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 51–100 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MBB | ISHARES MBS ETF | 841 | $50K–$100K | SH |
| MSFT | MICROSOFT CORP | 325 | $50K–$100K | SH |
| DGRO | ISHARES CORE DIVIDEND | 2K | $50K–$100K | SH |
| HD | HOME DEPOT INC | 270 | $50K–$100K | SH |
| VGT | VANGUARD INFORMATION | 242 | $50K–$100K | SH |
| — | NORTHERN GRAPHITE CO F | 200K | $50K–$100K | SH |
| TMO | THERMO FISHER SCNTFC | 140 | $50K–$100K | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | 9K | $50K–$100K | SH |
| GTIP | GLDMN SCH ACS INFLA PRTC | 1K | $50K–$100K | SH |
| — | LI AUTO INC F | 3K | $50K–$100K | SH |
| AAAU | GOLDMAN SACHS PHYSICAL | 4K | $50K–$100K | SH |
| BSV | VANGUARD SHORT-TERM BOND | 863 | $50K–$100K | SH |
| ABNB | AIRBNB INC | 612 | $50K–$100K | SH |
| VCSH | VANGUARD SHORT TERM COR | 852 | $50K–$100K | SH |
| IEMG | ISHARES CORE MSCI | 1K | $50K–$100K | SH |
| AMZN | AMAZON.COM INC | 560 | $50K–$100K | SH |
| ABC | AMERISOURCEBERGEN CORP | 460 | $50K–$100K | SH |
| — | MORGAN STANLEY INST GROW | 2K | $50K–$100K | SH |
| GIS | GENERAL MILLS INC | 791 | $50K–$100K | SH |
| GRWG | GROWGENERATION CORP | 17K | $50K–$100K | SH |
| UPS | UNITED PARCEL SRVC | 372 | $50K–$100K | SH |
| VUG | VANGUARD GROWTH ETF | 277 | $50K–$100K | SH |
| NVDA | NVIDIA CORP | 488 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GRP INC | 112 | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON | 335 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC | 121 | $50K–$100K | SH |
| VDE | VANGUARD ENERGY ETF | 524 | $50K–$100K | SH |
| SLV | ISHARES SILVER TRUST | 3K | $50K–$100K | SH |
| — | COCA-COLA FEMSA S A B F | 878 | $50K–$100K | SH |
| SDGR | SCHRODINGER INC | 2K | $50K–$100K | SH |
| HSCZ | ISHRS CRNCY HDG MSCI | 2K | $50K–$100K | SH |
| ETHE | GRAYSCALE ETHEREUM TR ET | 6K | $50K–$100K | SH |
| MELI | MERCADOLIBRE INC | 60 | $50K–$100K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| BKNG | BOOKING HOLDINGS INC | 30 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK | 268 | $15K–$50K | SH |
| META | META PLATFORMS INC | 349 | $15K–$50K | SH |
| VO | VANGUARD MID CAP ETF | 251 | $15K–$50K | SH |
| BND | VANGUARD TOTAL BOND | 662 | $15K–$50K | SH |
| TXN | TEXAS INSTRUMENTS | 291 | $15K–$50K | SH |
| VB | VANGUARD SMALL CAP ETF | 264 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO | 1K | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 269 | $15K–$50K | SH |
| VYM | VANGUARD HIGH DIVIDEND | 463 | $15K–$50K | SH |
| KO | THE COCA-COLA CO | 764 | $15K–$50K | SH |
| VIS | VANGUARD INDUSTRIALS | 274 | $15K–$50K | SH |
| NKLA | NIKOLA CORP | 12K | $15K–$50K | SH |
| NFLX | NETFLIX INC | 167 | $15K–$50K | SH |
| VMBS | VANGUARD MORTGAGE BACKED | 850 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC F | 468 | $15K–$50K | SH |