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
$237B
$76.6 Million 0.05% of portfolio
472
Q4 2024 New
$3.63B
$71.5 Million 0.05% of portfolio
2,800
Q4 2024 New
$98.1B
$84.1 Million 0.05% of portfolio
492
Q3 2025 Added 17.99%
$63.4B
$71.3 Million 0.05% of portfolio
156
Q3 2025 Reduced 22.77%
$111B
$82.3 Million 0.05% of portfolio
250
Q4 2024 New
$7.63B
$64.5 Million 0.04% of portfolio
1,140
Q4 2024 New
$25.4B
$64.4 Million 0.04% of portfolio
2,364
Q4 2024 New
$76.2B
$67.8 Million 0.04% of portfolio
1,085
Q4 2024 New
$30.9B
$56 Million 0.04% of portfolio
444
Q2 2025 Added 13.85%
$23.8B
$60.2 Million 0.04% of portfolio
508
Q4 2024 New
$99.7B
$59.2 Million 0.04% of portfolio
307
Q3 2025 Reduced 21.88%
$68.5B
$65.4 Million 0.04% of portfolio
481
Q4 2024 New
$6.8B
$56.2 Million 0.04% of portfolio
1,145
Q4 2024 New
$70.1B
$61.5 Million 0.04% of portfolio
361
Q4 2024 New
$55.6B
$60.9 Million 0.04% of portfolio
416
Q4 2024 New
$27.2B
$56.5 Million 0.04% of portfolio
260
Q4 2024 New
$26.5B
$68 Million 0.04% of portfolio
475
Q4 2024 New
$123B
$64.1 Million 0.04% of portfolio
227
Q3 2025 Reduced 25.57%
$52.1B
$60.1 Million 0.04% of portfolio
5,026
Q1 2025 Added 11.89%
$103B
$70 Million 0.04% of portfolio
928
Q3 2025 Reduced 12.29%
$5.27B
$63.9 Million 0.04% of portfolio
5,000
Q4 2024 New
$50.4B
$69.9 Million 0.04% of portfolio
1,142
Q4 2024 New
$72.3B
$61.9 Million 0.04% of portfolio
554
Q3 2025 Added 17.87%
$291B
$63.9 Million 0.04% of portfolio
134
Q2 2025 Added 11.67%
$0
$58.1 Million 0.04% of portfolio
6,390
Q4 2024 New
$64.7B
$55.9 Million 0.04% of portfolio
499
Q4 2024 New
$100B
$64.3 Million 0.04% of portfolio
238
Q3 2025 Reduced 20.67%
$3.16B
$70.3 Million 0.04% of portfolio
3,820
Q2 2025 New
$20.8B
$65.7 Million 0.04% of portfolio
488
Q1 2025 Reduced 2.4%
$197B
$41.8 Million 0.03% of portfolio
204
Q3 2025 Added 325.0%
$45.5B
$41.5 Million 0.03% of portfolio
240
Q4 2024 New
$29B
$39.6 Million 0.03% of portfolio
1,371
Q4 2024 New
$15.4B
$48.2 Million 0.03% of portfolio
620
Q4 2024 New
$47B
$43.2 Million 0.03% of portfolio
88
Q4 2024 New
$37.5B
$43.4 Million 0.03% of portfolio
765
Q4 2024 New
$23.9B
$49 Million 0.03% of portfolio
352
Q2 2025 Reduced 5.12%
$35.1B
$42.5 Million 0.03% of portfolio
699
Q3 2025 Added 9.56%
$270B
$41.1 Million 0.03% of portfolio
575
Q4 2024 New
$89.3B
$45.8 Million 0.03% of portfolio
420
Q3 2025 Reduced 50.0%
$19.5B
$41.8 Million 0.03% of portfolio
1,310
Q1 2025 Reduced 16.29%
$55.9B
$47.4 Million 0.03% of portfolio
871
Q4 2024 New
$258B
$52.4 Million 0.03% of portfolio
313
Q2 2025 Reduced 9.01%
$54.5B
$39.9 Million 0.03% of portfolio
213
Q1 2025 Reduced 7.39%
$73.7B
$41.1 Million 0.03% of portfolio
150
Q2 2025 Reduced 10.18%
$55.8B
$51.6 Million 0.03% of portfolio
256
Q4 2024 New
$147B
$42.2 Million 0.03% of portfolio
432
Q3 2025 Reduced 25.52%
$2.07B
$42.9 Million 0.03% of portfolio
1,530
Q4 2024 New
$17B
$53.5 Million 0.03% of portfolio
707
Q3 2025 Reduced 22.82%
$534M
$45.7 Million 0.03% of portfolio
2,262
Q4 2024 New

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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