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Milestone Wealth, Llc

Portfolio Manager
Milestone Wealth, Llc
Performance
0% (N/A)
AUM (13F)
$89.52K
# of Holdings
1859
Performance Rank
N/A
Allocation (Top 20)
N/A

Milestone Wealth, Llc Holdings Map

Top 49 Milestone Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GSLC
GOLDMAN SACHS ACTVBETA
17.57%221.5K$16Knew2022-Q3: 221.5K shares2022-09-30
GCOR
GOLDMAN SACHS ACS US
16.31%357.1K$15Knew2022-Q3: 357.1K shares2022-09-30
GSUS
GOLDMAN SACHS MARKTBTA
7.39%135.6K$7Knew2022-Q3: 135.6K shares2022-09-30
GSIE
GOLDMAN SACHS ACTVBT
6.61%239.1K$6Knew2022-Q3: 239.1K shares2022-09-30
GSSC
GLDMN SCH ACTVBETA US
4.25%75.2K$4Knew2022-Q3: 75.2K shares2022-09-30
GIGB
GLDMN SCHS ACS INV GRD
2.97%61.6K$3Knew2022-Q3: 61.6K shares2022-09-30
GTIP
GLDMN SCH ACS INFLA PRTC
2.74%51.5K$2Knew2022-Q3: 51.5K shares2022-09-30
GBIL
GOLDMAN SACHS ACCES
2.13%19.1K$2Knew2022-Q3: 19.1K shares2022-09-30
SPY
SPDR S&P 500 ETF
2.01%5.0K$2Knew2022-Q3: 5.0K shares2022-09-30
EMB
ISHARES JPMORGAN USD MTS
1.75%19.7K$2Knew2022-Q3: 19.7K shares2022-09-30

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