Millstone Evans Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $15.44M | 9.1% |
| NVIDIA Corp | $15.07M | 8.9% |
| MICROSOFT CORP | $8.38M | 4.9% |
| Warren E. Buffett | $5.36M | 3.2% |
| ORACLE CORP | $4.21M | 2.5% |
| Alphabet Inc. | $3.97M | 2.3% |
| JPMORGAN CHASE & CO | $3.64M | 2.1% |
| ISHARES TR RUS MDCP VAL ETF | $3.21M | 1.9% |
| ISHARES TR MRGSTR MD CP VAL | $3.16M | 1.9% |
| RAYMOND JAMES FINANCIAL INC | $3.05M | 1.8% |
| Alphabet Inc. | $2.72M | 1.6% |
| Amazon.com Inc | $2.57M | 1.5% |
| JOHNSON & JOHNSON | $2.11M | 1.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.94M | 1.1% |
| LINCOLN ELECTRIC HOLDINGS INC | $1.93M | 1.1% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $1.78M | 1.0% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1.78M | 1.0% |
| THERMO FISHER SCIENTIFIC INC. | $1.74M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | $1.64M | 1.0% |
| GENERAL ELECTRIC CO | $1.63M | 1.0% |
| Merck & Co., Inc. | $1.43M | 0.8% |
| SPDR S&P 500 ETF | $1.28M | 0.8% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1.22M | 0.7% |
| ELI LILLY & Co | $1.18M | 0.7% |
| Waters Corp | $1.18M | 0.7% |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.16M | 0.7% |
| TCW TRANSFORM SYSTEMS ETF | $1.05M | 0.6% |
| STARBUCKS CORP | $996.5K | 0.6% |
| PROCTER & GAMBLE Co | $983.5K | 0.6% |
| NORFOLK SOUTHERN CORP | $960.6K | 0.6% |
| AUTOMATIC DATA PROCESSING INC | $958.6K | 0.6% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $927.6K | 0.5% |
| Visa Inc | $872.6K | 0.5% |
| AMERICAN EXPRESS CO | $866.4K | 0.5% |
| GE Vernova Inc. | $859.4K | 0.5% |
| ISHARES TR RUSSELL 2000 ETF | $848.8K | 0.5% |
| 3M CO | $829.3K | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $800.3K | 0.5% |
| CISCO SYSTEMS, INC. | $784.7K | 0.5% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $743.7K | 0.4% |
| BANK OF AMERICA CORP /DE | $733.5K | 0.4% |
| PACER US CASH COWS 100 ETF | $733.4K | 0.4% |
| PEPSICO INC | $729.6K | 0.4% |
| AbbVie Inc. | $693.5K | 0.4% |
| WESTERN COPPER & GOLD CORPORATION (CANADA) | $691.3K | 0.4% |
| The PNC Financial Services Group, Inc. | $657.7K | 0.4% |
| ISHARES TR RUS 1000 GRW ETF | $655.5K | 0.4% |
| Salesforce Inc | $653.8K | 0.4% |
| PACER US SMALL CAP CASH COWS ETF | $648.9K | 0.4% |
| CHEVRON CORP | $630.6K | 0.4% |