StockDriftsStockDriftsTop 50 Milestone Asset Management Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 4.58% | 13.6K | $7.8M | -0.53%(-72) | $508.61(+39.39%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.32% | 12.4K | $7.4M | +4.96%(+585) | $548.29(+23.92%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.63% | 32.2K | $6.2M | +7.25%(+2.17K) | $136.84(+25.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.32% | 22.4K | $5.7M | -0.56%(-126) | $234.66(+27.94%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.17% | 14.7K | $5.4M | +6.17%(+857) | $68.57(+29.12%) | 2026-03-31 | |
| GLXY | GALAXY DIGITAL INC. | 3.06% | 283.5K | $5.2M | +1.89%(+5.27K) | $22.05(+34.32%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.01% | 7.9K | $5.2M | +0.29%(+23) | $588.87(+26.08%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 2.81% | 33.2K | $4.8M | +6.21%(+1.94K) | $130.37(+18.15%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.65% | 80.2K | $4.5M | +0.35%(+278) | $52.42(+14.22%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.64% | 155.0K | $4.5M | +0.14%(+218) | $26.97(+27.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.26% | +19.97% |
| Top 20 Holdings Unweighted | +8.05% | +26.16% |
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