Milestone Asset Management Group, LLC Incresed Positions 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
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
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
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
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
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.51K
+ 65.47%
$72.65 - $78.68 $182K - $197K
6.34K $497M
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
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
SYK
Stryker Corp

Healthcare
158
+ 26.55%
$368.57 - $403.53 $58.2K - $63.8K
753 $278M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.32%
$108.46 - $120.63 $1.3K - $1.45K
3.71K $441M
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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