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Millstone Evans Group

Latest statistics and disclosures from Millstone Evans Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, BLDX, MSFT, BRK.B, and represent 28.97% of Millstone Evans Group's stock portfolio.
Added to shares of these 10 stocks: BLDX (+$11M), IWF, XLY, PWRD, BKNG, XLB, LLY, VUG, SPHY, VGT.
Started 62 new stock positions in FITB, SHOP, AIG, MCO, SPCX, FSUN, FSLR, JEPQ, CDNS, HLT.
Reduced shares in these 10 stocks: AAPL, GE, GOOG, GEV, BAC, IWS, VXUS, MRK, PEP, TMO.
Sold out of its positions in SIVR, AVAV, ARE, AEE, APLD, BBWI, BLNK, BXP, BR, CSG Systems International.
Millstone Evans Group was a net buyer of stock by $994k.
Millstone Evans Group has $185M in assets under management (AUM), dropping by 10.92%.
Central Index Key (CIK): 0002041943

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Portfolio Holdings for Millstone Evans Group

Millstone Evans Group holds 877 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Millstone Evans Group has 877 total positions. Only the first 250 positions are shown.

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Download the Millstone Evans Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	8.7	$16M		80k	200.09	View chart
Apple (AAPL)	8.2	$15M	-7%	53k	289.36	View chart
Impax Global Sustainable Infrastructure Etf Glob Sus Inf Etf (BLDX)	5.7	$11M	NEW	403k	26.06	View chart
Microsoft Corporation (MSFT)	3.5	$6.5M		17k	373.03	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	2.9	$5.3M		11k	500.39	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	2.1	$3.9M	-12%	11k	353.33	View chart
JPMorgan Chase & Co. (JPM)	2.0	$3.7M		11k	327.33	View chart
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)	1.8	$3.4M	-4%	37k	91.38	View chart
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)	1.8	$3.3M	-11%	20k	164.60	View chart
Oracle Corporation (ORCL)	1.7	$3.1M	-3%	21k	146.55	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.6	$2.9M	-5%	8.1k	357.37	View chart
Raymond James Financial (RJF)	1.6	$2.9M		19k	152.03	View chart
Johnson & Johnson (JNJ)	1.3	$2.4M	-6%	9.6k	253.97	View chart
Amazon (AMZN)	1.2	$2.2M	-6%	9.3k	238.34	View chart
Lincoln Electric Holdings (LECO)	1.1	$2.1M		7.9k	265.51	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.1	$2.0M		2.9k	686.81	View chart
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)	1.0	$1.9M	-7%	44k	43.50	View chart
Tcw Transform Systems Etf Trans Syste Etf (PWRD)	1.0	$1.8M	+21%	15k	122.96	View chart
International Business Machines (IBM)	1.0	$1.8M	-2%	6.4k	281.22	View chart
Eli Lilly & Co. (LLY)	0.9	$1.7M	+18%	1.4k	1199.43	View chart
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	0.8	$1.6M	-18%	2.2k	703.34	View chart
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)	0.8	$1.5M	-19%	15k	98.20	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.8	$1.5M	+5%	2.0k	746.77	View chart
Corning Incorporated (GLW)	0.7	$1.4M		5.4k	255.43	View chart
Merck & Co (MRK)	0.7	$1.4M	-22%	11k	128.50	View chart
Ge Aerospace Com New (GE)	0.7	$1.3M	-34%	3.4k	373.73	View chart
Flex Limited Ord Ord (FLEX)	0.7	$1.2M		7.6k	162.07	View chart
Starbucks Corporation (SBUX)	0.7	$1.2M		12k	102.19	View chart
Cisco Systems (CSCO)	0.7	$1.2M		10k	117.46	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.6	$1.2M		37k	31.71	View chart
