Milestone Asset Management Group, LLC Purchases in Q2 2025

Milestone Asset Management Group, LLC

$135 Billion
Q2 2025

Stock	Shares change	Price Range	Shares Held
Galaxy Digital Inc.	273K New	N/A	273K $5.97B
QQQ Invesco Qqq Trust, Series 1 ETFs	518 + 4.34%	$416.06 - $551.64 $216K - $286K	12.5K $6.87B
MSFT Microsoft Corp Technology	133 + 1.81%	$354.56 - $497.45 $47.2K - $66.2K	7.47K $3.71B
SPYG Spdr Portfolio ETFs	5.19K + 18.07%	$71.83 - $95.32 $373K - $495K	33.9K $3.23B
NVDA Nvidia Corp Technology	1.32K + 9.16%	$94.31 - $157.99 $125K - $209K	15.7K $2.49B
VOO Vanguard Index Fds S&P 500 ETF ETFs	654 + 7.03%	$456.74 - $568.03 $299K - $371K	9.96K $5.66B
SCHG Schwab Strategic Tr Us Large C ETFs	7.35K + 4.96%	$22.27 - $29.21 $164K - $215K	155K $4.54B
IVV Ishares Core S&P 500 ETF ETFs	622 + 9.2%	$498.8 - $620.9 $310K - $386K	7.38K $4.58B
MGK Vanguard Mega Cap Growth ETF ETFs	573 + 5.7%	$273.67 - $366.17 $157K - $210K	10.6K $3.89B
GOOGL Alphabet Inc. Communication Services	711 + 6.14%	$144.7 - $178.6 $103K - $127K	12.3K $2.17B
VTI Vanguard Total Stock Market Et ETFs	657 + 11.1%	$243.75 - $303.93 $160K - $200K	6.57K $2B
DFAU Dimensional ETF Tr ETFs	4.78K + 11.98%	$34.04 - $42.36 $163K - $202K	44.7K $1.89B
VEA Vanguard Ftse Developed Market ETFs	2.62K + 8.95%	$45.65 - $57.01 $120K - $149K	31.9K $1.82B
Blackrock ETF Trust Ii	5.88K New	N/A	5.88K $311M
SCHX Schwab Strategic Tr Us Large C ETFs	310 + 0.24%	$19.6 - $24.44 $6.08K - $7.58K	128K $3.13B
DGRO Ishares Core Dividend Growth E ETFs	3.12K + 6.35%	$55.22 - $63.94 $172K - $199K	52.2K $3.34B
Invesco Galaxy Bitcoin ETF	1.6K + 33.98%	N/A	6.31K $679M
VEU Vanguard Ftse All World Ex Us ETFs	2.52K + 13.64%	$54.19 - $67.22 $137K - $170K	21K $1.41B
ARKK Ark ETF Tr Innovation ETF (De) ETFs	4.05K New	$40.51 - $71.03 $164K - $288K	4.05K $285M
QUAL Ishares Msci Usa Quality Facto ETFs	1.56K New	$152.42 - $182.82 $237K - $285K	1.56K $285M
ITOT Ishares Core S&P Total U.S. St ETFs	1.85K + 84.32%	$108.12 - $135.04 $200K - $250K	4.04K $546M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	3.83K New	$58.41 - $72.69 $224K - $278K	3.83K $278M
XLG Invesco Exchange Traded Fd Tr ETFs	162 + 0.37%	$40.94 - $52.1 $6.63K - $8.44K	44.2K $2.3B
PLTR Palantir Technologies Inc. Technology	1.96K New	$74.01 - $144.25 $145K - $282K	1.96K $267M
AMZN Amazon Com Inc Consumer Cyclical	5 + 0.06%	$167.32 - $223.3 $837 - $1.12K	8.37K $1.84B
SPY Spdr S&P 500 ETF Trust ETFs	253 + 17.89%	$496.48 - $617.85 $126K - $156K	1.67K $1.03B
SYK Stryker Corp Healthcare	595 New	$337.37 - $395.63 $201K - $235K	595 $235M
AMAT Applied Materials Inc Technology	1.28K New	$126.95 - $183.52 $163K - $235K	1.28K $235M
