MILESTONE WEALTH, LLC holdings history

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261 is the total number of securities MILESTONE WEALTH, LLC has owned. The longest MILESTONE WEALTH, LLC has owned a single stock is 4 quarters.

MILESTONE WEALTH, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
GSLC GOLDMAN SACHS ETF TRUS...4417.57%21.30%24.85%Q4 2021Q3 20224
GCOR GOLDMAN SACHS ETF TRUS...448.99%12.73%16.51%Q4 2021Q3 20224
GSUS GOLDMAN SACHS MARKTBTA...443.61%5.52%7.44%Q4 2021Q3 20224
GIGB GOLDMAN SACHS ETF TRUS...442.97%4.85%6.75%Q4 2021Q3 20224
GSSC GOLDMAN SACHS ETF TRUS...444.24%4.43%4.62%Q4 2021Q3 20224
MORGAN STANLEY INST GL...443.42%4.14%4.90%Q4 2021Q3 20224
GSIE GOLDMAN SACHS ETF TRUS...441.26%4.09%7.06%Q4 2021Q3 20224
MORGAN STANLEY INST GL...442.29%3.36%4.35%Q4 2021Q3 20224
GTIP GOLDMAN SACHS ETF TRUS...442.64%2.73%2.85%Q4 2021Q3 20224
EMB ISHARES TRUST JPMORGAN...441.75%2.49%3.23%Q4 2021Q3 20224
GEM GOLDMAN SACHS ETF TRUS...441.16%1.83%2.44%Q4 2021Q3 20224
GBIL GOLDMAN SACHS ETF TRUS...441.50%1.79%2.13%Q4 2021Q3 20224
SPY SPDR S&P 500 ETF441.54%1.78%2.01%Q4 2021Q3 20224
COIN COINBASE GLOBAL INC CL...440.44%1.69%2.86%Q4 2021Q3 20224
IVW ISHARES S&P 500 GROWTH...441.30%1.34%1.38%Q4 2021Q3 20224
GSY INVSC ULTRA SHORT DURA...441.19%1.26%1.36%Q4 2021Q3 20224
GHYB GOLDMAN SACHS ETF TRUS...440.24%1.20%2.15%Q4 2021Q3 20224
AAPL APPLE INC440.84%1.10%1.36%Q4 2021Q3 20224
SPTL SPDR PORTFOLIO LONG TE...440.22%0.98%1.78%Q4 2021Q3 20224
XLK TECHNOLOGY SELECT SECT...440.82%0.85%0.88%Q4 2021Q3 20224
QQQM INVESCO NASDAQ 100 ETF440.80%0.84%0.88%Q4 2021Q3 20224
GLD SPDR GOLD SHARES ETF440.41%0.74%1.50%Q4 2021Q3 20224
QQQ INVSC QQQ TRUST SRS 1 ETF440.53%0.68%0.82%Q4 2021Q3 20224
VIG VANGUARD DIVIDEND APPR...440.57%0.64%0.70%Q4 2021Q3 20224
SHV ISHARES SHORT TREASURY...440.50%0.55%0.65%Q4 2021Q3 20224
GOOGL ALPHABET INC. CLASS A440.52%0.54%0.58%Q4 2021Q3 20224
SLV ISHARES SILVER TRUST ETF440.42%0.53%0.84%Q4 2021Q3 20224
TSLA TESLA INC440.46%0.50%0.61%Q4 2021Q3 20224
AMZN AMAZON.COM INC440.40%0.50%0.58%Q4 2021Q3 20224
XOM EXXON MOBIL CORP440.26%0.42%0.59%Q4 2021Q3 20224
MSFT MICROSOFT CORP440.30%0.39%0.50%Q4 2021Q3 20224
US TREASUR NT 0.75 11/...440.32%0.36%0.42%Q4 2021Q3 20224
FHLC FIDELITY MSCI HEALTH C...440.28%0.31%0.33%Q4 2021Q3 20224
