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 201–250 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 2K | $100K–$500K | SH |
| PHM | PULTE GROUP INCORPORATED | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORPORATION | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORPORATION NEW REIT | 694 | $100K–$500K | SH |
| L | LOEWS CORPORATION | 1K | $100K–$500K | SH |
| NUSC | NUVEEN ESG SMALL-CAP ETF | 3K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | 910 | $100K–$500K | SH |
| SO | SOUTHERN COMPANY | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 194 | $100K–$500K | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 3K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORPORATION ADS (JAPAN) | 547 | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 385 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | 1K | $100K–$500K | SH |
| NXT | NEXTPOWER INCORPORATED CLASS A COM | 1K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORPORATION | 1K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 1K | $100K–$500K | SH |
| OEF | ISHARES TR S&P 100 ETF | 328 | $100K–$500K | SH |
| WFC | WELLS FARGO COMPANY NEW | 1K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 834 | $100K–$500K | SH |
| DGCB | DIMENSIONAL GLOABL CREDIT ETF | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INCORPORATED | 622 | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | 6K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 378 | $100K–$500K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 731 | $100K–$500K | SH |
| EFA | ISHARES TR MSCI EAFE ETF | 1K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INCORPORATED | 900 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 438 | $100K–$500K | SH |
| IJJ | ISHARES TR S&P MC 400VL ETF | 753 | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORPORATION | 407 | $50K–$100K | SH |
| ITB | ISHARES TR US HOME CONS ETF | 1K | $50K–$100K | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 2K | $50K–$100K | SH |
| EQIX | EQUINIX INCORPORATED REIT | 127 | $50K–$100K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVERS | 6K | $50K–$100K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 546 | $50K–$100K | SH |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | 3K | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 560 | $50K–$100K | SH |
| HXL | HEXCEL CORPORATION NEW | 1K | $50K–$100K | SH |
| PBA | PEMBINA PIPELINE CORPORATION (CANADA) | 3K | $50K–$100K | SH |
| CAT | CATERPILLAR INCORPORATED | 166 | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INCORPORATED | 1K | $50K–$100K | SH |
| IYG | ISHARES TR U.S. FIN SVC ETF | 1K | $50K–$100K | SH |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | 2K | $50K–$100K | SH |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | 190 | $50K–$100K | SH |
| MO | ALTRIA GROUP INCORPORATED | 2K | $50K–$100K | SH |
| IYW | ISHARES TR U.S. TECH ETF | 450 | $50K–$100K | SH |
| ADM | ARCHER DANIELS MIDLAND COMPANY | 2K | $50K–$100K | SH |
| CHD | CHURCH & DWIGHT COMPANY INCORPORATED | 1K | $50K–$100K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 1K | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORPORATION | 250 | $50K–$100K | SH |
| STT | STATE STR CORPORATION | 675 | $50K–$100K | SH |