Millstone Evans Group, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$170.0M

Holdings

857

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (857 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INCORPORATED	56,783	$15.4M	9.08%
2	NVDANVIDIA CORPORATION	80,792	$15.1M	8.86%
3	MSFTMICROSOFT CORPORATION	17,320	$8.4M	4.93%
4	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	10,672	$5.4M	3.16%
5	ORCLORACLE CORPORATION	21,589	$4.2M	2.48%
6	GOOGALPHABET INCORPORATED CAP STK CLASS C	12,664	$4.0M	2.34%
7	JPMJPMORGAN CHASE & COMPANY.	11,297	$3.6M	2.14%
8	IWSISHARES TR RUS MDCP VAL ETF	22,781	$3.2M	1.89%
9	IMCVISHARES TR MRGSTR MD CP VAL	38,400	$3.2M	1.86%
10	RJFRAYMOND JAMES FINL INCORPORATED	18,995	$3.0M	1.79%
11	GOOGLALPHABET INCORPORATED CAP STK CLASS A	8,705	$2.7M	1.60%
12	AMZNAMAZON COM INCORPORATED	11,117	$2.6M	1.51%
13	JNJJOHNSON & JOHNSON	10,214	$2.1M	1.24%
14	IBMINTERNATIONAL BUSINESS MACHINES	6,533	$1.9M	1.14%
15	LECOLINCOLN ELEC HLDGS INCORPORATED	8,056	$1.9M	1.14%
16	EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	47,043	$1.8M	1.05%
17	VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	2,834	$1.8M	1.05%
18	TMOTHERMO FISHER SCIENTIFIC INCORPORATED	3,002	$1.7M	1.02%
19	MDYSPDR S&P MIDCAP 400 ETF TRUST	2,712	$1.6M	0.96%
20	GEGE AEROSPACE COM NEW	5,281	$1.6M	0.96%
21	MRKMERCK & COMPANY INCORPORATED	13,586	$1.4M	0.84%
22	SPYSPDR S&P 500 ETF	1,882	$1.3M	0.75%
23	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	13,552	$1.2M	0.72%
24	LLYELI LILLY & COMPANY	1,101	$1.2M	0.70%
25	WATWATERS CORPORATION	3,107	$1.2M	0.69%
26	FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	42,631	$1.2M	0.68%
27	PWRDTCW TRANSFORM SYSTEMS ETF	10,889	$1.0M	0.62%
28	SBUXSTARBUCKS CORPORATION	11,834	$996K	0.59%
29	PGPROCTER AND GAMBLE COMPANY	6,863	$983K	0.58%
30	NSCNORFOLK SOUTHN CORPORATION	3,327	$960K	0.56%
31	ADPAUTOMATIC DATA PROCESSING INCORPORATED	3,727	$958K	0.56%
32	DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF	23,430	$927K	0.55%
33	VVISA INCORPORATED COM CLASS A	2,488	$872K	0.51%
34	AXPAMERICAN EXPRESS COMPANY	2,342	$866K	0.51%
35	GEVGE VERNOVA INCORPORATED	1,315	$859K	0.51%
36	IWMISHARES TR RUSSELL 2000 ETF	3,448	$848K	0.50%
37	MMM3M COMPANY	5,180	$829K	0.49%
38	COSTCOSTCO WHOLESALE CORPORATION NEW	928	$800K	0.47%
39	CSCOCISCO SYSTEMS INCORPORATED	10,187	$784K	0.46%
40	VYMVANGUARD HIGH DIVIDEND YIELD ETF	5,182	$743K	0.44%
41	BACBANK AMERICA CORPORATION	13,337	$733K	0.43%
42	COWZPACER US CASH COWS 100 ETF	12,189	$733K	0.43%
43	PEPPEPSICO INCORPORATED	5,084	$729K	0.43%
44	ABBVABBVIE INCORPORATED	3,035	$693K	0.41%
45	WRNWESTERN COPPER & GOLD CORPORATION (CANADA)	258,926	$691K	0.41%
46	PNCPNC FINL SVCS GROUP INCORPORATED	3,151	$657K	0.39%
47	IWFISHARES TR RUS 1000 GRW ETF	1,385	$655K	0.39%
48	CRMSALESFORCE INCORPORATED	2,468	$653K	0.38%
49	CALFPACER US SMALL CAP CASH COWS ETF	14,625	$648K	0.38%
50	CVXCHEVRON CORPORATION NEW	4,138	$630K	0.37%
