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 |
|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 105 | $36.9K | <0.1% | – | – | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 750 | $37.1K | <0.1% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 735 | $37.3K | <0.1% | – | – | – |
| JBLJabil Inc | Stock | 260 | $37.4K | <0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 256 | $37.5K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 423 | $37.5K | <0.1% | – | – | – |
| PSAPublic Storage | COM | 126 | $37.7K | <0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 340 | $37.9K | <0.1% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 716 | $38.0K | <0.1% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 666 | $38.9K | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 336 | $38.9K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 312 | $39.3K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 68 | $39.8K | <0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 500 | $40.1K | <0.1% | – | – | History |
| TRPTC Energy Corp | COM | 871 | $40.5K | <0.1% | – | – | History |
| ORIOld Republic International Corp | COM | 1,146 | $41.5K | <0.1% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 842 | $41.6K | <0.1% | – | – | History |
| NNNNNN REIT, Inc. | REIT | 1,023 | $41.8K | <0.1% | – | – | History |
| ANSSAnsys Inc | COM | 125 | $42.2K | <0.1% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 91 | $42.2K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 240 | $42.6K | <0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 160 | $43.2K | <0.1% | – | – | – |
| WTFCWintrust Financial Corp | COM | 348 | $43.4K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 120 | $43.5K | <0.1% | – | – | History |
| MFCManulife Financial Corp | COM | 1,420 | $43.6K | <0.1% | – | – | History |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 1,771 | $43.8K | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 178 | $43.9K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 167 | $44.1K | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 361 | $44.3K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 4,492 | $44.5K | <0.1% | – | – | History |
| UNMUnum Group | Stock | 620 | $45.3K | <0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 869 | $45.4K | <0.1% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 1,731 | $45.4K | <0.1% | – | – | – |
| PPGPPG Industries Inc | Stock | 384 | $45.9K | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 765 | $46.3K | <0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 88 | $46.9K | <0.1% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 1,750 | $47.0K | <0.1% | – | – | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 1,564 | $47.6K | <0.1% | – | – | – |
| NXTNextpower Inc. | Stock | 1,306 | $47.7K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 420 | $48.4K | <0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 109 | $48.5K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 470 | $48.6K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 900 | $49.2K | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 4,316 | $49.8K | <0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 222 | $49.8K | <0.1% | – | – | – |
| IRIngersoll Rand Inc. | COM | 556 | $50.3K | <0.1% | – | – | History |
| NUENucor Corp | COM | 432 | $50.4K | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 580 | $51.8K | <0.1% | – | – | History |
| WYWeyerhaeuser Co | COM NEW | 1,842 | $51.9K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 230 | $52.2K | <0.1% | – | – | History |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 6,390 | $52.2K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 1,565 | $52.6K | <0.1% | – | – | History |
| SGSweetgreen, Inc. | COM CL A | 1,650 | $52.9K | <0.1% | – | – | History |
| LENLennar Corp | CL A | 390 | $53.2K | <0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 624 | $53.5K | <0.1% | – | – | – |
| TRNTrinity Industries Inc | COM | 1,530 | $53.7K | <0.1% | – | – | History |
| BGRBlackRock Energy & Resources Trust | COM | 4,259 | $53.7K | <0.1% | – | – | History |
| PSXPhillips 66 | Stock | 481 | $54.8K | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 393 | $54.8K | <0.1% | – | – | History |
| INGRIngredion Inc | COM | 400 | $55.0K | <0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 435 | $55.3K | <0.1% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,004 | $55.5K | <0.1% | – | – | – |
| CEGConstellation Energy Corp | Stock | 250 | $55.9K | <0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 667 | $56.4K | <0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 472 | $56.8K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 945 | $57.0K | <0.1% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,138 | $57.0K | <0.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 1,454 | $57.2K | <0.1% | – | – | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 6,000 | $57.9K | <0.1% | – | – | History |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 336 | $58.5K | <0.1% | – | – | – |
| SNVSynovus Financial Corp | COM NEW | 1,145 | $58.7K | <0.1% | – | – | History |
| Vanguard Financials ETF92204A405 | ETF | 498 | $58.8K | <0.1% | – | – | – |
| EGBNEagle Bancorp Inc | COM | 2,262 | $58.9K | <0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 508 | $59.0K | <0.1% | – | – | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 875 | $59.5K | <0.1% | – | – | – |
| MCYMercury General Corp | COM | 900 | $59.8K | <0.1% | – | – | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 2,364 | $59.9K | <0.1% | – | – | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,402 | $59.9K | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 152 | $61.0K | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,213 | $61.1K | <0.1% | – | – | – |
| EOGEOG Resources Inc | Stock | 499 | $61.2K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 1,142 | $61.5K | <0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 1,140 | $61.8K | <0.1% | – | – | History |
| MWAMueller Water Products, Inc. | COM SER A | 2,800 | $63.0K | <0.1% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 822 | $63.5K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V787 | BIOTECHNOLOGY | 958 | $63.7K | <0.1% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 840 | $64.5K | <0.1% | – | – | History |
| CHHChoice Hotels International Inc | COM | 455 | $64.6K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 1,085 | $64.8K | <0.1% | – | – | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 1,390 | $65.9K | <0.1% | – | – | – |
| UTHRUnited Therapeutics Corp | COM | 190 | $67.0K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 265 | $67.2K | <0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 890 | $67.3K | <0.1% | – | – | – |
| ZTSZoetis Inc. | Stock | 416 | $67.8K | <0.1% | – | – | History |
| THGHanover Insurance Group, Inc. | COM | 439 | $67.9K | <0.1% | – | – | History |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 1,391 | $68.0K | <0.1% | – | – | – |
| SOLVSolventum Corp | Stock | 1,045 | $69.0K | <0.1% | – | – | History |
| DFSDiscover Financial Services | COM | 400 | $69.3K | <0.1% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 208 | $69.5K | <0.1% | – | – | – |
| CMECME Group Inc. | COM | 300 | $69.7K | <0.1% | – | – | History |