Millstone Evans Group, LLC
- SEC CIK
- 0002041943
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only.
- Positions
- 732
- No filing for Q3 2024
- Portfolio value
- $146.7M
- No filing for Q3 2024
Millstone Evans Group, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DARDarling Ingredients Inc. | COM | 535 | $18.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 519 | $18.1K | <0.1% | – | – | – |
| VMIValmont Industries Inc | COM | 60 | $18.4K | <0.1% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 407 | $18.5K | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 201 | $18.6K | <0.1% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 170 | $18.6K | <0.1% | – | – | History |
| WisdomTree Tr97717X610 | EURO QTLY DIV GR | 626 | $18.6K | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 81 | $18.8K | <0.1% | – | – | – |
| BAXBaxter International Inc | Stock | 650 | $19.0K | <0.1% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 94 | $19.4K | <0.1% | – | – | – |
| DHIHorton D R Inc | COM | 140 | $19.6K | <0.1% | – | – | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 600 | $19.6K | <0.1% | – | – | – |
| AEISAdvanced Energy Industries Inc | COM | 170 | $19.7K | <0.1% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 406 | $19.7K | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 225 | $20.0K | <0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 265 | $20.1K | <0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 190 | $20.1K | <0.1% | – | – | History |
| LINLinde PLC | Stock | 48 | $20.1K | <0.1% | – | – | History |
| RDDTReddit, Inc. | Stock | 124 | $20.3K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 194 | $20.9K | <0.1% | – | – | History |
| Advisors Inner Circle FD II00791R707 | CULLEN ENHANCED | 845 | $21.1K | <0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 97 | $21.4K | <0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 116 | $21.5K | <0.1% | – | – | – |
| ADXAdams Diversified Equity Fund, Inc. | COM | 1,074 | $21.7K | <0.1% | – | – | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 426 | $21.7K | <0.1% | – | – | – |
| GHCGraham Holdings Co | COM CL B | 25 | $21.8K | <0.1% | – | – | History |
| ACAArcosa, Inc. | COM | 226 | $21.9K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 92 | $22.2K | <0.1% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 246 | $22.2K | <0.1% | – | – | – |
| AEEAmeren Corp | COM | 250 | $22.3K | <0.1% | – | – | History |
| CWENClearway Energy, Inc. | CL C | 858 | $22.3K | <0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 148 | $22.3K | <0.1% | – | – | History |
| SLViShares Silver Trust | ETF | 885 | $23.3K | <0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 125 | $23.5K | <0.1% | – | – | History |
| TDToronto Dominion Bank | Stock | 450 | $24.0K | <0.1% | – | – | History |
| YUMYum Brands Inc | Stock | 179 | $24.0K | <0.1% | – | – | History |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 253 | $24.1K | <0.1% | – | – | – |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 555 | $24.2K | <0.1% | – | – | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 1,065 | $24.3K | <0.1% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,303 | $24.3K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 23 | $24.4K | <0.1% | – | – | History |
| KRKroger Co | Stock | 412 | $25.2K | <0.1% | – | – | History |
| GPCGenuine Parts Co | Stock | 217 | $25.3K | <0.1% | – | – | History |
| PFGCPerformance Food Group Co | COM | 302 | $25.5K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 124 | $26.1K | <0.1% | – | – | History |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 1,440 | $26.3K | <0.1% | – | – | History |
| SEDGSolaredge Technologies, Inc. | COM | 2,000 | $27.2K | <0.1% | – | – | History |
| IVTInvenTrust Properties Corp. | COM NEW | 905 | $27.3K | <0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 211 | $27.6K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 355 | $27.9K | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 750 | $28.2K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 50 | $28.5K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 390 | $28.9K | <0.1% | – | – | History |
| HQHabrdn Healthcare Investors | SH BEN INT | 1,814 | $29.1K | <0.1% | – | – | History |
| OGNOrganon & Co. | Stock | 1,956 | $29.2K | <0.1% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 91 | $29.3K | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 47 | $29.9K | <0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,317 | $29.9K | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 260 | $30.0K | <0.1% | – | – | – |
| FFWMFirst Foundation Inc. | COM | 4,854 | $30.1K | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 251 | $30.3K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 191 | $31.0K | <0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 652 | $31.2K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 123 | $31.2K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 65 | $31.6K | <0.1% | – | – | History |
| CODICompass Diversified Holdings | SH BEN INT | 1,373 | $31.7K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 636 | $31.8K | <0.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 374 | $32.1K | <0.1% | – | – | – |
| RFRegions Financial Corp | COM | 1,367 | $32.2K | <0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 394 | $32.3K | <0.1% | – | – | – |
| AONAon plc | CL A | 90 | $32.3K | <0.1% | – | – | History |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 768 | $32.3K | <0.1% | – | – | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1,830 | $32.6K | <0.1% | – | – | History |
| HESHess Corp | Stock | 245 | $32.6K | <0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 302 | $32.8K | <0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 234 | $32.8K | <0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 125 | $32.9K | <0.1% | – | – | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 497 | $33.3K | <0.1% | – | – | – |
| MGAMagna International Inc | COM | 800 | $33.4K | <0.1% | – | – | History |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 562 | $33.6K | <0.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,000 | $33.9K | <0.1% | – | – | – |
| ORealty Income Corp | REIT | 638 | $34.1K | <0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 1,371 | $34.2K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $34.2K | <0.1% | – | – | History |
| ASGIabrdn Global Infrastructure Income Fund | COM SHS BEN INT | 1,957 | $34.3K | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 600 | $34.4K | <0.1% | – | – | History |
| ZDZiff Davis, Inc. | COM | 635 | $34.5K | <0.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,276 | $34.9K | <0.1% | – | – | – |
| ECLEcolab Inc. | Stock | 150 | $35.1K | <0.1% | – | – | History |
| KDKyndryl Holdings, Inc. | Stock | 1,021 | $35.3K | <0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 659 | $35.7K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 273 | $35.8K | <0.1% | – | – | – |
| SHELShell plc | ADR | 575 | $36.0K | <0.1% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 313 | $36.1K | <0.1% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,500 | $36.1K | <0.1% | – | – | History |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 452 | $36.3K | <0.1% | – | – | – |
| CPCanadian Pacific Kansas City Ltd | COM | 504 | $36.5K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 1,134 | $36.6K | <0.1% | – | – | History |
| WPCW. P. Carey Inc. | COM | 672 | $36.6K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 185 | $36.7K | <0.1% | – | – | – |