Thermo Fisher Scientific (TMO)	0.6	$1.1M	-24%	2.3k	501.36	View chart
Norfolk Southern (NSC)	0.6	$1.0M		3.3k	314.59	View chart
Dimensional U.s. Core Equity 2 Etf Us Cor Equ 2 Etf (DFAC)	0.5	$999k	-3%	23k	44.36	View chart
Ge Vernova (GEV)	0.5	$994k	-35%	846.00	1174.86	View chart
Procter & Gamble Company (PG)	0.5	$993k	-2%	6.8k	146.64	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.5	$993k	-4%	3.3k	300.45	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.5	$945k	-26%	30k	31.10	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.5	$922k		5.8k	158.03	View chart
Waters Corporation (WAT)	0.5	$896k	-23%	2.4k	375.04	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.5	$848k	-8%	6.4k	132.24	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.5	$847k		2.5k	343.09	View chart
3M Company (MMM)	0.5	$840k		5.2k	161.91	View chart
PNC Financial Services (PNC)	0.4	$792k		3.2k	246.22	View chart
American Express Company (AXP)	0.4	$792k		2.3k	338.25	View chart
Taiwan Semiconductor Manufact Sponsored Ads (TSM)	0.4	$782k	+2%	1.6k	477.57	View chart
Advanced Micro Devices (AMD)	0.4	$771k	+3%	1.3k	580.91	View chart
Intel Corporation (INTC)	0.4	$747k		5.4k	139.64	View chart
Costco Wholesale Corporation (COST)	0.4	$692k	-20%	740.00	935.47	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.4	$688k	+300%	5.5k	124.17	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.3	$631k	-15%	10k	62.20	View chart
Abbvie (ABBV)	0.3	$629k	-18%	2.5k	251.64	View chart
Schwab Fundamental International Equity Etf Fundamental Intl (FNDF)	0.3	$616k	-5%	12k	52.76	View chart
United Bankshares (UBSI)	0.3	$611k		13k	45.83	View chart
Exxon Mobil Corporation (XOM)	0.3	$585k	-9%	4.3k	136.72	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.3	$579k		2.7k	212.75	View chart
Stryker Corporation (SYK)	0.3	$564k		1.8k	314.84	View chart
Chevron Corporation (CVX)	0.3	$559k	-19%	3.4k	165.78	View chart
Advisorshares Focused Equity Etf Advisorshs Etf (CWS)	0.3	$533k	-3%	7.8k	68.19	View chart
Pacer Us Small Cap Cash Cows Etf Us Sm Cap Ca Etf (CALF)	0.3	$524k	-28%	10k	50.61	View chart
Wal-Mart Stores (WMT)	0.3	$508k	-11%	4.5k	113.26	View chart
Automatic Data Processing (ADP)	0.3	$507k	-39%	2.3k	223.91	View chart
Dimensional Us Core Equity 1 Etf Us Cor Equ 1 Etf (DCOR)	0.3	$500k	+3%	6.1k	81.98	View chart
McDonald's Corporation (MCD)	0.3	$496k	+19%	1.8k	270.31	View chart
State Street Health Care Select Sector Spdr Etf St Str Care Etf (XLV)	0.3	$491k		3.1k	158.66	View chart
Schwab Fundamental Emerging Markets Equity Etf Fund Em Equi Etf (FNDE)	0.3	$487k	-41%	12k	39.68	View chart
Novartis Sponsored Adr (NVS)	0.3	$486k		3.1k	156.72	View chart
World Gold Tr Spdr Gold Minishares Tr Spdr Gld Minis (GLDM)	0.3	$475k	-20%	6.0k	79.42	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.2	$457k	-6%	5.9k	77.11	View chart
Kenvue (KVUE)	0.2	$455k	-4%	24k	19.11	View chart
Johnson Controls Internation SHS (JCI)	0.2	$449k	-10%	3.1k	146.11	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.2	$446k		1.9k	236.62	View chart
At&t (T)	0.2	$441k	-10%	21k	20.70	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	0.2	$437k		12k	37.26	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.2	$436k	-48%	5.1k	85.49	View chart
