Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $157 Billion
  • Q3 2025

Millstone Evans Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 834 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1B, Apple Inc. with a value of $14.5B, Microsoft Corp with a value of $8.15B, Oracle Corp with a value of $5.65B, and Berkshire Hathaway Inc Class B with a value of $5.43B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $147B to 157B.

Millstone Evans Group, LLC is based out at Boulder, CO

Below you can find more details about Millstone Evans Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
Technology: $50.6 Billion
ETFs: $34.4 Billion
Financial Services: $20.7 Billion
Industrials: $11.5 Billion
Healthcare: $10.9 Billion
Communication Services: $7.81 Billion
Consumer Cyclical: $6.8 Billion
Consumer Defensive: $5.49 Billion
Other: $5.55 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$15.1 Billion 9.58% of portfolio
80,792
Q3 2025 Added 0.37%
$4.3T
$14.5 Billion 9.21% of portfolio
56,963
Q3 2025 Reduced 0.05%
$3.78T
$8.15 Billion 5.18% of portfolio
15,743
Q3 2025 Added 0.23%
$593B
$5.65 Billion 3.59% of portfolio
20,106
Q3 2025 Added 0.14%
$662B
$5.43 Billion 3.45% of portfolio
10,797
Q3 2025 Added 1.25%
$881B
$3.58 Billion 2.28% of portfolio
11,355
Q3 2025 Reduced 0.72%
$34.1B
$3.36 Billion 2.14% of portfolio
19,491
Q3 2025 Reduced 0.68%
$1.74T
$3.2 Billion 2.03% of portfolio
13,120
Q3 2025 Added 0.76%
$1.65T
$2.22 Billion 1.41% of portfolio
9,116
Q3 2025 Reduced 0.33%
$2.39T
$2.18 Billion 1.38% of portfolio
9,921
Q3 2025 Added 1.48%
$13.1B
$1.9 Billion 1.21% of portfolio
8,056
Q3 2025 Added 0.45%
$522B
$1.85 Billion 1.18% of portfolio
9,988
Q3 2025 Reduced 0.25%
$266B
$1.77 Billion 1.12% of portfolio
6,256
Q3 2025 Reduced 0.02%
$328B
$1.58 Billion 1.01% of portfolio
5,267
Q3 2025 Added 1.25%
$222B
$1.48 Billion 0.94% of portfolio
3,047
Q3 2025 Added 2.9%
$235B
$1.07 Billion 0.68% of portfolio
12,795
Q3 2025 Reduced 1.95%
$104B
$1.04 Billion 0.66% of portfolio
3,527
Q4 2024 New
$65.7B
$1.01 Billion 0.64% of portfolio
3,361
Q1 2025 Reduced 0.65%
$97.3B
$927 Million 0.59% of portfolio
10,958
Q3 2025 Reduced 0.45%
$22.7B
$932 Million 0.59% of portfolio
3,107
Q1 2025 Reduced 6.05%
$404B
$859 Million 0.55% of portfolio
928
Q3 2025 Added 2.88%
$533B
$850 Million 0.54% of portfolio
2,489
Q4 2024 New
$971B
$840 Million 0.53% of portfolio
1,101
Q2 2025 Added 1.19%
$255B
$807 Million 0.51% of portfolio
2,430
Q3 2025 Added 1.8%
$91.4B
$804 Million 0.51% of portfolio
5,180
Q2 2025 Reduced 0.21%
$204B
$753 Million 0.48% of portfolio
5,360
Q2 2025 Reduced 0.43%
$319B
$690 Million 0.44% of portfolio
10,087
Q3 2025 Reduced 1.26%
$181B
$648 Million 0.41% of portfolio
22,941
Q3 2025 Reduced 5.76%
$413B
$635 Million 0.4% of portfolio
12,312
Q3 2025 Reduced 0.93%
$74.3B
$634 Million 0.4% of portfolio
3,153
Q2 2025 Reduced 0.47%
$414B
$617 Million 0.39% of portfolio
2,665
Q3 2025 Added 2.15%
$237B
$565 Million 0.36% of portfolio
2,383
Q3 2025 Reduced 1.81%
$136B
$570 Million 0.36% of portfolio
1,542
Q4 2024 New
$312M
$569 Million 0.36% of portfolio
288,926
Q4 2024 New
$303B
$552 Million 0.35% of portfolio
3,556
Q3 2025 Added 4.34%
$490B
$543 Million 0.34% of portfolio
4,813
Q3 2025 Reduced 4.67%
$279B
$536 Million 0.34% of portfolio
5,200
Q3 2025 Reduced 10.53%
$172B
$516 Million 0.33% of portfolio
11,735
Q3 2025 Reduced 7.92%
$4.9B
$496 Million 0.32% of portfolio
13,328
Q1 2025 Reduced 32.35%
$367B
$491 Million 0.31% of portfolio
1,211
Q3 2025 Reduced 3.66%
$1.46T
$468 Million 0.3% of portfolio
1,676
Q3 2025 Added 5.28%
$418B
$476 Million 0.3% of portfolio
2,665
Q3 2025 Reduced 12.54%
$224B
$461 Million 0.29% of portfolio
1,517
Q3 2025 Reduced 0.13%
$27.2B
$442 Million 0.28% of portfolio
7,625
Q3 2025 Added 1.67%
$69.4B
$437 Million 0.28% of portfolio
5,326
Q3 2025 Reduced 0.76%
$136B
$411 Million 0.26% of portfolio
1,740
Q3 2025 Reduced 3.6%
$3.5B
$388 Million 0.25% of portfolio
7,500
Q4 2024 New
$120B
$395 Million 0.25% of portfolio
12,585
Q3 2025 Reduced 3.66%
$283B
$398 Million 0.25% of portfolio
3,102
Q2 2025 Reduced 0.96%

Summary

  • Portfolio
  • No. of Stocks 834
  • Current Value $157 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 88 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
Track This Portfolio

Track Millstone Evans Group, LLC Portfolio

Follow Millstone Evans Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Millstone Evans Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Millstone Evans Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email