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
$191B
$383 Million 0.24% of portfolio
71
Q1 2025 Reduced 7.79%
$81.8B
$367 Million 0.23% of portfolio
3,340
Q3 2025 Reduced 6.63%
$512B
$357 Million 0.23% of portfolio
627
Q3 2025 Added 2.79%
$128B
$342 Million 0.22% of portfolio
3,591
Q3 2025 Reduced 4.09%
$86.1B
$342 Million 0.22% of portfolio
987
Q2 2025 Reduced 3.24%
$57.5B
$340 Million 0.22% of portfolio
1,245
Q3 2025 Reduced 3.34%
$1.47B
$348 Million 0.22% of portfolio
3,752
Q4 2024 New
$140B
$332 Million 0.21% of portfolio
888
Q3 2025 Reduced 0.67%
$144B
$338 Million 0.21% of portfolio
739
Q4 2024 New
$1.28B
$309 Million 0.2% of portfolio
13,350
Q1 2025 New
$41.4B
$313 Million 0.2% of portfolio
3,491
Q3 2025 Reduced 2.13%
$57.9B
$303 Million 0.19% of portfolio
1,413
Q4 2024 New
$193B
$281 Million 0.18% of portfolio
2,456
Q3 2025 Added 2.46%
$99.5B
$285 Million 0.18% of portfolio
6,325
Q3 2025 Reduced 0.41%
$228B
$276 Million 0.18% of portfolio
2,057
Q2 2025 Added 1.28%
$4.44B
$288 Million 0.18% of portfolio
2,310
Q2 2025 Reduced 22.87%
$5.15B
$266 Million 0.17% of portfolio
1,490
Q4 2024 New
$89.7B
$267 Million 0.17% of portfolio
1,325
Q4 2024 New
$265B
$267 Million 0.17% of portfolio
335
Q2 2025 Added 3.08%
$8.79B
$256 Million 0.16% of portfolio
2,350
Q4 2024 New
$118B
$244 Million 0.16% of portfolio
995
Q3 2025 Reduced 6.22%
$300B
$246 Million 0.16% of portfolio
712
Q4 2024 New
$75.4B
$229 Million 0.15% of portfolio
1,744
Q4 2024 New
$85.9B
$229 Million 0.15% of portfolio
1,039
Q3 2025 Added 3.9%
$49.1B
$235 Million 0.15% of portfolio
196
Q1 2025 Reduced 19.01%
$46.1B
$229 Million 0.15% of portfolio
2,518
Q4 2024 New
$65.2B
$229 Million 0.15% of portfolio
543
Q3 2025 Added 2.84%
$187B
$222 Million 0.14% of portfolio
1,337
Q3 2025 Added 0.45%
$159B
$221 Million 0.14% of portfolio
454
Q2 2025 Reduced 1.52%
$26.3B
$213 Million 0.14% of portfolio
1,141
Q4 2024 New
$28.1B
$205 Million 0.13% of portfolio
4,069
Q4 2024 New
$388B
$208 Million 0.13% of portfolio
1,285
Q2 2025 Added 9.27%
$25.8B
$186 Million 0.12% of portfolio
751
Q4 2024 New
$41B
$194 Million 0.12% of portfolio
1,021
Q3 2025 Added 1.49%
$183B
$188 Million 0.12% of portfolio
666
Q2 2025 Reduced 3.06%
$38.4B
$183 Million 0.12% of portfolio
584
Q4 2024 New
$270B
$172 Million 0.11% of portfolio
1,083
Q4 2024 New
$136B
$179 Million 0.11% of portfolio
419
Q4 2024 New
$139B
$173 Million 0.11% of portfolio
524
Q3 2025 Reduced 18.63%
$71.6B
$178 Million 0.11% of portfolio
2,660
Q1 2025 Reduced 1.08%
$168B
$172 Million 0.11% of portfolio
2,280
Q3 2025 Reduced 8.47%
$39.2B
$157 Million 0.1% of portfolio
1,624
Q3 2025 Reduced 1.58%
$5.15B
$156 Million 0.1% of portfolio
2,451
Q4 2024 New
$84.4B
$157 Million 0.1% of portfolio
800
Q4 2024 New
$141B
$151 Million 0.1% of portfolio
5,912
Q3 2025 Added 2.0%
$21.3B
$150 Million 0.1% of portfolio
786
Q3 2025 Reduced 10.17%
$4B
$158 Million 0.1% of portfolio
2,000
Q4 2024 New
$65.7B
$144 Million 0.09% of portfolio
1,803
Q1 2025 Reduced 1.37%
$37.1B
$140 Million 0.09% of portfolio
697
Q2 2025 Reduced 2.11%

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
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