Emerson Electric (EMR)	0.2	$433k		3.0k	143.15	View chart
Oakmark U.s. Large Cap Etf Oakmark U S Lrg (OAKM)	0.2	$420k	-21%	15k	28.17	View chart
State Street Consumer Discretionary Select Sector St Str Discr Etf (XLY)	0.2	$419k	+631%	3.6k	117.28	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$411k		6.9k	59.69	View chart
Union Pacific Corporation (UNP)	0.2	$410k	-4%	1.5k	272.00	View chart
Verizon Communications (VZ)	0.2	$409k	-8%	9.7k	42.34	View chart
First Busey Corporation Com New (BUSE)	0.2	$394k		13k	29.50	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.2	$391k	-30%	4.8k	81.06	View chart
Cummins (CMI)	0.2	$389k		546.00	713.21	View chart
salesforce (CRM)	0.2	$387k		2.5k	156.66	View chart
Tcw Transform Supply Chain Etf Tran Su Chai Etf (SUPP)	0.2	$382k		4.3k	88.63	View chart
Analog Devices (ADI)	0.2	$377k	-8%	948.00	397.17	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.2	$376k		1.2k	302.97	View chart
Eaton Corporation SHS (ETN)	0.2	$376k	-4%	883.00	426.12	View chart
Trex Company (TREX)	0.2	$375k		7.5k	50.04	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.2	$364k		3.8k	96.58	View chart
Mastercard Incorporated Class A Cl A (MA)	0.2	$357k	+6%	695.00	513.83	View chart
Goldman Sachs (GS)	0.2	$354k	+3%	350.00	1011.37	View chart
Sherwin-Williams Company (SHW)	0.2	$341k		990.00	344.32	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.2	$338k	+310%	3.9k	86.14	View chart
Invesco Bloomberg Analyst Rating Improvers Etf Bloo An Rati Etf (UPGD)	0.2	$333k		4.1k	81.93	View chart
Air Products & Chemicals (APD)	0.2	$322k	-8%	1.1k	293.18	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.2	$322k	-34%	1.1k	303.12	View chart
Medtronic SHS (MDT)	0.2	$320k	-10%	4.1k	78.23	View chart
Pepsi (PEP)	0.2	$318k	-53%	2.3k	135.40	View chart
Booking Holdings (BKNG)	0.2	$316k	+2400%	1.8k	178.24	View chart
Vanguard Value Etf Value Etf (VTV)	0.2	$315k	+20%	1.4k	217.93	View chart
UnitedHealth (UNH)	0.2	$309k		743.00	415.63	View chart
Ishares Tr U.s. Finls Etf U.s. Finls Etf (IYF)	0.2	$302k		2.4k	127.51	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.2	$298k		3.0k	98.98	View chart
Ishares Tr Core 60 Bala Etf Core 60 Bala Etf (AOR)	0.2	$293k	+7%	4.2k	69.50	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.2	$287k	+21%	774.00	370.25	View chart
Walt Disney Company (DIS)	0.2	$284k	-3%	3.0k	96.24	View chart
eBay (EBAY)	0.2	$284k		2.5k	111.75	View chart
Bristol Myers Squibb (BMY)	0.2	$281k	-14%	4.9k	57.62	View chart
State Street Materials Select Sector Spdr Etf St Str Mater Etf (XLB)	0.2	$280k	+4907%	5.5k	50.83	View chart
State Street Financial Select Sector Spdr Etf St Str Finl Etf (XLF)	0.2	$280k	-14%	5.2k	53.61	View chart
ICF International (ICFI)	0.1	$273k		3.8k	72.86	View chart
Darden Restaurants (DRI)	0.1	$265k		1.3k	206.01	View chart
Bank of America Corporation (BAC)	0.1	$263k	-64%	4.6k	56.98	View chart
Lam Research Corporation Com New (LRCX)	0.1	$261k	+3%	603.00	433.33	View chart
Qualcomm (QCOM)	0.1	$260k		1.4k	184.79	View chart
Allstate Corporation (ALL)	0.1	$259k	-23%	1.1k	237.94	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.1	$252k		1.0k	242.43	View chart
Ishares Tr Us Industrials Us Industrials (IYJ)	0.1	$250k		1.5k	166.65	View chart
Iridium Communications (IRDM)	0.1	$248k		4.5k	54.85	View chart