VTV VANGUARD VALUE ETF IV440.27%0.30%0.32%Q4 2021Q3 20224
SPYD SPDR S&P 500 HIGH DIVI...440.26%0.29%0.33%Q4 2021Q3 20224
FTEC FIDELITY MSCI INFOR TE...440.28%0.29%0.31%Q4 2021Q3 20224
VGIT VANGUARD ITM-TERM TREA...440.29%0.29%0.29%Q4 2021Q3 20224
GRAYSCALE BITCOIN TR BTC440.19%0.28%0.38%Q4 2021Q3 20224
VOE VANGUARD MID CAP VALUE...440.28%0.28%0.29%Q4 2021Q3 20224
IVE ISHARES S&P 500 VALUE ETF440.28%0.28%0.29%Q4 2021Q3 20224
AAAU GOLDMAN SACHS PHYSICAL...440.18%0.27%0.36%Q4 2021Q3 20224
LOW LOWES COMPANIES INC440.23%0.26%0.27%Q4 2021Q3 20224
VBR VANGUARD SMALL CAP VAL...440.25%0.25%0.25%Q4 2021Q3 20224
NVDA NVIDIA CORP440.20%0.25%0.28%Q4 2021Q3 20224
MA MASTERCARD INC CLASS A440.23%0.25%0.27%Q4 2021Q3 20224
BABA ALIBABA GROUP HLDG LTD...440.20%0.24%0.29%Q4 2021Q3 20224
SCHX SCHWAB US LARGE CAP ETF440.20%0.24%0.27%Q4 2021Q3 20224
VOO VANGUARD S&P 500 ETF440.20%0.21%0.21%Q4 2021Q3 20224
MBB ISHARES MBS ETF440.13%0.20%0.26%Q4 2021Q3 20224
GRAYSCALE ETHEREUM TR ET440.12%0.19%0.22%Q4 2021Q3 20224
BRKB BERKSHIRE HATHAWAY CLA...440.17%0.19%0.21%Q4 2021Q3 20224
TCEHY TENCENT HOLDINGS FUNSP...440.10%0.19%0.26%Q4 2021Q3 20224
IXUS ISHARES CORE MSCI TOTL...440.14%0.19%0.24%Q4 2021Q3 20224
BA BOEING CO440.14%0.18%0.22%Q4 2021Q3 20224
PROSHARES BITCOIN STRA...440.12%0.18%0.24%Q4 2021Q3 20224
UNH UNITEDHEALTH GRP INC440.14%0.17%0.20%Q4 2021Q3 20224
IWM ISHARES RUSSELL 2000 ETF440.00%0.17%0.34%Q4 2021Q3 20224
FB META PLATFORMS INC CLA...440.12%0.17%0.21%Q4 2021Q3 20224
IWB ISHARES RUSSELL 1000 ETF440.15%0.15%0.16%Q4 2021Q3 20224
MRNA MODERNA INC440.05%0.15%0.26%Q4 2021Q3 20224
ABC AMERISOURCEBERGEN CORP440.12%0.15%0.17%Q4 2021Q3 20224
VDE VANGUARD ENERGY ETF440.11%0.15%0.20%Q4 2021Q3 20224
ADPT ADAPTIVE BIOTECHNOLOGIES440.08%0.14%0.21%Q4 2021Q3 20224
TEVA TEVA PHARMACEUTICAL IN...440.12%0.14%0.21%Q4 2021Q3 20224
IQV IQVIA HOLDINGS INC440.13%0.14%0.15%Q4 2021Q3 20224
BAC BANK OF AMERICA CORP440.13%0.14%0.15%Q4 2021Q3 20224
NIO NIO INC FSPONSORED ADR...440.04%0.13%0.36%Q4 2021Q3 20224
JPM JPMORGAN CHASE & CO440.05%0.13%0.22%Q4 2021Q3 20224
IWR ISHARES RUSSELL MID CA...440.12%0.13%0.13%Q4 2021Q3 20224
MO ALTRIA GROUP INC440.12%0.12%0.14%Q4 2021Q3 20224
GRWG GROWGENERATION CORP440.06%0.12%0.18%Q4 2021Q3 20224
