Millstone Evans Group, LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$147.4B

Holdings

797

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (797 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INCORPORATED
57,525$12.8B8.67%
2
NVDANVIDIA CORPORATION
80,595$8.7B5.93%
3
MSFTMICROSOFT CORPORATION
15,579$5.8B3.97%
4
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
10,613$5.7B3.84%
5
DFACDIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF
170,577$5.6B3.82%
6
ORCLORACLE CORPORATION
32,896$4.6B3.12%
7
IMCVISHARES TR MRGSTR MD CP VAL
40,011$3.0B2.01%
8
JPMJPMORGAN CHASE & COMPANY.
11,945$2.9B1.99%
9
IWSISHARES TR RUS MDCP VAL ETF
21,899$2.8B1.87%
10
RJFRAYMOND JAMES FINL INCORPORATED
19,663$2.7B1.85%
11
DFICDIMENSIONAL ETF TRUST INTL CORE EQUITY 2 ETF
80,452$2.2B1.52%
12
DCORDIMENSIONAL US CORE EQUITY 1 ETF
34,911$2.1B1.45%
13
GOOGALPHABET INCORPORATED CAP STK CLASS C
12,896$2.0B1.37%
14
AMZNAMAZON COM INCORPORATED
9,792$1.9B1.26%
15
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
45,389$1.7B1.15%
16
JNJJOHNSON & JOHNSON
10,022$1.7B1.13%
17
IBMINTERNATIONAL BUSINESS MACHINES
6,229$1.5B1.05%
18
DFCFDIMENSIONAL ETF TRUST CORE FIXED INCOME ETF
36,579$1.5B1.04%
19
LECOLINCOLN ELEC HLDGS INCORPORATED
7,995$1.5B1.03%
20
MDYSPDR S&P MIDCAP 400 ETF TRUST
2,790$1.5B1.01%
21
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
2,887$1.4B0.97%
22
GOOGLALPHABET INCORPORATED CAP STK CLASS A
9,073$1.4B0.95%
23
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2,323$1.2B0.81%
24
PGPROCTER AND GAMBLE COMPANY
6,934$1.2B0.80%
25
MRKMERCK & COMPANY INCORPORATED
13,023$1.2B0.79%
26
WATWATERS CORPORATION
3,107$1.1B0.78%
27
SPYSPDR S&P 500 ETF
1,956$1.1B0.74%
28
SBUXSTARBUCKS CORPORATION
11,022$1.1B0.73%
29
ADPAUTOMATIC DATA PROCESSING INCORPORATED
3,527$1.1B0.73%
30
DFSDDIMENSIONAL ETF TRUST SHORT DURATION FIXED
22,365$1.1B0.72%
31
GEGE AEROSPACE COM NEW
5,202$1.0B0.71%
32
LLYELI LILLY & COMPANY
1,088$898.6M0.61%
33
VVISA INCORPORATED COM CLASS A
2,489$872.3M0.59%
34
DFEMDIMENSIONAL ETF TR
32,640$863.6M0.59%
35
COSTCOSTCO WHOLESALE CORPORATION NEW
902$853.1M0.58%
36
PEPPEPSICO INCORPORATED
5,383$807.1M0.55%
37
NSCNORFOLK SOUTHN CORPORATION
3,361$796.1M0.54%
38
MMM3M COMPANY
5,191$762.4M0.52%
39
XOMEXXON MOBIL CORPORATION
6,305$749.9M0.51%
40
PWRDTCW TRANSFORM SYSTEMS ETF
10,380$724.0M0.49%
41
IWMISHARES TR RUSSELL 2000 ETF
3,576$713.4M0.48%
42
COWZPACER US CASH COWS 100 ETF
12,684$694.6M0.47%
43
TAT&T INCORPORATED
24,367$689.1M0.47%
44
CRMSALESFORCE INCORPORATED
2,427$651.3M0.44%
45
CSCOCISCO SYSTEMS INCORPORATED
10,516$648.9M0.44%
46
AXPAMERICAN EXPRESS COMPANY
2,387$642.2M0.44%
47
DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF
12,264$640.8M0.43%
48
DGCBDIMENSIONAL GLOABL CREDIT ETF
11,507$611.8M0.42%
49
KVUEKENVUE INCORPORATED
25,159$603.3M0.41%
50
CALFPACER US SMALL CAP CASH COWS ETF
