$89.5 Million is the total value of MILESTONE WEALTH, LLC's 1859 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | New | MERCADOLIBRE INC | $50,000 | – | 60 | +100.0% | 0.06% | – |
| NKLA | New | NIKOLA CORP | $42,000 | – | 12,000 | +100.0% | 0.05% | – |
| JMIA | New | JUMIA TECHNOLOGIES A G Famerican depository | $29,000 | – | 5,000 | +100.0% | 0.03% | – |
| CRLBF | New | CRESCO LABS INC Fforeign canadian | $14,000 | – | 5,000 | +100.0% | 0.02% | – |
| RMO | New | ROMEO POWER INC | $8,000 | – | 20,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TRUST ACTIVEBETA U S LARGE CAP EQ | 4 | Q3 2022 | 24.8% |
| GOLDMAN SACHS ETF TRUST ACCESS U.S. AGGREGATE BOND ETF | 4 | Q3 2022 | 16.5% |
| GOLDMAN SACHS MARKTBTA US EQY ETF | 4 | Q3 2022 | 7.4% |
| GOLDMAN SACHS ETF TRUST ACCESS INVT GR ETF | 4 | Q3 2022 | 6.7% |
| GOLDMAN SACHS ETF TRUST ACTIVEBETA US ETF | 4 | Q3 2022 | 4.6% |
| MORGAN STANLEY INST GLOBAL OPP I | 4 | Q3 2022 | 4.9% |
| GOLDMAN SACHS ETF TRUST ACTIVEBETA INT ETF | 4 | Q3 2022 | 7.1% |
| MORGAN STANLEY INST GLOBAL INSGT I | 4 | Q3 2022 | 4.3% |
| GOLDMAN SACHS ETF TRUST ACCESS INFLATI ETF | 4 | Q3 2022 | 2.9% |
| ISHARES TRUST JPMORGAN USD EMG ETF | 4 | Q3 2022 | 3.2% |
View MILESTONE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2022-11-16 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-16 |
View MILESTONE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.