GWRE GUIDEWIRE SOFTWARE440.10%0.12%0.14%Q4 2021Q3 20224
ANTM ELEVANCE HEALTH INC440.10%0.11%0.13%Q4 2021Q3 20224
CRM SALESFORCE INC440.09%0.11%0.13%Q4 2021Q3 20224
AZN ASTRAZENECA PLC IAM CO...440.09%0.11%0.14%Q4 2021Q3 20224
PG PROCTER & GAMBLE440.10%0.11%0.12%Q4 2021Q3 20224
DGRO ISHARES CORE DIVIDEND ...440.08%0.11%0.13%Q4 2021Q3 20224
MS MORGAN STANLEY440.04%0.10%0.17%Q4 2021Q3 20224
NGPHF NORTHERN GRAPHITE CO F440.08%0.10%0.11%Q4 2021Q3 20224
HD HOME DEPOT INC440.08%0.10%0.12%Q4 2021Q3 20224
NFLX NETFLIX INC440.04%0.10%0.14%Q4 2021Q3 20224
UPS UNITED PARCEL SRVC CLA...440.09%0.10%0.10%Q4 2021Q3 20224
ABBV ABBVIE INC440.08%0.09%0.11%Q4 2021Q3 20224
VGT VANGUARD INFORMATION T...440.08%0.09%0.09%Q4 2021Q3 20224
V VISA INC CLASS A440.08%0.08%0.09%Q4 2021Q3 20224
PFE PFIZER INC440.08%0.08%0.09%Q4 2021Q3 20224
MSTR MICROSTRATEGY INC CLASS A440.03%0.08%0.14%Q4 2021Q3 20224
TMO THERMO FISHER SCNTFC440.08%0.08%0.08%Q4 2021Q3 20224
IEMG ISHARES CORE MSCI EMER...440.07%0.08%0.08%Q4 2021Q3 20224
ABNB AIRBNB INC CLASS A440.06%0.07%0.08%Q4 2021Q3 20224
CVX CHEVRON CORP440.05%0.07%0.09%Q4 2021Q3 20224
VUG VANGUARD GROWTH ETF440.06%0.07%0.07%Q4 2021Q3 20224
GIS GENERAL MILLS INC440.05%0.07%0.08%Q4 2021Q3 20224
DIS WALT DISNEY CO440.06%0.07%0.07%Q4 2021Q3 20224
JNJ JOHNSON & JOHNSON440.06%0.07%0.08%Q4 2021Q3 20224
BSV VANGUARD SHORT-TERM BO...440.06%0.06%0.07%Q4 2021Q3 20224
RIVIAN AUTOMOTIVE INC ...440.04%0.06%0.08%Q4 2021Q3 20224
VCSH VANGUARD SHORT TERM CO...440.06%0.06%0.07%Q4 2021Q3 20224
SQ BLOCK INC CLASS A440.02%0.06%0.14%Q4 2021Q3 20224
WFC WELLS FARGO & CO440.05%0.06%0.07%Q4 2021Q3 20224
VTIP VANGUARD SHRT INF PROT440.03%0.06%0.09%Q4 2021Q3 20224
BKNG BOOKING HOLDINGS INC440.06%0.06%0.06%Q4 2021Q3 20224
KMX CARMAX INC440.05%0.06%0.06%Q4 2021Q3 20224
SDGR SCHRODINGER INC440.06%0.06%0.06%Q4 2021Q3 20224
SCHP SCHWAB US TIPS ETF440.03%0.06%0.08%Q4 2021Q3 20224
VB VANGUARD SMALL CAP ETF440.05%0.05%0.06%Q4 2021Q3 20224
KO THE COCA-COLA CO440.04%0.05%0.06%Q4 2021Q3 20224
VTI VANGUARD TOTAL STOCK M...440.05%0.05%0.05%Q4 2021Q3 20224
PM PHILIP MORRIS INTL440.05%0.05%0.06%Q4 2021Q3 20224
VO VANGUARD MID CAP ETF440.05%0.05%0.05%Q4 2021Q3 20224
ADBE ADOBE INC440.04%0.05%0.06%Q4 2021Q3 20224
BND VANGUARD TOTAL BOND MA...440.04%0.05%0.05%Q4 2021Q3 20224
