Millstone Evans Group, LLC

13F filer, CIK 2041943, BOULDER, CO

Millstone Evans Group, LLC reported $146,679,641 across 732 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11. Its ten largest share positions make up 38.93% of the portfolio.

Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002041943-25-000001

Period: 2024-12-31
Reported value: $147M
Holdings: 732
Top 10 weight: 38.93%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002041943-25-000001, largest first. % of portfolio is the value over $146,679,641, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
AAPLAPPLE INC	56,786	$14.2M	9.69%	Timeline
NVDANVIDIA CORPORATION	80,520	$10.8M	7.37%	Timeline
MSFTMICROSOFT CORP	16,044	$6.76M	4.61%	Timeline
DFACDIMENSIONAL ETF TRUST	174,726	$6.04M	4.12%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,613	$4.81M	3.28%	Timeline
IMCVISHARES TR	41,811	$3.1M	2.12%	Timeline
RJFRAYMOND JAMES FINL INC	19,861	$3.09M	2.1%	Timeline
JPMJPMORGAN CHASE & CO	12,340	$2.96M	2.02%	Timeline
IWSISHARES TR	22,236	$2.88M	1.96%	Timeline
GOOGALPHABET INC	12,746	$2.43M	1.65%	Timeline
DCORDIMENSIONAL ETF TRUST	33,612	$2.16M	1.47%	Timeline
AMZNAMAZON COM INC	9,792	$2.15M	1.46%	Timeline
DFICDIMENSIONAL ETF TRUST	80,809	$2.09M	1.42%	Timeline
GOOGLALPHABET INC	9,073	$1.72M	1.17%	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	2,863	$1.63M	1.11%	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	45,554	$1.62M	1.11%	Timeline
LECOLINCOLN ELEC HLDGS INC	8,246	$1.55M	1.05%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,881	$1.5M	1.02%	Timeline
DFCFDIMENSIONAL ETF TRUST	35,929	$1.48M	1.01%	Timeline
JNJJOHNSON & JOHNSON	10,022	$1.45M	0.99%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,150	$1.35M	0.92%	Timeline
MRKMERCK & CO INC	13,181	$1.31M	0.89%	Timeline
VOOVANGUARD INDEX FDS	2,337	$1.26M	0.86%	Timeline
WATWATERS CORP	3,307	$1.23M	0.84%	Timeline
PGPROCTER & GAMBLE CO	7,223	$1.21M	0.83%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,527	$1.03M	0.7%	Timeline
SBUXSTARBUCKS CORP	11,008	$1M	0.68%	Timeline
DFSDDIMENSIONAL ETF TRUST	21,192	$993K	0.68%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,682	$986K	0.67%	Timeline
GEGE AEROSPACE	5,202	$868K	0.59%	Timeline
DFEMDIMENSIONAL ETF TRUST	32,797	$859K	0.59%	Timeline
LLYELI LILLY & CO	1,088	$840K	0.57%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	902	$826K	0.56%	Timeline
CRMSALESFORCE INC	2,463	$823K	0.56%	Timeline
PEPPEPSICO INC	5,383	$819K	0.56%	Timeline
NSCNORFOLK SOUTHN CORP	3,383	$794K	0.54%	Timeline
VVISA INC	2,489	$787K	0.54%	Timeline
PWRDTCW ETF TRUST	10,727	$778K	0.53%	Timeline
ORCLORACLE CORP	4,517	$753K	0.51%	Timeline
UBSIUNITED BANKSHARES INC WEST V	19,702	$740K	0.5%	Timeline
AXPAMERICAN EXPRESS CO	2,462	$731K	0.5%	Timeline
IWMISHARES TR	3,306	$730K	0.5%	Timeline
XOMEXXON MOBIL CORP	6,465	$695K	0.47%	Timeline
COWZPACER FDS TR	12,243	$692K	0.47%	Timeline
MMM3M CO	5,191	$670K	0.46%	Timeline
CALFPACER FDS TR	14,707	$647K	0.44%	Timeline
CSCOCISCO SYS INC	10,516	$623K	0.42%	Timeline
PNCPNC FINL SVCS GROUP INC	3,153	$608K	0.41%	Timeline
DFGXDIMENSIONAL ETF TRUST	11,621	$608K	0.41%	Timeline
DGCBDIMENSIONAL ETF TRUST	11,136	$586K	0.4%	Timeline
