Milestone Wealth, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $93.9 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $17.1M, Goldman Sachs ETF Tr Access U with a value of $15.7M, Goldman Sachs ETF Tr Marketbet with a value of $7.07M, Goldman Sachs ETF Tr Activebet with a value of $6.7M, and Goldman Sachs ETF Tr Activebet with a value of $4.03M.
Examining the 13F form we can see an decrease of $1.03M in the current position value, from $95M to 93.9M.
Milestone Wealth, LLC is based out at Buffalo, NY
Below you can find more details about Milestone Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$93.9 Million
ETFs: $74.5 Million
Technology: $3.01 Million
Consumer Cyclical: $2.15 Million
Healthcare: $1.74 Million
Financial Services: $1.14 Million
Communication Services: $1.01 Million
Energy: $647,000
Consumer Defensive: $484,000
Other: $418,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