CAT CATERPILLAR INC440.04%0.05%0.05%Q4 2021Q3 20224
KOF COCA-COLA FEMSA S A B ...440.04%0.05%0.06%Q4 2021Q3 20224
VIS VANGUARD INDUSTRIALS ETF440.04%0.05%0.05%Q4 2021Q3 20224
TXN TEXAS INSTRUMENTS440.04%0.05%0.05%Q4 2021Q3 20224
VYM VANGUARD HIGH DIVIDEND...440.04%0.05%0.05%Q4 2021Q3 20224
IDXX IDEXX LABS INC440.04%0.05%0.05%Q4 2021Q3 20224
ALGN ALIGN TECHNOLOGY INC440.03%0.04%0.06%Q4 2021Q3 20224
TSM TAIWAN SEMICONDUCTR FS...440.04%0.04%0.05%Q4 2021Q3 20224
GOOG ALPHABET INC. CLASS C440.04%0.04%0.04%Q4 2021Q3 20224
MDT MEDTRONIC PLC F440.04%0.04%0.04%Q4 2021Q3 20224
CSCO CISCO SYSTEMS INC440.04%0.04%0.04%Q4 2021Q3 20224
VEA VANGUARD FTSE DEVELOPE...440.04%0.04%0.04%Q4 2021Q3 20224
VMBS VANGUARD MORTGAGE BACK...440.04%0.04%0.04%Q4 2021Q3 20224
SIVB SVB FINL GROUP440.03%0.04%0.04%Q4 2021Q3 20224
BLK BLACKROCK INC440.02%0.04%0.06%Q4 2021Q3 20224
VANGUARD ULTRA-SHORT-T...440.03%0.04%0.04%Q4 2021Q3 20224
HON HONEYWELL INTL INC440.03%0.03%0.04%Q4 2021Q3 20224
RBLX ROBLOX CORP CLASS A440.02%0.03%0.05%Q4 2021Q3 20224
LQD ISHARES IBOXX INVT GRA...440.02%0.03%0.04%Q4 2021Q3 20224
EFG ISHARES MSCI EAFE GROW...440.02%0.03%0.05%Q4 2021Q3 20224
DOCU DOCUSIGN INC440.02%0.03%0.04%Q4 2021Q3 20224
AMD ADVANCED MICRO DEVIC440.02%0.03%0.04%Q4 2021Q3 20224
CMAX CAREMAX INC CLASS A440.02%0.03%0.04%Q4 2021Q3 20224
BIDU BAIDU INC FSPONSORED A...440.03%0.03%0.04%Q4 2021Q3 20224
ENB ENBRIDGE INC F440.02%0.03%0.04%Q4 2021Q3 20224
AAL AMERICAN AIRLS GROUP440.03%0.03%0.03%Q4 2021Q3 20224
ADI ANALOG DEVICES INC440.03%0.03%0.03%Q4 2021Q3 20224
GSST GS ACCESS ULTRA SHORT ...440.03%0.03%0.03%Q4 2021Q3 20224
RIOT RIOT BLOCKCHAIN I N C440.01%0.02%0.04%Q4 2021Q3 20224
LAC LITHIUM AMERS CORP NEW F440.01%0.02%0.03%Q4 2021Q3 20224
FNMA FEDERAL NATL MTG ASSN GT440.01%0.02%0.03%Q4 2021Q3 20224
FMCC FEDERAL HOME LN MTG CORP440.01%0.02%0.03%Q4 2021Q3 20224
LIT GLOBAL X LITHIUM & BAT...440.02%0.02%0.03%Q4 2021Q3 20224
UBER UBER TECHNOLOGIES INC440.02%0.02%0.02%Q4 2021Q3 20224
JETS US GLOBAL JETS ETF440.02%0.02%0.02%Q4 2021Q3 20224
CVS CVS HEALTH CORP440.02%0.02%0.02%Q4 2021Q3 20224
POOL POOL CORP440.01%0.02%0.03%Q4 2021Q3 20224
FIS FIDELITY NATL INFO440.02%0.02%0.02%Q4 2021Q3 20224
O REALTY INCOME CORP DIS...440.02%0.02%0.02%Q4 2021Q3 20224