51	SYKSTRYKER CORPORATION	1,792	$629K	0.37%
52	XOMEXXON MOBIL CORPORATION	4,833	$581K	0.34%
53	TAT&T INCORPORATED	23,172	$575K	0.34%
54	ESGVVANGUARD ESG U.S. STOCK ETF	4,761	$575K	0.34%
55	CWSADVISORSHARES FOCUSED EQUITY ETF	8,226	$565K	0.33%
56	WMTWALMART INCORPORATED	5,071	$564K	0.33%
57	GLDMWORLD GOLD TR SPDR GOLD MINISHARES TR NEW	6,499	$554K	0.33%
58	RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	7,604	$528K	0.31%
59	RSPINVESCO S&P 500 EQUAL WEIGHT ETF	2,747	$526K	0.31%
60	UBSIUNITED BANKSHARES INCORPORATED WEST VA	13,328	$511K	0.30%
61	TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	1,592	$483K	0.28%
62	XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	3,094	$478K	0.28%
63	SCHPSCHWAB U.S. TIPS ETF	17,753	$470K	0.28%
64	GLWCORNING INCORPORATED	5,326	$466K	0.27%
65	FLEXFLEX LIMITED ORD (SINGAPORE)	7,625	$460K	0.27%
66	BACVERIZON COMMUNICATIONS INCORPORATED	11,310	$460K	0.27%
67	MDTMEDTRONIC PLC SHS (IRELAND)	4,780	$459K	0.27%
68	MCDMCDONALDS CORPORATION	1,494	$456K	0.27%
69	DCORDIMENSIONAL US CORE EQUITY 1 ETF	5,900	$434K	0.26%
70	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	5,728	$432K	0.25%
71	KVUEKENVUE INCORPORATED	25,047	$432K	0.25%
72	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	8,462	$428K	0.25%
73	NVSNNOVARTIS AG SPONSORED ADR (SWITZERLAND)	3,102	$427K	0.25%
74	IJHISHARES TR CORE S&P MCP ETF	6,450	$425K	0.25%
75	HDHOME DEPOT INCORPORATED	1,211	$416K	0.24%
76	VIGVANGUARD DIVIDEND APPRECIATION ETF	1,883	$413K	0.24%
77	JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)	3,427	$410K	0.24%
78	DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	11,911	$410K	0.24%
79	EMREMERSON ELEC COMPANY	3,036	$402K	0.24%
80	SCHDSCHWAB US DIVIDEND EQUITY ETF	14,644	$401K	0.24%
81	CMCSACOMCAST CORP NEW CLASS A	13,071	$390K	0.23%
82	VBVANGUARD SMALL-CAP ETF	1,506	$388K	0.23%
83	BKNGBOOKING HOLDINGS INCORPORATED	71	$380K	0.22%
84	MAMASTERCARD INCORPORATED CLASS A	651	$371K	0.22%
85	UNPUNION PAC CORPORATION	1,548	$358K	0.21%
86	VUGVANGUARD GROWTH ETF	732	$357K	0.21%
87	DISDISNEY WALT COMPANY	3,083	$350K	0.21%
88	DEDEERE & COMPANY	739	$344K	0.20%
89	XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF	6,113	$334K	0.20%
90	DYHTARGET CORPORATION	3,416	$333K	0.20%
91	FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	7,190	$325K	0.19%
92	VWOVANGUARD FTSE EMERGING MARKETS ETF	6,027	$324K	0.19%
93	ICFIICF INTERNATIONAL INCORPORATED	3,752	$320K	0.19%
94	SHWSHERWIN WILLIAMS COMPANY	987	$319K	0.19%
95	BUSEFIRST BUSEY CORPORATION COM NEW	13,350	$317K	0.19%
96	AQLTISHARES TR CORE MSCI EAFE	3,539	$316K	0.19%
97	BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS	2,154	$315K	0.19%
98	BMYBRISTOL-MYERS SQUIBB COMPANY	5,743	$309K	0.18%
99	IYFISHARES TR U.S. FINLS ETF	2,367	$305K	0.18%
100	UPGDINVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	4,082	$302K	0.18%

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