Milestone Asset Management Group, LLC
Top Portfolio Positions
44 positions ·
$60,280,653 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
13,573 | $7,834,064 | 13.00% | |
| RTX |
RTX Corp
Industrials
|
32,186 | $6,208,679 | 10.30% | |
| AAPL |
Apple Inc.
Technology
|
22,382 | $5,680,327 | 9.42% | |
| GLXY |
Galaxy Digital Inc.
Financial Services
|
283,504 | $5,230,648 | 8.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,587 | $3,907,077 | 6.48% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
61,488 | $3,629,636 | 6.02% | |
| NVDA |
Nvidia Corp
Technology
|
19,110 | $3,332,784 | 5.53% | |
| MSFT |
Microsoft Corp
Technology
|
8,628 | $3,193,826 | 5.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,284 | $2,451,004 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,177 | $1,911,293 | 3.17% |
Portfolio Trend
6 quarters · across all stocks
Holdings in FBTC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,629,636 | 61,488 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,503,363 | 59,076 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,415,490 | 54,258 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,582,952 | 48,760 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,513,359 | 48,817 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,856,857 | 47,277 | Shares | Sole | 2025-03-27 | |
| No 13F history on record for this holder in this stock. | ||||||