ASPU ASPEN GROUP INC440.01%0.02%0.02%Q4 2021Q3 20224
THORNBURG BETTER WORLD...440.02%0.02%0.02%Q4 2021Q3 20224
SPIB SPDR INTRMDT TRM CRPRA...440.01%0.02%0.02%Q4 2021Q3 20224
PAYX PAYCHEX INC440.01%0.02%0.02%Q4 2021Q3 20224
AEP AMER ELECTRIC PWR CO440.01%0.02%0.02%Q4 2021Q3 20224
KOIN CAPITAL LNK GLBL FINTE...440.02%0.02%0.02%Q4 2021Q3 20224
PDD PINDUODUO INC FUNSPONS...440.01%0.01%0.02%Q4 2021Q3 20224
AMAT APPLIED MATERIALS440.01%0.01%0.02%Q4 2021Q3 20224
DUK DUKE ENERGY CORP440.01%0.01%0.02%Q4 2021Q3 20224
ENR ENERGIZER HOLDINGS INC N440.01%0.01%0.02%Q4 2021Q3 20224
SO SOUTHERN CO440.01%0.01%0.02%Q4 2021Q3 20224
LYFT LYFT INC CLASS A440.01%0.01%0.02%Q4 2021Q3 20224
GRAYSCALE LITECOIN TRUST440.01%0.01%0.02%Q4 2021Q3 20224
FSM FORTUNA SILVER MINES F440.01%0.01%0.02%Q4 2021Q3 20224
FAST FASTENAL CO440.01%0.01%0.01%Q4 2021Q3 20224
VALKYRIE BITCOIN STRAT...440.01%0.01%0.02%Q4 2021Q3 20224
LAMR LAMAR ADVERTISING CO00...440.01%0.01%0.01%Q4 2021Q3 20224
WELL WELLTOWER INC REIT440.01%0.01%0.01%Q4 2021Q3 20224
FISV FISERV INC440.01%0.01%0.01%Q4 2021Q3 20224
MJ ETFMG ALTERNATIVE HARV...440.00%0.01%0.02%Q4 2021Q3 20224
BLOK AMPLIFY TRNSFRMTNL DAT...440.01%0.01%0.01%Q4 2021Q3 20224
BBC VIRTUS LIFSCI BIOTCH C...440.01%0.01%0.01%Q4 2021Q3 20224
IRBT IROBOT CORP440.00%0.01%0.01%Q4 2021Q3 20224
GENERAL ELECTRIC CO440.01%0.01%0.01%Q4 2021Q3 20224
URTY PROSHARES ULTRAPRO RUS...440.01%0.01%0.01%Q4 2021Q3 20224
MMP MAGELLAN MIDSTREAM PA LP440.01%0.01%0.01%Q4 2021Q3 20224
VTR VENTAS INC REIT440.01%0.01%0.01%Q4 2021Q3 20224
ALNY ALNYLAM PHARMACEUTL440.01%0.01%0.01%Q4 2021Q3 20224
GPC GENUINE PARTS CO440.01%0.01%0.01%Q4 2021Q3 20224
VZ VERIZON COMMUNICATN440.01%0.01%0.01%Q4 2021Q3 20224
SCHD SCHWAB US DIVIDEND EQU...440.01%0.01%0.01%Q4 2021Q3 20224
FMCCL FEDERAL HOME 5.97 PFDPFD440.01%0.01%0.01%Q4 2021Q3 20224
IHI ISHARES US MEDICAL DEV...440.01%0.01%0.01%Q4 2021Q3 20224
GRAYSCALE BITCOIN CASH T440.00%0.01%0.01%Q4 2021Q3 20224
EMR EMERSON ELECTRIC CO440.01%0.01%0.01%Q4 2021Q3 20224
XSMO INVESCO S & P SMLCP MO...440.01%0.01%0.01%Q4 2021Q3 20224
BLCN SIREN NASDAQ NEXGEN EC...440.00%0.01%0.01%Q4 2021Q3 20224
PEY INVSC HIGH YIELD DIVID...440.01%0.01%0.01%Q4 2021Q3 20224
SPSM SPDR PORTFOLIO S&P 600...440.01%0.01%0.01%Q4 2021Q3 20224
