Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Millstone Evans Group

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

Top 5 stock holdings are AAPL, NVDA, MSFT, BRK.B, GOOG, and represent 26.08% of Millstone Evans Group's stock portfolio.
Added to shares of these 10 stocks: SCHD, FNDE, VYMI, VXF, VXUS, OAKM, FNDF, ESGV, PWRD, QQQM.
Started 27 new stock positions in FNDC, HLNE, MEM, BMRN, CARR, ASH, RLI, VXF, BITU, DVYE.
Reduced shares in these 10 stocks: , SCHP, AMZN, DIVP, NVDA, MCY, IWS, SNV, VPL, VGK.
Sold out of its positions in DIVP, ALEX, NLY, APA, AstraZeneca, BRBR, CHY, CODI, DNP, DAR.
Millstone Evans Group was a net buyer of stock by $2.4M.
Millstone Evans Group has $167M in assets under management (AUM), dropping by -1.96%.
Central Index Key (CIK): 0002041943

Tip: Access up to 7 years of quarterly data

Positions held by Millstone Evans Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Millstone Evans Group

Millstone Evans Group holds 856 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Millstone Evans Group has 856 total positions. Only the first 250 positions are shown.

Sign up to view all of the Millstone Evans Group March 31, 2026 positions
Download the Millstone Evans Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.6	$14M		57k	253.79	View chart
NVIDIA Corporation (NVDA)	8.4	$14M		80k	174.40	View chart
Microsoft Corporation (MSFT)	3.8	$6.4M		17k	370.18	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	3.1	$5.1M		11k	479.20	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	2.2	$3.6M		13k	286.86	View chart
JPMorgan Chase & Co. (JPM)	2.0	$3.3M		11k	294.16	View chart
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)	2.0	$3.3M		22k	145.74	View chart
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)	1.9	$3.2M		38k	84.79	View chart
Oracle Corporation (ORCL)	1.9	$3.2M		22k	147.11	View chart
Raymond James Financial (RJF)	1.7	$2.8M		19k	144.79	View chart
Johnson & Johnson (JNJ)	1.5	$2.5M		10k	244.44	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.5	$2.5M		8.6k	287.56	View chart
Amazon (AMZN)	1.2	$2.1M	-10%	10k	208.27	View chart
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)	1.2	$2.1M		47k	43.66	View chart
Lincoln Electric Holdings (LECO)	1.2	$2.0M		8.1k	249.08	View chart
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)	1.1	$1.8M	+38%	19k	94.24	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.0	$1.7M		2.9k	597.55	View chart
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	1.0	$1.7M		2.7k	616.76	View chart
Merck & Co (MRK)	1.0	$1.6M		14k	120.29	View chart
International Business Machines (IBM)	1.0	$1.6M		6.6k	242.39	View chart
Ge Aerospace Com New (GE)	0.9	$1.5M		5.3k	283.77	View chart
Thermo Fisher Scientific (TMO)	0.9	$1.5M		3.0k	491.53	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.7	$1.2M		1.9k	650.34	View chart
Tcw Transform Systems Etf Transform System (PWRD)	0.7	$1.2M	+11%	12k	97.77	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.7	$1.2M	-2%	42k	27.85	View chart
Ge Vernova (GEV)	0.7	$1.1M		1.3k	872.90	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.7	$1.1M	+152%	37k	30.68	View chart
Eli Lilly & Co. (LLY)	0.6	$1.1M	+5%	1.2k	919.77	View chart
Starbucks Corporation (SBUX)	0.6	$1.1M		12k	89.59	View chart
Procter & Gamble Company (PG)	0.6	$1.0M		6.9k	144.44	View chart
Norfolk Southern (NSC)	0.6	$955k		3.3k	287.00	View chart
Waters Corporation (WAT)	0.6	$933k		3.1k	297.80	View chart
Costco Wholesale Corporation (COST)	0.6	$925k		928.00	996.43	View chart
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.5	$911k		23k	38.86	View chart
Chevron Corporation (CVX)	0.5	$869k		4.2k	206.88	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.5	$868k	+13%	5.9k	148.10	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.5	$855k		3.4k	248.00	View chart
