Millstone Evans Group, LLC Top Holdings and 13F Report (2026) About Millstone Evans Group, LLCInvestment ActivityMillstone Evans Group, LLC has $186.32 million in total holdings as of September 30, 2026.Millstone Evans Group, LLC owns shares of 884 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 1.17% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Millstone Evans Group, LLC has purchased 877 new stocks and bought additional shares in 90 stocks.Millstone Evans Group, LLC sold shares of 104 stocks and completely divested from 29 stocks this quarter.Largest Holdings NVIDIA $18,296,435Apple $17,547,501IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF $9,692,568Microsoft $8,846,257Berkshire Hathaway $5,233,455 Largest New Holdings this Quarter 26922A222 - Aptus Collared Investment Opportunity ETF $59,307 Holding46428Q109 - iShares Silver Trust $49,877 Holding962879102 - Wheaton Precious Metals $29,418 Holding808524607 - Schwab US Small-Cap ETF $28,290 Holding351858105 - Franco-Nevada $27,621 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 718 shares (about $547.57K)iShares Core 60/40 Balanced Allocation ETF 1,623 shares (about $111.21K)Dimensional U.S. Core Equity 2 ETF 2,051 shares (about $91.17K)CrowdStrike 300 shares (about $79.43K)TCW TRANSFORM SYSTEMS ETF 568 shares (about $59.75K) Largest Sales this Quarter IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF 7,650 shares (about $187.46K)Waters 410 shares (about $180.15K)iShares Morningstar Mid-Cap Value ETF 1,444 shares (about $132.49K)SPDR S&P MidCap 400 ETF Trust 169 shares (about $110.98K)OAKMARK U.S. LARGE CAP ETF 3,663 shares (about $107.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMillstone Evans Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,296,435$457 ▲0.0%80,1149.8%TechnologyAAPLApple$17,547,501$666 ▲0.0%52,6929.4%TechnologyIMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF$9,692,568$187,459 ▼-1.9%395,5445.2%GLOB SUS INF ETFMSFTMicrosoft$8,846,257$40,005 ▼-0.5%17,2484.7%TechnologyBRK.BBerkshire Hathaway$5,233,455$50,293 ▼-1.0%10,5102.8%FinanceGOOGAlphabet$3,770,2880.0%11,0652.0%Communication ServicesJPMJPMorgan Chase & Co.$3,714,541$9,925 ▼-0.3%11,2282.0%FinanceIMCViShares Morningstar Mid-Cap Value ETF$3,240,412$132,486 ▼-3.9%35,3181.7%ETFIWSiShares Russell Mid-Cap Value ETF$3,139,734$36,970 ▼-1.2%19,5331.7%ETFRJFRaymond James Financial$3,009,518$1,580 ▼-0.1%19,0451.6%FinanceORCLOracle$2,862,568$3,158 ▼-0.1%20,8491.5%TechnologyGOOGLAlphabet$2,801,1970.0%8,1411.5%Communication ServicesJNJJohnson & Johnson$2,544,9430.0%9,6131.4%HealthcareAMZNAmazon.com$2,312,112$9,966 ▼-0.4%9,2801.2%Consumer DiscretionaryLECOLincoln Electric$2,066,105$26,987 ▼-1.3%7,8091.1%IndustrialsSPYSPDR S&P 500 ETF Trust$2,053,763$547,568 ▲36.4%2,6931.1%ETFVOOVanguard S&P 500 ETF$2,041,605$33,641 ▲1.7%2,9131.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,797,147$15,002 ▲0.8%43,8441.0%ETFTCW TRANSFORM SYSTEMS ETF$1,609,676$59,750 ▲3.9%15,3020.9%TRANS SYSTE ETFLLYEli Lilly and Company$1,602,5560.0%1,3850.9%HealthcareTMOThermo Fisher Scientific$1,573,542$43,203 ▲2.8%2,3310.8%HealthcareVYMIVanguard International High Dividend Yield ETF$1,541,525$14,462 ▲0.9%15,2430.8%ETFMRKMerck & Co., Inc.$1,535,7810.0%10,5690.8%HealthcareIBMInternational Business Machines$1,461,366$52,341 ▲3.7%6,6450.8%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,345,599$110,984 ▼-7.6%2,0490.7%ETFSCHDSchwab US Dividend Equity ETF$1,229,244$18,445 ▲1.5%37,7880.