Milestone Asset Management Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$177.1B
Holdings
129
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
DFAXDIMENSIONAL ETF TRUST | $282K |
SUSLISHARES TR | $272K |
SPSMSPDR SERIES TRUST | $270K |
SOXXISHARES TR | $266K |
VVISA INC | $266K |
SYKSTRYKER CORPORATION | $265K |
MARAMARA HOLDINGS INC | $261K |
CSCOCISCO SYS INC | $257K |
GEVGE VERNOVA INC | $254K |
DTCRGLOBAL X FDS | $253K |
TJXTJX COS INC NEW | $252K |
TRVTRAVELERS COMPANIES INC | $247K |
IYKISHARES TR | $243K |
FETHFIDELITY ETHEREUM FD | $240K |
CITHE CIGNA GROUP | $238K |
XLISELECT SECTOR SPDR TR | $238K |
WMTWALMART INC | $235K |
IGMISHARES TR | $226K |
MDYSPDR S&P MIDCAP 400 ETF TR | $225K |
MAMASTERCARD INCORPORATED | $224K |
AMDADVANCED MICRO DEVICES INC | $215K |
ESEVERSOURCE ENERGY | $212K |
XLFSELECT SECTOR SPDR TR | $211K |
JXIISHARES TR | $207K |
LLYELI LILLY & CO | $203K |
EEMVISHARES INC | $202K |
MUMICRON TECHNOLOGY INC | $200K |
CEGCONSTELLATION ENERGY CORP | $200K |
XETYXEATON VANCE TAX-MANAGED DIVE | $196K |
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