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)	0.1	$245k		1.1k	219.21	View chart
Amgen (AMGN)	0.1	$244k		673.00	362.12	View chart
IPG Photonics Corporation (IPGP)	0.1	$235k		2.0k	117.32	View chart
Waste Management (WM)	0.1	$234k		1.0k	222.88	View chart
Coca-Cola Company (KO)	0.1	$231k	+3%	2.8k	81.27	View chart
Morgan Stanley Com New (MS)	0.1	$230k		1.1k	209.04	View chart
Invesco Water Resources Etf Water Res Etf (PHO)	0.1	$228k		3.3k	69.08	View chart
Invesco Global Water Resources Etf Global Water (PIO)	0.1	$226k		5.0k	44.97	View chart
Ishares Tr Global Energ Etf Global Energ Etf (IXC)	0.1	$223k		4.5k	49.13	View chart
Badger Meter (BMI)	0.1	$221k		1.5k	148.38	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.1	$219k	-31%	8.9k	24.55	View chart
Howmet Aerospace (HWM)	0.1	$216k		805.00	268.86	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	0.1	$213k		1.9k	110.32	View chart
Pimco Intermediate Muni Bond Active Exchange-traded Fund Inter Mun Bd Act (MUNI)	0.1	$210k		4.0k	52.60	View chart
Marsh & McLennan Companies (MRSH)	0.1	$209k		1.3k	166.67	View chart
WESCO International (WCC)	0.1	$209k		605.00	345.43	View chart
Abbott Laboratories (ABT)	0.1	$207k	-7%	2.3k	90.74	View chart
Target Corporation (TGT)	0.1	$206k	-53%	1.6k	130.61	View chart
Dimensional Core Fixed Income Etf Core Fixe In Etf (DFCF)	0.1	$206k	-2%	4.9k	42.21	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf St Term High Etf (SJNK)	0.1	$206k	+176%	8.2k	25.03	View chart
Itron (ITRI)	0.1	$204k		2.4k	86.53	View chart
Targa Res Corp (TRGP)	0.1	$204k		761.00	268.14	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$204k		272.00	748.89	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.1	$203k	-50%	826.00	246.21	View chart
Hershey Company (HSY)	0.1	$200k		1.1k	175.50	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$199k		2.4k	84.58	View chart
Citigroup Incorporated Com New (C)	0.1	$199k		1.4k	139.96	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	0.1	$196k		1.2k	164.27	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.1	$196k		478.00	409.50	View chart
State Street Spdr Portfolio High Yield Bond Etf St Port High Etf (SPHY)	0.1	$194k	NEW	8.3k	23.44	View chart
Vanguard Communication Services Etf Comm Srvc Etf (VOX)	0.1	$190k		1.0k	183.95	View chart
Wabtec Corporation (WAB)	0.1	$188k		699.00	269.60	View chart
Deere & Company (DE)	0.1	$188k	-60%	296.00	634.33	View chart
Dimensional Short-duration Fixed Income Etf Shor Dur Fix Etf (DFSD)	0.1	$187k		3.9k	47.74	View chart
Nextera Energy (NEE)	0.1	$186k	-11%	2.1k	87.77	View chart
S&p Global (SPGI)	0.1	$186k		456.00	407.67	View chart
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK)	0.1	$186k		2.1k	88.54	View chart
Caterpillar (CAT)	0.1	$184k	+4%	173.00	1064.90	View chart
Broadcom (AVGO)	0.1	$184k	-15%	486.00	377.75	View chart
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)	0.1	$183k	-2%	4.5k	40.64	View chart
Invesco Msci Sustainable Future Etf Invesco Msci (ERTH)	0.1	$182k	-2%	3.9k	47.30	View chart
Iqvia Holdings (IQV)	0.1	$180k		933.00	193.22	View chart
Marriott International Incorporated New Class A Cl A (MAR)	0.1	$180k		485.00	370.59	View chart
Nuveen Esg U.s. Aggregate Bond Etf Nuveen Esg Us (NUBD)	0.1	$179k		8.1k	22.14	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$179k		1.9k	95.98	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Etf (JPST)	0.1	$173k	-59%	3.4k	50.57	View chart