TAT&T INC	25,267	$575K	0.39%	Timeline
KVUEKENVUE INC	26,443	$565K	0.38%	Timeline
SYKSTRYKER CORPORATION	1,542	$555K	0.38%	Timeline
BACBANK OF AMER CORP	12,427	$546K	0.37%	Timeline
WMTWALMART INC	5,852	$529K	0.36%	Timeline
TREXTREX INC	7,500	$518K	0.35%	Timeline
CWSADVISORSHARES TR	7,807	$506K	0.34%	Timeline
VZVERIZON COMMUNICATIONS INC	12,474	$499K	0.34%	Timeline
CMCSACOMCAST CORP NEW	13,150	$494K	0.34%	Timeline
CVXCHEVRON CORPORATION	3,392	$491K	0.33%	Timeline
HDHOME DEPOT INC	1,257	$489K	0.33%	Timeline
TGTTARGET CORP	3,583	$484K	0.33%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,727	$478K	0.33%	Timeline
ABBVABBVIE INC	2,609	$464K	0.32%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	7,804	$462K	0.31%	Timeline
ICFIICF INTL INC	3,752	$447K	0.3%	Timeline
MCDMCDONALDS CORP	1,519	$440K	0.3%	Timeline
GEVGE VERNOVA INC	1,283	$422K	0.29%	Timeline
XLVSELECT SECTOR SPDR TR	3,009	$414K	0.28%	Timeline
UNPUNION PAC CORP	1,758	$401K	0.27%	Timeline
BKNGBOOKING HOLDINGS INC	77	$383K	0.26%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,288	$374K	0.25%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,373	$360K	0.25%	Timeline
UNHUNITEDHEALTH GROUP INC	712	$360K	0.25%	Timeline
SHWSHERWIN WILLIAMS CO	1,020	$347K	0.24%	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	13,805	$330K	0.23%	Timeline
IJHISHARES TR	5,284	$329K	0.22%	Timeline
ITRIITRON INC	2,995	$325K	0.22%	Timeline
BMIBADGER METER INC	1,490	$316K	0.22%	Timeline
DEDEERE & CO	739	$313K	0.21%	Timeline
UPGDINVESCO EXCHANGE TRADED FD T	4,512	$312K	0.21%	Timeline
NVSNOVARTIS AG	3,132	$305K	0.21%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,538	$304K	0.21%	Timeline
WRNWESTERN COPPER & GOLD CORP	288,926	$303K	0.21%	Timeline
CROSSFIRST BANKSHARES INCCROSSFIRST BANKSHARES INC	20,000	$303K	0.21%
MDTMEDTRONIC PLC	3,783	$302K	0.21%	Timeline
IYFISHARES TR	2,706	$299K	0.2%	Timeline
SFMSPROUTS FMRS MKT INC	2,350	$299K	0.2%	Timeline
MAMASTERCARD INCORPORATED	558	$294K	0.2%	Timeline
FLEXFLEX LTD	7,500	$288K	0.2%	Timeline
JCIJOHNSON CONTROLS INTERNATION	3,577	$282K	0.19%	Timeline
MRSHMARSH & MCLENNAN COS INC	1,325	$281K	0.19%	Timeline
ETNEATON CORP PLC	836	$277K	0.19%	Timeline
SUPPTCW ETF TRUST	4,363	$274K	0.19%	Timeline
ALLALLSTATE CORP	1,413	$272K	0.19%	Timeline
DFSVDIMENSIONAL ETF TRUST	8,732	$269K	0.18%	Timeline
DISDISNEY WALT CO	2,389	$266K	0.18%	Timeline
DUHPDIMENSIONAL ETF TRUST	7,788	$263K	0.18%	Timeline
GISGENERAL MILLS INC	4,069	$259K	0.18%	Timeline
BABAALIBABA GROUP HLDG LTD	3,047	$258K	0.18%	Timeline
GLWCORNING INC	5,415	$257K	0.18%	Timeline
ADIANALOG DEVICES INC	1,152	$245K	0.17%	Timeline
XLFSELECT SECTOR SPDR TR	4,976	$240K	0.16%	Timeline
ABTABBOTT LABORATORIES	2,076	$235K	0.16%	Timeline
TTTRANE TECHNOLOGIES PLC	632	$233K	0.16%	Timeline
SPGIS&P GLOBAL INC	461	$230K	0.16%	Timeline
PYPLPAYPAL HLDGS INC	2,689	$230K	0.16%	Timeline
AORISHARES TR	3,901	$224K	0.15%	Timeline
DFGRDIMENSIONAL ETF TRUST	8,727	$223K	0.15%	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,302	$217K	0.15%	Timeline
PFEPFIZER INC	8,188	$217K	0.15%	Timeline
EMREMERSON ELEC CO	1,744	$216K	0.15%	Timeline
VUGVANGUARD INDEX FDS	526	$216K	0.15%	Timeline
NFLXNETFLIX INC.	242	$216K	0.15%	Timeline
