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Monolith Advisors

Latest statistics and disclosures from Milestone Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, GCOR, GSUS, GSIE, GSSC, and represent 52.09% of Milestone Wealth's stock portfolio.
Added to shares of these 10 stocks: GLD, GOOGL, TSLA, SLV, SQ, NVDA, TEVA, MELI, ETHE, NKLA.
Started 5 new stock positions in CRLBF, MELI, NKLA, Romeo Power, JMIA.
Reduced shares in these 10 stocks: GSLC, Twitter, GCOR, NIO, SHV, AAPL, GSUS, GSSC, MSTR, GSIE.
Milestone Wealth was a net buyer of stock by $316k.
Milestone Wealth has $89M in assets under management (AUM), dropping by -6.12%.
Central Index Key (CIK): 0001904020

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Portfolio Holdings for Milestone Wealth

Milestone Wealth holds 233 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Actvbeta Uit Exchange Traded (GSLC)	17.7	$16M	-3%	222k	71.20	View chart
Goldman Sachs Acs Us Uit Exchange Traded (GCOR)	16.5	$15M		357k	41.14	View chart
Goldman Sachs Marktbta Uit Exchange Traded (GSUS)	7.3	$6.5M		136k	48.31	View chart
Goldman Sachs Actvbt Uit Exchange Traded (GSIE)	6.5	$5.8M		239k	24.08	View chart
Gldmn Sch Actvbeta Us Uit Exchange Traded (GSSC)	4.1	$3.7M		75k	48.78	View chart
Morgan Stanley Inst Glob Equity Funds (MGGIX)	3.4	$3.1M		129k	23.84	View chart
Gldmn Schs Acs Inv Grd Uit Exchange Traded (GIGB)	3.0	$2.7M		62k	43.22	View chart
Gldmn Sch Acs Infla Prtc Uit Exchange Traded (GTIP)	2.8	$2.5M		52k	47.65	View chart
Morgan Stanley Inst Glob Equity Funds (MIGIX)	2.5	$2.2M		261k	8.41	View chart
Goldman Sachs Acces Uit Exchange Traded (GBIL)	2.2	$2.0M		19k	102.56	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	2.0	$1.8M		5.0k	358.02	View chart
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)	1.9	$1.7M		20k	86.21	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	1.5	$1.3M	+136%	8.7k	154.44	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	1.4	$1.2M		21k	58.01	View chart
Spdr Long Term Treasury Uit Exchange Traded (SPTL)	1.4	$1.2M		51k	24.10	View chart
Invsc Ultra Short Uit Exchange Traded (GSY)	1.4	$1.2M		25k	49.38	View chart
Apple Common Stock (AAPL)	1.3	$1.2M	-7%	8.7k	135.48	View chart
Gldmn Sach Actvbeta Emrg Uit Exchange Traded (GEM)	1.2	$1.0M	-2%	40k	25.49	View chart
Ishares Silver Trust Uit Exchange Traded (SLV)	0.8	$749k	+86%	43k	17.40	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.8	$737k		2.8k	266.96	View chart
Technology Select Sector Uit Exchange Traded (XLK)	0.8	$736k		6.2k	118.71	View chart
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)	0.8	$723k		6.6k	109.95	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.7	$630k		4.7k	135.14	View chart
Coinbase Global Common Stock (COIN)	0.6	$566k		8.8k	64.43	View chart
Tesla Common Stock (TSLA)	0.6	$545k	+200%	2.1k	265.15	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$530k		6.1k	87.31	View chart
Ishares Short Treasury Uit Exchange Traded (SHV)	0.6	$491k	-20%	4.5k	109.99	View chart
Alphabet Common Stock (GOOGL)	0.5	$480k	+1900%	5.0k	95.69	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$428k		1.8k	233.85	View chart
Amazon.com Common Stock (AMZN)	0.5	$407k		3.6k	112.50	View chart
Us Treasur Nt 0.7511/24 Treasury	0.4	$372k		400k	0.93	View chart
