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
Galaxy Digital Inc.
8.32K
+ 3.05%
N/A
281K $9.5B
Blackrock ETF Trust
48.6K
New
N/A
48.6K $1.22B
ETF Opportunities Trust
44.6K
New
N/A
44.6K $1.14B
Blackrock ETF Trust
43.8K
New
N/A
43.8K $1.11B
AAPL
Apple Inc.

Technology
160
+ 0.79%
$202.38 - $256.87 $32.4K - $41.1K
20.4K $5.21B
GOOGL
Alphabet Inc.

Communication Services
63
+ 0.51%
$174.36 - $254.72 $11K - $16K
12.4K $3B
Fidelity Wise Origin Bitcoin
5.5K
+ 11.28%
N/A
54.3K $5.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
548
+ 5.5%
$567.77 - $614.76 $311K - $337K
10.5K $6.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
243
+ 1.95%
$546.99 - $602.2 $133K - $146K
12.7K $7.63B
MGK
Vanguard Mega Cap Growth ETF

ETFs
784
+ 7.38%
$362.31 - $405.74 $284K - $318K
11.4K $4.59B
DFAU
Dimensional ETF Tr

ETFs
7.88K
+ 17.63%
$42.42 - $45.96 $334K - $362K
52.5K $2.4B
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.01%
$144.19 - $167.33 $288 - $335
22.3K $3.73B
TSLA
Tesla, Inc.

Consumer Cyclical
225
+ 7.83%
$293.94 - $444.72 $66.1K - $100K
3.1K $1.38B
SPYG
Spdr Portfolio

ETFs
1.2K
+ 3.54%
$94.33 - $105.31 $113K - $126K
35.1K $3.67B
SCHG
Schwab Strategic Tr Us Large C

ETFs
65
+ 0.04%
$28.92 - $32.19 $1.88K - $2.09K
156K $4.96B
IVV
Ishares Core S&P 500 ETF

ETFs
75
+ 1.02%
$620.67 - $670.08 $46.6K - $50.3K
7.46K $4.99B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.48K
+ 3.59%
$52.12 - $55.33 $129K - $137K
71.5K $3.95B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 3.53%
$51.78 - $57.89 $80.8K - $90.3K
45.7K $2.63B
Bitmine Immersion Tecnologie
6.06K
New
N/A
6.06K $315M
GOOG
Alphabet Inc.

Communication Services
114
+ 2.66%
$175.16 - $255.24 $20K - $29.1K
4.4K $1.07B
Blackrock ETF Trust Ii
5.66K
+ 96.21%
N/A
11.5K $614M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.06K
+ 1.61%
$24.46 - $26.5 $50.4K - $54.6K
130K $3.43B
SPMD
Spdr Portfolio

ETFs
5.17K
New
$54.43 - $58.29 $281K - $301K
5.17K $296M
MGV
Vanguard Mega Cap Value

ETFs
978
+ 4.1%
$129.46 - $137.85 $127K - $135K
24.8K $3.42B
AVUV
American Centy ETF Tr Avantis

ETFs
1.41K
+ 7.84%
$90.37 - $102.12 $127K - $143K
19.3K $1.92B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.77K
New
$42.26 - $47.16 $244K - $272K
5.77K $267M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.26K
New
$50.47 - $50.74 $266K - $267K
5.26K $267M
CI
Cigna Corp

Healthcare
862
New
$262.23 - $334.39 $226K - $288K
862 $248M
DGRO
Ishares Core Dividend Growth E

ETFs
282
+ 0.54%
$64.12 - $68.08 $18.1K - $19.2K
52.5K $3.57B
VBK
Vanguard Small Cap Growth ETF

ETFs
288
+ 4.28%
$276.51 - $305.12 $79.6K - $87.9K
7.01K $2.09B
IGM
Ishares Expanded Tech Sector E

ETFs
1.75K
New
$110.96 - $127.67 $194K - $224K
1.75K $221M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.51K
+ 65.47%
$72.65 - $78.68 $182K - $197K
6.34K $497M
JXI
Ishares Tr Global Utils ETF

ETFs
2.75K
New
$73.06 - $77.66 $201K - $214K
2.75K $214M
SOXX
Ishares Semiconductor ETF

ETFs
773
New
$236.93 - $271.12 $183K - $210K
773 $210M
MSFT
Microsoft Corp

Technology
59
+ 0.79%
$491.09 - $535.64 $29K - $31.6K
7.52K $3.9B
AVDE
American Centy ETF Tr Avantis

ETFs
719
+ 2.91%
$73.24 - $79.04 $52.7K - $56.8K
25.4K $2.01B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.07K
+ 5.87%
$79.76 - $85.78 $85.2K - $91.6K
19.3K $1.63B
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.11%
$303.93 - $329.86 $2.13K - $2.31K
6.58K $2.16B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.03K
+ 4.9%
$66.38 - $71.68 $68.4K - $73.8K
22.1K $1.57B
SCHA
Schwab Strategic Tr Us Small C

ETFs
728
+ 1.48%
$25.29 - $28.33 $18.4K - $20.6K
49.8K $1.39B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.01K
+ 3.44%
$92.18 - $95.14 $92.9K - $95.9K
30.4K $2.89B
RSP
Invesco S&P 500 Equal Weight E

ETFs
270
+ 2.64%
$181.56 - $190.33 $49K - $51.4K
10.5K $1.99B
IEFA
Ishares Tr

ETFs
608
+ 3.15%
$81.7 - $87.53 $49.7K - $53.2K
19.9K $1.74B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.71K
+ 5.4%
$26.38 - $27.95 $71.6K - $75.9K
52.9K $1.44B
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.09%
$108.97 - $121.65 $872 - $973
9.03K $1.09B
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.0%
$56.02 - $60.3 $56 - $60.3
31.9K $1.91B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14
+ 0.16%
$134.94 - $145.86 $1.89K - $2.04K
8.79K $1.28B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
305
+ 7.53%
$68.94 - $86.3 $21K - $26.3K
4.36K $376M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$420.11 - $472.68 $420 - $473
1.7K $798M
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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