Millstone Evans Group, LLC New Holdings in Q4 2024

Millstone Evans Group, LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.39K
New
$21.66 - $22.69 $95.1K - $99.6K
4.39K $95.6M
WFC
Wells Fargo & Company

Financial Services
1.35K
New
$54.98 - $77.35 $74K - $104K
1.35K $94.5M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
6.32K
New
$14.38 - $15.35 $90.9K - $97K
6.32K $94.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
753
New
$121.89 - $135.52 $91.8K - $102K
753 $94.1M
MSI
Motorola Solutions, Inc.

Technology
202
New
$449.08 - $504.6 $90.7K - $102K
202 $93.4M
PBA
Pembina Pipeline Corp

Energy
2.5K
New
$35.89 - $43.35 $89.7K - $108K
2.5K $92.4M
SCHW
Schwab Charles Corp

Financial Services
1.23K
New
$63.31 - $82.85 $78.1K - $102K
1.23K $91.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
928
New
$96.64 - $101.23 $89.7K - $93.9K
928 $89.9M
HON
Honeywell International Inc

Industrials
388
New
$202.84 - $236.0 $78.7K - $91.6K
388 $87.6M
HWM
Howmet Aerospace Inc.

Industrials
800
New
$99.72 - $120.09 $79.8K - $96.1K
800 $87.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.18K
New
$26.18 - $28.77 $83.1K - $91.3K
3.18K $84.4M
MO
Altria Group, Inc.

Consumer Defensive
1.59K
New
$49.06 - $57.74 $78K - $91.8K
1.59K $83.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.27K
New
$25.15 - $27.57 $82.3K - $90.2K
3.27K $82.6M
BP
Bp PLC

Energy
2.79K
New
$28.16 - $33.14 $78.5K - $92.3K
2.79K $82.4M
HXL
Hexcel Corp

Industrials
1.3K
New
$58.56 - $65.31 $75.9K - $84.6K
1.3K $81.3M
KO
Coca Cola CO

Consumer Defensive
1.29K
New
$61.74 - $71.71 $79.9K - $92.8K
1.29K $80.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
285
New
$264.18 - $304.19 $75.3K - $86.7K
285 $79.8M
IYG
Ishares Tr

ETFs
1.01K
New
$70.24 - $82.34 $71.2K - $83.5K
1.01K $78.9M
BBY
Best Buy CO Inc

Consumer Cyclical
916
New
$85.2 - $101.35 $78K - $92.8K
916 $78.6M
CVS
Cvs Health Corp

Healthcare
1.74K
New
$43.78 - $67.46 $76.1K - $117K
1.74K $78.1M
FANG
Diamondback Energy, Inc.

Energy
475
New
$153.06 - $199.5 $72.7K - $94.8K
475 $77.8M
FDUS
Fidus Investment Corp

Financial Services
3.69K
New
$19.1 - $21.49 $70.4K - $79.2K
3.69K $77.5M
ALK
Alaska Air Group, Inc.

Industrials
1.18K
New
$42.48 - $67.6 $50K - $79.5K
1.18K $76.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.5K
New
$49.38 - $59.52 $74.1K - $89.3K
1.5K $75.8M
ORCC
Owl Rock Capital Corp

Financial Services
5K
New
N/A
5K $75.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
827
New
$90.66 - $99.46 $75K - $82.3K
827 $75.2M
PPL
Ppl Corp

Utilities
2.31K
New
$31.47 - $35.0 $72.6K - $80.7K
2.31K $74.9M
UL
Unilever PLC

Consumer Defensive
1.31K
New
$56.7 - $64.64 $74.2K - $84.6K
1.31K $74.2M
XYL
Xylem Inc.

Industrials
630
New
$116.02 - $137.45 $73.1K - $86.6K
630 $73.1M
INTC
Intel Corp

Technology
3.63K
New
$19.07 - $26.23 $69.3K - $95.3K
3.63K $72.9M
BX
Blackstone Inc.

Financial Services
417
New
$148.45 - $199.05 $61.9K - $83K
417 $71.9M
CME
Cme Group Inc.

Financial Services
300
New
$221.17 - $246.02 $66.4K - $73.8K
300 $69.7M
IWV
Ishares Russell 3000 ETF

ETFs
208
New
$323.08 - $349.08 $67.2K - $72.6K
208 $69.5M
DFS
Discover Financial Services

Financial Services
400
New
$136.3 - $182.67 $54.5K - $73.1K
400 $69.3M
Solventum Corporation Com Shs
1.05K
New
N/A
1.05K $69M
VNLA
Janus Henderson Short Duration

ETFs
1.39K
New
$48.82 - $49.11 $67.9K - $68.3K
1.39K $68M
THG
Hanover Insurance Group, Inc.

Financial Services
439
New
$144.81 - $165.01 $63.6K - $72.4K
439 $67.9M
ZTS
Zoetis Inc.

Healthcare
416
New
$162.24 - $194.42 $67.5K - $80.9K
416 $67.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
890
New
$75.1 - $82.99 $66.8K - $73.9K
890 $67.3M
VHT
Vanguard Health Care ETF

ETFs
265
New
$250.81 - $283.3 $66.5K - $75.1K
265 $67.2M
UTHR
United Therapeutics Corp

Healthcare
190
New
$348.66 - $410.0 $66.2K - $77.9K
190 $67M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.39K
New
$44.28 - $51.47 $61.5K - $71.5K
1.39K $65.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.09K
New
$59.25 - $72.99 $64.3K - $79.2K
1.09K $64.8M
CHH
Choice Hotels International Inc

Consumer Cyclical
455
New
$128.7 - $152.73 $58.6K - $69.5K
455 $64.6M
BK
Bank Of New York Mellon Corp

Financial Services
840
New
$70.82 - $81.87 $59.5K - $68.8K
840 $64.5M
PBE
Invesco Exchange Traded Fd Tr

ETFs
958
New
$65.93 - $72.24 $63.2K - $69.2K
958 $63.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
822
New
$77.02 - $78.58 $63.3K - $64.6K
822 $63.5M
MWA
Mueller Water Products, Inc.

Industrials
2.8K
New
$21.37 - $25.97 $59.8K - $72.7K
2.8K $63M
ZION
Zions Bancorporation, National Association

Financial Services
1.14K
New
$45.62 - $61.73 $52K - $70.4K
1.14K $61.8M
Activity Summary
Buys All Purchases 732 New Holdings 732 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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