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Millstone Evans Group, LLC
RIA/Wealth
Millstone Evans Group, LLC is a RIA/Wealth based in Boulder, CO led by Michele Renee Duvall, reporting $777.9M in AUM as of Q3 2025 with 32% Technology concentration.
PresidentMichele Renee Duvall
- Portfolio Value
- $157.3M
- Positions
- 831
- Top Holding
- NVDA at 9.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Millstone Evans Group, LLC's portfolio (41.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $15.1M | 9.59% | +$56.0K Bought | 0.00% 80.8K shares | |
Consumer Electronics Technology | $14.5M | 9.22% | -$6.9K Sold | 0.00% 57.0K shares | |
Software - Infrastructure Technology | $8.2M | 5.19% | +$18.6K Bought | 0.00% 15.7K shares | |
Software - Infrastructure Technology | $5.7M | 3.60% | +$7.9K Bought | 0.00% 20.1K shares | |
Insurance - Diversified Financial Services | $5.4M | 3.45% | +$66.9K Bought | 0.00% 10.8K shares | |
Banks - Diversified Financial Services | $3.6M | 2.28% | -$25.9K Sold | 0.00% 11.4K shares | |
Financial - Capital Markets Financial Services | $3.4M | 2.14% | -$23.1K Sold | 0.01% 19.5K shares | |
Internet Content & Information Communication Services | $3.2M | 2.03% | +$24.1K Bought | 0.00% 13.1K shares | |
ETF ETF | $3.0M | 1.88% | -$98.5K Sold | — 21.2K shares | |
ETF ETF | $2.9M | 1.85% | -$207.1K Sold | — 36.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Millstone Evans Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Millstone Evans Group, LLC
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