Millstone Evans Group, LLC Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$146.7B

Holdings

732

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (732 positions)

#StockSharesValue% PortfolioType
401
DGXQUEST DIAGNOSTICS INCORPORATED
148$22.3M0.02%
402
CWENCLEARWAY ENERGY INCORPORATED CLASS C
858$22.3M0.02%
403
AEEAMEREN CORPORATION
250$22.3M0.02%
404
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
246$22.2M0.02%
405
TRVTRAVELERS COMPANIES INCORPORATED
92$22.2M0.02%
406
ACAARCOSA INCORPORATED
226$21.9M0.01%
407
GHCGRAHAM HLDGS COMPANY COM CLASS B
25$21.8M0.01%
408
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
426$21.7M0.01%
409
ADXADAMS DIVERSIFIED EQUITY FD
1,074$21.7M0.01%
410
IWDISHARES TR RUS 1000 VAL ETF
116$21.5M0.01%
411
TMUST-MOBILE US INCORPORATED
97$21.4M0.01%
412
DIVPCULLEN ENHANCED EQUITY INCOME ETF
845$21.1M0.01%
413
DUKDUKE ENERGY CORPORATION NEW COM NEW
194$20.9M0.01%
414
RDDTREDDIT INCORPORATED CLASS A
124$20.3M0.01%
415
LINLINDE PLC SHS (IRELAND)
48$20.1M0.01%
416
PLDPROLOGIS INCORPORATED. REIT
190$20.1M0.01%
417
NKENIKE INCORPORATED CLASS B
265$20.1M0.01%
418
VNQVANGUARD REAL ESTATE ETF
225$20.0M0.01%
419
VTIPVANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD
406$19.7M0.01%
420
AEISADVANCED ENERGY INDUSTRIES
170$19.7M0.01%
421
FRDMFREEDOM 100 EMERGING MARKETS ETF
600$19.6M0.01%
422
DHID R HORTON INCORPORATED
140$19.6M0.01%
423
MTUMISHARES TR MSCI USA MMENTM
94$19.4M0.01%
424
BAXBAXTER INTERNATIONAL INCORPORATED
650$19.0M0.01%
425
XLKSPDR TECHNOLOGY SELECT SECTOR FUND
81$18.8M0.01%
426
EUDGWISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
626$18.6M0.01%
427
HIGHARTFORD FINL SVCS GROUP INCORPORATED
170$18.6M0.01%
428
GILDGILEAD SCIENCES INCORPORATED
201$18.6M0.01%
429
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
407$18.5M0.01%
430
VMIVALMONT INDUSTRIES INCORPORATED
60$18.4M0.01%
431
NUMVNUVEEN ESG MID-CAP VALUE ETF
519$18.1M0.01%
432
DARDARLING INGREDIENTS INCORPORATED
535$18.0M0.01%
433
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ET
230$17.9M0.01%
434
SMMVISHARES TR MSCI USA SMCP MN
429$17.8M0.01%
435
AG8AGILENT TECHNOLOGIES INCORPORATED
132$17.7M0.01%
436
MVISMICROVISION INCORPORATED DEL COM NEW
13,400$17.6M0.01%
437
ITGARTNER INCORPORATED
35$17.0M0.01%
438
PHBINVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF
923$16.7M0.01%
439
NOCNORTHROP GRUMMAN CORPORATION
35$16.4M0.01%
440
CWSTCASELLA WASTE SYSTEMS INCORPORATED CLASS A
155$16.4M0.01%
441
DNPDNP SELECT INCOME FD INCORPORATED
1,850$16.3M0.01%
442
IUSGISHARES TR CORE S&P US GWT
117$16.3M0.01%
443
INVHINVITATION HOMES INCORPORATED REIT
501$16.0M0.01%
444
ALCALCON AG ORD SHS (SWITZERLAND)
185$15.7M0.01%
445
FLOFLOWERS FOODS INCORPORATED
757$15.6M0.01%
446
POSTPOST HLDGS INCORPORATED
134$15.3M0.01%
447
NTRNUTRIEN LIMITED (CANADA)
338$15.1M0.01%
448
AVTAVNET INCORPORATED
289$15.1M0.01%
449
