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 351–400 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WPC | WP CAREY INCORPORATED REIT | 672 | $15K–$50K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 300 | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INCORPORATED | 88 | $15K–$50K | SH |
| LOW | LOWES COMPANIES INCORPORATED | 178 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORPORATION | 1K | $15K–$50K | SH |
| MGA | MAGNA INTERNATIONAL INCORPORATED (CANADA) | 800 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW (CANADA) | 450 | $15K–$50K | SH |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | 2K | $15K–$50K | SH |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | 575 | $15K–$50K | SH |
| TJX | TJX COMPANIES INCORPORATED NEW | 273 | $15K–$50K | SH |
| CCL | CARNIVAL CORP (PANAMA) | 1K | $15K–$50K | SH |
| BDX | BECTON DICKINSON & COMPANY | 213 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORPORATION | 47 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORPORATION | 432 | $15K–$50K | SH |
| VBR | VANGUARD SMALL-CAP VALUE ETF | 194 | $15K–$50K | SH |
| MCK | MCKESSON CORPORATION | 50 | $15K–$50K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 958 | $15K–$50K | SH |
| TRN | TRINITY INDUSTRIES INCORPORATED | 2K | $15K–$50K | SH |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 773 | $15K–$50K | SH |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) | 555 | $15K–$50K | SH |
| O | REALTY INCOME CORPORATION REIT | 699 | $15K–$50K | SH |
| ECL | ECOLAB INCORPORATED | 150 | $15K–$50K | SH |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | 768 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INCORPORATED | 213 | $15K–$50K | SH |
| BBY | BEST BUY INCORPORATED | 585 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INCORPORATED | 319 | $15K–$50K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 829 | $15K–$50K | SH |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | 199 | $15K–$50K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 499 | $15K–$50K | SH |
| TRV | TRAVELERS COMPANIES INCORPORATED | 133 | $15K–$50K | SH |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 452 | $15K–$50K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 534 | $15K–$50K | SH |
| PPG | PPG INDUSTRIES INCORPORATED | 368 | $15K–$50K | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 636 | $15K–$50K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 497 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER INCORPORATED | 500 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | 240 | $15K–$50K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | 504 | $15K–$50K | SH |
| RF | REGIONS FINANCIAL CORPORATION NEW | 1K | $15K–$50K | SH |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | 562 | $15K–$50K | SH |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 1K | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INCORPORATED | 454 | $15K–$50K | SH |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | 2K | $15K–$50K | SH |
| USB | US BANCORP DEL COM NEW | 652 | $15K–$50K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD | 703 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORPORATION | 103 | $15K–$50K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK | 5K | $15K–$50K | SH |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | 963 | $15K–$50K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 1K | $15K–$50K | SH |
| SHYG | ISHARES TR 0-5YR HI YL CP | 785 | $15K–$50K | SH |