Exxon Mobil Corporation (XOM)	0.5	$806k		4.7k	169.66	View chart
Schwab Fundamental Emerging Markets Equity Etf Fundamental Emer (FNDE)	0.5	$801k	+533%	21k	38.26	View chart
Cisco Systems (CSCO)	0.5	$793k		10k	77.59	View chart
Pepsi (PEP)	0.5	$790k		5.1k	155.29	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.5	$788k	+47%	7.0k	112.27	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.5	$761k	+72%	9.9k	77.11	View chart
Automatic Data Processing (ADP)	0.5	$757k		3.7k	203.16	View chart
3M Company (MMM)	0.5	$752k		5.2k	145.23	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.4	$746k	-2%	12k	62.56	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.4	$735k	-2%	2.4k	302.24	View chart
Corning Incorporated (GLW)	0.4	$733k		5.4k	135.97	View chart
American Express Company (AXP)	0.4	$708k		2.3k	302.48	View chart
World Gold Tr Spdr Gold Minishares Tr Spdr Gld Minis (GLDM)	0.4	$695k	+15%	7.5k	92.69	View chart
At&t (T)	0.4	$687k	+2%	24k	28.99	View chart
Abbvie (ABBV)	0.4	$671k		3.1k	217.49	View chart
PNC Financial Services (PNC)	0.4	$664k		3.2k	208.09	View chart
Pacer Us Small Cap Cash Cows Etf Us Small Cap Cas (CALF)	0.4	$652k		15k	44.87	View chart
Bank of America Corporation (BAC)	0.4	$641k		13k	48.75	View chart
Wal-Mart Stores (WMT)	0.4	$630k		5.1k	124.28	View chart
Schwab Fundamental International Equity Etf Fundamental Intl (FNDF)	0.4	$607k	+72%	12k	48.93	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.4	$591k		1.4k	426.40	View chart
Stryker Corporation (SYK)	0.4	$589k		1.8k	328.59	View chart
United Bankshares (UBSI)	0.3	$552k		13k	41.42	View chart
Taiwan Semiconductor Manufact Sponsored Ads (TSM)	0.3	$538k		1.6k	337.95	View chart
Verizon Communications (VZ)	0.3	$531k	-6%	11k	50.20	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.3	$524k		2.7k	191.93	View chart
Advisorshares Focused Equity Etf Advisorshs Etf (CWS)	0.3	$524k		8.1k	64.76	View chart
Oakmark U.s. Large Cap Etf Oakmark U S Lrg (OAKM)	0.3	$521k	+120%	19k	27.57	View chart
Flextronics International Limited Ord Ord (FLEX)	0.3	$499k		7.6k	65.46	View chart
McDonald's Corporation (MCD)	0.3	$476k	+2%	1.5k	310.79	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.3	$475k	-8%	7.0k	68.28	View chart
Novartis Sponsored Adr (NVS)	0.3	$474k		3.1k	152.75	View chart
salesforce (CRM)	0.3	$461k		2.5k	186.67	View chart
State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.3	$454k		3.1k	146.61	View chart
Johnson Controls Internation SHS (JCI)	0.3	$449k		3.4k	130.95	View chart
Kenvue (KVUE)	0.3	$432k		25k	17.24	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Etf (JPST)	0.3	$428k		8.5k	50.61	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.3	$427k	-2%	6.3k	67.53	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.3	$425k	+7%	1.6k	261.92	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	0.3	$425k		12k	35.53	View chart
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)	0.3	$424k		5.9k	72.08	View chart
Deere & Company (DE)	0.3	$424k		752.00	563.30	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.3	$417k	+30%	955.00	436.79	View chart
Target Corporation (TGT)	0.2	$414k		3.4k	121.20	View chart
Home Depot (HD)	0.2	$406k		1.2k	328.89	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.2	$405k		1.9k	215.06	View chart
Medtronic SHS (MDT)	0.2	$396k	-4%	4.6k	86.65	View chart
Emerson Electric (EMR)	0.2	$392k		3.0k	131.02	View chart
Union Pacific Corporation (UNP)	0.2	$382k		1.6k	242.62	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.2	$374k		13k	28.71	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$367k	+12%	6.8k	54.05	View chart
Bristol Myers Squibb (BMY)	0.2	$348k		5.7k	60.65	View chart
