Long-term investor
Milestone Asset Management Group, LLC @milestoneassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063452).
Record
- Tracked since 2025-06-30 (470 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days -3.9% · 6 months +1.7% · 1 year -20.5% · all -20.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 5.1% · long · since 2025-06-30
- 922908363 · 4.6% · long · since 2025-06-30
- GLXY · 3.9% · long · since 2025-06-30
- 921910816 · 3.3% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- RTX · 3.0% · long · since 2025-06-30
- 464287200 · 3.0% · long · since 2025-06-30
- 921910840 · 2.8% · long · since 2025-06-30
- 808524300 · 2.6% · long · since 2025-06-30
- 78464A409 · 2.5% · long · since 2025-06-30
- 78464A508 · 2.5% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30