 - $12.42 $1.25K - $1.79K
176 $1.53M
QCOM
Qualcomm Inc

Technology
-15
- 1.11%
$151.94 - $175.86 $2.28K - $2.64K
1.33K $204M
BYND
Beyond Meat, Inc.

Consumer Defensive
-32
- 1.33%
$3.05 - $4.4 $97.6 - $141
2.37K $7.22M
NOC
Northrop Grumman Corp

Industrials
-6
- 17.14%
$433.45 - $513.82 $2.6K - $3.08K
29 $14.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-34
- 3.66%
$95.85 - $99.25 $3.26K - $3.37K
894 $88.5M
ACWI
Ishares Msci Acwi ETF

ETFs
-8
- 22.86%
$115.16 - $124.13 $921 - $993
27 $3.14M
FOXA
Fox Corp

Communication Services
-26
- 36.11%
$47.9 - $58.0 $1.25K - $1.51K
46 $2.6M
Linde PLC Shs (Ireland)
-6
- 12.5%
N/A
42 $19.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-58
- 2.52%
$9.47 - $11.46 $549 - $665
2.25K $24.1M
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 1.37%
$85.68 - $97.5 $2.14K - $2.44K
1.8K $169M
INTC
Intel Corp

Technology
-300
- 8.26%
$19.1 - $27.39 $5.73K - $8.22K
3.33K $75.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-157
- 0.48%
$25.35 - $27.46 $3.98K - $4.31K
32.6K $864M
CVS
Cvs Health Corp

Healthcare
-281
- 16.16%
$44.22 - $68.64 $12.4K - $19.3K
1.46K $98.8M
BMY
Bristol Myers Squibb CO

Healthcare
-55
- 0.86%
$53.9 - $63.11 $2.96K - $3.47K
6.32K $385M
ABT
Abbott Laboratories

Healthcare
-45
- 2.17%
$111.1 - $140.22 $5K - $6.31K
2.03K $269M
Kenvue Incorporated
-1.28K
- 4.86%
N/A
25.2K $603M
XOM
Exxon Mobil Corp

Energy
-160
- 2.47%
$105.44 - $118.93 $16.9K - $19K
6.31K $750M
VZ
Verizon Communications Inc

Communication Services
-200
- 1.6%
$37.81 - $46.49 $7.56K - $9.3K
12.3K $557M
EMLP
First Tr Exchange Traded Iv

ETFs
-165
- 0.36%
$35.79 - $38.28 $5.91K - $6.32K
45.4K $1.7B
T
At&T Inc.

Communication Services
-900
- 3.56%
$21.56 - $28.28 $19.4K - $25.5K
24.4K $689M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-357
- 0.44%
$25.54 - $28.79 $9.12K - $10.3K
80.5K $2.23B
Activity Summary
Buys All Purchases 196 New Holdings 83 Increased Positions 113 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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