StockDriftsStockDriftsTop 49 Milestone Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ACTVBETA | 17.57% | 221.5K | $16K | new | — | 2022-09-30 | |
| GCOR | GOLDMAN SACHS ACS US | 16.31% | 357.1K | $15K | new | — | 2022-09-30 | |
| GSUS | GOLDMAN SACHS MARKTBTA | 7.39% | 135.6K | $7K | new | — | 2022-09-30 | |
| GSIE | GOLDMAN SACHS ACTVBT | 6.61% | 239.1K | $6K | new | — | 2022-09-30 | |
| GSSC | GLDMN SCH ACTVBETA US | 4.25% | 75.2K | $4K | new | — | 2022-09-30 | |
| GIGB | GLDMN SCHS ACS INV GRD | 2.97% | 61.6K | $3K | new | — | 2022-09-30 | |
| GTIP | GLDMN SCH ACS INFLA PRTC | 2.74% | 51.5K | $2K | new | — | 2022-09-30 | |
| GBIL | GOLDMAN SACHS ACCES | 2.13% | 19.1K | $2K | new | — | 2022-09-30 | |
| SPY | SPDR S&P 500 ETF | 2.01% | 5.0K | $2K | new | — | 2022-09-30 | |
| EMB | ISHARES JPMORGAN USD MTS | 1.75% | 19.7K | $2K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Milestone Wealth, Llc reports $89.52K in US-listed equity holdings across 1,859 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (17.6%), GCOR (16.3%) and GSUS (7.4%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Milestone Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904020). View Milestone Wealth, Llc’s 13F filings on SEC