Air Products & Chemicals (APD)	0.2	$347k		1.2k	290.49	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.2	$342k	+6%	3.8k	90.53	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.2	$341k	NEW	1.7k	205.80	View chart
First Busey Corporation Com New (BUSE)	0.2	$337k		13k	25.27	View chart
Eaton Corporation SHS (ETN)	0.2	$332k	+4%	927.00	357.67	View chart
Analog Devices (ADI)	0.2	$328k	+3%	1.0k	318.14	View chart
Mastercard Incorporated Class A Cl A (MA)	0.2	$325k		651.00	499.86	View chart
Sherwin-Williams Company (SHW)	0.2	$316k		987.00	320.55	View chart
Tcw Transform Supply Chain Etf Transform Supply (SUPP)	0.2	$310k	+2%	4.4k	70.38	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.2	$302k		6.1k	49.37	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.2	$300k		3.0k	99.27	View chart
Booking Holdings (BKNG)	0.2	$299k		71.00	4210.32	View chart
Invesco Bloomberg Analyst Rating Improvers Etf Bloomberg Analys (UPGD)	0.2	$297k		4.1k	72.87	View chart
Walt Disney Company (DIS)	0.2	$294k		3.1k	96.37	View chart
Allstate Corporation (ALL)	0.2	$293k		1.4k	207.34	View chart
Cummins (CMI)	0.2	$292k		543.00	538.02	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.2	$291k	+60%	1.2k	237.62	View chart
Goldman Sachs (GS)	0.2	$285k	+3%	337.00	845.99	View chart
Ishares Tr U.s. Finls Etf U.s. Finls Etf (IYF)	0.2	$279k		2.4k	117.66	View chart
Trex Company (TREX)	0.2	$273k		7.5k	36.42	View chart
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	0.2	$265k		5.3k	50.37	View chart
Trane Technologies SHS (TT)	0.2	$263k		632.00	416.74	View chart
Advanced Micro Devices (AMD)	0.2	$261k		1.3k	203.43	View chart
Ishares Tr Global Energ Etf Global Energ Etf (IXC)	0.2	$261k		4.5k	57.61	View chart
Abbott Laboratories (ABT)	0.2	$254k	+3%	2.5k	102.67	View chart
Ishares Tr Core 60/40 Balan Core 60/40 Balan (AOR)	0.2	$253k		3.9k	64.35	View chart
Darden Restaurants (DRI)	0.2	$252k		1.3k	196.04	View chart
ICF International (ICFI)	0.1	$245k		3.8k	65.29	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$241k		560.00	430.29	View chart
Waste Management (WM)	0.1	$239k		1.0k	229.79	View chart
Hershey Company (HSY)	0.1	$237k		1.1k	207.95	View chart
Vanguard Value Etf Value Etf (VTV)	0.1	$235k		1.2k	196.20	View chart
Amgen (AMGN)	0.1	$234k		666.00	351.85	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$234k	-13%	1.9k	125.46	View chart
Intel Corporation (INTC)	0.1	$234k		5.3k	44.13	View chart
Netflix (NFLX)	0.1	$233k		2.4k	96.15	View chart
eBay (EBAY)	0.1	$229k		2.5k	91.02	View chart
IPG Photonics Corporation (IPGP)	0.1	$229k		2.0k	114.59	View chart
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)	0.1	$228k		1.1k	203.79	View chart
Badger Meter (BMI)	0.1	$227k		1.5k	152.35	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.1	$222k		1.0k	213.67	View chart
Nextera Energy (NEE)	0.1	$222k	+4%	2.4k	92.88	View chart
Ishares Tr Us Industrials Us Industrials (IYJ)	0.1	$221k		1.5k	147.54	View chart
Invesco Water Resources Etf Water Res Etf (PHO)	0.1	$221k		3.3k	66.86	View chart
Invesco Global Water Resources Etf Global Water (PIO)	0.1	$218k		5.0k	43.42	View chart
Marsh & McLennan Companies (MRSH)	0.1	$217k		1.3k	173.45	View chart
Itron (ITRI)	0.1	$212k		2.4k	89.63	View chart
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)	0.1	$212k		5.0k	42.22	View chart
Pimco Intermediate Muni Bond Active Exchange-traded Fund Inter Mun Bd Act (MUNI)	0.1	$209k		4.0k	52.19	View chart
Coca-Cola Company (KO)	0.1	$208k	+8%	2.7k	76.05	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$204k		637.00	320.81	View chart
UnitedHealth (UNH)	0.1	$199k		735.00	270.59	View chart
Hca Holdings (HCA)	0.1	$198k		419.00	473.24	View chart
S&p Global (SPGI)	0.1	$192k		452.00	425.77	View chart
Targa Res Corp (TRGP)	0.1	$191k		761.00	250.73	View chart
Dimensional Short-duration Fixed Income Etf Short Duration F (DFSD)	0.1	$188k		3.9k	47.88	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	0.1	$188k		1.9k	97.23	View chart
