Milestone Asset Management Group, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Avon, CT
CIK
0002063452
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
93
110,637
QQQ, VOO, AAPL, IVV
13F-HR
5/6/2025
000206336425000075
Q4 2024
95
111,899
QQQ, AAPL, VOO, SCHG
13F-HR
3/27/2025
000206336425000002