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Value $
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$112M
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Signature - Title
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Jim Cullen - Senior Compliance Consultant
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Location
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Avon, CT
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Summary
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This page shows a list of all the recent 13F filings made by Milestone Asset Management Group, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Milestone Asset Management Group, LLC reported 95 stock holdings with total value $112M as of Q4 2024. Top holdings included QQQ, AAPL, VOO, SCHG, and IVV.