CIK 2041943
Millstone Evans Group, LLC
Institutional 13F holdings & portfolio
Holdings
857
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 57K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 81K | $1M+ | SH |
| MSFT | MICROSOFT CORPORATION | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 11K | $1M+ | SH |
| ORCL | ORACLE CORPORATION | 22K | $1M+ | SH |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 13K | $1M+ | SH |
| JPM | JPMORGAN CHASE & COMPANY. | 11K | $1M+ | SH |
| IWS | ISHARES TR RUS MDCP VAL ETF | 23K | $1M+ | SH |
| IMCV | ISHARES TR MRGSTR MD CP VAL | 38K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INCORPORATED | 19K | $1M+ | SH |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 9K | $1M+ | SH |
| AMZN | AMAZON COM INCORPORATED | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHINES | 7K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INCORPORATED | 8K | $1M+ | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 47K | $1M+ | SH |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 3K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | 3K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 3K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 5K | $1M+ | SH |
| MRK | MERCK & COMPANY INCORPORATED | 14K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 14K | $1M+ | SH |
| LLY | ELI LILLY & COMPANY | 1K | $1M+ | SH |
| WAT | WATERS CORPORATION | 3K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 43K | $1M+ | SH |
| PWRD | TCW TRANSFORM SYSTEMS ETF | 11K | $1M+ | SH |
| SBUX | STARBUCKS CORPORATION | 12K | $500K+ | SH |
| PG | PROCTER AND GAMBLE COMPANY | 7K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORPORATION | 3K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | 4K | $500K+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 23K | $500K+ | SH |
| V | VISA INCORPORATED COM CLASS A | 2K | $500K+ | SH |
| AXP | AMERICAN EXPRESS COMPANY | 2K | $500K+ | SH |
| GEV | GE VERNOVA INCORPORATED | 1K | $500K+ | SH |
| IWM | ISHARES TR RUSSELL 2000 ETF | 3K | $500K+ | SH |
| MMM | 3M COMPANY | 5K | $500K+ | SH |
| COST | COSTCO WHOLESALE CORPORATION NEW | 928 | $500K+ | SH |
| CSCO | CISCO SYSTEMS INCORPORATED | 10K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORPORATION | 13K | $500K+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 12K | $500K+ | SH |
| PEP | PEPSICO INCORPORATED | 5K | $500K+ | SH |
| ABBV | ABBVIE INCORPORATED | 3K | $500K+ | SH |
| WRN | WESTERN COPPER & GOLD CORPORATION (CANADA) | 259K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INCORPORATED | 3K | $500K+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 1K | $500K+ | SH |
| CRM | SALESFORCE INCORPORATED | 2K | $500K+ | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 15K | $500K+ | SH |
| CVX | CHEVRON CORPORATION NEW | 4K | $500K+ | SH |