MA
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Milestone Asset Management Group, LLC13F | |
| Milestone Asset Management Group, LLC | |
| Last update 2025-05-06 | 93 Stocks (2 new) |
| Value $111.00 Mil | Turnover 5 % |
Milestone Asset Management Gro... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 11,943 | 5,600.2 | +2.82% | 5.060 | +0.14% | 0.000 | +21.72% | +9.08% | 354,556.1 | ||
VOO | Vanguard S&P 500 ETF | 9,305 | 4,782.1 | +10.30% | 4.320 | +0.40% | 0.000 | +16.28% | +7.30% | 657,890.3 | ||
AAPL | Apple Inc | 19,626 | 4,359.4 | -0.51% | 3.940 | -0.02% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
IVV | iShares Core S&P 500 ETF | 6,759 | 3,797.7 | +1.93% | 3.430 | +0.06% | 0.000 | +16.28% | +7.30% | 631,571.0 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 148,121 | 3,709.0 | -1.67% | 3.350 | -0.06% | 0.010 | +20.22% | +5.88% | 44,864.1 | ||
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 48,817 | 3,513.4 | +3.26% | 3.180 | +0.10% | 0.020 | +41.11% | +28.36% | 22,028.0 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 67,070 | 3,425.2 | +9.86% | 3.100 | +0.28% | 0.010 | +10.03% | +4.52% | 26,910.9 | ||
MGK | Vanguard Mega Cap Growth ETF | 10,044 | 3,102.4 | +8.68% | 2.800 | +0.22% | 0.010 | +22.82% | +8.03% | 25,743.4 | ||
DGRO | iShares Core Dividend Growth ETF | 49,099 | 3,033.4 | +1.18% | 2.740 | +0.03% | 0.010 | +10.48% | +6.82% | 32,485.1 | ||
RTX | RTX Corp | 22,884 | 3,031.3 | -0.44% | 2.740 | -0.01% | 0.000 | +16.18% | +30.31% | 199,431.2 | Aerospace & Defense |
Milestone Asset Management Group, LLC's Historical Top Holdings Breakdowns
Milestone Asset Management Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 2025-03-31 | Add Add | +0.47% | 48.02 ($50.97) 53.02 | $51.35 | 0.75% | Add 149.15% | 17,301 | 10,357 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.46% | 37.81 ($41.63) 46.49 | $41.58 | -0.12% | Add 98.65% | 24,039 | 11,938 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.40% | 507.05 ($540.58) 563.67 | $574.35 | 6.25% | Add 10.3% | 9,305 | 869 | |
HIG | The Hartford Insurance Group Inc | 2025-03-31 | New Buy New Buy | +0.35% | 106.31 ($114.65) 123.73 | $122.91 | 7.20% | New holding | 3,151 | 3,151 | |
MGV | Vanguard Mega Cap Value ETF | 2025-03-31 | Add Add | +0.30% | 123.61 ($129.3) 133.01 | $132.20 | 2.24% | Add 12.49% | 22,887 | 2,541 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.28% | 49.78 ($51.86) 53.19 | $53.00 | 2.20% | Add 9.86% | 67,070 | 6,018 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.24% | 80.05 ($87.3) 92.39 | $96.19 | 10.18% | Add 12.91% | 28,737 | 3,286 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.23% | 37.84 ($40.57) 42.31 | $42.93 | 5.82% | Add 19.95% | 39,889 | 6,635 | |
IYK | iShares U.S. Consumer Staples ETF | 2025-03-31 | New Buy New Buy | +0.23% | 63.29 ($67.9) 71.8 | $69.93 | 2.99% | New holding | 3,595 | 3,595 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Add Add | +0.22% | 307.43 ($337.36) 357.48 | $370.21 | 9.74% | Add 8.68% | 10,044 | 802 |
Milestone Asset Management Group, LLC Total Holding History ($B)
Milestone Asset Management Group, LLC's Asset Allocation
Milestone Asset Management Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Milestone Asset Management Group, LLC's Hypothetical Growth since 2025-03-31
Milestone Asset Management Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Milestone Asset Management Group, LLC's Holdings Heat Map
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Milestone Asset Management Group, LLC's Holdings Bubble Chart
Milestone Asset Management Group, LLC News
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