Milestone Asset Management Group, LLC has filed its 13F form on March 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $5.94B, Apple Inc. with a value of $4.94B, Vanguard Index Fds S&P 500 ETF with a value of $4.55B, Schwab Strategic Tr Us Large C with a value of $4.2B, and Ishares Core S&P 500 ETF with a value of $3.9B.
Examining the 13F form we can see an increase of $112B in the current position value.
Milestone Asset Management Group, LLC is based out at Avon, CT
Below you can find more details about Milestone Asset Management Group, LLC portfolio as well as his latest detailed transactions.