Millstone Evans Group, LLC holds a diversified book of 763 stocks worth $146.7M as of Q2 2025 (disclosed Aug 13, 2025, a ~44-day 13F lag). This quarter they opened JPMorgan Hedged Equity ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Millstone Evans Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $576.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $158.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $148.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $100.0B |
| LPL Financial LLC | 80 / 80 | $66.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $545.3B |
| UBS Group AG | 79 / 80 | $149.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $56.3B |
Ranked by how many of Millstone Evans Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $12.7M | 80.5K | 8.7% | ▼−0.1% Reduced · −103 sh | |
| 2 | Apple Incorporated COM | $11.7M | 57.0K | 8.0% | ▼−0.9% Reduced · −535 sh | |
| 3 | Microsoft Corporation COM | $7.8M | 15.7K | 5.3% | ▲+0.8% Added · +128 sh | |
| 4 | Berkshire Hathaway Incorporated Del Class B New CL B NEW | $5.2M | 10.7K | 3.5% | ▲+0.5% Added · +51 sh | |
| 5 | Oracle Corporation COM | $4.4M | 20.1K | 3.0% | ▼−39% Reduced · −13K sh | |
| 6 | JPMorgan Chase & Company. COM | $3.3M | 11.4K | 2.3% | ▼−4.3% Reduced · −508 sh | |
| 7 | Raymond James Finl Incorporated COM | $3.0M | 19.6K | 2.1% | ▼−0.2% Reduced · −38 sh | |
| 8 | Ishares TR MRGSTR MD CP Val MRGSTR MD CP VAL | $2.9M | 38.8K | 2.0% | ▼−3.1% Reduced · −1K sh | |
| 9 | Ishares TR Rus MDCP Val ETF RUS MDCP VAL ETF | $2.9M | 21.9K | 2.0% | ▼~0% Reduced · −9 sh | |
| 10 | Dimensional U.S. Core Equity 2 ETF US CORE EQUITY 2 | $2.4M | 67.7K | 1.7% | ▼−60% Reduced · −103K sh | |
| 11 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $2.3M | 13.0K | 1.6% | ▲+1.0% Added · +125 sh | |
| 12 | Amazon Com Incorporated COM | $2.1M | 9.8K | 1.5% | ▼−0.2% Reduced · −16 sh | |
| 13 | International Business Machines COM | $1.8M | 6.3K | 1.3% | ▲+0.4% Added · +28 sh | |
| 14 | First Trust North American Energy Infrastructure Fund NO AMER ENERGY | $1.7M | 45.4K | 1.2% | —Held | |
| 15 | Lincoln Elec Hldgs Incorporated COM | $1.7M | 8.0K | 1.1% | ▲+0.3% Added · +25 sh | |
| 16 | Alphabet Incorporated Cap STK Class A CAP STK CL A | $1.6M | 9.1K | 1.1% | ▲+0.8% Added · +73 sh | |
| 17 | SPDR S&P Midcap 400 ETF Trust UTSER1 S&PDCRP | $1.6M | 2.8K | 1.1% | ▼−1.2% Reduced · −33 sh | |
| 18 | Johnson & Johnson COM | $1.5M | 10.0K | 1.0% | ▼−0.1% Reduced · −9 sh | |
| 19 | Ge Aerospace Com New COM NEW | $1.3M | 5.2K | 0.9% | —Held | |
| 20 | Thermo Fisher Scientific Incorporated COM | $1.2M | 3.0K | 0.8% | ▲+2.6% Added · +74 sh | |
| 21 | SPDR S&P 500 ETF TR UNIT | $1.2M | 1.9K | 0.8% | ▼−3.8% Reduced · −75 sh | |
| 22 | Procter And Gamble Company COM | $1.1M | 6.9K | 0.8% | ▲+0.2% Added · +13 sh | |
| 23 | Automatic Data Processing Incorporated COM | $1.1M | 3.5K | 0.7% | —Held | |
| 24 | Waters Corporation COM | $1.1M | 3.1K | 0.7% | —Held | |
| 25 | Vanguard Index Funds S&P 500 ETF SHS New S&P 500 ETF SHS | $1.1M | 1.9K | 0.7% | ▼−19% Reduced · −443 sh | |
| 26 | Merck & Company Incorporated COM | $1.0M | 13.0K | 0.7% | ▲+0.2% Added · +26 sh | |
| 27 | Starbucks Corporation COM | $1.0M | 11.0K | 0.7% | ▼−0.1% Reduced · −14 sh | |
| 28 | Dimensional International Core Equity 2 ETF INTL CORE EQUITY | $968K | 31.1K | 0.7% | ▼−61% Reduced · −49K sh | |
| 29 | TCW Transform Systems ETF TRANSFORM SYSTEM | $954K | 10.6K | 0.7% | ▲+1.9% Added · +201 sh | |
| 30 | Costco Wholesale Corporation New COM | $893K | 902 | 0.6% | —Held | |
| 31 | Visa Incorporated Com Class A COM CL A | $884K | 2.5K | 0.6% | —Held | |
| 32 | Norfolk Southn Corporation COM | $860K | 3.4K | 0.6% | —Held | |
| 33 | Eli Lilly & Company COM | $858K | 1.1K | 0.6% | ▲+1.2% Added · +13 sh | |
| 34 | Dimensional US Core Equity 1 ETF US CORE EQUITY 1 | $805K | 12.0K | 0.5% | ▼−66% Reduced · −23K sh | |
| 35 | 3M Company COM | $789K | 5.2K | 0.5% | ▼−0.2% Reduced · −11 sh | |
| 36 | American Express Company COM | $761K | 2.4K | 0.5% | —Held | |
| 37 | Ishares TR Russell 2000 ETF RUSSELL 2000 ETF | $713K | 3.3K | 0.5% | ▼−7.5% Reduced · −270 sh | |
| 38 | Cisco Systems Incorporated COM | $709K | 10.2K | 0.5% | ▼−2.9% Reduced · −300 sh | |
| 39 | Pepsico Incorporated COM | $708K | 5.4K | 0.5% | ▼−0.4% Reduced · −23 sh | |
| 40 | AT&T Incorporated COM | $704K | 24.3K | 0.5% | ▼−0.1% Reduced · −24 sh | |
| 41 | Pacer US Cash Cows 100 ETF US CASH COWS 100 | $699K | 12.7K | 0.5% | ▲~0% Added · +1 sh | |
| 42 | Ge Vernova Incorporated COM | $679K | 1.3K | 0.5% | —Held | |
| 43 | Salesforce Incorporated COM | $662K | 2.4K | 0.5% | —Held | |
| 44 | Pacer US Small Cap Cash Cows ETF US SMALL CAP CAS | $635K | 15.9K | 0.4% | ▲~0% Added · +5 sh | |
| 45 | Stryker Corporation COM | $610K | 1.5K | 0.4% | —Held | |
| 46 | Bank America Corporation COM | $588K | 12.4K | 0.4% | —Held | |
| 47 | PNC Finl Svcs Group Incorporated COM | $588K | 3.2K | 0.4% | ▼−0.5% Reduced · −15 sh | |
| 48 | Walmart Incorporated COM | $568K | 5.8K | 0.4% | ▲+0.7% Added · +40 sh | |
| 49 | Advisorshares Focused Equity ETF ADVISORSHS ETF | $554K | 7.9K | 0.4% | ▲+1.3% Added · +100 sh | |
| 50 | Ishares TR Rus 1000 GRW ETF RUS 1000 GRW ETF | $552K | 1.3K | 0.4% | —Held |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2041943/holdings"
Use Arkolith to show Millstone Evans Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.