CIK 1904020
MILESTONE WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
233
Portfolio Value
$1M+
Latest Report
Sep 30, 2022
Report Periods
3
Holdings
13F filings as of Sep 30, 2022 · Showing 1–50 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GSY | INVSC ULTRA SHORT | 17K | $500K+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 7K | $500K+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR | 5K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 8K | $500K+ | SH |
| SHV | ISHARES SHORT TREASURY | 4K | $100K–$500K | SH |
| GIGB | GLDMN SCHS ACS INV GRD | 10K | $100K–$500K | SH |
| — | US TREASUR NT 0.7511/24 | 400K | $100K–$500K | SH |
| FHLC | FIDELITY MSCI HEALTH | 5K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 2K | $100K–$500K | SH |
| SPYD | SPDR S&P 500 HIGH | 8K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES ETF | 2K | $100K–$500K | SH |
| VGIT | VANGUARD ITM-TERM | 4K | $100K–$500K | SH |
| FTEC | FIDELITY MSCI INFOR TECH | 3K | $100K–$500K | SH |
| VOE | VANGUARD MID CAP VALUE | 2K | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 924 | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE | 2K | $100K–$500K | SH |
| MRNA | MODERNA INC | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 575 | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 | 1K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL IN F | 23K | $100K–$500K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 4K | $100K–$500K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 | 678 | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH | 960 | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 | 716 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY | 514 | $100K–$500K | SH |
| BAC | BANK OF AMERICA CORP | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| IXUS | ISHARES CORE MSCI TOTL | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF | 324 | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MID CAP | 2K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC. | 1K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ACTVBETA | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC F | 2K | $100K–$500K | SH |
| MA | MASTERCARD INC | 358 | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE | 2K | $50K–$100K | SH |
| — | NIO INC F | 6K | $50K–$100K | SH |
| TWTR | TWITTER INC | 2K | $50K–$100K | SH |
| ABBV | ABBVIE INC | 645 | $50K–$100K | SH |
| LOW | LOWES COMPANIES INC | 448 | $50K–$100K | SH |
| IQV | IQVIA HOLDINGS INC | 454 | $50K–$100K | SH |
| GCOR | GOLDMAN SACHS ACS US | 2K | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND | 592 | $50K–$100K | SH |
| CVX | CHEVRON CORP | 557 | $50K–$100K | SH |
| PG | PROCTER & GAMBLE | 625 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 543 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 2K | $50K–$100K | SH |
| JPM | JPMORGAN CHASE & CO | 750 | $50K–$100K | SH |