15,934$597.5M0.41%
51
SYKSTRYKER CORPORATION
1,542$574.0M0.39%
52
CVXCHEVRON CORPORATION NEW
3,393$567.6M0.39%
53
PNCPNC FINL SVCS GROUP INCORPORATED
3,168$556.8M0.38%
54
BACVERIZON COMMUNICATIONS INCORPORATED
12,274$556.7M0.38%
55
ABBVABBVIE INCORPORATED
2,609$546.6M0.37%
56
BACBANK AMERICA CORPORATION
12,427$518.6M0.35%
57
CWSADVISORSHARES FOCUSED EQUITY ETF
7,807$511.1M0.35%
58
WMTWALMART INCORPORATED
5,772$506.7M0.34%
59
CMCSACOMCAST CORPORATION NEW CLASS A
13,150$485.2M0.33%
60
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
2,743$475.2M0.32%
61
MCDMCDONALDS CORPORATION
1,519$474.5M0.32%
62
IWFISHARES TR RUS 1000 GRW ETF
1,299$469.1M0.32%
63
UBSIUNITED BANKSHARES INCORPORATED WEST VA
13,328$462.1M0.31%
64
HDHOME DEPOT INCORPORATED
1,257$460.7M0.31%
65
RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
7,804$456.8M0.31%
66
XLVSPDR HEALTH CARE SELECT
3,009$439.3M0.30%
67
TREXTREX COMPANY INCORPORATED
7,500$435.8M0.30%
68
UNPUNION PAC CORPORATION
1,770$418.1M0.28%
69
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS
3,047$402.9M0.27%
70
GEVGE VERNOVA INCORPORATED
1,283$391.7M0.27%
71
BMYBRISTOL-MYERS SQUIBB COMPANY
6,318$385.3M0.26%
72
APDAIR PRODUCTS & CHEMICALS INCORPORATED
1,288$379.9M0.26%
73
UNHUNITEDHEALTH GROUP INCORPORATED
712$372.9M0.25%
74
DYHTARGET CORPORATION
3,567$372.3M0.25%
75
SFMSPROUTS FMRS MKT INCORPORATED
2,350$358.7M0.24%
76
SHWSHERWIN WILLIAMS COMPANY
1,020$356.2M0.24%
77
NVSNNOVARTIS AG SPONSORED ADR (SWITZERLAND)
3,132$349.2M0.24%
78
DEDEERE & COMPANY
739$346.9M0.24%
79
MDTMEDTRONIC PLC SHS (IRELAND)
3,783$339.9M0.23%
80
WRNWESTERN COPPER & GOLD CORPORATION (CANADA)
288,926$327.9M0.22%
81
BKNGBOOKING HOLDINGS INCORPORATED
71$327.1M0.22%
82
MRSHMARSH & MCLENNAN COMPANIES INCORPORATED
1,325$323.3M0.22%
83
ICFIICF INTERNATIONAL INCORPORATED
3,752$318.8M0.22%
84
IJHISHARES TR CORE S&P MCP ETF
5,448$317.9M0.22%
85
UPGDINVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF
4,512$315.9M0.21%
86
MAMASTERCARD INCORPORATED CLASS A
573$314.1M0.21%
87
ITRIITRON INCORPORATED
2,995$313.8M0.21%
88
XLFSPDR FINANCIAL SELECT SECTOR FUND
6,217$309.7M0.21%
89
ALSALLSTATE CORPORATION
1,413$292.6M0.20%
90
BUSEFIRST BUSEY CORPORATION COM NEW
13,350$288.4M0.20%
91
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
3,577$286.6M0.19%
92
BMIBADGER METER INCORPORATED
1,490$283.5M0.19%
93
ABTABBOTT LABS
2,031$269.4M0.18%
94
IYFISHARES TR U.S. FINLS ETF
2,367$267.1M0.18%
95
DUHPDIMENSIONAL ETF TR DIMENSIONAL US
7,803$258.6M0.18%
96
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
1,556$258.3M0.18%
97
ESGVVANGUARD ESG U.S. STOCK ETF
2,586$253.3M0.17%
98
SUPPTCW TRANSFORM SUPPLY CHAIN ETF
4,363$252.1M0.17%
99
FLEXFLEX LIMITED ORD (SINGAPORE)
7,500$248.1M0.17%
100
GLWCORNING INCORPORATED
5,340$244.5M0.17%
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