Invesco Msci Sustainable Future Etf Invesco Msci (ERTH)	0.1	$187k		4.0k	47.41	View chart
Vanguard Communication Services Etf Comm Srvc Etf (VOX)	0.1	$186k		1.0k	179.84	View chart
Howmet Aerospace (HWM)	0.1	$184k		800.00	230.46	View chart
AmerisourceBergen (COR)	0.1	$184k		584.00	314.14	View chart
Qualcomm (QCOM)	0.1	$181k		1.4k	128.78	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$181k		2.4k	77.13	View chart
Nuveen Esg U.s. Aggregate Bond Etf Nuveen Esg Us (NUBD)	0.1	$180k		8.1k	22.21	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$179k		274.00	653.21	View chart
Morgan Stanley Com New (MS)	0.1	$178k		1.1k	164.57	View chart
Broadcom (AVGO)	0.1	$178k	+9%	575.00	309.51	View chart
Pfizer (PFE)	0.1	$173k		6.2k	28.08	View chart
Wabtec Corporation (WAB)	0.1	$173k		692.00	249.91	View chart
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK)	0.1	$173k	-23%	2.1k	82.43	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.1	$170k		478.00	356.56	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	0.1	$170k		1.2k	142.43	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.1	$168k		1.4k	120.04	View chart
WESCO International (WCC)	0.1	$166k		605.00	273.62	View chart
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	0.1	$165k		1.8k	92.74	View chart
Xcel Energy (XEL)	0.1	$163k		2.1k	79.43	View chart
Franklin Ftse Switzerland Etf Frankln Swzlnd (FLSW)	0.1	$161k	+115%	4.0k	40.56	View chart
Nextpower Incorporated Class A Class A Com (NXT)	0.1	$160k		1.3k	120.55	View chart
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)	0.1	$160k		4.6k	34.55	View chart
Citigroup Incorporated Com New (C)	0.1	$159k		1.4k	113.41	View chart
Iqvia Holdings (IQV)	0.1	$159k		933.00	170.54	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$158k		3.5k	44.84	View chart
Marriott International Incorporated Cl A (MAR)	0.1	$157k		480.00	327.07	View chart
FedEx Corporation (FDX)	0.1	$156k		437.00	356.57	View chart
Astoria Real Assets Etf Astoria Real (PPI)	0.1	$155k		7.4k	20.80	View chart
Colgate-Palmolive Company (CL)	0.1	$154k		1.8k	85.23	View chart
Innovator U.s. Equity Power Buffer Etf - March Us Eqty Pwr Buf (PMAR)	0.1	$152k	-19%	3.4k	44.62	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.1	$151k		715.00	211.15	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$149k		674.00	221.13	View chart
Davis Select Financial Etf Select Finl (DFNL)	0.1	$148k		3.3k	44.84	View chart
Tcw Transform 500 Etf Transfrm 500 Etf (VOTE)	0.1	$148k	-6%	1.9k	76.30	View chart
Sprott Asset Management Lp Physical Silver Physical Silver (PSLV)	0.1	$146k		6.0k	24.39	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$145k		2.6k	56.68	View chart
General Motors Company (GM)	0.1	$144k		1.9k	74.50	View chart
Invesco Biotechnology & Genome Etf Biotechnology (PBE)	0.1	$141k		1.8k	79.18	View chart
Dimensional Global Ex Us Core Fixed Income Etf Global Ex Us Cor (DFGX)	0.1	$138k		2.6k	52.45	View chart
First Trust Water Etf Wtr Etf (FIW)	0.1	$138k		1.3k	103.13	View chart
General Mills (GIS)	0.1	$136k		3.6k	37.22	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.1	$135k		2.7k	49.89	View chart
Nyli Mackay Muni Insured Etf Nyli Mackay Muni (MMIN)	0.1	$135k		5.7k	23.71	View chart
Southern Company (SO)	0.1	$133k		1.4k	96.52	View chart
Jpmorgan Ultra-short Municipal Income Etf Ultra Sht Muncpl (JMST)	0.1	$133k		2.6k	50.98	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$132k		461.00	287.18	View chart
Crown Castle Intl (CCI)	0.1	$132k		1.6k	81.31	View chart
Equinix (EQIX)	0.1	$131k	+5%	134.00	980.24	View chart
BP Sponsored Adr (BP)	0.1	$131k		2.8k	47.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$129k	+7%	666.00	194.14	View chart
KB Home (KBH)	0.1	$127k		2.5k	51.75	View chart