MUNIPIMCO ETF TR	4,000	$207K	0.14%	Timeline
QCOMQUALCOMM INC	1,346	$207K	0.14%	Timeline
VOOVVANGUARD ADMIRAL FDS INC	1,119	$206K	0.14%	Timeline
WMWASTE MGMT INC DEL	1,000	$202K	0.14%	Timeline
IYJISHARES TR	1,500	$200K	0.14%	Timeline
VXUSVANGUARD STAR FDS	3,390	$200K	0.14%	Timeline
IQVIQVIA HLDGS INC	1,006	$198K	0.13%	Timeline
PIOINVESCO EXCH TRADED FD TR II	5,030	$196K	0.13%	Timeline
HSYHERSHEY CO	1,141	$193K	0.13%	Timeline
NUSCNUSHARES ETF TR	4,536	$190K	0.13%	Timeline
GSGOLDMAN SACHS GROUP INC	325	$186K	0.13%	Timeline
CMICUMMINS INC	528	$184K	0.13%	Timeline
AMGNAMGEN INC	687	$179K	0.12%	Timeline
NEENEXTERA ENERGY INC	2,491	$179K	0.12%	Timeline
IXCISHARES TR	4,535	$173K	0.12%	Timeline
TSLATESLA INC	426	$172K	0.12%	Timeline
IWRISHARES TR	1,932	$171K	0.12%	Timeline
PMARINNOVATOR ETFS TRUST	4,230	$170K	0.12%	Timeline
TMTOYOTA MOTOR CORP	862	$168K	0.11%	Timeline
CLCOLGATE PALMOLIVE CO	1,828	$166K	0.11%	Timeline
ESGVVANGUARD WORLD FD	1,582	$166K	0.11%	Timeline
ERTHINVESCO EXCHANGE TRADED FD T	4,040	$163K	0.11%	Timeline
DRIDARDEN RESTAURANTS INC	875	$163K	0.11%	Timeline
IVVISHARES TR	275	$162K	0.11%	Timeline
KBHKB HOME	2,451	$161K	0.11%	Timeline
VOXVANGUARD WORLD FD	1,032	$160K	0.11%	Timeline
VYMVANGUARD WHITEHALL FDS	1,232	$157K	0.11%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	798	$156K	0.11%	Timeline
EBAYEBAY INC.	2,518	$156K	0.11%	Timeline
STESTERIS PLC	751	$154K	0.11%	Timeline
CCICROWN CASTLE INC	1,650	$150K	0.1%	Timeline
AVGOBROADCOM INC	644	$149K	0.1%	Timeline
IPGPIPG PHOTONICS CORP	2,000	$145K	0.1%	Timeline
AMDADVANCED MICRO DEVICES INC	1,176	$142K	0.1%	Timeline
VOTETCW ETF TRUST	2,055	$141K	0.1%	Timeline
MSMORGAN STANLEY	1,083	$136K	0.09%	Timeline
TRGPTARGA RES CORP	761	$136K	0.09%	Timeline
DIVOAMPLIFY ETF TR	3,340	$135K	0.09%	Timeline
COPCONOCOPHILLIPS	1,356	$134K	0.09%	Timeline
MARMARRIOTT INTL INC NEW	480	$134K	0.09%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	1,712	$134K	0.09%	Timeline
WABWABTEC	702	$133K	0.09%	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	2,600	$132K	0.09%	Timeline
CORCENCORA INC	584	$131K	0.09%	Timeline
IRDMIRIDIUM COMMUNICATIONS INC	4,515	$131K	0.09%	Timeline
AMTAMERICAN TOWER CORP	705	$129K	0.09%	Timeline
HCAHCA HEALTHCARE INC	419	$126K	0.09%	Timeline
DFNLDAVIS FUNDAMENTAL ETF TR	3,300	$126K	0.09%	Timeline
VBVANGUARD INDEX FDS	517	$124K	0.08%	Timeline
FDXFEDEX CORP	436	$123K	0.08%	Timeline
WCCWESCO INTL INC	674	$122K	0.08%	Timeline
XELXCEL ENERGY INC	1,779	$120K	0.08%	Timeline
EQIXEQUINIX INC	127	$120K	0.08%	Timeline
KMBKIMBERLY-CLARK CORP	907	$119K	0.08%	Timeline
CITHE CIGNA GROUP	429	$118K	0.08%	Timeline
TXNTEXAS INSTRS INC	622	$117K	0.08%	Timeline
PPIINVESTMENT MANAGERS SER TR I	8,021	$116K	0.08%	Timeline
PHMPULTE GROUP INC	1,058	$115K	0.08%	Timeline
IEFAISHARES TR	1,637	$115K	0.08%	Timeline
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I	3,021	$115K	0.08%
GLDSPDR GOLD TR	470	$114K	0.08%	Timeline
ITOTISHARES TR	869	$112K	0.08%	Timeline
SOSOUTHERN CO	1,357	$112K	0.08%	Timeline
VGTVANGUARD WORLD FD	178	$111K	0.08%	Timeline
CHDCHURCH & DWIGHT CO INC	1,057	$111K	0.08%	Timeline
STZCONSTELLATION BRANDS INC	500	$110K	0.08%	Timeline
