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 301–350 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JBL | JABIL INCORPORATED | 260 | $50K–$100K | SH |
| QUAL | ISHARES TR MSCI USA QLT FCT | 296 | $50K–$100K | SH |
| VLO | VALERO ENERGY CORPORATION | 361 | $50K–$100K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INCORPORATED | 2K | $50K–$100K | SH |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | 1K | $50K–$100K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 488 | $50K–$100K | SH |
| SEDG | SOLAREDGE TECHNOLOGIES INCORPORATED | 2K | $50K–$100K | SH |
| RTX | RTX CORPORATION | 313 | $50K–$100K | SH |
| SNV | SYNOVUS FINL CORPORATION COM NEW | 1K | $50K–$100K | SH |
| EOG | EOG RES INCORPORATED | 541 | $50K–$100K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 3K | $50K–$100K | SH |
| NTAP | NETAPP INCORPORATED | 508 | $50K–$100K | SH |
| LUV | SOUTHWEST AIRLS COMPANY | 1K | $50K–$100K | SH |
| AMAT | APPLIED MATLS INCORPORATED | 204 | $50K–$100K | SH |
| EA | ELECTRONIC ARTS INCORPORATED | 256 | $50K–$100K | SH |
| ORI | OLD REP INTERNATIONAL CORPORATION | 1K | $50K–$100K | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 381 | $50K–$100K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 900 | $50K–$100K | SH |
| MFC | MANULIFE FINL CORPORATION (CANADA) | 1K | $50K–$100K | SH |
| ALK | ALASKA AIR GROUP INCORPORATED | 1K | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | 226 | $50K–$100K | SH |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | 382 | $50K–$100K | SH |
| AKRE | AKRE FOCUS ETF | 780 | $50K–$100K | SH |
| VV | VANGUARD LARGE-CAP ETF | 160 | $50K–$100K | SH |
| IJR | ISHARES TR CORE S&P SCP ETF | 416 | $15K–$50K | SH |
| MPC | MARATHON PETE CORPORATION | 307 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORPORATION | 420 | $15K–$50K | SH |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 411 | $15K–$50K | SH |
| WTFC | WINTRUST FINL CORPORATION | 348 | $15K–$50K | SH |
| PGX | INVESCO PREFERRED ETF | 4K | $15K–$50K | SH |
| EGBN | EAGLE BANCORP INCORPORATED MD | 2K | $15K–$50K | SH |
| UNM | UNUM GROUP | 620 | $15K–$50K | SH |
| TRP | TC ENERGY CORPORATION (CANADA) | 871 | $15K–$50K | SH |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | 742 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | 100 | $15K–$50K | SH |
| TDY | TELEDYNE TECHNOLOGIES INCORPORATED | 91 | $15K–$50K | SH |
| VFLO | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | 1K | $15K–$50K | SH |
| DAL | DELTA AIR LINES INCORPORATED DEL COM NEW | 665 | $15K–$50K | SH |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | 352 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | 924 | $15K–$50K | SH |
| LEN | LENNAR CORPORATION CLASS A | 444 | $15K–$50K | SH |
| CSX | CSX CORPORATION | 1K | $15K–$50K | SH |
| META | META PLATFORMS INCORPORATED CLASS A | 68 | $15K–$50K | SH |
| IJS | ISHARES TR SP SMCP600VL ETF | 388 | $15K–$50K | SH |
| INGR | INGREDION INCORPORATED | 400 | $15K–$50K | SH |
| IR | INGERSOLL RAND INCORPORATED | 556 | $15K–$50K | SH |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | 2K | $15K–$50K | SH |
| UTF | COHEN & STEERS INFRASTRUCTURE | 2K | $15K–$50K | SH |
| CHH | CHOICE HOTELS INTERNATIONAL INCORPORATED | 455 | $15K–$50K | SH |