Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $157 Billion
  • Q3 2025

Millstone Evans Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 834 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1B, Apple Inc. with a value of $14.5B, Microsoft Corp with a value of $8.15B, Oracle Corp with a value of $5.65B, and Berkshire Hathaway Inc Class B with a value of $5.43B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $147B to 157B.

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 $157 Billion
Technology: $50.6 Billion
ETFs: $34.4 Billion
Financial Services: $20.7 Billion
Industrials: $11.5 Billion
Healthcare: $10.9 Billion
Communication Services: $7.81 Billion
Consumer Cyclical: $6.8 Billion
Consumer Defensive: $5.49 Billion
Other: $5.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162 Million 0.1% of portfolio
2,063
Q1 2025 Added 0.39%
Dimensional Global Ex Us Core Fixed Income ETF
-
$160 Million 0.1% of portfolio
-
Q3 2025 Reduced 23.15%
$5.19B
$156 Million 0.1% of portfolio
2,451
Q4 2024 New
$0
$150 Million 0.1% of portfolio
1,334
Q1 2025 New
$0
$157 Million 0.1% of portfolio
3,514
Q3 2025 Added 0.06%
$85.5B
$157 Million 0.1% of portfolio
800
Q4 2024 New
$139B
$151 Million 0.1% of portfolio
5,912
Q3 2025 Added 2.0%
$21.7B
$150 Million 0.1% of portfolio
786
Q3 2025 Reduced 10.17%
$4.51B
$158 Million 0.1% of portfolio
2,000
Q4 2024 New
$0
$154 Million 0.1% of portfolio
4,790
Q3 2025 Reduced 62.41%
$0
$148 Million 0.09% of portfolio
715
Q1 2025 New
$0
$146 Million 0.09% of portfolio
2,550
Q2 2025 Added 404.95%
$64.5B
$144 Million 0.09% of portfolio
1,803
Q1 2025 Reduced 1.37%
$37.1B
$140 Million 0.09% of portfolio
697
Q2 2025 Reduced 2.11%
$0
$135 Million 0.09% of portfolio
5,673
Q3 2025 Added 34.02%
$5.97B
$137 Million 0.09% of portfolio
1,275
Q2 2025 Added 1,400.0%
$195B
$142 Million 0.09% of portfolio
1,403
Q4 2024 New
$0
$136 Million 0.09% of portfolio
7,435
Q3 2025 Reduced 7.31%
$0
$139 Million 0.09% of portfolio
1,402
Q4 2024 New
$0
$149 Million 0.09% of portfolio
3,300
Q4 2024 New
$44.1B
$143 Million 0.09% of portfolio
1,779
Q4 2024 New
$27.1B
$140 Million 0.09% of portfolio
1,058
Q4 2024 New
$0
$133 Million 0.08% of portfolio
2,600
Q4 2024 New
$82.9B
$133 Million 0.08% of portfolio
694
Q2 2025 Reduced 2.66%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$122 Million 0.08% of portfolio
-
Q3 2025 Reduced 18.62%
$0
$122 Million 0.08% of portfolio
416
Q3 2025 Added 485.92%
$1.52B
$129 Million 0.08% of portfolio
4,455
Q4 2024 New
$0
$133 Million 0.08% of portfolio
178
Q4 2024 New
$0
$125 Million 0.08% of portfolio
1,782
Q3 2025 Added 5.82%
$299B
$121 Million 0.08% of portfolio
1,832
Q3 2025 Added 2.92%
Stance Sustainable Beta ETF
-
$128 Million 0.08% of portfolio
-
Q3 2025 New
$91.2B
$125 Million 0.08% of portfolio
480
Q4 2024 New
$27.1B
$134 Million 0.08% of portfolio
906
Q2 2025 Added 3.66%
Ge Healthcare Technologies Incorporated Common Stock
-
$129 Million 0.08% of portfolio
-
Q4 2024 New
$99B
$129 Million 0.08% of portfolio
1,357
Q4 2024 New
$13.1B
$128 Million 0.08% of portfolio
605
Q3 2025 Reduced 10.24%
$38.5B
$127 Million 0.08% of portfolio
761
Q4 2024 New
$0
$125 Million 0.08% of portfolio
2,425
Q3 2025 Added 0.83%
$0
$108 Million 0.07% of portfolio
1,093
Q2 2025 New
$97.8B
$118 Million 0.07% of portfolio
1,932
Q1 2025 Reduced 2.52%
$171B
$110 Million 0.07% of portfolio
1,156
Q2 2025 Reduced 7.0%
$58.4B
$114 Million 0.07% of portfolio
2,483
Q4 2024 New
$278B
$105 Million 0.07% of portfolio
547
Q2 2025 Reduced 36.54%
$67.4B
$103 Million 0.07% of portfolio
437
Q2 2025 Added 0.23%
$177B
$114 Million 0.07% of portfolio
622
Q4 2024 New
$78.2B
$113 Million 0.07% of portfolio
391
Q3 2025 Reduced 8.86%
$0
$109 Million 0.07% of portfolio
328
Q1 2025 New
$0
$109 Million 0.07% of portfolio
834
Q1 2025 Added 67.47%
$182B
$114 Million 0.07% of portfolio
1,159
Q3 2025 Added 18.87%

Summary

  • Portfolio
  • No. of Stocks 834
  • Current Value $157 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 88 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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