Holdings
Milestone Asset Management Group, LLC
As of Jun 30, 2026, Milestone Asset Management Group, LLC reported 42 positions worth US$56.7M. Largest: Galaxy Digital Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Galaxy Digital Inc. | 285K | US$7.78M | +1,049 | Jun 30, 2026 |
| Apple Inc | 22,345 | US$6.47M | −37 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,898 | US$6.4M | +68 | Jun 30, 2026 |
| Rtx Corporation | 31,435 | US$5.96M | −751 | Jun 30, 2026 |
| Nvidia Corporation | 18,505 | US$3.7M | −605 | Jun 30, 2026 |
| Microsoft Corp. | 8,441 | US$3.15M | −187 | Jun 30, 2026 |
| Meta Platforms, Inc. | 4,326 | US$2.44M | +42 | Jun 30, 2026 |
| Amazon.com, Inc. | 9,200 | US$2.19M | +23 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,304 | US$1.65M | −5 | Jun 30, 2026 |
| Tesla, Inc. | 3,443 | US$1.45M | −6 | Jun 30, 2026 |