account_balance
Investment manager · 13F filer · SEC CIK 2041943
Millstone Evans Group, LLC
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Reported value$186Mas of Sep 30, 2026
Positions884 36 new, 29 sold out
Top 10 weight41.1%NVDA alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.8%
AAPLApple Inc.
9.4%
BLDXImpax Global Sustainable Infrastructure ETF
5.2%
MSFTMicrosoft Corp
4.7%
BRK-BBerkshire Hathaway Inc
2.8%
GOOGAlphabet Inc.
2.0%
JPMJPMorgan Chase & Co
2.0%
IMCViShares Tr Mrgstr Md Cp Val
1.7%Trimmed −4%
IWSiShares Tr Rus MDCP Val ETF
1.7%
RJFRaymond James Financial Inc
1.6%
ORCLOracle Corp
1.5%
GOOGLAlphabet Inc.
1.5%
NVDANVIDIA Corp
9.8%
AAPLApple Inc.
9.4%
BLDXImpax Global Sustainable Infrastructure ETF
5.2%
MSFTMicrosoft Corp
4.7%
BRK-BBerkshire Hathaway Inc
2.8%
GOOGAlphabet Inc.
2.0%
JPM2.0%IMCV1.7%
IWS1.7%
RJF1.6%ORCLGOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.8% HeldAAPL Apple Inc. 9.4% Held
BLDX Impax Global Sustainable Infrastructure ETF 5.2% Held
MSFT Microsoft Corp 4.7% HeldBRK-B Berkshire Hathaway Inc 2.8% HeldGOOG Alphabet Inc. 2.0% HeldJPM JPMorgan Chase & Co 2.0% HeldIMCV iShares Tr Mrgstr Md Cp Val 1.7% Trimmed −4%
IWS iShares Tr Rus MDCP Val ETF 1.7% Held
RJF Raymond James Financial Inc 1.6% HeldORCL Oracle Corp 1.5% HeldGOOGL Alphabet Inc. 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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