MILESTONE WEALTH, LLC
Latest 13F filing data - Q3 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 2K | $195.00K |
 | MSFT | 2K | $427.00K |
 | MRNA | 2K | $252.00K |
 | NVDA | 2K | $213.00K |
 | PFE | 2K | $74.00K |
 | RIOT | 2K | $11.00K |
 | GWRE | 2K | $92.00K |
 | FORD | 2K | $2.00K |
 | RIVN | 1K | $46.00K |
 | WFC | 1K | $51.00K |
 | LOW | 1K | $235.00K |
 | BA | 1K | $121.00K |
 | GIS | 963 | $74.00K |
 | KO | 947 | $53.00K |
 | KOF | 878 | $51.00K |
 | CSCO | 848 | $36.00K |
 | MA | 801 | $253.00K |
 | ENB | 793 | $34.00K |
 | META | 772 | $124.00K |
 | PG | 727 | $92.00K |
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$195.00K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$427.00K
Moderna, Inc.
MRNA
Shares Held
2K
Value
$252.00K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$213.00K
Pfizer Inc.
PFE
Shares Held
2K
Value
$74.00K
Riot Platforms, Inc.
RIOT
Shares Held
2K
Value
$11.00K
Guidewire Software, Inc.
GWRE
Shares Held
2K
Value
$92.00K
Forward Industries, Inc.
FORD
Shares Held
2K
Value
$2.00K
Rivian Automotive, Inc.
RIVN
Shares Held
1K
Value
$46.00K
Wells Fargo & Company
WFC
Shares Held
1K
Value
$51.00K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$235.00K
The Boeing Company
BA
Shares Held
1K
Value
$121.00K
General Mills, Inc.
GIS
Shares Held
963
Value
$74.00K
The Coca-Cola Company
KO
Shares Held
947
Value
$53.00K
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
878
Value
$51.00K
Cisco Systems, Inc.
CSCO
Shares Held
848
Value
$36.00K
Mastercard Incorporated
MA
Shares Held
801
Value
$253.00K
Enbridge Inc.
ENB
Shares Held
793
Value
$34.00K
Meta Platforms, Inc.
META
Shares Held
772
Value
$124.00K
The Procter & Gamble Company
PG
Shares Held
727
Value
$92.00K