Milestone Asset Management Group, LLC Incresed Positions in Q1 2025

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
11.9K
+ 98.65%
$37.81 - $46.49 $451K - $555K
24K $1.03B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.4K
+ 149.15%
$48.02 - $53.02 $497K - $549K
17.3K $867M
MGV
Vanguard Mega Cap Value

ETFs
2.54K
+ 12.49%
$123.61 - $133.01 $314K - $338K
22.9K $2.95B
AVDE
American Centy ETF Tr Avantis

ETFs
3.44K
+ 16.62%
$60.63 - $68.55 $208K - $235K
24.1K $1.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.02K
+ 9.86%
$49.78 - $53.19 $300K - $320K
67.1K $3.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
147
+ 5.69%
$442.66 - $534.52 $65.1K - $78.6K
2.73K $1.45B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.4K
+ 5.06%
$87.68 - $94.52 $123K - $133K
29.1K $2.73B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
869
+ 10.3%
$507.05 - $563.67 $441K - $490K
9.31K $4.78B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.28K
+ 7.47%
$67.08 - $76.14 $85.7K - $97.3K
18.4K $1.35B
DFAU
Dimensional ETF Tr

ETFs
6.64K
+ 19.95%
$37.84 - $42.29 $251K - $281K
39.9K $1.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.32K
+ 9.72%
$27.01 - $28.54 $117K - $123K
48.8K $1.36B
RSP
Invesco S&P 500 Equal Weight E

ETFs
739
+ 7.87%
$169.43 - $182.84 $125K - $135K
10.1K $1.75B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
29
+ 0.23%
$47.66 - $57.45 $1.38K - $1.67K
12.4K $676M
JPRE
J P Morgan Exchange Traded Fd

ETFs
1.49K
+ 19.97%
$45.34 - $49.96 $67.7K - $74.6K
8.98K $433M
SPYG
Spdr Portfolio

ETFs
3.29K
+ 12.91%
$80.05 - $92.39 $263K - $304K
28.7K $2.31B
VEU
Vanguard Ftse All World Ex Us

ETFs
203
+ 1.11%
$56.51 - $62.98 $11.5K - $12.8K
18.5K $1.12B
XLV
Select Sector Spdr Fund Health

ETFs
95
+ 1.43%
$137.61 - $149.68 $13.1K - $14.2K
6.72K $981M
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.09%
$90.77 - $104.01 $454 - $520
5.35K $552M
DGRO
Ishares Core Dividend Growth E

ETFs
571
+ 1.18%
$60.46 - $64.42 $34.5K - $36.8K
49.1K $3.03B
IBM
International Business Machines Corp

Technology
1
+ 0.06%
$217.4 - $264.74 $217 - $265
1.67K $416M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.59%
$890.62 - $1076.86 $6.23K - $7.54K
1.19K $1.13B
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.49%
$286.85 - $318.64 $3.73K - $4.14K
2.64K $807M
VDC
Vanguard Consumer Staples ETF

ETFs
36
+ 1.65%
$206.54 - $226.16 $7.44K - $8.14K
2.21K $484M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
284
+ 16.02%
$192.82 - $222.1 $54.8K - $63.1K
2.06K $397M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
235
+ 3.43%
$42.5 - $46.71 $9.99K - $11K
7.09K $321M
AVEM
American Centy ETF Tr Avantis

ETFs
173
+ 4.3%
$57.11 - $62.4 $9.88K - $10.8K
4.19K $252M
VTV
Vanguard Value ETF

ETFs
14
+ 0.49%
$167.73 - $179.21 $2.35K - $2.51K
2.85K $491M
DFAX
Dimensional ETF Tr
6
+ 0.07%
$24.45 - $27.2 $147 - $163
8.14K $213M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
57
+ 2.07%
$126.11 - $135.06 $7.19K - $7.7K
2.81K $362M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
583
+ 10.04%
$32.42 - $36.13 $18.9K - $21.1K
6.39K $211M
IVE
Ishares S&P 500 Value ETF

ETFs
52
+ 1.32%
$185.78 - $198.58 $9.66K - $10.3K
3.99K $760M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.06%
$58.74 - $64.87 $117 - $130
3.38K $209M
XLF
Financial Sector Spdr

ETFs
5
+ 0.12%
$47.32 - $52.19 $237 - $261
4.19K $208M
SCHV
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.39%
$25.77 - $27.6 $1.06K - $1.13K
10.5K $278M
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 5.52%
$551.42 - $612.93 $40.8K - $45.4K
1.41K $791M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.12%
$225.19 - $279.95 $225 - $280
849 $208M
JEPI
J P Morgan Exchange Traded Fd

ETFs
164
+ 1.43%
$56.17 - $59.71 $9.21K - $9.79K
11.6K $664M
CMCSA
Comcast Corp

Communication Services
4
+ 0.04%
$33.19 - $38.23 $133 - $153
9.92K $366M
ITOT
Ishares Core S&P Total U.S. St

ETFs
64
+ 3.0%
$120.29 - $134.6 $7.7K - $8.61K
2.19K $268M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.47%
$183.02 - $207.75 $1.1K - $1.25K
1.29K $240M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2
+ 0.09%
$95.35 - $107.82 $191 - $216
2.25K $215M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
188
+ 1.86%
$75.47 - $84.24 $14.2K - $15.8K
10.3K $792M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6
+ 0.12%
$58.81 - $68.2 $353 - $409
4.96K $296M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.64%
$102.49 - $119.96 $1.95K - $2.28K
2.99K $313M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$369.1 - $427.61 $369 - $428
1.27K $471M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
177
+ 1.98%
$77.91 - $92.26 $13.8K - $16.3K
9.13K $726M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.55K
+ 5.49%
$23.16 - $27.04 $59K - $68.9K
48.9K $1.15B
IXN
Ishares Global Information Tec

ETFs
45
+ 0.64%
$75.73 - $88.4 $3.41K - $3.98K
7.04K $534M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
48
+ 0.49%
$120.24 - $134.3 $5.77K - $6.45K
9.86K $1.2B
Activity Summary
Buys All Purchases 66 New Holdings 2 Increased Positions 64 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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