Milestone Asset Management Group, LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
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
Q4 2024	95	111,899	QQQ, AAPL, VOO, SCHG	13F-HR	3/27/2025	000206336425000002