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 (431 days), 67 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months +5.8% · 1 year +16.6% · all +16.6%
  • Max drawdown -6.0% · Sharpe 0.65 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 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

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