Millstone Evans Group, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$170.0B

Holdings

857

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (857 positions)

#StockSharesValue% PortfolioType
201
PHMPULTE GROUP INCORPORATED
1,058$124.0M0.07%
202
TILEINTERFACE INCORPORATED
4,455$124.0M0.07%
203
TFCTRUIST FINL CORPORATION
2,483$122.0M0.07%
204
LLOEWS CORPORATION
1,154$121.0M0.07%
205
NUSCNUVEEN ESG SMALL-CAP ETF
2,711$121.0M0.07%
206
AMTAMERICAN TOWER CORPORATION NEW REIT
694$121.0M0.07%
207
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
910$120.0M0.07%
208
SOSOUTHERN COMPANY
1,381$120.0M0.07%
209
NDQINVESCO QQQ TR
194$119.0M0.07%
210
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
3,303$119.0M0.07%
211
TMTOYOTA MOTOR CORPORATION ADS (JAPAN)
547$117.0M0.07%
212
ORLYOREILLY AUTOMOTIVE INCORPORATED
1,275$116.0M0.07%
213
VBKVANGUARD SMALL-CAP GROWTH ETF
385$116.0M0.07%
214
NXTNEXTPOWER INCORPORATED CLASS A COM
1,327$115.0M0.07%
215
SCHWSCHWAB CHARLES CORPORATION
1,156$115.0M0.07%
216
MOATVANECK MORNINGSTAR WIDE MOAT ETF
1,093$113.0M0.07%
217
OEFISHARES TR S&P 100 ETF
328$112.0M0.07%
218
WFCWELLS FARGO COMPANY NEW
1,206$112.0M0.07%
219
VFHVANGUARD FINANCIALS ETF
834$111.0M0.07%
220
DGCBDIMENSIONAL GLOABL CREDIT ETF
1,992$108.0M0.06%
221
TXNTEXAS INSTRS INCORPORATED
622$107.0M0.06%
222
HBANHUNTINGTON BANCSHARES INCORPORATED
6,028$104.0M0.06%
223
CITHE CIGNA GROUP
378$104.0M0.06%
224
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
731$101.0M0.06%
225
EFAISHARES TR MSCI EAFE ETF
1,060$101.0M0.06%
226
DHRDANAHER CORPORATION
438$100.0M0.06%
227
UALUNITED AIRLS HLDGS INCORPORATED
900$100.0M0.06%
228
IJJISHARES TR S&P MC 400VL ETF
753$99.0M0.06%
229
COFCAPITAL ONE FINL CORPORATION
407$98.0M0.06%
230
ITBISHARES TR US HOME CONS ETF
1,020$98.0M0.06%
231
EQIXEQUINIX INCORPORATED REIT
127$97.0M0.06%
232
CWTCALIFORNIA WTR SVC GROUP
2,250$97.0M0.06%
233
VOEVANGUARD MID-CAP VALUE ETF
546$96.0M0.06%
234
XETYXEATON VANCE TAX-MANAGED DIVERS
6,322$96.0M0.06%
235
BPBP PLC SPONSORED ADR (UNITED KINGDOM)
2,786$96.0M0.06%
236
LRCXLAM RESEARCH CORPORATION COM NEW
560$95.0M0.06%
237
CATCATERPILLAR INCORPORATED
166$95.0M0.06%
238
PPLPEMBINA PIPELINE CORPORATION (CANADA)
2,500$95.0M0.06%
239
HXLHEXCEL CORPORATION NEW
1,296$95.0M0.06%
240
UBERUBER TECHNOLOGIES INCORPORATED
1,159$94.0M0.06%
241
IYGISHARES TR U.S. FIN SVC ETF
1,014$93.0M0.05%
242
UTHUNITED THERAPEUTICS CORPORATION DEL
190$92.0M0.05%
243
NULVNUVEEN ESG LARGE-CAP VALUE ETF
2,063$92.0M0.05%
244
MOALTRIA GROUP INCORPORATED
1,590$91.0M0.05%
245
IYWISHARES TR U.S. TECH ETF
450$89.0M0.05%
246
ADMARCHER DANIELS MIDLAND COMPANY
1,550$89.0M0.05%
247
CEGCONSTELLATION ENERGY CORPORATION
250$88.0M0.05%
248
CHDCHURCH & DWIGHT COMPANY INCORPORATED
1,057$88.0M0.05%
249
BSVVANGUARD SHORT-TERM BOND ETF
1,121$88.0M0.05%
250
STTSTATE STR CORPORATION
675$87.0M0.05%
251
ULUNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
1,310$85.0M0.05%
252
GDXVANECK GOLD MINERS ETF
1,000$85.0M0.05%
253
MCYMERCURY GENL CORPORATION NEW
900$84.0M0.05%
254
SOLVSOLVENTUM CORPORATION COM SHS
1,042$82.0M0.05%
255
THGHANOVER INS GROUP INCORPORATED
439$80.0M0.05%
256
IJKISHARES TR S&P MC 400GR ETF
827$80.0M0.05%
257
PPLPPL CORPORATION
2,306$80.0M0.05%
258
IWVISHARES TR RUSSELL 3000 ETF
208$80.0M0.05%
259
IRDMIRIDIUM COMMUNICATIONS INCORPORATED
4,515$78.0M0.05%
260
VPLVANGUARD FTSE PACIFIC ETF
867$78.0M0.05%
261
IHIISHARES TR U.S. MED DVC ETF
1,228$76.0M0.04%
262
FLSWFRANKLIN FTSE SWITZERLAND ETF
1,835$76.0M0.04%
263
SUSCISHARES TR ESG AWRE USD ETF
3,209$75.0M0.04%
264
MCHIISHARES TR MSCI CHINA ETF
1,250$75.0M0.04%
265
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED
472$75.0M0.04%
266
KMBKIMBERLY-CLARK CORPORATION
747$75.0M0.04%
267
AWMSKYWORKS SOLUTIONS INCORPORATED
1,170$74.0M0.04%
268
BXMTBLACKSTONE MTG TR INCORPORATED COM CLASS A REIT
3,820$73.0M0.04%
269
CVSCVS HEALTH CORPORATION
928$73.0M0.04%
270
IGROISHARES TR INTL DIV GRWTH
875$72.0M0.04%
271
AQLTISHARES TR SELECT DIVID ETF
517$72.0M0.04%
272
FANGDIAMONDBACK ENERGY INCORPORATED
475$71.0M0.04%
273
FDUSFIDUS INVT CORPORATION
3,686$71.0M0.04%
274
CBCHUBB LIMITED (SWITZERLAND)
227$70.0M0.04%
275
IEMGISHARES INCORPORATED CORE MSCI EMKT
1,056$70.0M0.04%
276
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
1,833$69.0M0.04%
277
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
1,391$68.0M0.04%
278
STZCONSTELLATION BRANDS INCORPORATED CLASS A
488$67.0M0.04%
279
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
690$67.0M0.04%
280
JT5MUELLER WTR PRODUCTS INCORPORATED COM SER A
2,800$66.0M0.04%
281
DDOMINION ENERGY INCORPORATED
1,142$66.0M0.04%
282
ZIONZIONS BANCORPORATION N A
1,140$66.0M0.04%
283
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
1,994$65.0M0.04%
284
FFORD MTR COMPANY
5,026$65.0M0.04%
285
FRDMFREEDOM 100 EMERGING MARKETS ETF
1,266$64.0M0.04%
286
WBDWARNER BROS DISCOVERY INCORPORATED COM SER A
2,226$64.0M0.04%
287
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
2,364$64.0M0.04%
288
USSGXTRACKERS MSCI USA SELECTION EQUITY ETF
1,016$64.0M0.04%
289
CMECME GROUP INCORPORATED
238$64.0M0.04%
290
COPCONOCOPHILLIPS
679$63.0M0.04%
291
NUMGNUVEEN ESG MID-CAP GROWTH ETF
1,337$63.0M0.04%
292
DVNDEVON ENERGY CORPORATION NEW
1,747$63.0M0.04%
293
PSXPHILLIPS 66
481$62.0M0.04%
294
AFLAFLAC INCORPORATED
554$61.0M0.04%
295
SCHMSCHWAB U.S. MID-CAP ETF
2,004$60.0M0.04%
296
XEXGXEATON VANCE TAX-MANAGED GLOBAL
6,390$60.0M0.04%
297
XMHQINVESCO S&P MIDCAP QUALITY ETF
594$60.0M0.04%
298
XITKSTATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF
336$59.0M0.03%
299
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW
156$59.0M0.03%
300
FXIISHARES TR CHINA LG-CAP ETF
1,564$59.0M0.03%
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