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
$29.3B
$39.6 Million 0.03% of portfolio
1,371
Q4 2024 New
$15.6B
$48.2 Million 0.03% of portfolio
620
Q4 2024 New
$48.8B
$43.2 Million 0.03% of portfolio
88
Q4 2024 New
$37.1B
$43.4 Million 0.03% of portfolio
765
Q4 2024 New
$23.5B
$49 Million 0.03% of portfolio
352
Q2 2025 Reduced 5.12%
$0
$51.4 Million 0.03% of portfolio
780
Q2 2025 Reduced 35.86%
$0
$48 Million 0.03% of portfolio
411
Q1 2025 New
Ishares Bitcoin Trust ETF Shs Ben Int
-
$46.5 Million 0.03% of portfolio
-
Q4 2024 New
$0
$49.3 Million 0.03% of portfolio
160
Q4 2024 New
$34.8B
$42.5 Million 0.03% of portfolio
699
Q3 2025 Added 9.56%
$266B
$41.1 Million 0.03% of portfolio
575
Q4 2024 New
Janus Henderson Securitized Income ETF
-
$40.4 Million 0.03% of portfolio
-
Q2 2025 New
$87.6B
$45.8 Million 0.03% of portfolio
420
Q3 2025 Reduced 50.0%
$18.7B
$41.8 Million 0.03% of portfolio
1,310
Q1 2025 Reduced 16.29%
$51.1B
$47.4 Million 0.03% of portfolio
871
Q4 2024 New
$257B
$52.4 Million 0.03% of portfolio
313
Q2 2025 Reduced 9.01%
$72.1B
$41.1 Million 0.03% of portfolio
150
Q2 2025 Reduced 10.18%
$55.7B
$51.6 Million 0.03% of portfolio
256
Q4 2024 New
$0
$42.3 Million 0.03% of portfolio
150
Q3 2025 Added 37.61%
$0
$42.9 Million 0.03% of portfolio
388
Q1 2025 Added 28.48%
Te Connectivity PLC Ord Shs (Ireland)
-
$49.6 Million 0.03% of portfolio
-
Q1 2025 New
$142B
$42.2 Million 0.03% of portfolio
432
Q3 2025 Reduced 25.52%
$2.13B
$42.9 Million 0.03% of portfolio
1,530
Q4 2024 New
$17.7B
$53.5 Million 0.03% of portfolio
707
Q3 2025 Reduced 22.82%
$524M
$45.7 Million 0.03% of portfolio
2,262
Q4 2024 New
$167B
$39.5 Million 0.03% of portfolio
273
Q3 2025 Added 8.76%
$0
$40 Million 0.03% of portfolio
666
Q4 2024 New
$0
$51.5 Million 0.03% of portfolio
900
Q4 2024 New
$23.7B
$53.3 Million 0.03% of portfolio
91
Q4 2024 New
$0
$54.3 Million 0.03% of portfolio
381
Q1 2025 Added 436.62%
$37.5B
$49.2 Million 0.03% of portfolio
1,042
Q1 2025 Added 23.75%
$1.43T
$49.9 Million 0.03% of portfolio
68
Q4 2024 New
$13.7B
$45.4 Million 0.03% of portfolio
672
Q4 2024 New
$63.2B
$43.4 Million 0.03% of portfolio
213
Q3 2025 Added 65.12%
$62.7B
$44.2 Million 0.03% of portfolio
1,420
Q4 2024 New
$31.3B
$45.9 Million 0.03% of portfolio
556
Q4 2024 New
$12.4B
$48.7 Million 0.03% of portfolio
1,146
Q4 2024 New
$0
$41.4 Million 0.03% of portfolio
1,957
Q4 2024 New
$7.76B
$46.1 Million 0.03% of portfolio
348
Q4 2024 New
$114B
$49 Million 0.03% of portfolio
100
Q4 2024 New
$73.9B
$44 Million 0.03% of portfolio
1,239
Q3 2025 Added 9.26%
$9.61B
$42 Million 0.03% of portfolio
176
Q3 2025 Added 41.94%
$144B
$44.7 Million 0.03% of portfolio
178
Q4 2024 New
$5.1B
$48.6 Million 0.03% of portfolio
455
Q4 2024 New
$0
$40.5 Million 0.03% of portfolio
194
Q2 2025 Added 4.86%
$55.3B
$43.1 Million 0.03% of portfolio
2,208
Q3 2025 Reduced 1.65%
$7.02B
$43.5 Million 0.03% of portfolio
1,023
Q4 2024 New
$0
$40.8 Million 0.03% of portfolio
313
Q4 2024 New
$0
$41.8 Million 0.03% of portfolio
479
Q1 2025 Added 1,040.48%

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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