13F Filings History of Milestone Asset Management Group, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$177,100,698
Signature - Title
Jim Cullen - Filing Agent
Location
Avon, CT
Summary
This page shows a list of all the recent 13F filings made by Milestone Asset Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Milestone Asset Management Group, LLC reported 129 stock holdings with total value $177,100,698 as of Q4 2025. Top holdings included QQQ, VOO, GLXY, AAPL, and MGK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $177,100,698 +$21,751,278 -$1,442,213 +$20,309,065 QQQ, VOO, GLXY, AAPL, MGK 13F-HR 02 Feb 2026, 17:52
Q3 2025 114 $158,937,182 +$10,532,739 -$457,060 +$10,075,679 GLXY, QQQ, VOO, FBTC, AAPL 13F-HR 22 Oct 2025, 14:46
Q2 2025 102 $135,060,400 +$13,790,745 -$2,000,715 +$11,790,030 QQQ, GLXY, VOO, FBTC, IVV 13F-HR 01 Aug 2025, 13:42
Q1 2025 93 $110,637,445 +$5,472,655 -$1,753,993 +$3,718,662 QQQ, VOO, AAPL, IVV, SCHG 13F-HR 06 May 2025, 10:16
Q4 2024 95 $111,899,281 $0 $0 $0 QQQ, AAPL, VOO, SCHG, IVV 13F-HR 27 Mar 2025, 16:33