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 101–150 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UPGD | INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| SUPP | TCW TRANSFORM SUPPLY CHAIN ETF | 4K | $100K–$500K | SH |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | 1K | $100K–$500K | SH |
| ALL | ALLSTATE CORPORATION | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INCORPORATED | 325 | $100K–$500K | SH |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | 888 | $100K–$500K | SH |
| CMI | CUMMINS INCORPORATED | 543 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INCORPORATED | 995 | $100K–$500K | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 5K | $100K–$500K | SH |
| TREX | TREX COMPANY INCORPORATED | 8K | $100K–$500K | SH |
| BMI | BADGER METER INCORPORATED | 1K | $100K–$500K | SH |
| AOR | ISHARES TR CORE 60/40 BALAN | 4K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | 632 | $100K–$500K | SH |
| OAKM | OAKMARK U.S. LARGE CAP ETF | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INCORPORATED | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 721 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INCORPORATED | 454 | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INCORPORATED | 1K | $100K–$500K | SH |
| PHO | INVESCO WATER RESOURCES ETF | 3K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | 1K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INCORPORATED DEL | 1K | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INCORPORATED | 2K | $100K–$500K | SH |
| IYJ | ISHARES TR US INDUSTRIALS | 2K | $100K–$500K | SH |
| PIO | INVESCO GLOBAL WATER RESOURCES ETF | 5K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 560 | $100K–$500K | SH |
| ITRI | ITRON INCORPORATED | 2K | $100K–$500K | SH |
| EBAY | EBAY INCORPORATED. | 3K | $100K–$500K | SH |
| IWD | ISHARES TR RUS 1000 VAL ETF | 1K | $100K–$500K | SH |
| AMGN | AMGEN INCORPORATED | 666 | $100K–$500K | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 5K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 633 | $100K–$500K | SH |
| IQV | IQVIA HLDGS INCORPORATED | 933 | $100K–$500K | SH |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | 4K | $100K–$500K | SH |
| HSY | HERSHEY COMPANY | 1K | $100K–$500K | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 1K | $100K–$500K | SH |
| COR | CENCORA INCORPORATED | 584 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INCORPORATED | 419 | $100K–$500K | SH |
| INTC | INTEL CORPORATION | 5K | $100K–$500K | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 763 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $100K–$500K | SH |
| IXC | ISHARES TR GLOBAL ENERG ETF | 5K | $100K–$500K | SH |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | 4K | $100K–$500K | SH |
| DIVP | CULLEN ENHANCED EQUITY INCOME ETF | 7K | $100K–$500K | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 274 | $100K–$500K | SH |
| SFM | SPROUTS FMRS MKT INCORPORATED | 2K | $100K–$500K | SH |