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC	21,364	$110K	0.07%
TILEINTERFACE INC	4,455	$108K	0.07%	Timeline
TFCTRUIST FINL CORP	2,483	$108K	0.07%	Timeline
SUSAISHARES TR	876	$107K	0.07%	Timeline
VTIVANGUARD INDEX FDS	366	$106K	0.07%	Timeline
GMGENERAL MTRS CO	1,982	$106K	0.07%	Timeline
STTSTATE STR CORP	1,070	$105K	0.07%	Timeline
SWKSSKYWORKS SOLUTIONS INC	1,170	$104K	0.07%	Timeline
CWTCALIFORNIA WTR SVC GROUP	2,250	$102K	0.07%	Timeline
ORLYOREILLY AUTOMOTIVE INC	85	$101K	0.07%	Timeline
DHRDANAHER CORP DEL	438	$101K	0.07%	Timeline
CBCHUBB LIMITED	359	$99.2K	0.07%	Timeline
CCITIGROUP INC	1,403	$98.8K	0.07%	Timeline
VTVVANGUARD INDEX FDS	580	$98.2K	0.07%	Timeline
HBANHUNTINGTON BANCSHARES INC	6,028	$98.1K	0.07%	Timeline
LLOEWS CORP	1,154	$97.7K	0.07%	Timeline
SCHXSCHWAB STRATEGIC TR	4,200	$97.4K	0.07%	Timeline
DVNDEVON ENERGY CORP NEW	2,959	$96.8K	0.07%	Timeline
ITBISHARES TR	936	$96.8K	0.07%	Timeline
QQQINVESCO QQQ TR	187	$95.6K	0.07%	Timeline
NUBDNUSHARES ETF TR	4,389	$95.6K	0.07%	Timeline
WFCWELLS FARGO & CO	1,346	$94.5K	0.06%	Timeline
XETYXEATON VANCE TAX-MANAGED DIVE	6,322	$94.5K	0.06%	Timeline
IJJISHARES TR	753	$94.1K	0.06%	Timeline
MSIMOTOROLA SOLUTIONS INC	202	$93.4K	0.06%	Timeline
PBAPEMBINA PIPELINE CORP	2,500	$92.4K	0.06%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	1,233	$91.3K	0.06%	Timeline
AGGISHARES TR	928	$89.9K	0.06%	Timeline
HONHONEYWELL INTL INC	388	$87.6K	0.06%	Timeline
HWMHOWMET AEROSPACE INC	800	$87.5K	0.06%	Timeline
UALUNITED AIRLS HLDGS INC	900	$87.4K	0.06%	Timeline
DISVDIMENSIONAL ETF TRUST	3,175	$84.4K	0.06%	Timeline
MOALTRIA GROUP INC	1,590	$83.1K	0.06%	Timeline
DIHPDIMENSIONAL ETF TRUST	3,273	$82.6K	0.06%	Timeline
BPBP PLC	2,786	$82.4K	0.06%	Timeline
HXLHEXCEL CORP NEW	1,296	$81.3K	0.06%	Timeline
KOCOCA COLA CO	1,294	$80.6K	0.05%	Timeline
VBKVANGUARD INDEX FDS	285	$79.8K	0.05%	Timeline
IYGISHARES TR	1,014	$78.9K	0.05%	Timeline
BBYBEST BUY INC	916	$78.6K	0.05%	Timeline
CVSCVS HEALTH CORP	1,739	$78.1K	0.05%	Timeline
FANGDIAMONDBACK ENERGY INC	475	$77.8K	0.05%	Timeline
FDUSFIDUS INVT CORP	3,686	$77.5K	0.05%	Timeline
ALKALASKA AIR GROUP INC	1,176	$76.1K	0.05%	Timeline
ADMARCHER DANIELS MIDLAND CO	1,500	$75.8K	0.05%	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	5,000	$75.6K	0.05%	Timeline
IJKISHARES TR	827	$75.2K	0.05%	Timeline
PPLPPL CORP	2,306	$74.9K	0.05%	Timeline
UNILEVER PLCUNILEVER PLC	1,309	$74.2K	0.05%
XYLXYLEM INC	630	$73.1K	0.05%	Timeline
INTCINTEL CORP	3,634	$72.9K	0.05%	Timeline
BXBLACKSTONE INC	417	$71.9K	0.05%	Timeline
CMECME GROUP INC	300	$69.7K	0.05%	Timeline
IWVISHARES TR	208	$69.5K	0.05%	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	400	$69.3K	0.05%
SOLVSOLVENTUM CORP	1,045	$69K	0.05%	Timeline
VNLAJANUS DETROIT STR TR	1,391	$68K	0.05%	Timeline
THGHANOVER INS GROUP INC	439	$67.9K	0.05%	Timeline
ZTSZOETIS INC	416	$67.8K	0.05%	Timeline
EFAISHARES TR	890	$67.3K	0.05%	Timeline
VHTVANGUARD WORLD FD	265	$67.2K	0.05%	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	190	$67K	0.05%	Timeline
NUMGNUSHARES ETF TR	1,390	$65.9K	0.04%	Timeline
MDLZMONDELEZ INTL INC	1,085	$64.8K	0.04%	Timeline
CHHCHOICE HOTELS INTL INC	455	$64.6K	0.04%	Timeline
