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 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 1,088 | $839.9K | 0.6% | – | – | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 32,797 | $859.0K | 0.6% | – | – | – |
| GEGeneral Electric Co | Stock | 5,202 | $867.6K | 0.6% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,682 | $985.8K | 0.7% | – | – | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 21,192 | $993.5K | 0.7% | – | – | – |
| SBUXStarbucks Corp | Stock | 11,008 | $1.00M | 0.7% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 3,527 | $1.03M | 0.7% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,223 | $1.21M | 0.8% | – | – | History |
| WATWaters Corp | COM | 3,307 | $1.23M | 0.8% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,337 | $1.26M | 0.9% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 13,181 | $1.31M | 0.9% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,150 | $1.35M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 10,022 | $1.45M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 35,929 | $1.48M | 1.0% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,881 | $1.50M | 1.0% | – | – | History |
| LECOLincoln Electric Holdings Inc | COM | 8,246 | $1.55M | 1.1% | – | – | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 45,554 | $1.62M | 1.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,863 | $1.63M | 1.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 9,073 | $1.72M | 1.2% | – | – | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 80,809 | $2.09M | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,792 | $2.15M | 1.5% | – | – | History |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 33,612 | $2.16M | 1.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 12,746 | $2.43M | 1.7% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 22,236 | $2.88M | 2.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 12,340 | $2.96M | 2.0% | – | – | History |
| RJFRaymond James Financial Inc | COM | 19,861 | $3.09M | 2.1% | – | – | History |
| iShares Tr464288406 | MRGSTR MD CP VAL | 41,811 | $3.10M | 2.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,613 | $4.81M | 3.3% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 174,726 | $6.04M | 4.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,044 | $6.76M | 4.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 80,520 | $10.8M | 7.4% | – | – | History |
| AAPLApple Inc. | Stock | 56,786 | $14.2M | 9.7% | – | – | History |