AVDE American Centy ETF Tr Avantis ETFs	630 + 2.61%	$59.32 - $74.36 $37.4K - $46.8K	24.7K $1.83B
VBK Vanguard Small Cap Growth ETF ETFs	247 + 3.81%	$219.76 - $276.94 $54.3K - $68.4K	6.73K $1.86B
IVW Ishares S&P 500 Growth ETF ETFs	705 + 8.48%	$82.96 - $110.1 $58.5K - $77.6K	9.02K $993M
Grayscale Bitcoin Mini Tr Et	4.53K New	N/A	4.53K $216M
VUG Vanguard Growth ETF ETFs	293 + 23.09%	$329.49 - $438.4 $96.5K - $128K	1.56K $685M
TSLA Tesla, Inc. Consumer Cyclical	142 + 5.2%	$221.86 - $362.89 $31.5K - $51.5K	2.87K $912M
IEFA Ishares Tr ETFs	522 + 2.78%	$67.83 - $84.09 $35.4K - $43.9K	19.3K $1.61B
VPN Global X Fds Data Ctr Reits & ETFs	10.1K New	N/A	10.1K $189M
QQQM Invesco Exchange Traded Fd Tr ETFs	517 + 25.13%	$171.4 - $227.1 $88.6K - $117K	2.57K $585M
SPYV Spdr Portfolio S&P 500 Value E ETFs	1.93K + 2.87%	$45.11 - $52.34 $86.8K - $101K	69K $3.61B
MGV Vanguard Mega Cap Value ETFs	982 + 4.29%	$114.87 - $131.25 $113K - $129K	23.9K $3.13B
MARA Marathon Digital Holdings, Inc. Financial Services	2.35K + 9.16%	N/A	28K $439M
VWO Vanguard Ftse Emerging Mkts Et ETFs	2.02K + 28.5%	$39.89 - $49.46 $80.6K - $100K	9.11K $451M
IVE Ishares S&P 500 Value ETF ETFs	559 + 14.01%	$168.34 - $195.42 $94.1K - $109K	4.55K $889M
IXN Ishares Global Information Tec ETFs	6 + 0.09%	$65.81 - $92.34 $395 - $554	7.05K $651M
CARR Carrier Global Corp Industrials	1 + 0.01%	$55.55 - $75.83 $55.6 - $75.8	10.7K $786M
RSP Invesco S&P 500 Equal Weight E ETFs	87 + 0.86%	$152.93 - $181.74 $13.3K - $15.8K	10.2K $1.86B
SCHA Schwab Strategic Tr Us Small C ETFs	111 + 0.23%	$20.42 - $25.3 $2.27K - $2.81K	49K $1.24B
GOOG Alphabet Inc. Communication Services	17 + 0.4%	$146.58 - $180.01 $2.49K - $3.06K	4.28K $759M
IJR Ishares Core S&P Sm Cap ETF ETFs	708 + 23.66%	$90.56 - $109.49 $64.1K - $77.5K	3.7K $404M
AVUV American Centy ETF Tr Avantis ETFs	205 + 1.16%	$75.17 - $91.21 $15.4K - $18.7K	17.9K $1.63B
DFUS Dimensional ETF Tr U S Equity ETFs	20 + 0.16%	$53.65 - $67.02 $1.07K - $1.34K	12.9K $862M

Activity Summary All Purchases 83 New Holdings 10 Increased Positions 73 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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Account

Milestone Asset Management Group, LLC Purchases in Q2 2025

Milestone Asset Management Group, LLC

273K

518

133

5.19K

1.32K

654

7.35K

622

573

711

657

4.78K

2.62K

5.88K

310

3.12K

1.6K

2.52K

4.05K

1.56K

1.85K

3.83K

162

1.96K

5

253

595

1.28K

630

247

705

4.53K

293

142

522

10.1K

517

1.93K

982

2.35K

2.02K

559

6

1

87

111

17

708

205

20

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