BNYBANK OF NY MELLON CORP	840	$64.5K	0.04%	Timeline
PBEINVESCO EXCHANGE TRADED FD T	958	$63.7K	0.04%	Timeline
BSVVANGUARD BD INDEX FDS	822	$63.5K	0.04%	Timeline
MWAMUELLER WTR PRODS INC	2,800	$63K	0.04%	Timeline
ZIONZIONS BANCORPORATION NATL AS	1,140	$61.8K	0.04%	Timeline
DDOMINION ENERGY INC	1,142	$61.5K	0.04%	Timeline
EOGEOG RES INC	499	$61.2K	0.04%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	1,213	$61.1K	0.04%	Timeline
IWFISHARES TR	152	$61K	0.04%	Timeline
GDXJVANECK ETF TRUST	1,402	$59.9K	0.04%	Timeline
PHGKONINKLIJKE PHILIPS N V	2,364	$59.9K	0.04%	Timeline
MCYMERCURY GENL CORP NEW	900	$59.8K	0.04%	Timeline
IGROISHARES TR	875	$59.5K	0.04%	Timeline
NTAPNETAPP INC	508	$59K	0.04%	Timeline
EGBNEAGLE BANCORPORATION INC	2,262	$58.9K	0.04%	Timeline
VFHVANGUARD WORLD FD	498	$58.8K	0.04%	Timeline
SNVSYNOVUS FINANCIAL CORP	1,145	$58.7K	0.04%	Timeline
XITKSPDR SERIES TRUST	336	$58.5K	0.04%	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	6,000	$57.9K	0.04%	Timeline
NULVNUSHARES ETF TR	1,454	$57.2K	0.04%	Timeline
VTEBVANGUARD MUN BD FDS	1,138	$57K	0.04%	Timeline
UBERUBER TECHNOLOGIES INC	945	$57K	0.04%	Timeline
PMPHILIP MORRIS INTL INC	472	$56.8K	0.04%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	667	$56.4K	0.04%	Timeline
CEGCONSTELLATION ENERGY CORP	250	$55.9K	0.04%	Timeline
SCHMSCHWAB STRATEGIC TR	2,004	$55.5K	0.04%	Timeline
DEODIAGEO PLC	435	$55.3K	0.04%	Timeline
INGRINGREDION INC	400	$55K	0.04%	Timeline
MPCMARATHON PETE CORP	393	$54.8K	0.04%	Timeline
PSXPHILLIPS 66	481	$54.8K	0.04%	Timeline
BGRBLACKROCK ENERGY & RES TR	4,259	$53.7K	0.04%	Timeline
TRNTRINITY INDS INC	1,530	$53.7K	0.04%	Timeline
XLESELECT SECTOR SPDR TR	624	$53.5K	0.04%	Timeline
LENLENNAR CORP	390	$53.2K	0.04%	Timeline
SGSWEETGREEN INC	1,650	$52.9K	0.04%	Timeline
LUVSOUTHWEST AIRLS CO	1,565	$52.6K	0.04%	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	6,390	$52.2K	0.04%	Timeline
BDXBECTON DICKINSON & CO	230	$52.2K	0.04%	Timeline
WYWEYERHAEUSER CO	1,842	$51.9K	0.04%	Timeline
BSXBOSTON SCIENTIFIC CORP	580	$51.8K	0.04%	Timeline
NUENUCOR CORP	432	$50.4K	0.03%	Timeline
IRINGERSOLL RAND INC	556	$50.3K	0.03%	Timeline
XLYSELECT SECTOR SPDR TR	222	$49.8K	0.03%	Timeline
PGXINVESCO EXCH TRADED FD TR II	4,316	$49.8K	0.03%	Timeline
SPMDSPDR SERIES TRUST	900	$49.2K	0.03%	Timeline
AFLAFLAC INC	470	$48.6K	0.03%	Timeline
ADBEADOBE INC	109	$48.5K	0.03%	Timeline
PKWINVESCO EXCHANGE TRADED FD T	420	$48.4K	0.03%	Timeline
NXTNEXTPOWER INC	1,306	$47.7K	0.03%	Timeline
FXIISHARES TR	1,564	$47.6K	0.03%	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	1,750	$47K	0.03%	Timeline
AMPAMERIPRISE FINL INC	88	$46.9K	0.03%	Timeline
DALDELTA AIR LINES INC	765	$46.3K	0.03%	Timeline
PPGPPG INDS INC	384	$45.9K	0.03%	Timeline
DFEVDIMENSIONAL ETF TRUST	1,731	$45.4K	0.03%	Timeline
IEMGISHARES INC	869	$45.4K	0.03%	Timeline
UNMUNUM GROUP	620	$45.3K	0.03%	Timeline
FFORD MTR CO	4,492	$44.5K	0.03%	Timeline
VLOVALERO ENERGY CORP	361	$44.3K	0.03%	Timeline
VOVANGUARD INDEX FDS	167	$44.1K	0.03%	Timeline
LOWLOWES COS INC	178	$43.9K	0.03%	Timeline
DEHPDIMENSIONAL ETF TRUST	1,771	$43.8K	0.03%	Timeline
MFCMANULIFE FINL CORP	1,420	$43.6K	0.03%	Timeline
CATCATERPILLAR INC	120	$43.5K	0.03%	Timeline
