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 151–200 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | CRESCO LABS INC F | 5K | $1K–$15K | SH |
| BLK | BLACKROCK INC | 25 | $1K–$15K | SH |
| KOIN | CAPITAL LNK GLBL FINTECH | 437 | $1K–$15K | SH |
| SO | SOUTHERN CO | 196 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP | 137 | $1K–$15K | SH |
| LIT | GLOBAL X LITHIUM & | 190 | $1K–$15K | SH |
| GEM | GLDMN SACH ACTVBETA EMRG | 510 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 385 | $1K–$15K | SH |
| FISV | FISERV INC | 124 | $1K–$15K | SH |
| GSSC | GLDMN SCH ACTVBETA US | 246 | $1K–$15K | SH |
| FAST | FASTENAL CO | 230 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXC | 127 | $1K–$15K | SH |
| — | PINDUODUO INC F | 180 | $1K–$15K | SH |
| ALNY | ALNYLAM PHARMACEUTL | 49 | $1K–$15K | SH |
| LAMR | LAMAR ADVERTISING CO0050 | 122 | $1K–$15K | SH |
| WELL | WELLTOWER INC | 158 | $1K–$15K | SH |
| SPIB | SPDR INTRMDT TRM CRPRATE | 275 | $1K–$15K | SH |
| — | CYPRESS DEVELOPMENT F | 10K | $1K–$15K | SH |
| POOL | POOL CORP | 28 | $1K–$15K | SH |
| MMP | MAGELLAN MIDSTREAM PA LP | 196 | $1K–$15K | SH |
| GPC | GENUINE PARTS CO | 58 | $1K–$15K | SH |
| BTF | VALKYRIE BITCOIN | 1K | $1K–$15K | SH |
| GBIL | GOLDMAN SACHS ACCES | 78 | $1K–$15K | SH |
| GE | GENERAL ELECTRIC CO | 129 | $1K–$15K | SH |
| RMO | ROMEO POWER INC | 20K | $1K–$15K | SH |
| — | GRAYSCALE LITECOIN TRUST | 2K | $1K–$15K | SH |
| BLOK | AMPLIFY TRNSFRMTNL DATA | 404 | $1K–$15K | SH |
| ENR | ENERGIZER HOLDINGS INC N | 287 | $1K–$15K | SH |
| IRBT | IROBOT CORP | 119 | $1K–$15K | SH |
| MSTR | MICROSTRATEGY INC | 31 | $1K–$15K | SH |
| FSM | FORTUNA SILVER MINES F | 3K | $1K–$15K | SH |
| ARKF | ARK FINTECH INNOVATION | 455 | $1K–$15K | SH |
| DIS | WALT DISNEY CO | 73 | $1K–$15K | SH |
| SQ | BLOCK INC | 121 | $1K–$15K | SH |
| VTR | VENTAS INC | 174 | $1K–$15K | SH |
| LYFT | LYFT INC | 508 | $1K–$15K | SH |
| AMAT | APPLIED MATERIALS | 78 | $1K–$15K | SH |
| RIOT | RIOT BLOCKCHAIN I N C | 821 | $1K–$15K | SH |
| IONS | IONIS PHARMACEUTICALS IN | 133 | $1K–$15K | SH |
| SCHD | SCHWAB US DIVIDEND | 91 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATN | 158 | $1K–$15K | SH |
| SPSM | SPDR PORTFOLIO S&P 600 | 133 | $1K–$15K | SH |
| IHI | ISHARES US MEDICAL | 115 | $1K–$15K | SH |
| URTY | PROSHARES ULTRAPRO | 136 | $1K–$15K | SH |
| BBC | VIRTUS LIFSCI BIOTCH | 217 | $1K–$15K | SH |
| — | GRAPHEX GROUP LTD F | 3K | $1K–$15K | SH |
| ASPU | ASPEN GROUP INC | 13K | $1K–$15K | SH |
| PEY | INVSC HIGH YIELD | 259 | $1K–$15K | SH |
| EMR | EMERSON ELECTRIC CO | 71 | $1K–$15K | SH |
| XSMO | INVESCO S & P SMLCP | 117 | $1K–$15K | SH |