VGLTVANGUARD LONG-TERM TREASURY ETF
271$15.0M0.01%
450
DLTRDOLLAR TREE INCORPORATED
200$15.0M0.01%
451
CLVTCLARIVATE PLC ORD SHS (JERSEY)
2,940$14.9M0.01%
452
NGGNATIONAL GRID PLC SPONSORED ADR NE
250$14.9M0.01%
453
USHYISHARES TR BROAD USD HIGH
403$14.8M0.01%
454
VPUVANGUARD UTILITIES ETF
89$14.5M0.01%
455
MIGAMICROSTRATEGY INCORPORATED CLASS A NEW
50$14.5M0.01%
456
WTWWILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND)
46$14.4M0.01%
457
SMLFISHARES TR US SML CAP EQT
212$14.3M0.01%
458
DCIDONALDSON INCORPORATED
212$14.3M0.01%
459
LGNDLIGAND PHARMACEUTICALS INCORPORATED COM NEW
133$14.3M0.01%
460
BABOEING COMPANY
80$14.2M0.01%
461
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BON
546$13.8M0.01%
462
OGEOGE ENERGY CORPORATION
333$13.7M0.01%
463
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
459$13.7M0.01%
464
SDYSPDR S&P DIVIDEND ETF
102$13.5M0.01%
465
ROICUSDRETAIL OPPORTUNITY INVTS CORPORATION REIT
760$13.2M0.01%
466
BLMNBLOOMIN BRANDS INCORPORATED
1,071$13.1M0.01%
467
CGWINVESCO S&P GLOBAL WATER INDEX ETF
241$13.1M0.01%
468
BNDVANGUARD TOTAL BOND MARKET ETF
180$12.9M0.01%
469
IUSINVESCO STRATEGIC US
260$12.9M0.01%
470
EXASEXACT SCIENCES CORPORATION
228$12.8M0.01%
471
FTSLFIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND
276$12.8M0.01%
472
LPLALPL FINL HLDGS INCORPORATED
39$12.7M0.01%
473
MNSTMONSTER BEVERAGE CORPORATION NEW
238$12.5M0.01%
474
ARMARM HOLDINGS PLC SPONSORED ADS
100$12.3M0.01%
475
ALBALBEMARLE CORPORATION
142$12.2M0.01%
476
AMGAFFILIATED MANAGERS GROUP INCORPORATED
66$12.2M0.01%
477
ZBHZIMMER BIOMET HOLDINGS INCORPORATED
114$12.0M0.01%
478
IAU*ISHARES GOLD TR ISHARES NEW
243$12.0M0.01%
479
JHSCJOHN HANCOCK MULTIFACTOR SMALL CAP ETF
299$11.9M0.01%
480
HWCHANCOCK WHITNEY CORPORATION
215$11.8M0.01%
481
YUMCYUM CHINA HLDGS INCORPORATED
240$11.6M0.01%
482
ENBENBRIDGE INCORPORATED (CANADA)
271$11.5M0.01%
483
0VVBPARAMOUNT GLOBAL CLASS B COM
1,099$11.5M0.01%
484
COHRCOHERENT CORPORATION
121$11.5M0.01%
485
AEPAMERICAN ELEC PWR COMPANY INCORPORATED
124$11.4M0.01%
486
EXEEXPAND ENERGY CORPORATION
113$11.2M0.01%
487
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
226$10.8M0.01%
488
KEYSKEYSIGHT TECHNOLOGIES INCORPORATED
66$10.6M0.01%
489
JBLUJETBLUE AWYS CORPORATION
1,345$10.6M0.01%
490
SRESEMPRA
120$10.5M0.01%
491
PCFHIGH INCOME SECS FD SHS BEN INT
1,600$10.4M0.01%
492
GSKGSK PLC SPONSORED ADR (UNITED KINGDOM)
303$10.2M0.01%
493
VLUEISHARES TR MSCI USA VALUE
97$10.2M0.01%
494
USFDUS FOODS HLDG CORPORATION
151$10.2M0.01%
495
TYGTORTOISE ENERGY INFRA CORPORATION
241$10.1M0.01%
496
ADSEADS TEC ENERGY PLC SHS (IRELAND)
650$10.1M0.01%
497
GFLGFL ENVIRONMENTAL INCORPORATED SUB VTG SHS (CANADA)
226$10.1M0.01%
498
AAALCOA CORPORATION
266$10.0M0.01%
499
BENFRANKLIN RESOURCES INCORPORATED
486$9.9M0.01%
500
TAPMOLSON COORS BEVERAGE COMPANY CLASS B
168$9.6M0.01%
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