MILLSTONE EVANS GROUP, LLC 13F Portfolio
MILLSTONE EVANS GROUP, LLC runs MILLSTONE EVANS GROUP, LLC and currently holds 877 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $184.85M. Their top holdings are NVDA, AAPL, BLDX, MSFT, BRK-B. The top five represent 29.0% of reported portfolio weight. MILLSTONE EVANS GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MILLSTONE EVANS GROUP, LLC initiated 1 new position. They added to 32 existing positions. They trimmed 57 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$184.85M
Alpha Score
22.9
#0 of 1000
Holdings
877
MILLSTONE EVANS GROUP, LLC Current 13F Holdings
Reported holdings from MILLSTONE EVANS GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
877 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 8.67% | $134.72 | $229.28 | +70.19% | Added +0.40% |
 AAPL APPLE INCORPORATED | 8.25% | $250.06 | $336.68 | +34.64% | Trimmed -7.21% |
BL BLDX IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | 5.68% | $26.06 | $24.69 | -5.27% | New Buy |
 MSFT MICROSOFT CORPORATION | 3.50% | $427.89 | $535.07 | +25.05% | Added +0.06% |
 BRK-B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 2.87% | $454.04 | $515.44 | +13.52% | Trimmed -0.03% |
 GOOG ALPHABET INCORPORATED CAP STK CLASS C | 2.12% | $190.54 | $347.86 | +82.57% | Trimmed -12.82% |
 JPM JPMORGAN CHASE & COMPANY | 1.99% | $239.99 | $333.01 | +38.76% | Trimmed -0.85% |
 IMCV ISHARES TR MRGSTR MD CP VAL | 1.82% | $74.72 | $94.37 | +26.30% | Trimmed -4.05% |
 IWS ISHARES TR RUS MDCP VAL ETF | 1.76% | $130.16 | $164.85 | +26.65% | Trimmed -11.59% |
 ORCL ORACLE CORPORATION | 1.65% | $147.20 | $141.53 | -3.85% | Trimmed -3.16% |
Showing 1-10 of 877