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,091,736$91,167 ▲9.1%24,5610.6%ETFSBUXStarbucks$1,082,983$27,906 ▼-2.5%11,5260.6%Consumer DiscretionaryGEGE Aerospace$1,072,0920.0%3,4330.6%IndustrialsCSCOCisco Systems$1,050,899$54,138 ▼-4.9%9,7640.6%TechnologyNSCNorfolk Southern$1,029,5880.0%3,3320.6%IndustrialsPGProcter & Gamble$980,349$3,487 ▼-0.4%6,7480.5%Consumer StaplesFNDXSchwab Fundamental U.S. Large Company ETF$962,225$6,042 ▲0.6%30,5760.5%ETFIWMiShares Russell 2000 ETF$917,037$1,389 ▼-0.2%3,3000.5%ETFVYMVanguard High Dividend Yield ETF$909,317$3,414 ▲0.4%5,8590.5%ETFVVisa$887,5450.0%2,4700.5%FinanceESGVVanguard ESG U.S. Stock ETF$869,560$949 ▲0.1%6,4160.5%ETFWATWaters$869,113$180,150 ▼-17.2%1,9780.5%HealthcareMMM3M$851,4460.0%5,1870.5%IndustrialsFLEXFlex$838,6740.0%7,6250.5%TechnologyGLWCorning$831,0730.0%5,4050.4%TechnologyAMDAdvanced Micro Devices$812,4170.0%1,3280.4%TechnologyGE VERNOVA INCORPORATED$792,709$11,406 ▼-1.4%8340.4%COMTSMTaiwan Semiconductor Manufacturing$760,013$12,773 ▲1.7%1,6660.4%TechnologyAXPAmerican Express$712,2020.0%2,3420.4%FinancePNCThe PNC Financial Services Group$707,009$8,224 ▼-1.1%3,1810.4%FinanceIWFiShares Russell 1000 Growth ETF$700,579$6,639 ▲1.0%5,5930.4%ETFCOWZPacer US Cash Cows 100 ETF$697,504$20,629 ▲3.0%10,4480.4%ETFCOSTCostco Wholesale$696,410$22,758 ▲3.4%7650.4%Consumer StaplesABBVAbbVie$653,4520.0%2,4980.4%HealthcareINTCIntel$643,5030.0%5,3520.3%TechnologyCVXChevron$640,064$48,812 ▼-7.1%3,1340.3%EnergyUBSIUnited Bankshares$612,2880.0%13,3280.3%FinanceFNDFSchwab Fundamental International Equity ETF$606,246$21,392 ▼-3.4%11,2790.3%ETFADPAutomatic Data Processing$584,6680.0%2,2660.3%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$568,351$1,872 ▲0.3%2,7320.3%ETFCRMSalesforce$566,579$918 ▼-0.2%2,4680.3%TechnologyCALFPacer US Small Cap Cash Cows ETF$532,319$19,767 ▼-3.6%9,9910.3%ETFXLVHealth Care Select Sector SPDR Fund$521,597$505 ▲0.1%3,0970.3%ETFTAT&T$519,549$73 ▼0.0%21,2930.3%Communication ServicesSYKStryker$502,862$9,363 ▲1.9%1,8260.3%HealthcareCWSAdvisorShares Focused Equity ETF$501,761$18,362 ▼-3.5%7,5420.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$499,321$14,110 ▼-2.7%11,9260.3%ETFGLDMSPDR Gold MiniShares Trust$487,656$3,452 ▼-0.7%5,9340.3%ETFEMREmerson Electric$469,1780.0%3,0250.3%IndustrialsWALMART INCORPORATED$466,0810.0%4,4850.3%COMDFICDimensional International Core Equity 2 ETF$463,214$21,739 ▲4.9%12,3160.2%ETFJCIJohnson Controls International$456,8010.0%3,0730.2%IndustrialsNVSNovartis$442,2520.0%3,1020.2%HealthcareVIGVanguard Dividend Appreciation ETF$439,3230.0%1,8830.2%ETFVXUSVanguard Total International Stock ETF$433,3810.0%5,1010.2%ETFVZVerizon Communications$428,242$14,908 ▼-3.4%9,3360.2%Communication ServicesKVUEKenvue$420,3430.0%23,8020.2%Consumer StaplesMCDMcDonald's$419,618$4,157 ▼-1.0%1,8170.2%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$417,166$9,425 ▼-2.2%5,7980.2%ETFVWOVanguard FTSE Emerging Markets ETF$408,171$119 ▼0.0%6,8820.2%ETFUNPUnion Pacific$406,018$4,354 ▼-1.1%1,4920.2%IndustrialsAORiShares Core 60/40 Balanced Allocation ETF$400,157$111,208 ▲38.5%5,8400.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$395,365$17,772 ▲4.7%5,0500.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$394,327$5,769 ▲1.5%3,6230.2%ETFBUSEFirst Busey$388,8860.0%13,3500.2%FinanceMAMastercard$383,4620.0%6950.2%FinanceETNEaton$372,559$6,875 ▼-1.8%8670.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$372,019$7,266 ▲2.0%3,8400.2%ETFADIAnalog Devices$368,544$7,537 ▼-2.0%9290.2%TechnologyMDTMedtronic$349,561$3,452 ▼-1.0%4,0510.2%HealthcareTCW TRANSFORM SUPPLY CHAIN ETF$340,145$472 ▲0.1%4,3200.2%TRAN SU CHAI ETFVUGVanguard Growth ETF$331,425$22,167 ▼-6.3%3,6780.2%ETFOAKMARK U.S. LARGE CAP ETF$330,036$107,546 ▼-24.6%11,2410.2%OAKMARK U S LRGTREXTrex$326,7000.0%7,5000.2%IndustrialsRYJInvesco Bloomberg Analyst Rating Improvers ETF$324,8760.0%4,0650.2%ETFSHWSherwin-Williams$320,0370.0%9900.2%MaterialsVTVVanguard Value ETF$312,919$216 ▲0.1%1,4480.2%ETFICFIICF International$311,9040.0%3,7520.2%IndustrialsAPDAir Products and Chemicals$305,7750.0%1,0990.2%MaterialsBMYBristol Myers Squibb$304,6890.0%4,8830.2%HealthcareGSThe Goldman Sachs Group$303,421$11,705 ▼-3.7%3370.2%FinanceVBVanguard Small-Cap ETF$296,154$5,974 ▼-2.0%1,0410.2%ETFPEPPepsiCo$295,265$2,154 ▼-0.7%2,3300.2%Consumer StaplesVTIVanguard Total Stock Market ETF$293,102$3,369 ▲1.2%7830.2%ETFShowing largest 100 holdings. 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