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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 7 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HSY HERSHEY COMPANY Consumer Defensive 1,141.0 $213K 0.14% NEW $187.10 +1.8%
122 SCHD SCHWAB US DIVIDEND EQUITY ETF 7,772.0 $212K 0.14% NEW $27.30 +18.1%
123 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 4,000.0 $209K 0.13% NEW $52.28 -0.5%
124 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 1,285.0 $208K 0.13% NEW $161.79 +177.9%
125 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 4,314.0 $208K 0.13% NEW $48.19 -1.0%
126 GIS GENERAL MLS INCORPORATED Consumer Defensive 4,069.0 $205K 0.13% NEW $50.42 -33.6%
127 GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW Financial Services 2,677.0 $205K 0.13% NEW $76.45 +17.6%
128 IQVIA HLDGS INCORPORATED 1,021.0 $194K 0.12% NEW $189.94
129 VOX VANGUARD COMMUNICATION SERVICES ETF 1,032.0 $194K 0.12% NEW $187.73 +4.3%
130 ITOT ISHARES TR CORE S&P TTL STK 1,305.0 $190K 0.12% NEW $145.65 +11.3%
131 IXC ISHARES TR GLOBAL ENERG ETF 4,535.0 $189K 0.12% NEW $41.75 +34.3%
132 DIVP CULLEN ENHANCED EQUITY INCOME ETF 7,484.0 $189K 0.12% NEW $25.21 +5.5%
133 ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 3,950.0 $188K 0.12% NEW $47.65 +4.4%
134 AMGN AMGEN INCORPORATED Healthcare 666.0 $188K 0.12% NEW $282.20 +19.6%
135 QQQM INVESCO NASDAQ 100 ETF 759.0 $188K 0.12% NEW $247.12 +19.1%
136 IWR ISHARES TR RUS MID CAP ETF 1,932.0 $187K 0.12% NEW $96.55 +8.8%
137 STE STERIS PLC SHS USD (IRELAND) Healthcare 751.0 $186K 0.12% NEW $247.44 -12.7%
138 PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 4,230.0 $186K 0.12% NEW $43.91 +8.0%
139 IVV ISHARES TR CORE S&P500 ETF 274.0 $183K 0.12% NEW $669.30 +11.5%
140 CENCORA INCORPORATED 584.0 $183K 0.12% NEW $312.53
Page 7 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%