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
1
AAPLAPPLE INCORPORATED
56,786$14.2B9.69%
2
NVDANVIDIA CORPORATION
80,520$10.8B7.37%
3
MSFTMICROSOFT CORPORATION
16,044$6.8B4.61%
4
DFACDIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF
174,726$6.0B4.12%
5
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
10,613$4.8B3.28%
6
IMCVISHARES TR MRGSTR MD CP VAL
41,811$3.1B2.12%
7
RJFRAYMOND JAMES FINL INCORPORATED
19,861$3.1B2.10%
8
JPMJPMORGAN CHASE & COMPANY.
12,340$3.0B2.02%
9
IWSISHARES TR RUS MDCP VAL ETF
22,236$2.9B1.96%
10
GOOGALPHABET INCORPORATED CAP STK CLASS C
12,746$2.4B1.65%
11
DCORDIMENSIONAL US CORE EQUITY 1 ETF
33,612$2.2B1.47%
12
AMZNAMAZON COM INCORPORATED
9,792$2.1B1.46%
13
DFICDIMENSIONAL ETF TRUST INTL CORE EQUITY 2 ETF
80,809$2.1B1.42%
14
GOOGLALPHABET INCORPORATED CAP STK CLASS A
9,073$1.7B1.17%
15
MDYSPDR S&P MIDCAP 400 ETF TRUST
2,863$1.6B1.11%
16
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
45,554$1.6B1.11%
17
LECOLINCOLN ELEC HLDGS INCORPORATED
8,246$1.5B1.05%
18
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
2,881$1.5B1.02%
19
DFCFDIMENSIONAL ETF TRUST CORE FIXED INCOME ETF
35,929$1.5B1.01%
20
JNJJOHNSON & JOHNSON
10,022$1.4B0.99%
21
IBMINTERNATIONAL BUSINESS MACHINES
6,150$1.4B0.92%
22
MRKMERCK & COMPANY INCORPORATED
13,181$1.3B0.89%
23
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
2,337$1.3B0.86%
24
WATWATERS CORPORATION
3,307$1.2B0.84%
25
PGPROCTER AND GAMBLE COMPANY
7,223$1.2B0.83%
26
ADPAUTOMATIC DATA PROCESSING INCORPORATED
3,527$1.0B0.70%
27
SBUXSTARBUCKS CORPORATION
11,008$1.0B0.68%
28
DFSDDIMENSIONAL ETF TRUST SHORT DURATION FIXED
21,192$993.5M0.68%
29
SPYSPDR S&P 500 ETF
1,682$985.8M0.67%
30
GEGE AEROSPACE COM NEW
5,202$867.6M0.59%
31
DFEMDIMENSIONAL ETF TR
32,797$859.0M0.59%
32
LLYELI LILLY & COMPANY
1,088$839.9M0.57%
33
COSTCOSTCO WHOLESALE CORPORATION NEW
902$826.5M0.56%
34
CRMSALESFORCE INCORPORATED
2,463$823.5M0.56%
35
PEPPEPSICO INCORPORATED
5,383$818.5M0.56%
36
NSCNORFOLK SOUTHN CORPORATION
3,383$794.0M0.54%
37
VVISA INCORPORATED COM CLASS A
2,489$786.6M0.54%
38
PWRDTCW TRANSFORM SYSTEMS ETF
10,727$778.5M0.53%
39
ORCLORACLE CORPORATION
4,517$752.7M0.51%
40
UBSIUNITED BANKSHARES INCORPORATED WEST VA
19,702$739.8M0.50%
41
AXPAMERICAN EXPRESS COMPANY
2,462$730.7M0.50%
42
IWMISHARES TR RUSSELL 2000 ETF
3,306$730.5M0.50%
43
XOMEXXON MOBIL CORPORATION
6,465$695.4M0.47%
44
COWZPACER US CASH COWS 100 ETF
12,243$691.5M0.47%
45
MMM3M COMPANY
5,191$670.1M0.46%
46
CALFPACER US SMALL CAP CASH COWS 100 ETF
14,707$647.3M0.44%
47
CSCOCISCO SYSTEMS INCORPORATED
10,516$622.5M0.42%
48
PNCPNC FINL SVCS GROUP INCORPORATED
3,153$608.1M0.41%
49
DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF
11,621$608.0M0.41%
50
DGCBDIMENSIONAL GLOABL CREDIT ETF
11,136$585.8M0.40%
51
TAT&T INCORPORATED
