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 451–500 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RBC | RBC BEARINGS INCORPORATED | 53 | $15K–$50K | SH |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 750 | $15K–$50K | SH |
| EUDG | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | 626 | $15K–$50K | SH |
| GOVT | ISHARES TR US TREAS BD ETF | 1K | $15K–$50K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 997 | $15K–$50K | SH |
| EXAS | EXACT SCIENCES CORPORATION | 228 | $15K–$50K | SH |
| DHI | D R HORTON INCORPORATED | 160 | $15K–$50K | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 246 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | 194 | $15K–$50K | SH |
| BA | BOEING COMPANY | 103 | $15K–$50K | SH |
| COHR | COHERENT CORPORATION | 121 | $15K–$50K | SH |
| ZD | ZIFF DAVIS INCORPORATED | 635 | $15K–$50K | SH |
| RDDT | REDDIT INCORPORATED CLASS A | 96 | $15K–$50K | SH |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 426 | $15K–$50K | SH |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | 218 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | 211 | $15K–$50K | SH |
| NTR | NUTRIEN LIMITED (CANADA) | 338 | $15K–$50K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 230 | $15K–$50K | SH |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | 519 | $15K–$50K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 225 | $15K–$50K | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 243 | $15K–$50K | SH |
| TMUS | T-MOBILE US INCORPORATED | 97 | $15K–$50K | SH |
| IUSG | ISHARES TR CORE S&P US GWT | 117 | $15K–$50K | SH |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 202 | $15K–$50K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 250 | $15K–$50K | SH |
| DAR | DARLING INGREDIENTS INCORPORATED | 535 | $15K–$50K | SH |
| DCI | DONALDSON INCORPORATED | 212 | $15K–$50K | SH |
| DNP | DNP SELECT INCOME FD INCORPORATED | 2K | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | 56 | $15K–$50K | SH |
| MNST | MONSTER BEVERAGE CORPORATION NEW | 238 | $15K–$50K | SH |
| ZTS | ZOETIS INCORPORATED CLASS A | 145 | $15K–$50K | SH |
| USIG | ISHARES TR USD INV GRDE ETF | 352 | $15K–$50K | SH |
| A | AGILENT TECHNOLOGIES INCORPORATED | 132 | $15K–$50K | SH |
| AEIS | ADVANCED ENERGY INDUSTRIES | 85 | $15K–$50K | SH |
| LPLA | LPL FINL HLDGS INCORPORATED | 49 | $15K–$50K | SH |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF | 923 | $15K–$50K | SH |
| LAUR | LAUREATE EDUCATION INCORPORATED COMMON STOCK | 500 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORPORATION | 29 | $15K–$50K | SH |
| VPU | VANGUARD UTILITIES ETF | 89 | $15K–$50K | SH |
| AVT | AVNET INCORPORATED | 341 | $15K–$50K | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 228 | $15K–$50K | SH |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | 2K | $15K–$50K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | 40 | $15K–$50K | SH |
| SMLF | ISHARES TR US SML CAP EQT | 212 | $15K–$50K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | 1K | $15K–$50K | SH |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | 241 | $15K–$50K | SH |
| CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS A | 155 | $15K–$50K | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 271 | $15K–$50K | SH |
| JIRE | J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED | 201 | $15K–$50K | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 296 | $1K–$15K | SH |