Millstone Evans Group, LLC
CIK 2041943 · Holdings on Dec 31, 2024 · First reported Feb 11, 2025
Top ten holdings
Q4 2024- AAPL9.69%
- NVDA7.37%
- MSFT4.61%
- DFAC4.12%
- BRK.B3.28%
- IMCV2.12%
- RJF2.10%
- JPM2.02%
- IWS1.96%
- GOOG1.65%
Share classes counted separately38.92%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $14.22M | 9.69% | 56.79K shares | Prior unavailable — | — | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $10.81M | 7.37% | 80.52K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $6.76M | 4.61% | 16.04K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $6.04M | 4.12% | 174.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $4.81M | 3.28% | 10.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | IMCVISHARES MORNINGSTAR MID-CAPMRGSTR MD CP VAL View history and evidence | $3.10M | 2.12% | 41.81K shares | Prior unavailable — | — | ↗▾ |
| 07 | RJFRAYMOND JAMES FINANCIAL INC View history and evidence | $3.09M | 2.10% | 19.86K shares | Prior unavailable — | — | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $2.96M | 2.02% | 12.34K shares | Prior unavailable — | — | ↗▾ |
| 09 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $2.88M | 1.96% | 22.24K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $2.43M | 1.65% | 12.75K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2041943 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146679641
}Research all 732 reported holdings.
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