Milestone Asset Management Group, LLC - Portfolio overview

Milestone Asset Management Group, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 4.53%
2. VOO - VANGUARD INDEX FDS, 4.27%
3. RTX - RTX CORPORATION, 3.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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