Stance Sustainable Beta Etf Stance Sustainab (CHGX)	0.1	$126k		4.7k	26.82	View chart
Iridium Communications (IRDM)	0.1	$125k		4.5k	27.74	View chart
Lam Research Corporation Com New (LRCX)	0.1	$125k	+4%	584.00	213.66	View chart
Pulte (PHM)	0.1	$124k		1.1k	117.61	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$124k		178.00	697.72	View chart
Loews Corporation (L)	0.1	$123k		1.2k	106.74	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.1	$121k		1.7k	71.18	View chart
Paypal Holdings (PYPL)	0.1	$120k		2.7k	45.23	View chart
American Tower Reit (AMT)	0.1	$120k		694.00	172.58	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Hedged Equity La (HELO)	0.1	$120k		1.9k	63.91	View chart
Ishares Tr Esg Select Scre Esg Select Scre (XVV)	0.1	$119k		2.4k	49.22	View chart
Toyota Motor Corporation Ads Ads (TM)	0.1	$118k	+4%	574.00	206.09	View chart
O'reilly Automotive (ORLY)	0.1	$118k		1.3k	92.31	View chart
Caterpillar (CAT)	0.1	$118k		166.00	708.46	View chart
Truist Financial Corp equities (TFC)	0.1	$117k	+2%	2.5k	45.97	View chart
Xylem (XYL)	0.1	$116k		974.00	119.53	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$116k		385.00	302.25	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)	0.1	$114k		910.00	125.13	View chart
Nuveen Esg Small-cap Etf Nuveen Esg Smlcp (NUSC)	0.1	$113k	-7%	2.5k	45.06	View chart
United Therapeutics Corporation (UTHR)	0.1	$113k		190.00	592.98	View chart
Pembina Pipeline Corp (PBA)	0.1	$112k		2.5k	44.76	View chart
Interface (TILE)	0.1	$111k		4.5k	24.92	View chart
Archer Daniels Midland Company (ADM)	0.1	$109k	-3%	1.5k	72.69	View chart
Dimensional Gloabl Credit Etf Global Cr Etf (DGCB)	0.1	$109k		2.0k	54.13	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.1	$106k		1.1k	96.70	View chart
Altria (MO)	0.1	$105k		1.6k	65.99	View chart
Hexcel Corporation (HXL)	0.1	$105k		1.3k	80.93	View chart
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)	0.1	$104k		328.00	318.07	View chart
Charles Schwab Corporation (SCHW)	0.1	$103k	-5%	1.1k	93.98	View chart
Solaredge Technologies (SEDG)	0.1	$102k		2.0k	51.05	View chart
California Water Service (CWT)	0.1	$102k		2.3k	45.34	View chart
Cigna Corp (CI)	0.1	$101k		378.00	266.75	View chart
Vanguard Financials Etf Financials Etf (VFH)	0.1	$101k		834.00	120.81	View chart
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)	0.1	$101k		546.00	184.28	View chart
Wells Fargo & Company (WFC)	0.1	$100k	+4%	1.3k	79.61	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.1	$100k		753.00	132.50	View chart
Capital One Financial (COF)	0.1	$99k	+33%	544.00	182.43	View chart
Church & Dwight (CHD)	0.1	$99k		1.1k	93.32	View chart
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA)	0.1	$97k		731.00	132.10	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.1	$96k	-14%	166.00	577.18	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$94k		6.0k	15.65	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.1	$92k		1.0k	90.55	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.1	$92k		1.0k	91.77	View chart
Valero Energy Corporation (VLO)	0.1	$89k		361.00	247.08	View chart
PPL Corporation (PPL)	0.1	$88k		2.3k	38.20	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.1	$88k		1.1k	78.41	View chart
Phillips 66 (PSX)	0.1	$88k		481.00	182.18	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$87k		6.3k	13.79	View chart
Philip Morris International (PM)	0.1	$87k	+11%	526.00	165.34	View chart
Abrdn Physical Silver Shares Etf Physcl Silvr Shs (SIVR)	0.1	$87k	NEW	1.2k	71.61	View chart
State Street Corporation (STT)	0.1	$85k		675.00	126.56	View chart
Ishares Tr U.s. Fin Svc Etf U.s. Fin Svc Etf (IYG)	0.1	$84k		1.0k	82.84	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$84k	-18%	860.00	97.13	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z