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 401–450 of 857
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALLE | ALLEGION PLC ORD SHS (IRELAND) | 211 | $15K–$50K | SH |
| WMB | WILLIAMS COMPANIES INCORPORATED | 557 | $15K–$50K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV FD | 1K | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORPORATION | 390 | $15K–$50K | SH |
| CVMC | MORGAN STANLEY ETF TR CALVERT US MID CAP CORE | 516 | $15K–$50K | SH |
| RVTY | REVVITY INCORPORATED | 340 | $15K–$50K | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 688 | $15K–$50K | SH |
| PSA | PUBLIC STORAGE OPER COMPANY REIT | 126 | $15K–$50K | SH |
| EXC | EXELON CORPORATION | 750 | $15K–$50K | SH |
| SHY | ISHARES TR 1 3 YR TREAS BD | 394 | $15K–$50K | SH |
| AON | AON PLC SHS CL A (IRELAND) | 90 | $15K–$50K | SH |
| AMG | AFFILIATED MANAGERS GROUP INCORPORATED | 110 | $15K–$50K | SH |
| ADBE | ADOBE INCORPORATED | 90 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 65 | $15K–$50K | SH |
| ICF | ISHARES TR SELECT US REIT | 520 | $15K–$50K | SH |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 2K | $15K–$50K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 218 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INCORPORATED | 123 | $15K–$50K | SH |
| FFWM | FIRST FNDTN INCORPORATED | 5K | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | 216 | $15K–$50K | SH |
| HEFA | ISHARES TR HDG MSCI EAFE | 707 | $15K–$50K | SH |
| PLD | PROLOGIS INCORPORATED. REIT | 229 | $15K–$50K | SH |
| WY | WEYERHAEUSER COMPANY MTN BE COM NEW REIT | 1K | $15K–$50K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT (BERMUDA) | 1K | $15K–$50K | SH |
| CWEN | CLEARWAY ENERGY INCORPORATED CLASS C | 858 | $15K–$50K | SH |
| KD | KYNDRYL HLDGS INCORPORATED COMMON STOCK | 1K | $15K–$50K | SH |
| DSI | ISHARES TR ESG MSCI KLD 400 | 220 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | 105 | $15K–$50K | SH |
| RGA | REINSURANCE GRP OF AMERICA INCORPORATED COM NEW | 135 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | 93 | $15K–$50K | SH |
| PFGC | PERFORMANCE FOOD GROUP COMPANY | 302 | $15K–$50K | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 713 | $15K–$50K | SH |
| MTUM | ISHARES TR MSCI USA MMENTM | 108 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 148 | $15K–$50K | SH |
| KR | KROGER COMPANY | 412 | $15K–$50K | SH |
| DGX | QUEST DIAGNOSTICS INCORPORATED | 148 | $15K–$50K | SH |
| IVT | INVENTRUST PPTYS CORPORATION COM NEW REIT | 905 | $15K–$50K | SH |
| NOW | SERVICENOW INCORPORATED | 165 | $15K–$50K | SH |
| MTB | M & T BK CORPORATION | 125 | $15K–$50K | SH |
| LGND | LIGAND PHARMACEUTICALS INCORPORATED COM NEW | 133 | $15K–$50K | SH |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | 2K | $15K–$50K | SH |
| AEE | AMEREN CORPORATION | 250 | $15K–$50K | SH |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND | 253 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INCORPORATED | 200 | $15K–$50K | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 969 | $15K–$50K | SH |
| ISCG | ISHARES TR MRGSTR SM CP GR | 442 | $15K–$50K | SH |
| VMI | VALMONT INDUSTRIES INCORPORATED | 60 | $15K–$50K | SH |
| ACA | ARCOSA INCORPORATED | 226 | $15K–$50K | SH |
| POST | POST HLDGS INCORPORATED | 242 | $15K–$50K | SH |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | 487 | $15K–$50K | SH |