Milestone Asset Management Group, LLC Reduced Holdings in Q1 2025

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-100
- 0.51%
$209.68 - $247.1 $21K - $24.7K
19.6K $4.36B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.52K
- 1.67%
$24.91 - $29.02 $62.7K - $73K
148K $3.71B
TSLA
Tesla, Inc.

Consumer Cyclical
-206
- 7.02%
$222.15 - $428.22 $45.8K - $88.2K
2.73K $708M
GOOGL
Alphabet Inc.

Communication Services
-45
- 0.39%
$154.33 - $206.19 $6.94K - $9.28K
11.6K $1.79B
AMZN
Amazon Com Inc

Consumer Cyclical
-112
- 1.32%
$190.26 - $242.06 $21.3K - $27.1K
8.37K $1.59B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.34K
- 3.28%
$21.75 - $24.28 $94.4K - $105K
128K $2.82B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.16K
- 34.86%
$58.01 - $64.46 $183K - $204K
5.9K $367M
VTI
Vanguard Total Stock Market Et

ETFs
-32
- 0.54%
$271.18 - $303.12 $8.68K - $9.7K
5.92K $1.63B
ORCL
Oracle Corp

Technology
-120
- 4.23%
$139.81 - $186.47 $16.8K - $22.4K
2.72K $380M
ITA
Ishares Tr

ETFs
-585
- 30.34%
$144.84 - $159.5 $84.7K - $93.3K
1.34K $206M
META
Meta Platforms, Inc.

Communication Services
-25
- 0.55%
$576.36 - $736.67 $14.4K - $18.4K
4.52K $2.61B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-23
- 0.18%
$59.61 - $66.71 $1.37K - $1.53K
12.8K $777M
HD
Home Depot, Inc.

Consumer Cyclical
-77
- 11.46%
$347.25 - $424.87 $26.7K - $32.7K
595 $218M
TRV
Travelers Companies, Inc.

Financial Services
-239
- 22.42%
$232.43 - $265.13 $55.6K - $63.4K
827 $219M
HEFA
Ishares Currency Hedged Msci E

ETFs
-939
- 9.15%
$34.83 - $37.52 $32.7K - $35.2K
9.33K $339M
EFG
Msci Eafe Growth ETF

ETFs
-107
- 3.13%
$96.1 - $106.37 $10.3K - $11.4K
3.31K $331M
IEMG
Ishares Inc

ETFs
-191
- 2.77%
N/A
6.71K $362M
HDV
Ishares Core High Dividend ETF

ETFs
-75
- 3.56%
$110.86 - $121.12 $8.31K - $9.08K
2.03K $246M
EFV
Msci Eafe Value ETF

ETFs
-553
- 6.23%
$51.88 - $60.73 $28.7K - $33.6K
8.33K $491M
IEFA
Ishares Tr

ETFs
-219
- 1.15%
$69.57 - $78.65 $15.2K - $17.2K
18.8K $1.42B
T
At&T Inc.

Communication Services
-239
- 0.71%
$21.56 - $28.28 $5.15K - $6.76K
33.5K $948M
RTX
Raytheon Technologies Corp

Industrials
-101
- 0.44%
$114.1 - $135.66 $11.5K - $13.7K
22.9K $3.03B
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
Track This Portfolio

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email