Milestone Asset Management Group, LLC Incresed Positions in Q2 2025

Milestone Asset Management Group, LLC

  • $135 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1
+ 0.04%
$86.12 - $108.35 $86.1 - $108
2.25K $243M
DFAX
Dimensional ETF Tr
78
+ 0.96%
$23.37 - $29.39 $1.82K - $2.29K
8.21K $241M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
30
+ 0.29%
$66.87 - $79.47 $2.01K - $2.38K
10.3K $819M
XLI
Industrial Sector Spdr

ETFs
4
+ 0.26%
$116.42 - $147.52 $466 - $590
1.54K $228M
T
At&T Inc.

Communication Services
5
+ 0.01%
$26.33 - $28.94 $132 - $145
33.5K $970M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6
+ 0.12%
$52.31 - $63.72 $314 - $382
4.97K $317M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.36%
$29.12 - $35.84 $670 - $824
6.41K $230M
JEPI
J P Morgan Exchange Traded Fd

ETFs
381
+ 3.28%
$51.14 - $57.0 $19.5K - $21.7K
12K $682M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
43
+ 1.53%
$114.78 - $133.31 $4.94K - $5.73K
2.85K $380M
IYK
Ishares U.S. Consumer Staples

ETFs
253
+ 7.04%
$67.29 - $72.42 $17K - $18.3K
3.85K $271M
ADP
Automatic Data Processing Inc

Industrials
12
+ 0.45%
$276.76 - $326.81 $3.32K - $3.92K
2.65K $818M
XLF
Financial Sector Spdr

ETFs
7
+ 0.17%
$43.92 - $52.37 $307 - $367
4.19K $220M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.85%
$335.24 - $380.78 $3.69K - $4.19K
606 $222M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.36%
$233.83 - $276.34 $701 - $829
830 $222M
VDC
Vanguard Consumer Staples ETF

ETFs
6
+ 0.27%
$204.89 - $224.73 $1.23K - $1.35K
2.22K $486M
JPRE
J P Morgan Exchange Traded Fd

ETFs
37
+ 0.41%
$42.75 - $48.79 $1.58K - $1.81K
9.01K $429M
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.39%
$108.41 - $120.51 $867 - $964
2.04K $239M
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.09%
$90.88 - $104.3 $454 - $522
5.36K $531M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.45K
+ 2.98%
$24.32 - $27.87 $35.3K - $40.4K
50.2K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
159
+ 5.82%
$483.48 - $539.8 $76.9K - $85.8K
2.89K $1.4B
XLV
Select Sector Spdr Fund Health

ETFs
23
+ 0.34%
$128.77 - $144.3 $2.96K - $3.32K
6.74K $909M
AAPL
Apple Inc.

Technology
663
+ 3.38%
$172.42 - $223.89 $114K - $148K
20.3K $4.16B
Activity Summary
Buys All Purchases 83 New Holdings 10 Increased Positions 73 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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