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 151–200 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 4K | $100K–$500K | SH |
| ERTH | INVESCO MSCI SUSTAINABLE FUTURE ETF | 4K | $100K–$500K | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INCORPORATED | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INCORPORATED | 524 | $100K–$500K | SH |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | 8K | $100K–$500K | SH |
| IWB | ISHARES TR RUS 1000 ETF | 478 | $100K–$500K | SH |
| ITOT | ISHARES TR CORE S&P TTL STK | 1K | $100K–$500K | SH |
| KO | COCA COLA COMPANY | 3K | $100K–$500K | SH |
| STE | STERIS PLC SHS USD (IRELAND) | 674 | $100K–$500K | SH |
| GIS | GENERAL MLS INCORPORATED | 4K | $100K–$500K | SH |
| USMV | ISHARES TR MSCI USA MIN VOL | 2K | $100K–$500K | SH |
| VOTE | TCW TRANSFORM 500 ETF | 2K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INCORPORATED | 800 | $100K–$500K | SH |
| C | CITIGROUP INCORPORATED COM NEW | 1K | $100K–$500K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 1K | $100K–$500K | SH |
| DFNL | DAVIS SELECT FINANCIAL ETF | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS COMPANY | 2K | $100K–$500K | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 4K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INCORPORATED | 3K | $100K–$500K | SH |
| PFE | PFIZER INCORPORATED | 6K | $100K–$500K | SH |
| IVE | ISHARES TR S&P 500 VAL ETF | 715 | $100K–$500K | SH |
| XEL | XCEL ENERGY INCORPORATED | 2K | $100K–$500K | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 5K | $100K–$500K | SH |
| WAB | WABTEC | 699 | $100K–$500K | SH |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | 480 | $100K–$500K | SH |
| WCC | WESCO INTERNATIONAL INCORPORATED | 605 | $100K–$500K | SH |
| PBE | INVESCO BIOTECHNOLOGY & GENOME ETF | 2K | $100K–$500K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 3K | $100K–$500K | SH |
| FIW | FIRST TRUST WATER ETF | 1K | $100K–$500K | SH |
| CCI | CROWN CASTLE INCORPORATED REIT | 2K | $100K–$500K | SH |
| IPGP | IPG PHOTONICS CORPORATION | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE COMPANY | 2K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) | 6K | $100K–$500K | SH |
| DFGX | DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 3K | $100K–$500K | SH |
| TRGP | TARGA RES CORPORATION | 761 | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | 2K | $100K–$500K | SH |
| PPI | ASTORIA REAL ASSETS ETF | 7K | $100K–$500K | SH |
| KBH | KB HOME | 2K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 3K | $100K–$500K | SH |
| MMIN | NYLI MACKAY MUNI INSURED ETF | 6K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 178 | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 461 | $100K–$500K | SH |
| XYL | XYLEM INCORPORATED | 973 | $100K–$500K | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 3K | $100K–$500K | SH |
| XVV | ISHARES TR ESG SELECT SCRE | 2K | $100K–$500K | SH |
| CHGX1 | STANCE SUSTAINABLE BETA ETF | 5K | $100K–$500K | SH |
| FDX | FEDEX CORPORATION | 437 | $100K–$500K | SH |
| BX | BLACKSTONE INCORPORATED | 817 | $100K–$500K | SH |
| TILE | INTERFACE INCORPORATED | 4K | $100K–$500K | SH |