Ishares Tr Msci Usa Min Etf Msci Usa Min Etf (USMV)	0.1	$172k		1.8k	96.46	View chart
Home Depot (HD)	0.1	$171k	-60%	486.00	352.68	View chart
Tcw Transform 500 Etf Transfrm 500 Etf (VOTE)	0.1	$171k		1.9k	88.17	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$170k	+700%	1.4k	119.52	View chart
Colgate-Palmolive Company (CL)	0.1	$167k		1.8k	91.68	View chart
Xcel Energy (XEL)	0.1	$165k		2.1k	80.29	View chart
Hca Holdings (HCA)	0.1	$164k		421.00	389.89	View chart
Netflix (NFLX)	0.1	$164k	-5%	2.3k	71.40	View chart
Davis Select Financial Etf Select Finl (DFNL)	0.1	$163k		3.3k	49.37	View chart
Innovator U.s. Equity Power Buffer Etf - March Us Eqty Pwr Buf (PMAR)	0.1	$163k		3.4k	47.77	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.1	$162k		715.00	227.06	View chart
Nextpower Incorporated Class A Class A Com (NXT)	0.1	$162k	+2%	1.4k	119.14	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$161k		3.5k	45.70	View chart
Invesco Biotechnology & Genome Etf Biotechnology (PBE)	0.1	$160k		1.8k	89.65	View chart
Interface (TILE)	0.1	$160k		4.5k	35.84	View chart
Astoria Real Assets Etf Astoria Real (PPI)	0.1	$158k		7.4k	21.29	View chart
Stance Sustainable Beta Etf Stan Su Beta Etf (CHGX)	0.1	$156k		4.7k	33.21	View chart
KB Home (KBH)	0.1	$153k		2.5k	62.59	View chart
Applied Materials (AMAT)	0.1	$153k	+3%	212.00	723.00	View chart
General Motors Company (GM)	0.1	$151k		2.0k	77.08	View chart
Pfizer (PFE)	0.1	$150k		6.2k	24.08	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$149k	+300%	1.8k	80.57	View chart
First Trust Water Etf Wtr Etf (FIW)	0.1	$146k		1.3k	109.52	View chart
Pulte (PHM)	0.1	$145k		1.1k	137.21	View chart
Dimensional Global Ex Us Core Fixed Income Etf Intl Cor Fix Etf (DFGX)	0.1	$145k	+2%	2.7k	53.59	View chart
Equinix (EQIX)	0.1	$144k	+2%	138.00	1042.39	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.1	$144k	+4%	2.8k	50.58	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$142k		674.00	210.57	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$141k		385.00	365.70	View chart
Ishares Tr Esg Select Scre Esg Select Scre (XVV)	0.1	$139k		2.4k	56.79	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.1	$138k		1.4k	98.25	View chart
Nyli Mackay Muni Insured Etf Mack Mu Insd Etf (MMIN)	0.1	$137k		5.7k	24.21	View chart
FedEx Corporation (FDX)	0.1	$137k		438.00	312.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$134k	-32%	450.00	298.07	View chart
Southern Company (SO)	0.1	$134k		1.4k	95.71	View chart
Jpmorgan Ultra-short Municipal Income Etf Ultra Sht Muncpl (JMST)	0.1	$133k		2.6k	51.00	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$131k	-36%	355.00	368.38	View chart
Nuveen Esg Small-cap Etf Nuveen Esg Smlcp (NUSC)	0.1	$131k		2.5k	52.12	View chart
Loews Corporation (L)	0.1	$131k		1.2k	113.21	View chart
Hexcel Corporation (HXL)	0.1	$130k		1.3k	100.06	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)	0.1	$129k		910.00	141.89	View chart
Truist Financial Corp equities (TFC)	0.1	$127k		2.5k	49.82	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Hedg Equ Lad Etf (HELO)	0.1	$126k		1.9k	67.58	View chart
Invesco S&p Midcap Quality Etf S&p Mdcp Quality (XMHQ)	0.1	$126k	+87%	1.1k	112.88	View chart