25,267$575.3M0.39%
52
KVUEKENVUE INCORPORATED
26,443$564.6M0.38%
53
SYKSTRYKER CORPORATION
1,542$555.2M0.38%
54
BACBANK AMERICA CORPORATION
12,427$546.2M0.37%
55
WMTWALMART INCORPORATED
5,852$528.7M0.36%
56
TREXTREX COMPANY INCORPORATED
7,500$517.7M0.35%
57
CWSADVISORSHARES FOCUSED EQUITY ETF
7,807$505.7M0.34%
58
BACVERIZON COMMUNICATIONS INCORPORATED
12,474$498.8M0.34%
59
CMCSACOMCAST CORPORATION NEW CLASS A
13,150$493.5M0.34%
60
CVXCHEVRON CORPORATION NEW
3,392$491.3M0.33%
61
HDHOME DEPOT INCORPORATED
1,257$489.0M0.33%
62
DYHTARGET CORPORATION
3,583$484.4M0.33%
63
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
2,727$477.9M0.33%
64
ABBVABBVIE INCORPORATED
2,609$463.6M0.32%
65
RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
7,804$461.5M0.31%
66
ICFIICF INTERNATIONAL INCORPORATED
3,752$447.3M0.30%
67
MCDMCDONALDS CORPORATION
1,519$440.3M0.30%
68
GEVGE VERNOVA INCORPORATED
1,283$422.0M0.29%
69
XLVSPDR HEALTH CARE SELECT
3,009$413.9M0.28%
70
UNPUNION PAC CORPORATION
1,758$400.9M0.27%
71
BKNGBOOKING HOLDINGS INCORPORATED
77$382.6M0.26%
72
APDAIR PRODUCTS & CHEMICALS INCORPORATED
1,288$373.6M0.25%
73
BMYBRISTOL-MYERS SQUIBB COMPANY
6,373$360.4M0.25%
74
UNHUNITEDHEALTH GROUP INCORPORATED
712$360.2M0.25%
75
SHWSHERWIN WILLIAMS COMPANY
1,020$346.7M0.24%
76
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
13,805$330.4M0.23%
77
IJHISHARES TR CORE S&P MCP ETF
5,284$329.3M0.22%
78
ITRIITRON INCORPORATED
2,995$325.2M0.22%
79
BMIBADGER METER INCORPORATED
1,490$316.1M0.22%
80
DEDEERE & COMPANY
739$313.1M0.21%
81
UPGDINVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF
4,512$311.9M0.21%
82
NVSNNOVARTIS AG SPONSORED ADR (SWITZERLAND)
3,132$304.8M0.21%
83
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
1,538$303.7M0.21%
84
WRNWESTERN COPPER & GOLD CORPORATION (CANADA)
288,926$303.4M0.21%
85
CFBCROSSFIRST BANKSHARES INCORPORATED
20,000$303.0M0.21%
86
MDTMEDTRONIC PLC SHS (IRELAND)
3,783$302.2M0.21%
87
IYFISHARES TR U.S. FINLS ETF
2,706$299.2M0.20%
88
SFMSPROUTS FMRS MKT INCORPORATED
2,350$298.6M0.20%
89
MAMASTERCARD INCORPORATED CLASS A
558$293.8M0.20%
90
FLEXFLEX LIMITED (SINGAPORE)
7,500$287.9M0.20%
91
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
3,577$282.3M0.19%
92
MRSHMARSH & MCLENNAN COMPANIES INCORPORATED
1,325$281.4M0.19%
93
ETNEATON CORPORATION PLC SHS (IRELAND)
836$277.4M0.19%
94
SUPPTCW TRANSFORM SUPPLY CHAIN ETF
4,363$274.0M0.19%
95
ALSALLSTATE CORPORATION
1,413$272.4M0.19%
96
DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE
8,732$268.8M0.18%
97
DISDISNEY WALT COMPANY
2,389$266.0M0.18%
98
DUHPDIMENSIONAL ETF TR DIMENSIONAL US
7,788$263.2M0.18%
99
GISGENERAL MLS INCORPORATED
4,069$259.5M0.18%
100
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS
3,047$258.4M0.18%
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