Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Milestone Asset Management Group, Llc > Profile

Instuitional Investor - Milestone Asset Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Milestone Asset Management Group, Llc
Portfolio Value $111,899,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 11,615 $5,937,827 5.31%
2.
Apple Inc.
 AAPL 19,726 $4,939,773 4.41%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 8,436 $4,545,210 4.06%
4.
Schwab Strategic Trust
 FNDF 150,638 $4,198,294 3.75%
5.
Ishares Trust
 IEF 6,631 $3,903,274 3.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)