Milestone Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $282.2K | 0.2% |
| iShares MSCI UAE ETF | $272.8K | 0.2% |
| SPDR SERIES TRUST | $270.7K | 0.2% |
| Visa Inc | $266.7K | 0.2% |
| ISHARES TR | $266.2K | 0.2% |
| STRYKER CORP | $265.3K | 0.1% |
| MARA Holdings, Inc. | $261.8K | 0.1% |
| CISCO SYSTEMS, INC. | $257.7K | 0.1% |
| GE Vernova Inc. | $254.1K | 0.1% |
| GLOBAL X FDS | $253.2K | 0.1% |
| TJX Cos Inc/The | $252.3K | 0.1% |
| TRAVELERS COMPANIES, INC. | $247.6K | 0.1% |
| ISHARES TR | $243.3K | 0.1% |
| FIDELITY ETHEREUM FD | $240.9K | 0.1% |
| SELECT SECTOR SPDR TR | $238.8K | 0.1% |
| Cigna Group | $238.5K | 0.1% |
| Walmart Inc. | $235.5K | 0.1% |
| ISHARES TR | $226.3K | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $225.1K | 0.1% |
| Mastercard Inc | $224.5K | 0.1% |
| ADVANCED MICRO DEVICES INC | $215.2K | 0.1% |
| EVERSOURCE ENERGY | $212.8K | 0.1% |
| SELECT SECTOR SPDR TR | $211.9K | 0.1% |
| ISHARES TR | $207.0K | 0.1% |
| ELI LILLY & Co | $203.8K | 0.1% |
| ISHARES INC | $202.1K | 0.1% |
| Constellation Energy Corp | $201.0K | 0.1% |
| MICRON TECHNOLOGY INC | $200.9K | 0.1% |
| EATON VANCE TAX-MANAGED DIVE | $197.0K | 0.1% |