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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.96 Billion 1.88% of portfolio
21,185
Q3 2025 Reduced 3.22%
$0
$2.91 Billion 1.85% of portfolio
36,205
Q3 2025 Reduced 6.65%
$0
$1.79 Billion 1.13% of portfolio
46,624
Q3 2025 Added 2.72%
$0
$1.64 Billion 1.04% of portfolio
2,757
Q2 2025 Reduced 1.18%
$0
$1.25 Billion 0.8% of portfolio
1,882
Q3 2025 Added 0.05%
$0
$1.14 Billion 0.73% of portfolio
1,866
Q3 2025 Reduced 0.74%
$0
$1.08 Billion 0.69% of portfolio
11,044
Q3 2025 Added 4.38%
$0
$887 Million 0.56% of portfolio
22,996
Q3 2025 Reduced 66.03%
$0
$816 Million 0.52% of portfolio
3,373
Q3 2025 Added 2.03%
$0
$714 Million 0.45% of portfolio
12,421
Q3 2025 Reduced 2.08%
$0
$683 Million 0.43% of portfolio
15,605
Q3 2025 Reduced 2.1%
$0
$640 Million 0.41% of portfolio
9,331
Q3 2025 Added 18.01%
$0
$608 Million 0.39% of portfolio
1,299
Q1 2025 Added 754.61%
$0
$521 Million 0.33% of portfolio
2,746
Q2 2025 Added 0.11%
$0
$511 Million 0.32% of portfolio
7,604
Q3 2025 Reduced 2.56%
$0
$431 Million 0.27% of portfolio
3,094
Q2 2025 Added 2.82%
$0
$385 Million 0.24% of portfolio
11,740
Q3 2025 Reduced 62.3%
$0
$359 Million 0.23% of portfolio
3,031
Q3 2025 Added 17.21%
$0
$329 Million 0.21% of portfolio
6,113
Q2 2025 Reduced 1.67%
$0
$336 Million 0.21% of portfolio
5,151
Q2 2025 Reduced 5.45%
$0
$330 Million 0.21% of portfolio
4,412
Q3 2025 Reduced 2.22%
$0
$308 Million 0.2% of portfolio
3,635
Q3 2025 New
$0
$300 Million 0.19% of portfolio
2,367
Q1 2025 Reduced 12.53%
$0
$302 Million 0.19% of portfolio
629
Q2 2025 Added 2.61%
$0
$277 Million 0.18% of portfolio
1,963
Q3 2025 Added 118.6%
$0
$267 Million 0.17% of portfolio
5,261
Q3 2025 Reduced 12.14%
$0
$252 Million 0.16% of portfolio
3,921
Q3 2025 Added 2.08%
$0
$249 Million 0.16% of portfolio
3,390
Q4 2024 New
$130B
$240 Million 0.15% of portfolio
675
Q3 2025 Reduced 29.91%
$0
$238 Million 0.15% of portfolio
3,302
Q4 2024 New
$0
$219 Million 0.14% of portfolio
5,114
Q3 2025 Reduced 60.34%
$0
$223 Million 0.14% of portfolio
1,119
Q4 2024 New
$0
$226 Million 0.14% of portfolio
5,030
Q4 2024 New
$0
$217 Million 0.14% of portfolio
1,164
Q1 2025 Added 100.69%
$0
$219 Million 0.14% of portfolio
1,500
Q4 2024 New
$0
$208 Million 0.13% of portfolio
4,314
Q3 2025 Reduced 36.96%
$0
$212 Million 0.13% of portfolio
7,772
Q3 2025 Added 455.14%
$11.9B
$205 Million 0.13% of portfolio
2,677
Q3 2025 New
$0
$209 Million 0.13% of portfolio
4,000
Q4 2024 New
$0
$186 Million 0.12% of portfolio
4,230
Q4 2024 New
$0
$190 Million 0.12% of portfolio
1,305
Q1 2025 Added 50.17%
$0
$188 Million 0.12% of portfolio
759
Q3 2025 Added 39.01%
$0
$183 Million 0.12% of portfolio
274
Q3 2025 Reduced 5.19%
$0
$187 Million 0.12% of portfolio
1,932
Q2 2025 Reduced 17.08%
$0
$189 Million 0.12% of portfolio
4,535
Q4 2024 New
$0
$194 Million 0.12% of portfolio
1,032
Q4 2024 New
$0
$188 Million 0.12% of portfolio
3,950
Q1 2025 Reduced 2.23%
$0
$175 Million 0.11% of portfolio
860
Q1 2025 Added 641.38%
$0
$175 Million 0.11% of portfolio
478
Q1 2025 Added 425.27%

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