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Home > Institutional Investor > Millstone Evans Group, Llc > Profile

Instuitional Investor - Millstone Evans Group, Llc

Fund Profile
Filing Period:
Fund Name: Millstone Evans Group, Llc
Portfolio Value $146,679,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 56,786 $14,220,268 9.69%
2.
Nvidia Corp
 NVDA 80,520 $10,813,031 7.37%
3.
Microsoft Corp
 MSFT 16,044 $6,762,569 4.61%
4.
Dimensional Etf Trust
 174,726 $6,043,785 4.12%
5.
Berkshire Hathaway Inc
 BRK.A 10,613 $4,810,661 3.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)