StockDriftsStockDriftsTop 50 Millstone Evans Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 8.65% | 56.8K | $14.4M | -0.00%(-1) | $232.35(+28.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.35% | 79.8K | $13.9M | -1.24%(-1.00K) | $128.02(+76.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 3.85% | 17.3K | $6.4M | -0.02%(-4) | $432.98(-6.41%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 3.05% | 10.6K | $5.1M | -0.54%(-58) | $457.35(+6.16%) | 2026-03-31 | |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 2.18% | 12.7K | $3.6M | +0.22%(+28) | $179.14(+122.75%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 2% | 11.4K | $3.3M | +0.51%(+58) | $225.71(+33.03%) | 2026-03-31 | |
| IWS | ISHARES TR RUS MDCP VAL ETF | 1.95% | 22.4K | $3.3M | -1.88%(-428) | $131.47(+19.72%) | 2026-03-31 | |
| IMCV | ISHARES TR MRGSTR MD CP VAL | 1.95% | 38.3K | $3.2M | -0.23%(-87) | $75.85(+16.21%) | 2026-03-31 | |
| ORCL | ORACLE CORPORATION | 1.9% | 21.6K | $3.2M | -0.17%(-37) | $161.13(+17.77%) | 2026-03-31 | |
| RJF | RAYMOND JAMES FINL INCORPORATED | 1.68% | 19.3K | $2.8M | +1.81%(+344) | $139.14(+10.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +35.50% |
| Top 20 Holdings Unweighted | +15.53% | +54.20% |
Sign up free to track Millstone Evans Group, LLC, compare funds side by side, and get alerts the moment positions change.