Milestone Resources Group
Latest statistics and disclosures from Milestone Resources Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, IBN, SHW, SPGI, and represent 52.47% of Milestone Resources Group's stock portfolio.
- Added to shares of these 3 stocks: AMZN (+$41M), AVGO (+$16M), SN (+$7.5M).
- Reduced shares in these 8 stocks: NVDA (-$368M), GOOGL (-$281M), META (-$229M), , PYPL (-$30M), SNAP (-$7.0M), BAH, TSLA.
- Sold out of its positions in ADBE, GOOGL, BAH, PYPL, SNAP.
- Milestone Resources Group was a net seller of stock by $-944M.
- Milestone Resources Group has $1.9B in assets under management (AUM), dropping by -37.56%.
- Central Index Key (CIK): 0001708139
Tip: Access up to 7 years of quarterly data
Positions held by Milestone Resources Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Milestone Resources Group
Milestone Resources Group holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 16.1 | $304M | +15% | 1.6M | 190.26 |
|
| Microsoft Corporation (MSFT) | 11.3 | $214M | 569k | 375.39 |
|
|
| Icici Bank Adr (IBN) | 10.8 | $205M | 6.5M | 31.52 |
|
|
| Sherwin-Williams Company (SHW) | 7.3 | $139M | 397k | 349.19 |
|
|
| S&p Global (SPGI) | 6.8 | $129M | 254k | 508.10 |
|
|
| Abbott Laboratories (ABT) | 6.6 | $125M | 941k | 132.65 |
|
|
| Broadcom (AVGO) | 6.4 | $121M | +15% | 722k | 167.43 |
|
| UnitedHealth (UNH) | 6.2 | $118M | 225k | 523.75 |
|
|
| Thermo Fisher Scientific (TMO) | 5.8 | $109M | 220k | 497.60 |
|
|
| Meta Platforms Cl A (META) | 5.5 | $104M | -68% | 181k | 576.36 |
|
| Zoetis Cl A (ZTS) | 5.3 | $100M | 609k | 164.65 |
|
|
| Intuit (INTU) | 5.3 | $100M | 162k | 613.99 |
|
|
| salesforce (CRM) | 4.6 | $87M | 325k | 268.36 |
|
|
| Sharkninja Com Shs (SN) | 0.8 | $16M | +88% | 191k | 83.41 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $9.4M | 14k | 662.63 |
|
|
| Visa Com Cl A (V) | 0.1 | $2.7M | 7.8k | 350.47 |
|
|
| Tesla Motors (TSLA) | 0.1 | $2.6M | -12% | 9.9k | 259.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | 3.8k | 548.02 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $270k | -99% | 2.5k | 108.35 |
|
| Lam Research (LRCX) | 0.0 | $210k | 2.9k | 72.66 |
|
|
| Applied Materials (AMAT) | 0.0 | $194k | 1.3k | 145.43 |
|
Past Filings by Milestone Resources Group
SEC 13F filings are viewable for Milestone Resources Group going back to 2017
- Milestone Resources Group 2025 Q1 filed May 9, 2025
- Milestone Resources Group 2024 Q4 filed Feb. 11, 2025
- Milestone Resources Group 2024 Q3 restated filed Dec. 9, 2024
- Milestone Resources Group 2024 Q2 filed Aug. 2, 2024
- Milestone Resources Group 2024 Q1 filed May 8, 2024
- Milestone Resources Group 2023 Q4 filed Feb. 2, 2024
- Milestone Resources Group 2023 Q3 filed Nov. 9, 2023
- Milestone Resources Group 2023 Q2 filed Aug. 3, 2023
- Milestone Resources Group 2023 Q1 filed April 14, 2023
- Milestone Resources Group 2022 Q4 filed Feb. 3, 2023
- Milestone Resources Group 2022 Q3 filed Oct. 21, 2022
- Milestone Resources Group 2022 Q2 filed Aug. 8, 2022
- Milestone Resources Group 2022 Q1 filed April 26, 2022
- Milestone Resources Group 2021 Q4 filed Jan. 26, 2022
- Milestone Resources Group 2021 Q3 restated filed Oct. 26, 2021
- Milestone Resources Group 2021 Q3 filed Oct. 22, 2021