Ishares Russell 2000 Uit Exchange Traded (IWM)	0.3	$304k		1.8k	164.89	View chart
Fidelity Msci Health Uit Exchange Traded (FHLC)	0.3	$298k		5.2k	57.58	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.3	$284k		2.3k	123.53	View chart
Spdr S&p 500 High Uit Exchange Traded (SPYD)	0.3	$279k		7.9k	35.48	View chart
Vanguard Itm-term Uit Exchange Traded (VGIT)	0.3	$262k		4.5k	58.38	View chart
Fidelity Msci Infor Tech Uit Exchange Traded (FTEC)	0.3	$254k		2.8k	91.01	View chart
Vanguard Mid Cap Value Uit Exchange Traded (VOE)	0.3	$250k		2.1k	121.83	View chart
Ishares S&p 500 Value Uit Exchange Traded (IVE)	0.3	$249k		1.9k	128.68	View chart
Lowes Companies Common Stock (LOW)	0.3	$234k		1.2k	187.50	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.3	$230k	-2%	2.5k	91.56	View chart
Mastercard Common Stock (MA)	0.3	$228k		801.00	284.92	View chart
Vanguard Small Cap Value Uit Exchange Traded (VBR)	0.3	$226k		1.6k	143.60	View chart
Goldman Sachs Access Hgh Uit Exchange Traded (GHYB)	0.2	$221k	-5%	5.3k	41.32	View chart
Nvidia Corp Common Stock (NVDA)	0.2	$213k	+39%	1.8k	120.90	View chart
Moderna Common Stock (MRNA)	0.2	$209k		1.8k	118.35	View chart
Grayscale Ethereum Tr Et Closed End Mutl Fund (ETHE)	0.2	$195k	+29%	22k	9.09	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$195k		1.9k	104.00	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$192k		719.00	266.54	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.2	$189k		575.00	328.70	View chart
Teva Pharmaceutical In F American Depository (TEVA)	0.2	$185k	+43%	23k	8.07	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.2	$182k		4.3k	42.27	View chart
Unitedhealth Grp Common Stock (UNH)	0.2	$179k		352.00	508.93	View chart
Alibaba Group Hldg Ltd F American Depository (BABA)	0.2	$176k	-8%	2.2k	79.27	View chart
Vanguard Energy Etf Uit Exchange Traded (VDE)	0.2	$175k		1.7k	101.14	View chart
Grayscale Bitcoin Tr Btc Closed End Mutl Fund (GBTC)	0.2	$171k		15k	11.27	View chart
Vanguard Mega Cap Growth Uit Exchange Traded (MGK)	0.2	$167k		960.00	173.96	View chart
Goldman Sachs Physical Uit Exchange Traded (AAAU)	0.2	$162k		9.7k	16.61	View chart
Morgan Stanley Common Stock (MS)	0.2	$157k		2.0k	80.00	View chart
Amerisourcebergen Corp Common Stock (COR)	0.2	$155k		1.2k	134.78	View chart
Ishares Russell 1000 Uit Exchange Traded (IWB)	0.2	$141k		716.00	196.93	View chart
Block Common Stock (SQ)	0.1	$132k	+692%	2.3k	57.85	View chart
Ishares Core Msci Totl Uit Exchange Traded (IXUS)	0.1	$124k		2.4k	50.83	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$122k		4.1k	30.09	View chart
Boeing Common Stock (BA)	0.1	$121k		1.0k	121.00	View chart
Altria Group Common Stock (MO)	0.1	$121k		3.0k	40.19	View chart
Proshares Bitcoin Uit Exchange Traded (BITO)	0.1	$120k		10k	12.00	View chart
Elevance Health Common Stock (ELV)	0.1	$117k		257.00	454.55	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWR)	0.1	$116k		1.9k	61.97	View chart
Iqvia Holdings Common Stock (IQV)	0.1	$116k		641.00	180.62	View chart
Microstrategy Common Stock (MSTR)	0.1	$111k	-37%	490.00	225.81	View chart
Astrazeneca Plc F American Depository (AZN)	0.1	$110k		2.0k	55.00	View chart
Meta Platforms Common Stock (META)	0.1	$104k		772.00	134.67	View chart
Abbvie Common Stock (ABBV)	0.1	$93k		689.00	134.88	View chart
Guidewire Software Common Stock (GWRE)	0.1	$92k		1.5k	61.33	View chart
