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
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.4K
New
$47.63 - $52.63 $591K - $653K
12.4K $597M
IXN
Ishares Global Information Tec

ETFs
7K
New
$80.67 - $87.84 $565K - $615K
7K $593M
AVGO
Broadcom Inc.

Technology
2.51K
New
$159.67 - $250.0 $400K - $627K
2.51K $581M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.06K
New
$58.88 - $64.8 $534K - $587K
9.06K $534M
VUG
Vanguard Growth ETF

ETFs
1.27K
New
$378.79 - $428.11 $480K - $543K
1.27K $521M
OTIS
Otis Worldwide Corp

Industrials
5.35K
New
$92.57 - $106.01 $495K - $567K
5.35K $495M
VZ
Verizon Communications Inc

Communication Services
12.1K
New
$39.6 - $45.21 $479K - $547K
12.1K $484M
VTV
Vanguard Value ETF

ETFs
2.83K
New
$168.32 - $181.87 $477K - $515K
2.83K $479M
ORCL
Oracle Corp

Technology
2.84K
New
$165.41 - $192.43 $469K - $546K
2.84K $473M
EFV
Msci Eafe Value ETF

ETFs
8.88K
New
$51.78 - $57.15 $460K - $507K
8.88K $466M
Invesco Galaxy Bitcoin ETF
4.71K
New
N/A
4.71K $440M
OEF
Ishares S&P 100 ETF

ETFs
1.51K
New
N/A
1.51K $437M
MARA
Marathon Digital Holdings, Inc.

Financial Services
25.6K
New
N/A
25.6K $429M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.77K
New
$198.04 - $221.51 $351K - $393K
1.77K $373M
CMCSA
Comcast Corp

Communication Services
9.92K
New
$37.39 - $45.14 $371K - $448K
9.92K $372M
IBM
International Business Machines Corp

Technology
1.67K
New
$204.9 - $238.04 $343K - $398K
1.67K $368M
IEMG
Ishares Inc

ETFs
6.91K
New
N/A
6.91K $361M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.3K
New
$34.42 - $35.88 $353K - $368K
10.3K $357M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.94K
New
$50.53 - $55.55 $351K - $386K
6.94K $354M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.48K
New
$46.45 - $51.64 $348K - $386K
7.48K $354M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.75K
New
$126.68 - $134.74 $348K - $371K
2.75K $351M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.97K
New
$113.92 - $127.38 $339K - $379K
2.97K $343M
EFG
Msci Eafe Growth ETF

ETFs
3.42K
New
$96.83 - $106.88 $331K - $365K
3.42K $331M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.96K
New
$63.58 - $71.15 $315K - $353K
4.96K $323M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.86K
New
$44.04 - $49.49 $302K - $339K
6.86K $302M
ITA
Ishares Tr

ETFs
1.93K
New
$144.31 - $157.31 $278K - $303K
1.93K $280M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.13K
New
$124.26 - $134.12 $265K - $286K
2.13K $274M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.4K
New
$25.79 - $80.4 $269K - $837K
10.4K $271M
HD
Home Depot, Inc.

Consumer Cyclical
672
New
$385.02 - $431.37 $259K - $290K
672 $261M
XLI
Industrial Sector Spdr

ETFs
1.98K
New
$131.76 - $143.99 $261K - $285K
1.98K $261M
TRV
Travelers Companies, Inc.

Financial Services
1.07K
New
$225.97 - $266.66 $241K - $284K
1.07K $257M
VBR
Vanguard Small Cap Value ETF

ETFs
1.29K
New
$197.36 - $217.3 $254K - $279K
1.29K $255M
EQIX
Equinix Inc

Real Estate
263
New
$865.69 - $985.0 $228K - $259K
263 $248M
AVEM
American Centy ETF Tr Avantis

ETFs
4.02K
New
$58.59 - $66.14 $235K - $266K
4.02K $236M
HDV
Ishares Core High Dividend ETF

ETFs
2.1K
New
$110.82 - $121.28 $233K - $255K
2.1K $236M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.24K
New
$100.38 - $107.86 $225K - $242K
2.24K $231M
MLPA
Global X Mlp ETF

ETFs
4.46K
New
$47.44 - $52.61 $212K - $235K
4.46K $220M
AMAT
Applied Materials Inc

Technology
1.28K
New
$161.44 - $213.89 $207K - $274K
1.28K $209M
SOXX
Ishares Semiconductor ETF

ETFs
950
New
$211.27 - $239.8 $201K - $228K
950 $205M
JPM
Jpmorgan Chase & CO

Financial Services
848
New
$205.18 - $250.29 $174K - $212K
848 $203M
DFAX
Dimensional ETF Tr
8.13K
New
$24.76 - $27.04 $201K - $220K
8.13K $202M
XLF
Financial Sector Spdr

ETFs
4.18K
New
$44.89 - $51.34 $188K - $215K
4.18K $202M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.81K
New
$33.92 - $36.6 $197K - $213K
5.81K $201M
CSCO
Cisco Systems, Inc.

Technology
3.38K
New
$52.45 - $60.02 $177K - $203K
3.38K $200M
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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