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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176M
$328 Million 0.22% of portfolio
288,926
Q4 2024 New
$299M
$25.2 Million 0.02% of portfolio
4,854
Q4 2024 New
$174M
$16.6 Million 0.01% of portfolio
13,400
Q4 2024 New
$197M
$2.11 Million 0.0% of portfolio
2,012
Q4 2024 New
$247M
$86,000 0.0% of portfolio
8
Q4 2024 New
$163M
$7.22 Million 0.0% of portfolio
2,368
Q1 2025 Reduced 1.33%
$74.2M
$590,000 0.0% of portfolio
800
Q4 2024 New
$119M
$2.4 Million 0.0% of portfolio
3,263
Q1 2025 Added 178.41%
$92.6M
$3.05 Million 0.0% of portfolio
1,940
Q4 2024 New
$113M
$19,000 0.0% of portfolio
9
Q4 2024 New
$279M
$358,000 0.0% of portfolio
162
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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