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 201–233 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMB | ISHARES JPMORGAN USD MTS | 58 | $1K–$15K | SH |
| — | FEDERAL HOME 5.97 PFD | 1K | $1K–$15K | SH |
| VWO | VANGUARD FTSE EMERGING | 115 | $1K–$15K | SH |
| IGRO | ISHARES DIVIDEND GROWTH | 81 | $1K–$15K | SH |
| HDV | ISHARES CORE HIGH | 43 | $1K–$15K | SH |
| SCHE | SCHWAB EMERGING MARKETS | 188 | $1K–$15K | SH |
| CMP | COMPASS MINERALS INT | 92 | $1K–$15K | SH |
| MJ | ETFMG ALTERNATIVE | 913 | $1K–$15K | SH |
| IJR | ISHARES CORE S&P SMALL | 49 | $1K–$15K | SH |
| IJS | ISHARES S&P SMALL CAP | 49 | $1K–$15K | SH |
| SCZ | ISHARES MSCI EAFE SMALL | 78 | $1K–$15K | SH |
| EPD | ENTERPRISE PRODS PART LP | 180 | $1K–$15K | SH |
| IJT | ISHARES S&P SMLL CAP 600 | 41 | $1K–$15K | SH |
| UGI | U G I CORP | 122 | $1K–$15K | SH |
| IWO | ISHARES RUSSELL 2000 | 17 | $1K–$15K | SH |
| ITA | ISHARES US AEROSPACE | 41 | $1K–$15K | SH |
| BLCN | SIREN NASDAQ NEXGEN | 194 | $1K–$15K | SH |
| — | FEDERAL NTN 5.9481 PFD | 962 | $1K–$15K | SH |
| IOO | ISHARES GLOBAL 100 ETF | 45 | $1K–$15K | SH |
| — | GRAYSCALE BITCOIN CASH T | 4K | $1K–$15K | SH |
| PSP | INVESCO GLOBAL LISTED | 382 | $1K–$15K | SH |
| — | ACME LITHIUM INC F | 5K | $1K–$15K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 67 | $1K–$15K | SH |
| SDIV | GLOBAL X SUPERDIVIDEND | 229 | $1K–$15K | SH |
| SPTL | SPDR LONG TERM TREASURY | 83 | $1K–$15K | SH |
| PPA | INVESCO AEROSPACE & | 27 | $1K–$15K | SH |
| FORD | FORWARD INDS INC | 2K | $1K–$15K | SH |
| — | UNITED LITHIUM CORP NE F | 11K | $1K–$15K | SH |
| PTON | PELOTON INTERACTIVE INC | 116 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 71 | $1K–$15K | SH |
| SE | SEA LTD F | 21 | $1K–$15K | SH |
| CRON | CRONOS GROUP INC F | 441 | $1K–$15K | SH |
| ONL | ORION OFFICE REIT INC | 28 | N/A | SH |