Milestone Asset Management Group, LLC New Holdings in Q4 2024

Milestone Asset Management Group, LLC

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.6K
New
$481.22 - $538.17 $5.59M - $6.25M
11.6K $5.94B
AAPL
Apple Inc.

Technology
19.7K
New
$221.69 - $259.02 $4.37M - $5.11M
19.7K $4.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.44K
New
$521.84 - $558.82 $4.4M - $4.71M
8.44K $4.55B
SCHG
Schwab Strategic Tr Us Large C

ETFs
151K
New
$25.93 - $105.3 $3.91M - $15.9M
151K $4.2B
IVV
Ishares Core S&P 500 ETF

ETFs
6.63K
New
$570.51 - $610.59 $3.78M - $4.05M
6.63K $3.9B
Fidelity Wise Origin Bitcoin
47.3K
New
N/A
47.3K $3.86B
MGK
Vanguard Mega Cap Growth ETF

ETFs
9.24K
New
$316.94 - $357.88 $2.93M - $3.31M
9.24K $3.17B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61.1K
New
$51.09 - $55.27 $3.12M - $3.37M
61.1K $3.12B
SCHX
Schwab Strategic Tr Us Large C

ETFs
132K
New
$22.4 - $68.28 $2.96M - $9.02M
132K $3.06B
MSFT
Microsoft Corp

Technology
7.19K
New
$406.35 - $454.46 $2.92M - $3.27M
7.19K $3.03B
META
Meta Platforms, Inc.

Communication Services
4.55K
New
$554.08 - $632.68 $2.52M - $2.88M
4.55K $2.66B
RTX
Raytheon Technologies Corp

Industrials
23K
New
$114.45 - $127.21 $2.63M - $2.92M
23K $2.66B
MGV
Vanguard Mega Cap Value

ETFs
20.3K
New
$124.06 - $133.48 $2.52M - $2.72M
20.3K $2.54B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
27.7K
New
$88.59 - $94.57 $2.45M - $2.62M
27.7K $2.46B
SPYG
Spdr Portfolio

ETFs
25.5K
New
$81.74 - $91.38 $2.08M - $2.33M
25.5K $2.24B
GOOGL
Alphabet Inc.

Communication Services
11.6K
New
$161.86 - $196.66 $1.88M - $2.29M
11.6K $2.2B
XLG
Invesco Exchange Traded Fd Tr

ETFs
42.3K
New
$46.94 - $51.62 $1.98M - $2.18M
42.3K $2.11B
AMZN
Amazon Com Inc

Consumer Cyclical
8.48K
New
$180.88 - $232.93 $1.53M - $1.97M
8.48K $1.86B
NVDA
Nvidia Corp

Technology
13.6K
New
$117.0 - $148.88 $1.59M - $2.02M
13.6K $1.83B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.25K
New
$264.18 - $304.19 $1.65M - $1.9M
6.25K $1.75B
VTI
Vanguard Total Stock Market Et

ETFs
5.95K
New
$280.04 - $302.45 $1.67M - $1.8M
5.95K $1.72B
AVUV
American Centy ETF Tr Avantis

ETFs
17.6K
New
$94.37 - $106.41 $1.66M - $1.87M
17.6K $1.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.39K
New
$174.22 - $187.62 $1.64M - $1.76M
9.39K $1.65B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
19.5K
New
$47.29 - $84.74 $922K - $1.65M
19.5K $1.44B
DFAU
Dimensional ETF Tr

ETFs
33.3K
New
$39.27 - $42.38 $1.31M - $1.41M
33.3K $1.35B
IEFA
Ishares Tr

ETFs
19K
New
$70.06 - $77.43 $1.33M - $1.47M
19K $1.34B
VEA
Vanguard Ftse Developed Market

ETFs
27.2K
New
$47.57 - $52.44 $1.29M - $1.43M
27.2K $1.3B
AVDE
American Centy ETF Tr Avantis

ETFs
20.7K
New
$60.9 - $66.69 $1.26M - $1.38M
20.7K $1.27B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9.81K
New
$124.61 - $133.96 $1.22M - $1.31M
9.81K $1.26B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44.4K
New
$26.93 - $84.95 $1.2M - $3.78M
44.4K $1.21B
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.4K
New
$25.33 - $51.16 $1.17M - $2.37M
46.4K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
2.94K
New
$213.65 - $479.86 $627K - $1.41M
2.94K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.58K
New
$442.29 - $483.08 $1.14M - $1.25M
2.58K $1.17B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
17.1K
New
$67.29 - $73.38 $1.15M - $1.26M
17.1K $1.16B
COST
Costco Wholesale Corp

Consumer Defensive
1.18K
New
$873.59 - $994.69 $1.03M - $1.18M
1.18K $1.08B
VEU
Vanguard Ftse All World Ex Us

ETFs
18.3K
New
$57.29 - $63.1 $1.05M - $1.15M
18.3K $1.05B
XLV
Select Sector Spdr Fund Health

ETFs
6.63K
New
$136.28 - $154.74 $903K - $1.03M
6.63K $911M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.23K
New
$94.43 - $105.47 $777K - $868K
8.23K $836M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.9K
New
$61.52 - $66.5 $792K - $856K
12.9K $821M
GOOG
Alphabet Inc.

Communication Services
4.26K
New
$163.08 - $198.16 $695K - $845K
4.26K $812M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.1K
New
$78.43 - $87.17 $791K - $880K
10.1K $809M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.34K
New
$567.81 - $607.81 $761K - $814K
1.34K $785M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.96K
New
$86.65 - $94.9 $776K - $850K
8.96K $778M
ADP
Automatic Data Processing Inc

Industrials
2.63K
New
$280.08 - $307.97 $736K - $809K
2.63K $769M
T
At&T Inc.

Communication Services
33.8K
New
$21.22 - $23.88 $716K - $806K
33.8K $769M
IVE
Ishares S&P 500 Value ETF

ETFs
3.94K
New
$189.5 - $206.17 $746K - $812K
3.94K $752M
CARR
Carrier Global Corp

Industrials
10.7K
New
$66.69 - $82.65 $717K - $888K
10.7K $733M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.7K
New
$370.24 - $418.94 $630K - $713K
1.7K $684M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.5K
New
$57.53 - $60.83 $659K - $697K
11.5K $659M
Activity Summary
Buys All Purchases 95 New Holdings 95 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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