WTFCWINTRUST FINL CORP	348	$43.4K	0.03%	Timeline
VVVANGUARD INDEX FDS	160	$43.2K	0.03%	Timeline
DLRDIGITAL RLTY TR INC	240	$42.6K	0.03%	Timeline
TDYTELEDYNE TECHNOLOGIES INC	91	$42.2K	0.03%	Timeline
ANSYS INC COMANSYS INC COM	125	$42.2K	0.03%
NNNNNN REIT INC	1,023	$41.8K	0.03%	Timeline
OXYOCCIDENTAL PETE CORP	842	$41.6K	0.03%	Timeline
ORIOLD REP INTL CORP	1,146	$41.5K	0.03%	Timeline
TRPTC ENERGY CORP	871	$40.5K	0.03%	Timeline
SWKSTANLEY BLACK & DECKER INC	500	$40.1K	0.03%	Timeline
METAMETA PLATFORMS INC	68	$39.8K	0.03%	Timeline
UPSUNITED PARCEL SVCS INC	312	$39.3K	0.03%	Timeline
RTXRTX CORPORATION	336	$38.9K	0.03%	Timeline
IHIISHARES TR	666	$38.9K	0.03%	Timeline
IBITISHARES BITCOIN TRUST ETF	716	$38K	0.03%	Timeline
RVTYREVVITY INC	340	$37.9K	0.03%	Timeline
PSAPUBLIC STORAGE	126	$37.7K	0.03%	Timeline
USMVISHARES TR	423	$37.5K	0.03%	Timeline
EAELECTRONIC ARTS INC	256	$37.5K	0.03%	Timeline
JBLJABIL INC	260	$37.4K	0.03%	Timeline
JAAAJANUS DETROIT STR TR	735	$37.3K	0.03%	Timeline
ISCGISHARES TR	750	$37.1K	0.03%	Timeline
ACNACCENTURE PLC IRELAND	105	$36.9K	0.03%	Timeline
VBRVANGUARD INDEX FDS	185	$36.7K	0.02%	Timeline
WPCWP CAREY INC	672	$36.6K	0.02%	Timeline
CSXCSX CORP	1,134	$36.6K	0.02%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	504	$36.5K	0.02%	Timeline
MDYVSPDR SERIES TRUST	452	$36.2K	0.02%	Timeline
UTFCOHEN & STEERS INFRASTRUCTUR	1,500	$36.1K	0.02%	Timeline
GSLCGOLDMAN SACHS ETF TR	313	$36.1K	0.02%	Timeline
SHELSHELL PLC	575	$36K	0.02%	Timeline
DVYISHARES TR	273	$35.8K	0.02%	Timeline
WMBWILLIAMS COS INC	659	$35.7K	0.02%	Timeline
KDKYNDRYL HLDGS INC	1,021	$35.3K	0.02%	Timeline
ECLECOLAB INC	150	$35.1K	0.02%	Timeline
SCHDSCHWAB STRATEGIC TR	1,276	$34.9K	0.02%	Timeline
ZDZIFF DAVIS INC	635	$34.5K	0.02%	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	600	$34.4K	0.02%	Timeline
ASGIABRDN GLOBAL INFRA INCOME FU	1,957	$34.3K	0.02%	Timeline
CRWDCROWDSTRIKE HLDGS INC	100	$34.2K	0.02%	Timeline
CCLCARNIVAL CORP	1,371	$34.2K	0.02%	Timeline
OREALTY INCOME CORP	638	$34.1K	0.02%	Timeline
GDXVANECK ETF TRUST	1,000	$33.9K	0.02%	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	562	$33.6K	0.02%	Timeline
MGAMAGNA INTL INC	800	$33.4K	0.02%	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	497	$33.3K	0.02%	Timeline
GDGENERAL DYNAMICS CORP	125	$32.9K	0.02%	Timeline
PAYXPAYCHEX INC	234	$32.8K	0.02%	Timeline
IJSISHARES TR	302	$32.8K	0.02%	Timeline
HESS CORPHESS CORP	245	$32.6K	0.02%
XIFRXPLR INFRASTRUCTURE LP	1,830	$32.6K	0.02%	Timeline
DUSADAVIS FUNDAMENTAL ETF TR	768	$32.3K	0.02%	Timeline
AONAON PLC	90	$32.3K	0.02%	Timeline
SHYISHARES TR	394	$32.3K	0.02%	Timeline
RFREGIONS FINANCIAL CORP NEW	1,367	$32.2K	0.02%	Timeline
NULGNUSHARES ETF TR	374	$32.1K	0.02%	Timeline
XLGINVESCO EXCHANGE TRADED FD T	636	$31.8K	0.02%	Timeline
CODICOMPASS DIVERSIFIED	1,373	$31.7K	0.02%	Timeline
LMTLOCKHEED MARTIN CORP	65	$31.6K	0.02%	Timeline
ITWILLINOIS TOOL WKS INC	123	$31.2K	0.02%	Timeline
USBUS BANCORP	652	$31.2K	0.02%	Timeline
CLXCLOROX CO DEL	191	$31K	0.02%	Timeline
TJXTJX COS INC NEW	251	$30.3K	0.02%	Timeline
FFWMFIRST FNDTN INC	4,854	$30.1K	0.02%	Timeline
IJRISHARES TR	260	$30K	0.02%	Timeline
SCHBSCHWAB STRATEGIC TR	1,317	$29.9K	0.02%	Timeline