IJR ISHARES CORE S&P SMALL...440.00%0.00%0.01%Q4 2021Q3 20224
SCHE SCHWAB EMERGING MARKET...440.00%0.00%0.01%Q4 2021Q3 20224
UGI U G I CORP440.00%0.00%0.01%Q4 2021Q3 20224
IGRO ISHARES DIVIDEND GROWT...440.00%0.00%0.01%Q4 2021Q3 20224
VWO VANGUARD FTSE EMERGING...440.00%0.00%0.01%Q4 2021Q3 20224
IJT ISHARES S&P SMLL CAP 6...440.00%0.00%0.01%Q4 2021Q3 20224
IJS ISHARES S&P SMALL CAP ...440.00%0.00%0.01%Q4 2021Q3 20224
IWO ISHARES RUSSELL 2000 G...440.00%0.00%0.01%Q4 2021Q3 20224
SCZ ISHARES MSCI EAFE SMAL...440.00%0.00%0.01%Q4 2021Q3 20224
IONS IONIS PHARMACEUTICALS IN440.00%0.00%0.01%Q4 2021Q3 20224
HDV ISHARES CORE HIGH DIVI...440.00%0.00%0.01%Q4 2021Q3 20224
ITA ISHARES US AEROSPACE D...440.00%0.00%0.01%Q4 2021Q3 20224
ULTHF UNITED LITHIUM CORP NE F440.00%0.00%0.01%Q4 2021Q3 20224
PSP INVESCO GLOBAL LISTED ...440.00%0.00%0.01%Q4 2021Q3 20224
SE SEA LTD FUNSPONSORED A...440.00%0.00%0.01%Q4 2021Q3 20224
PTON PELOTON INTERACTIVE INC440.00%0.00%0.01%Q4 2021Q3 20224
CMP COMPASS MINERALS INT440.00%0.00%0.00%Q4 2021Q3 20224
EPD ENTERPRISE PRODS PART LP440.00%0.00%0.00%Q4 2021Q3 20224
IXN ISHARES GLOBAL TECH ETF440.00%0.00%0.00%Q4 2021Q3 20224
IOO ISHARES GLOBAL 100 ETF440.00%0.00%0.00%Q4 2021Q3 20224
FORD FORWARD INDS INC440.00%0.00%0.00%Q4 2021Q3 20224
FNMAH FEDERAL NTN 5.9481 PFD...440.00%0.00%0.00%Q4 2021Q3 20224
SDIV GLOBAL X SUPERDIVIDEND...440.00%0.00%0.00%Q4 2021Q3 20224
PPA INVESCO AEROSPACE & DE...440.00%0.00%0.00%Q4 2021Q3 20224
VTRS VIATRIS INC440.00%0.00%0.00%Q4 2021Q3 20224
CRON CRONOS GROUP INC F440.00%0.00%0.00%Q4 2021Q3 20224
ORION OFFICE REIT INC ...440.00%0.00%0.00%Q4 2021Q3 20224
TWTR TWITTER INC220.10%0.30%0.49%Q2 2022Q3 20222
MGK VANGUARD MEGA CAP GROW...220.18%0.18%0.19%Q2 2022Q3 20222
SLM SLM CORP220.13%0.13%0.13%Q4 2021Q1 20222
LI LI AUTO INC FUNSPONSOR...220.08%0.10%0.12%Q2 2022Q3 20222
GUNR FLEXSHARES UPSTREAM NA220.09%0.09%0.09%Q4 2021Q1 20222
XLRE REAL ESTATE SELECT SCTR220.07%0.07%0.08%Q4 2021Q1 20222
SIVR ABERDEEN STANDARD SILVER220.07%0.07%0.07%Q4 2021Q1 20222
GSG ISHARES S&P GSCI220.07%0.07%0.07%Q4 2021Q1 20222
SVM SILVERCORP METALS F220.07%0.07%0.07%Q4 2021Q1 20222
MORGAN STANLEY INST GR...220.06%0.07%0.07%Q2 2022Q3 20222
OAS OASIS PETROLEUM INC220.06%0.06%0.06%Q4 2021Q1 20222
