Milestone Asset Management Group, LLC Purchases in Q3 2025

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
321
+ 3.51%
$87.07 - $93.06 $27.9K - $29.9K
9.46K $866M
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.14%
$67.01 - $72.84 $1.21K - $1.31K
12.9K $933M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
320
+ 3.1%
$78.88 - $85.2 $25.2K - $27.3K
10.6K $886M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.06%
$433.97 - $484.08 $434 - $484
1.56K $750M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
395
+ 4.33%
$49.43 - $54.52 $19.5K - $21.5K
9.51K $515M
VPN
Global X Fds Data Ctr Reits &

ETFs
2.17K
+ 21.38%
N/A
12.3K $252M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
733
+ 6.99%
$50.02 - $53.28 $36.7K - $39.1K
11.2K $587M
IVE
Ishares S&P 500 Value ETF

ETFs
21
+ 0.46%
$194.44 - $206.51 $4.08K - $4.34K
4.57K $944M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.35%
$459.11 - $506.91 $4.59K - $5.07K
2.9K $1.46B
JEPI
J P Morgan Exchange Traded Fd

ETFs
869
+ 7.24%
$55.61 - $57.37 $48.3K - $49.9K
12.9K $735M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.32%
$108.46 - $120.63 $1.3K - $1.45K
3.71K $441M
QUAL
Ishares Msci Usa Quality Facto

ETFs
86
+ 5.52%
$182.33 - $194.5 $15.7K - $16.7K
1.64K $320M
JPRE
J P Morgan Exchange Traded Fd

ETFs
619
+ 6.87%
$46.56 - $49.11 $28.8K - $30.4K
9.63K $462M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$175.51 - $186.57 $176 - $187
3.16K $589M
ITA
Ishares Tr

ETFs
3
+ 0.22%
$184.73 - $209.26 $554 - $628
1.34K $280M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23
+ 0.39%
$68.24 - $73.73 $1.57K - $1.7K
5.96K $438M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
258
+ 4.02%
$36.04 - $38.78 $9.3K - $10K
6.67K $257M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
37
+ 1.3%
$132.9 - $142.03 $4.92K - $5.26K
2.89K $407M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7
+ 0.14%
$63.41 - $69.69 $444 - $488
4.98K $341M
VDC
Vanguard Consumer Staples ETF

ETFs
161
+ 7.25%
$212.64 - $225.25 $34.2K - $36.3K
2.38K $509M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.39%
$195.41 - $212.37 $1.17K - $1.27K
1.54K $322M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.12%
$282.78 - $316.06 $283 - $316
824 $260M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1
+ 0.04%
$108.03 - $117.04 $108 - $117
2.25K $263M
DFAX
Dimensional ETF Tr
37
+ 0.45%
$29.25 - $31.56 $1.08K - $1.17K
8.25K $259M
SCHV
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.4%
$27.61 - $29.15 $1.16K - $1.22K
10.5K $307M
HEFA
Ishares Currency Hedged Msci E

ETFs
17
+ 0.18%
$37.2 - $39.61 $632 - $673
9.35K $370M
XLI
Industrial Sector Spdr

ETFs
5
+ 0.32%
$147.94 - $154.99 $740 - $775
1.55K $239M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.48%
$250.62 - $279.43 $1K - $1.12K
834 $233M
VZ
Verizon Communications Inc

Communication Services
16
+ 0.13%
$40.84 - $45.06 $653 - $721
12K $526M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.24%
$211.65 - $238.24 $4.23K - $4.76K
8.39K $1.84B
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.09%
$66.2 - $71.79 $199 - $215
3.32K $227M
IYK
Ishares U.S. Consumer Staples

ETFs
63
+ 1.64%
$67.65 - $71.68 $4.26K - $4.52K
3.91K $267M
OTIS
Otis Worldwide Corp

Industrials
6
+ 0.11%
$84.93 - $101.07 $510 - $606
5.36K $490M
CMCSA
Comcast Corp

Communication Services
2
+ 0.02%
$31.41 - $36.33 $62.8 - $72.7
9.66K $304M
Activity Summary
Buys All Purchases 85 New Holdings 12 Increased Positions 73 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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