Millstone Evans Group, LLC - Portfolio overview

Millstone Evans Group, LLC has 900 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INCORPORATED, 8.57%
2. NVDA - NVIDIA CORPORATION, 8.27%
3. MSFT - MICROSOFT CORPORATION, 3.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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