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
AAPL
Apple Inc.

Technology
56.8K
New
$221.69 - $259.02 $12.6M - $14.7M
56.8K $14.2B
NVDA
Nvidia Corp

Technology
80.5K
New
$117.0 - $148.88 $9.42M - $12M
80.5K $10.8B
MSFT
Microsoft Corp

Technology
16K
New
$406.35 - $454.46 $6.52M - $7.29M
16K $6.76B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
175K
New
$33.92 - $36.6 $5.93M - $6.39M
175K $6.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.6K
New
$442.29 - $483.08 $4.69M - $5.13M
10.6K $4.81B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
41.8K
New
$73.19 - $81.02 $3.06M - $3.39M
41.8K $3.1B
RJF
Raymond James Financial Inc

Financial Services
19.9K
New
$123.0 - $170.1 $2.44M - $3.38M
19.9K $3.09B
JPM
Jpmorgan Chase & CO

Financial Services
12.3K
New
$205.18 - $250.29 $2.53M - $3.09M
12.3K $2.96B
IWS
Ishares Russell Midcap Value E

ETFs
22.2K
New
$128.08 - $140.32 $2.85M - $3.12M
22.2K $2.88B
GOOG
Alphabet Inc.

Communication Services
12.7K
New
$163.08 - $198.16 $2.08M - $2.53M
12.7K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
9.79K
New
$180.88 - $232.93 $1.77M - $2.28M
9.79K $2.15B
DFIC
Dimensional ETF Tr Dimensional

ETFs
80.8K
New
$25.61 - $28.0 $2.07M - $2.26M
80.8K $2.09B
GOOGL
Alphabet Inc.

Communication Services
9.07K
New
$161.86 - $196.66 $1.47M - $1.78M
9.07K $1.72B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.86K
New
$563.99 - $620.12 $1.61M - $1.78M
2.86K $1.63B
EMLP
First Tr Exchange Traded Iv

ETFs
45.6K
New
$33.69 - $38.24 $1.53M - $1.74M
45.6K $1.62B
LECO
Lincoln Electric Holdings Inc

Industrials
8.25K
New
$187.47 - $219.94 $1.55M - $1.81M
8.25K $1.55B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.88K
New
$501.29 - $612.85 $1.44M - $1.77M
2.88K $1.5B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.9K
New
$41.17 - $43.34 $1.48M - $1.56M
35.9K $1.48B
JNJ
Johnson & Johnson

Healthcare
10K
New
$143.34 - $165.86 $1.44M - $1.66M
10K $1.45B
IBM
International Business Machines Corp

Technology
6.15K
New
$204.9 - $238.04 $1.26M - $1.46M
6.15K $1.35B
MRK
Merck & Co., Inc.

Healthcare
13.2K
New
$96.31 - $114.76 $1.27M - $1.51M
13.2K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.34K
New
$521.84 - $558.82 $1.22M - $1.31M
2.34K $1.26B
WAT
Waters Corp

Healthcare
3.31K
New
$323.11 - $392.01 $1.07M - $1.3M
3.31K $1.23B
PG
Procter & Gamble CO

Consumer Defensive
7.22K
New
$161.05 - $179.7 $1.16M - $1.3M
7.22K $1.21B
ADP
Automatic Data Processing Inc

Industrials
3.53K
New
$280.08 - $307.97 $988K - $1.09M
3.53K $1.03B
SBUX
Starbucks Corp

Consumer Cyclical
11K
New
$87.44 - $102.5 $963K - $1.13M
11K $1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.2K
New
$46.75 - $47.8 $991K - $1.01M
21.2K $993M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.68K
New
$567.81 - $607.81 $955K - $1.02M
1.68K $986M
GE
General Electric CO

Industrials
5.2K
New
$159.95 - $194.23 $832K - $1.01M
5.2K $868M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
32.8K
New
$26.16 - $28.82 $858K - $945K
32.8K $859M
LLY
Eli Lilly & CO

Healthcare
1.09K
New
$727.2 - $932.06 $791K - $1.01M
1.09K $840M
COST
Costco Wholesale Corp

Consumer Defensive
902
New
$873.59 - $994.69 $788K - $897K
902 $826M
CRM
Salesforce, Inc.

Technology
2.46K
New
$270.87 - $367.87 $667K - $906K
2.46K $823M
PEP
Pepsico Inc

Consumer Defensive
5.38K
New
$151.29 - $176.1 $814K - $948K
5.38K $819M
NSC
Norfolk Southern Corp

Industrials
3.38K
New
$230.6 - $277.0 $780K - $937K
3.38K $794M
V
Visa Inc.

Financial Services
2.49K
New
$273.87 - $320.91 $682K - $799K
2.49K $787M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
10.7K
New
$72.28 - $78.42 $775K - $841K
10.7K $778M
ORCL
Oracle Corp

Technology
4.52K
New
$165.41 - $192.43 $747K - $869K
4.52K $753M
UBSI
United Bankshares Inc

Financial Services
19.7K
New
$35.53 - $43.29 $700K - $853K
19.7K $740M
AXP
American Express CO

Financial Services
2.46K
New
$267.35 - $305.57 $658K - $752K
2.46K $731M
IWM
Ishares Russell 2000 ETF

ETFs
3.31K
New
$216.13 - $242.4 $715K - $801K
3.31K $730M
XOM
Exxon Mobil Corp

Energy
6.47K
New
$105.51 - $125.37 $682K - $811K
6.47K $695M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.2K
New
$56.06 - $61.35 $686K - $751K
12.2K $692M
MMM
3 M CO

Industrials
5.19K
New
$124.74 - $137.12 $648K - $712K
5.19K $670M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
14.7K
New
$43.84 - $48.76 $645K - $717K
14.7K $647M
CSCO
Cisco Systems, Inc.

Technology
10.5K
New
$52.45 - $60.02 $552K - $631K
10.5K $623M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.15K
New
$178.39 - $215.0 $562K - $678K
3.15K $608M
Dimensional Global Ex Us Core Fixed Income ETF
11.6K
New
N/A
11.6K $608M
Dimensional Gloabl Credit ETF
11.1K
New
N/A
11.1K $586M
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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