Stock Taper 
MILESTONE ASSET MANAGEMENT GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 2.2K | $831.52K |
 Automatic Data Processing, Inc. | ADP | 2.55K | $570.62K |
 Oracle Corporation | ORCL | 2.78K | $406.97K |
 QUALCOMM Incorporated | QCOM | 2.9K | $535.88K |
 Eversource Energy | ES | 3.16K | $228.44K |
 Berkshire Hathaway Inc. | BRK-B | 3.3K | $1.65M |
 Cisco Systems, Inc. | CSCO | 3.41K | $400.98K |
 Tesla, Inc. | TSLA | 3.44K | $1.45M |
 Alphabet Inc. | GOOG | 4.32K | $1.53M |
 Meta Platforms, Inc. | META | 4.33K | $2.44M |
 Otis Worldwide Corporation | OTIS | 5.38K | $385.56K |
 Verizon Communications Inc. | VZ | 8.26K | $349.59K |
 Microsoft Corporation | MSFT | 8.44K | $3.15M |
 Amazon.com, Inc. | AMZN | 9.2K | $2.19M |
 Carrier Global Corporation | CARR | 10.78K | $790.86K |
 Alphabet Inc. | GOOGL | 13.63K | $4.87M |
 NVIDIA Corporation | NVDA | 18.5K | $3.7M |
 Apple Inc. | AAPL | 22.34K | $6.47M |
 Ares Capital Corporation | ARCC | 27.44K | $508.42K |
 Marathon Digital Holdings, Inc. | MARA | 29.28K | $406.65K |