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Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943
13F Portfolio $157M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 834 New
Page 10 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHGX STANCE SUSTAINABLE BETA ETF 4,699.0 $128K 0.08% NEW $27.30 +15.4%
182 WCC WESCO INTERNATIONAL INCORPORATED Industrials 605.0 $128K 0.08% NEW $211.50 +65.5%
183 TRGP TARGA RES CORPORATION Energy 761.0 $127K 0.08% NEW $167.54 +61.6%
184 MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A Consumer Cyclical 480.0 $125K 0.08% NEW $260.44 +42.3%
185 XVV ISHARES TR ESG SELECT SCRE 2,425.0 $125K 0.08% NEW $51.52 +10.0%
186 PBE INVESCO BIOTECHNOLOGY & GENOME ETF 1,782.0 $125K 0.08% NEW $69.87 +17.7%
187 VO VANGUARD MID-CAP ETF 416.0 $122K 0.08% NEW $293.74 -73.6%
188 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 1,870.0 $122K 0.08% NEW $65.00 +4.2%
189 KO COCA COLA COMPANY Consumer Defensive 1,832.0 $121K 0.08% NEW $66.32 +22.4%
190 GM GENERAL MTRS COMPANY Consumer Cyclical 1,932.0 $118K 0.07% NEW $60.97 +26.6%
191 INTC INTEL CORPORATION Technology 3,494.0 $117K 0.07% NEW $33.55 +253.2%
192 L LOEWS CORPORATION Financial Services 1,154.0 $116K 0.07% NEW $100.39 +8.8%
193 TXN TEXAS INSTRS INCORPORATED Technology 622.0 $114K 0.07% NEW $183.73 +65.9%
194 UBER UBER TECHNOLOGIES INCORPORATED Technology 1,159.0 $114K 0.07% NEW $97.97 -23.9%
195 TFC TRUIST FINL CORPORATION Financial Services 2,483.0 $114K 0.07% NEW $45.72 +5.0%
196 DGCB DIMENSIONAL GLOABL CREDIT ETF 2,036.0 $113K 0.07% NEW $55.45 -2.0%
197 WFC WELLS FARGO COMPANY NEW Financial Services 1,346.0 $113K 0.07% NEW $83.82 -9.6%
198 KMB KIMBERLY-CLARK CORPORATION Consumer Defensive 907.0 $113K 0.07% NEW $124.34 -20.6%
199 CI THE CIGNA GROUP Healthcare 391.0 $113K 0.07% NEW $288.25 -2.2%
200 SCHW SCHWAB CHARLES CORPORATION Financial Services 1,156.0 $110K 0.07% NEW $95.47 -5.6%
Page 10 of 42  ·  834 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.8%
Financial Services 15.8%
Industrials 9.6%
Healthcare 9.1%
Communication Services 6.5%
Consumer Cyclical 5.7%
Consumer Defensive 5.0%
Energy 1.8%
Utilities 1.6%
Basic Materials 1.2%