PHPARKER-HANNIFIN CORP	47	$29.9K	0.02%	Timeline
IWBISHARES TR	91	$29.3K	0.02%	Timeline
OGNORGANON & CO	1,956	$29.2K	0.02%	Timeline
HQHABRDN HEALTHCARE INVESTORS	1,814	$29.1K	0.02%	Timeline
EWEDWARDS LIFESCIENCES CORP	390	$28.9K	0.02%	Timeline
MCKMCKESSON CORP	50	$28.5K	0.02%	Timeline
EXCEXELON CORP	750	$28.2K	0.02%	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	355	$27.9K	0.02%	Timeline
ALLEALLEGION PLC	211	$27.6K	0.02%	Timeline
IVTINVENTRUST PPTYS CORP	905	$27.3K	0.02%	Timeline
SEDGSOLAREDGE TECHNOLOGIES INC	2,000	$27.2K	0.02%	Timeline
ETGEATON VANCE TX ADV GLBL DIV	1,440	$26.3K	0.02%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	124	$26.1K	0.02%	Timeline
PFGCPERFORMANCE FOOD GROUP CO	302	$25.5K	0.02%	Timeline
GPCGENUINE PARTS CO	217	$25.3K	0.02%	Timeline
KRKROGER CO	412	$25.2K	0.02%	Timeline
NOWSERVICENOW INC	23	$24.4K	0.02%	Timeline
WBDWARNER BROS DISCOVERY INC	2,303	$24.3K	0.02%	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	1,065	$24.3K	0.02%	Timeline
RYAAYRYANAIR HOLDINGS PLC	555	$24.2K	0.02%	Timeline
CORPPIMCO ETF TR	253	$24.1K	0.02%	Timeline
YUMYUM BRANDS INC	179	$24K	0.02%	Timeline
TDTORONTO DOMINION BK ONT	450	$24K	0.02%	Timeline
MTBM & T BK CORP	125	$23.5K	0.02%	Timeline
SLVISHARES SILVER TR	885	$23.3K	0.02%	Timeline
DGXQUEST DIAGNOSTICS INC	148	$22.3K	0.02%	Timeline
CWENCLEARWAY ENERGY INC	858	$22.3K	0.02%	Timeline
AEEAMEREN CORP	250	$22.3K	0.02%	Timeline
BONDPIMCO ETF TR	246	$22.2K	0.02%	Timeline
TRVTRAVELERS COMPANIES INC	92	$22.2K	0.02%	Timeline
ACAARCOSA INC	226	$21.9K	0.01%	Timeline
GHCGRAHAM HLDGS CO	25	$21.8K	0.01%	Timeline
DONWISDOMTREE TR	426	$21.7K	0.01%	Timeline
ADXADAMS DIVERSIFIED EQUITY FD	1,074	$21.7K	0.01%	Timeline
IWDISHARES TR	116	$21.5K	0.01%	Timeline
TMUST-MOBILE US INC	97	$21.4K	0.01%	Timeline
DIVPADVISORS INNER CIRCLE FD II	845	$21.1K	0.01%	Timeline
DUKDUKE ENERGY CORP NEW	194	$20.9K	0.01%	Timeline
RDDTREDDIT INC	124	$20.3K	0.01%	Timeline
LINLINDE PLC	48	$20.1K	0.01%	Timeline
PLDPROLOGIS INC.	190	$20.1K	0.01%	Timeline
NKENIKE INC	265	$20.1K	0.01%	Timeline
VNQVANGUARD INDEX FDS	225	$20K	0.01%	Timeline
VTIPVANGUARD MALVERN FDS	406	$19.7K	0.01%	Timeline
AEISADVANCED ENERGY INDS	170	$19.7K	0.01%	Timeline
FRDMEA SERIES TRUST	600	$19.6K	0.01%	Timeline
DHID R HORTON INC	140	$19.6K	0.01%	Timeline
MTUMISHARES TR	94	$19.4K	0.01%	Timeline
BAXBAXTER INTL INC	650	$19K	0.01%	Timeline
XLKSELECT SECTOR SPDR TR	81	$18.8K	0.01%	Timeline
EUDGWISDOMTREE TR	626	$18.6K	0.01%	Timeline
HIGHARTFORD INSURANCE GROUP INC	170	$18.6K	0.01%	Timeline
GILDGILEAD SCIENCES INC	201	$18.6K	0.01%	Timeline
VMBSVANGUARD SCOTTSDALE FDS	407	$18.5K	0.01%	Timeline
VMIVALMONT INDS INC	60	$18.4K	0.01%	Timeline
NUMVNUSHARES ETF TR	519	$18.1K	0.01%	Timeline
DARDARLING INGREDIENTS INC	535	$18K	0.01%	Timeline
CWBSPDR SERIES TRUST	230	$17.9K	0.01%	Timeline
SMMVISHARES TR	429	$17.8K	0.01%	Timeline
AAGILENT TECHNOLOGIES INC	132	$17.7K	0.01%	Timeline
MVISMICROVISION INC DEL	13,400	$17.6K	0.01%	Timeline
ITGARTNER INC	35	$17K	0.01%	Timeline
IFLNINVESCO EXCH TRADED FD TR II	923	$16.7K	0.01%	Timeline
NOCNORTHROP GRUMMAN CORP	35	$16.4K	0.01%	Timeline
CWSTCASELLA WASTE SYS INC	155	$16.4K	0.01%	Timeline