HSCZ ISHRS CRNCY HDG MSCI E...220.06%0.06%0.06%Q2 2022Q3 20222
USO UNITED STATES OIL FUND,220.05%0.05%0.05%Q4 2021Q1 20222
USOI CREDIT SUSE X LINKS220.04%0.04%0.04%Q4 2021Q1 20222
DVA DAVITA INC220.04%0.04%0.04%Q4 2021Q1 20222
PYPL PAYPAL HOLDINGS INCORPOR220.04%0.04%0.04%Q4 2021Q1 20222
MASI MASIMO CORP220.04%0.04%0.04%Q4 2021Q1 20222
CIVITAS RES INC220.04%0.04%0.04%Q4 2021Q1 20222
PWC INVESCO DYNAMIC MARKET220.04%0.04%0.04%Q4 2021Q1 20222
SHOP SHOPIFY INC F220.03%0.03%0.04%Q4 2021Q1 20222
ETSY ETSY INC220.03%0.03%0.03%Q4 2021Q1 20222
LTHM LIVENT CORP220.02%0.03%0.03%Q2 2022Q3 20222
MTCH MATCH GROUP INC NEW220.03%0.03%0.03%Q4 2021Q1 20222
INTC INTEL CORP220.03%0.03%0.03%Q4 2021Q1 20222
WST WEST PHARM SRVC INC220.02%0.02%0.02%Q4 2021Q1 20222
W WAYFAIR INC220.02%0.02%0.02%Q4 2021Q1 20222
RDSA ROYAL DUTCH SHELL F220.02%0.02%0.02%Q4 2021Q1 20222
VRTX VERTEX PHARMACEUTICA220.02%0.02%0.02%Q4 2021Q1 20222
F FORD MOTOR CO220.02%0.02%0.02%Q4 2021Q1 20222
BP BP PLC F220.02%0.02%0.02%Q4 2021Q1 20222
PINS PINTEREST INC220.02%0.02%0.02%Q4 2021Q1 20222
WMT WALMART INC220.01%0.01%0.02%Q4 2021Q1 20222
SWEETGREEN INC220.01%0.01%0.01%Q4 2021Q1 20222
ICE INTERCONTINENTAL EXC220.01%0.01%0.01%Q2 2022Q3 20222
LKNCY LUCKIN COFFEE INC F220.01%0.01%0.01%Q4 2021Q1 20222
CYDVF CYPRESS DEVELOPMENT F220.01%0.01%0.01%Q2 2022Q3 20222
ARKF ARK FINTECH INNOVATION...220.01%0.01%0.01%Q2 2022Q3 20222
GRFXY GRAPHEX GROUP LTD FUNS...220.01%0.01%0.01%Q2 2022Q3 20222
ACME LITHIUM INC F220.00%0.00%0.00%Q2 2022Q3 20222
MELI MERCADOLIBRE INC110.06%0.06%0.06%Q3 2022Q3 20221
NKLA NIKOLA CORP110.05%0.05%0.05%Q3 2022Q3 20221
JMIA JUMIA TECHNOLOGIES A G F110.03%0.03%0.03%Q3 2022Q3 20221
CRLBF CRESCO LABS INC F110.02%0.02%0.02%Q3 2022Q3 20221
RMO ROMEO POWER INC110.01%0.01%0.01%Q3 2022Q3 20221
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The securities at the top of the list , including GOLDMAN SACHS ETF TRUST ACTIVEBETA U S LARGE CAP EQ, GOLDMAN SACHS ETF TRUST ACCESS U.S. AGGREGATE BOND ETF, and GOLDMAN SACHS MARKTBTA US EQY ETF, are the highest-conviction holdings of MILESTONE WEALTH, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by MILESTONE WEALTH, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MILESTONE WEALTH, LLC owns currently or has owned in the past.