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 101–150 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | VANGUARD ULTRA-SHORT-TER | 4K | $15K–$50K | SH |
| — | MORGAN STANLEY INST GLOB | 2K | $15K–$50K | SH |
| GOOG | ALPHABET INC. | 380 | $15K–$50K | SH |
| BITO | PROSHARES BITCOIN | 3K | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL | 432 | $15K–$50K | SH |
| CMAX | CAREMAX INC | 5K | $15K–$50K | SH |
| CSCO | CISCO SYSTEMS INC | 848 | $15K–$50K | SH |
| — | TAIWAN SEMICONDUCTR F | 493 | $15K–$50K | SH |
| VEA | VANGUARD FTSE DEVELOPED | 895 | $15K–$50K | SH |
| IDXX | IDEXX LABS INC | 100 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 191 | $15K–$50K | SH |
| LTHM | LIVENT CORP | 986 | $15K–$50K | SH |
| GSUS | GOLDMAN SACHS MARKTBTA | 621 | $15K–$50K | SH |
| — | ENBRIDGE INC F | 793 | $15K–$50K | SH |
| — | JUMIA TECHNOLOGIES A G F | 5K | $15K–$50K | SH |
| SIVB | SVB FINL GROUP | 80 | $15K–$50K | SH |
| — | MORGAN STANLEY INST GLOB | 3K | $15K–$50K | SH |
| SCHP | SCHWAB US TIPS ETF | 500 | $15K–$50K | SH |
| — | ALIBABA GROUP HLDG LTD F | 328 | $15K–$50K | SH |
| ADBE | ADOBE INC | 94 | $15K–$50K | SH |
| FNMA | FEDERAL NATL MTG ASSN | 50K | $15K–$50K | SH |
| — | BAIDU INC F | 219 | $15K–$50K | SH |
| — | GRAYSCALE BITCOIN TR BTC | 2K | $15K–$50K | SH |
| V | VISA INC | 140 | $15K–$50K | SH |
| FMCC | FEDERAL HOME LN MTG CORP | 48K | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 183 | $15K–$50K | SH |
| VTIP | VANGUARD SHORT INFLATION | 513 | $15K–$50K | SH |
| GSST | GS ACCESS ULTRA SHORT | 481 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 300 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP | 2K | $15K–$50K | SH |
| ALGN | ALIGN TECHNOLOGY INC | 115 | $15K–$50K | SH |
| LQD | ISHARES IBOXX INVT GRADE | 203 | $15K–$50K | SH |
| KMX | CARMAX INC | 314 | $15K–$50K | SH |
| AAPL | APPLE INC | 155 | $15K–$50K | SH |
| — | TENCENT HOLDINGS F | 583 | $15K–$50K | SH |
| RBLX | ROBLOX CORP | 564 | $15K–$50K | SH |
| GHYB | GOLDMAN SACHS ACCESS HGH | 484 | $15K–$50K | SH |
| DOCU | DOCUSIGN INC | 361 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 202 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 688 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVIC | 277 | $15K–$50K | SH |
| JETS | U.S. GLOBAL JETS ETF | 1K | $15K–$50K | SH |
| EFG | ISHARES MSCI EAFE GROWTH | 251 | $15K–$50K | SH |
| LAC | LITHIUM AMERS CORP F | 633 | $15K–$50K | SH |
| O | REALTY INCOME CORP DISCO | 285 | $15K–$50K | SH |
| GSIE | GOLDMAN SACHS ACTVBT | 706 | $15K–$50K | SH |
| AEP | AMER ELECTRIC PWR CO | 179 | $15K–$50K | SH |
| FIS | FIDELITY NATL INFO | 198 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 134 | $15K–$50K | SH |
| — | THORNBURG BETTER WORLD I | 1K | $1K–$15K | SH |