DNPDNP SELECT INCOME FD INC	1,850	$16.3K	0.01%	Timeline
IUSGISHARES TR	117	$16.3K	0.01%	Timeline
INVHINVITATION HOMES INC	501	$16K	0.01%	Timeline
ALCALCON AG	185	$15.7K	0.01%	Timeline
FLOFLOWERS FOODS INC	757	$15.6K	0.01%	Timeline
POSTPOST HLDGS INC	134	$15.3K	0.01%	Timeline
NTRNUTRIEN LTD	338	$15.1K	0.01%	Timeline
AVTAVNET INC	289	$15.1K	0.01%	Timeline
VGLTVANGUARD SCOTTSDALE FDS	271	$15K	0.01%	Timeline
DLTRDOLLAR TREE INC	200	$15K	0.01%	Timeline
CLVTCLARIVATE PLC	2,940	$14.9K	0.01%	Timeline
NGGNATIONAL GRID PLC	250	$14.9K	0.01%	Timeline
USHYISHARES TR	403	$14.8K	0.01%	Timeline
VPUVANGUARD WORLD FD	89	$14.5K	0.01%	Timeline
MSTRSTRATEGY INC	50	$14.5K	0.01%	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	46	$14.4K	0.01%	Timeline
SMLFISHARES TR	212	$14.3K	0.01%	Timeline
DCIDONALDSON INC	212	$14.3K	0.01%	Timeline
LGNDLIGAND PHARMACEUTICALS INC	133	$14.3K	0.01%	Timeline
BABOEING CO	80	$14.2K	0.01%	Timeline
SJNKSPDR SERIES TRUST	546	$13.8K	0.01%	Timeline
OGEOGE ENERGY CORP	333	$13.7K	0.01%	Timeline
SPSBSPDR SERIES TRUST	459	$13.7K	0.01%	Timeline
SDYSPDR SERIES TRUST	102	$13.5K	0.01%	Timeline
RETAIL OPPORTUNITY INVESTME…RETAIL OPPORTUNITY INVESTMENTS	760	$13.2K	0.01%
BLMNBLOOMIN BRANDS INC	1,071	$13.1K	0.01%	Timeline
CGWINVESCO EXCH TRADED FD TR II	241	$13.1K	0.01%	Timeline
BNDVANGUARD BD INDEX FDS	180	$12.9K	0.01%	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	260	$12.9K	0.01%	Timeline
EXASEXACT SCIENCES CORP	228	$12.8K	0.01%	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	276	$12.8K	0.01%	Timeline
LPLALPL FINL HLDGS INC	39	$12.7K	0.01%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	238	$12.5K	0.01%	Timeline
ARMARM HOLDINGS PLC	100	$12.3K	0.01%	Timeline
ALBALBEMARLE CORP	142	$12.2K	0.01%	Timeline
AMGAFFILIATED MANAGERS GROUP	66	$12.2K	0.01%	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	114	$12K	0.01%	Timeline
IAUISHARES GOLD TR	243	$12K	0.01%	Timeline
JHSCJOHN HANCOCK EXCHANGE TRADED	299	$11.9K	0.01%	Timeline
HWCHANCOCK WHITNEY CORPORATION	215	$11.8K	0.01%	Timeline
YUMCYUM CHINA HLDGS INC	240	$11.6K	0.01%	Timeline
ENBENBRIDGE INC	271	$11.5K	0.01%	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	1,099	$11.5K	0.01%
COHRCOHERENT CORP	121	$11.5K	0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	124	$11.4K	0.01%	Timeline
EXEEXPAND ENERGY CORPORATION	113	$11.2K	0.01%	Timeline
VEAVANGUARD TAX-MANAGED FDS	226	$10.8K	0.01%	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	66	$10.6K	0.01%	Timeline
JBLUJETBLUE AIRWAYS CORP	1,345	$10.6K	0.01%	Timeline
SRESEMPRA	120	$10.5K	0.01%	Timeline
PCFHIGH INCOME SECS FD	1,600	$10.4K	0.01%	Timeline
GSKGSK PLC	303	$10.2K	0.01%	Timeline
VLUEISHARES TR	97	$10.2K	0.01%	Timeline
USFDUS FOODS HLDG CORP	151	$10.2K	0.01%	Timeline
TYGTORTOISE ENERGY INFRSTRCTR C	241	$10.1K	0.01%	Timeline
ADSEADS TEC ENERGY PLC	650	$10.1K	0.01%	Timeline
GFLGFL ENVIRONMENTAL INC	226	$10.1K	0.01%	Timeline
AAALCOA CORP	266	$10K	0.01%	Timeline
BENFRANKLIN TEMPLETON INC	486	$9.86K	0.01%	Timeline
TAPMOLSON COORS BEVERAGE CO	168	$9.63K	0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002041943-25-000001	base		2025-02-11	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC