Filer Name: MILLSTONE EVANS GROUP, LLC
CIK: 2041943
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 732
Portfolio Value: $0.15B

Millstone Evans Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 56,786 $14M 9.69% - -
NVDA US NVIDIA CORP 80,520 $11M 7.37% - -
MSFT US MICROSOFT CORP 16,044 $7M 4.61% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 174,726 $6M 4.12% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 10,613 $5M 3.28% - -
IMCV US ISHARES MORNINGSTAR MID-CAP 41,811 $3M 2.12% - -
RJF US RAYMOND JAMES FINANCIAL INC 19,861 $3M 2.10% - -
JPM US JPMORGAN CHASE & CO 12,340 $3M 2.02% - -
IWS US ISHARES RUSSELL MID-CAP VALU 22,236 $3M 1.96% - -
GOOG US ALPHABET INC-CL C 12,746 $2M 1.65% - -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 33,612 $2M 1.47% - -
AMZN US AMAZON.COM INC 9,792 $2M 1.46% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 80,809 $2M 1.42% - -
GOOGL US ALPHABET INC-CL A 9,073 $2M 1.17% - -
EMLP US FIRST TRUST NORTH AMERICAN E 45,554 $2M 1.11% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 2,863 $2M 1.11% - -
LECO US LINCOLN ELECTRIC HOLDINGS 8,246 $2M 1.05% - -
TMO US THERMO FISHER SCIENTIFIC INC 2,881 $1M 1.02% - -
DFCF US DIMENSIONAL CORE FIXED INC 35,929 $1M 1.01% - -
JNJ US JOHNSON & JOHNSON 10,022 $1M 0.99% - -
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