Crown Castle Intl (CCI)	0.1	$123k		1.6k	75.73	View chart
Hldgs (UAL)	0.1	$122k		900.00	135.99	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.1	$122k		166.00	736.40	View chart
O'reilly Automotive (ORLY)	0.1	$122k	+3%	1.3k	92.09	View chart
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)	0.1	$120k		328.00	365.87	View chart
General Mills (GIS)	0.1	$120k	-5%	3.4k	34.80	View chart
Solaredge Technologies (SEDG)	0.1	$117k		2.0k	58.44	View chart
Dimensional Gloabl Credit Etf Global Cr Etf (DGCB)	0.1	$116k	+5%	2.1k	54.66	View chart
Altria (MO)	0.1	$116k		1.6k	71.95	View chart
Pembina Pipeline Corp (PBA)	0.1	$116k		2.5k	46.25	View chart
Paypal Holdings (PYPL)	0.1	$115k		2.7k	43.18	View chart
Archer Daniels Midland Company (ADM)	0.1	$115k		1.5k	76.40	View chart
State Street Corporation (STT)	0.1	$115k		675.00	169.60	View chart
American Tower Reit (AMT)	0.1	$114k		696.00	163.57	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.1	$114k		1.1k	103.96	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	0.1	$114k		450.00	252.23	View chart
Dimensional Us Small Cap Value Etf Us Small Cap Etf (DFSV)	0.1	$113k	+47%	2.9k	38.79	View chart
Sprott Asset Management Lp Physical Silver Physical Silver (PSLV)	0.1	$113k		6.0k	18.87	View chart
Xylem (XYL)	0.1	$113k	-2%	954.00	118.26	View chart
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA)	0.1	$113k		731.00	154.30	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.1	$111k		753.00	147.73	View chart
Wells Fargo & Company (WFC)	0.1	$110k	+6%	1.3k	82.64	View chart
Vanguard Financials Etf Financials Etf (VFH)	0.1	$110k		834.00	131.60	View chart
California Water Service (CWT)	0.1	$110k		2.3k	48.65	View chart
Capital One Financial (COF)	0.1	$109k		544.00	200.62	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$107k		6.0k	17.73	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.1	$107k		1.0k	104.48	View chart
Cigna Corp (CI)	0.1	$106k		384.00	275.68	View chart
United Therapeutics Corporation (UTHR)	0.1	$103k		190.00	541.83	View chart
Church & Dwight (CHD)	0.1	$102k		1.1k	96.88	View chart
Philip Morris International (PM)	0.1	$102k	+7%	565.00	180.91	View chart
Jabil Circuit (JBL)	0.1	$100k		260.00	385.48	View chart
State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK)	0.1	$98k	+72%	516.00	190.40	View chart
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)	0.1	$97k		827.00	117.50	View chart
Toyota Motor Corporation Ads Ads (TM)	0.1	$97k		574.00	168.42	View chart
Valero Energy Corporation (VLO)	0.1	$96k	+2%	370.00	260.44	View chart
CVS Caremark Corporation (CVS)	0.1	$96k		928.00	103.45	View chart
Hanover Insurance (THG)	0.1	$94k		439.00	214.12	View chart
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)	0.1	$93k	-14%	469.00	197.60	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$92k		6.3k	14.54	View chart

Past Filings by Millstone Evans Group

SEC 13F filings are viewable for Millstone Evans Group going back to 2025

Millstone Evans Group 2026 Q2 filed Aug. 11, 2026
Millstone Evans Group 2026 Q1 filed April 30, 2026
Millstone Evans Group 2025 Q4 filed Feb. 2, 2026
Millstone Evans Group 2025 Q3 filed Oct. 30, 2025
Millstone Evans Group 2025 Q2 filed Aug. 13, 2025
Millstone Evans Group 2025 Q1 filed May 5, 2025

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