ME
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Millstone Evans Group, LLC13F | |
| Millstone Evans Group, LLC | |
| Last update 2025-05-05 | 796 Stocks (80 new) |
| Value $147.00 Mil | Turnover 5 % |
Millstone Evans Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 57,525 | 12,778.1 | +1.30% | 8.670 | +0.11% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
NVDA | NVIDIA Corp | 80,595 | 8,734.9 | +0.09% | 5.930 | +0.01% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
MSFT | Microsoft Corp | 15,579 | 5,848.3 | -2.90% | 3.970 | -0.13% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
BRK.B | Berkshire Hathaway Inc | 10,613 | 5,652.3 | 0% | 3.840 | 0% | 0.000 | -10.99% | +3.72% | 1,014,122.1 | Insurance | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 170,577 | 5,627.3 | -2.37% | 3.820 | -0.10% | 0.020 | +15.26% | +4.39% | 35,134.7 | ||
ORCL | Oracle Corp | 32,896 | 4,599.2 | +628.27% | 3.120 | +2.69% | 0.000 | +75.79% | +42.15% | 659,963.4 | Software | |
JKI | JKI | 40,011 | 2,968.4 | -4.31% | 2.010 | -0.09% | - | +16.23% | +6.14% | 0 | ||
JPM | JPMorgan Chase & Co | 11,945 | 2,930.1 | -3.20% | 1.990 | -0.06% | 0.000 | +23.51% | +21.48% | 787,919.1 | Banks | |
IWS | iShares Russell Mid-Cap Value ETF | 21,899 | 2,758.6 | -1.52% | 1.870 | -0.03% | 0.020 | +12.22% | +2.81% | 13,350.0 | ||
RJF | Raymond James Financial Inc | 19,663 | 2,731.4 | -1.00% | 1.850 | -0.02% | 0.010 | +15.10% | +1.63% | 31,528.2 | Asset Management |
Millstone Evans Group, LLC's Historical Top Holdings Breakdowns
Millstone Evans Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL | Oracle Corp | 2025-03-31 | Add Add | +2.69% | 139.81 ($162.81) 186.47 | $234.96 | 44.32% | Add 628.27% | 32,896 | 28,379 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.28% | 360.07 ($394.62) 417.26 | $429.88 | 8.94% | Add 754.61% | 1,299 | 1,147 | |
| CFB Unlock Delisted | CrossFirst Bankshares Inc | 2025-03-31 | Sold Out Sold Out | -0.21% | 14.11 ($15.71) 16.89 | $15.99 | 1.78% | Sold Out | 0 | -20,000 | |
BUSE | First Busey Corp | 2025-03-31 | New Buy New Buy | +0.20% | 21.26 ($23.22) 25.35 | $23.68 | 1.98% | New holding | 13,350 | 13,350 | |
FTGC | FIRST TR EXCH VII | 2025-03-31 | Reduce Reduce | -0.19% | 23.95 ($25.08) 25.86 | $25.20 | 0.46% | Reduce -82.18% | 2,460 | -11,345 | |
UBSI | United Bankshares Inc | 2025-03-31 | Reduce Reduce | -0.16% | 34.03 ($36.64) 39.27 | $36.57 | -0.19% | Reduce -32.35% | 13,328 | -6,374 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.13% | 375.39 ($407.71) 447.2 | $505.82 | 24.06% | Reduce -2.9% | 15,579 | -465 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.11% | 209.68 ($231.67) 247.1 | $209.11 | -9.74% | Add 1.3% | 57,525 | 739 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.10% | 32.42 ($34.71) 36.1 | $36.11 | 4.03% | Reduce -2.37% | 170,577 | -4,149 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Add Add | +0.10% | 182.82 ($190.45) 196.21 | $194.13 | 1.93% | Add 641.38% | 860 | 744 |
Millstone Evans Group, LLC Total Holding History ($B)
Millstone Evans Group, LLC's Asset Allocation
Millstone Evans Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Millstone Evans Group, LLC's Hypothetical Growth since 2025-03-31
Millstone Evans Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Millstone Evans Group, LLC's Holdings Heat Map
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Millstone Evans Group, LLC's Holdings Bubble Chart
Millstone Evans Group, LLC News
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