Procter & Gamble Common Stock (PG)	0.1	$92k		727.00	126.40	View chart
Nio Inc F American Depository (NIO)	0.1	$91k	-63%	5.7k	15.86	View chart
Tencent Holdings F American Depository (TCEHY)	0.1	$89k	-16%	2.6k	34.31	View chart
Twitter Common Stock	0.1	$88k	-84%	2.0k	44.00	View chart
United Parcel Srvc Common Stock (UPS)	0.1	$86k		532.00	161.29	View chart
Salesforce Common Stock (CRM)	0.1	$85k		588.00	143.65	View chart
Chevron Corp Common Stock (CVX)	0.1	$80k		557.00	143.63	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	0.1	$76k		1.7k	44.19	View chart
Home Depot Common Stock (HD)	0.1	$75k		270.00	277.78	View chart
General Mills Common Stock (GIS)	0.1	$74k		963.00	77.12	View chart
Pfizer Common Stock (PFE)	0.1	$74k		1.7k	43.79	View chart
Vanguard Information Uit Exchange Traded (VGT)	0.1	$74k		242.00	305.79	View chart
Northern Graphite Co F Foreign Canadian (NGPHF)	0.1	$73k		200k	0.36	View chart
Visa Common Stock (V)	0.1	$72k		404.00	178.57	View chart
Thermo Fisher Scntfc Common Stock (TMO)	0.1	$71k		140.00	507.14	View chart
Li Auto Inc F American Depository (LI)	0.1	$67k		2.9k	22.93	View chart
Adaptive Biotechnologies Common Stock (ADPT)	0.1	$67k		9.4k	7.14	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$67k		407.00	164.18	View chart
Vanguard Short-term Bond Uit Exchange Traded (BSV)	0.1	$65k		863.00	75.32	View chart
Airbnb Common Stock (ABNB)	0.1	$64k		612.00	104.58	View chart
Ishares Core Msci Uit Exchange Traded (IEMG)	0.1	$63k		1.5k	42.77	View chart
Vanguard Short Term Cor Uit Exchange Traded (VCSH)	0.1	$63k		852.00	73.94	View chart
Morgan Stanley Inst Grow Equity Funds (MSEQX)	0.1	$62k		1.9k	32.82	View chart
Growgeneration Corp Common Stock (GRWG)	0.1	$60k		17k	3.48	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.1	$59k		277.00	213.00	View chart
Netflix Common Stock (NFLX)	0.1	$57k		245.00	233.53	View chart
Walt Disney Common Stock (DIS)	0.1	$56k		585.00	95.89	View chart
The Coca-cola Common Stock (KO)	0.1	$53k		947.00	56.28	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$52k		1.3k	40.18	View chart
Coca-cola Femsa S A B F American Depository (KOF)	0.1	$51k		878.00	58.09	View chart
Schrodinger Common Stock (SDGR)	0.1	$51k		2.1k	24.88	View chart
Philip Morris Intl Common Stock (PM)	0.1	$51k		606.00	83.33	View chart
Mercadolibre Common Stock (MELI)	0.1	$50k	NEW	60.00	833.33	View chart
Ishrs Crncy Hdg Msci Uit Exchange Traded (HSCZ)	0.1	$50k		1.7k	29.85	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.1	$49k		290.00	170.45	View chart
Booking Holdings Common Stock (BKNG)	0.1	$49k		30.00	1633.33	View chart
Vanguard Total Uit Exchange Traded (VTI)	0.1	$48k		268.00	179.10	View chart
Vanguard Total Bond Uit Exchange Traded (BND)	0.1	$47k		662.00	71.00	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	0.1	$47k		251.00	187.25	View chart
Rivian Automotive Common Stock (RIVN)	0.1	$47k		1.4k	33.77	View chart
Texas Instruments Common Stock (TXN)	0.1	$45k		291.00	154.64	View chart
Caterpillar Common Stock (CAT)	0.0	$44k		269.00	163.57	View chart
Vanguard High Dividend Uit Exchange Traded (VYM)	0.0	$44k		463.00	95.03	View chart
Vanguard Industrials Uit Exchange Traded (VIS)	0.0	$43k		274.00	156.93	View chart
Nikola Corp Common Stock (NKLA)	0.0	$42k	NEW	12k	3.50	View chart
Carmax Common Stock (KMX)	0.0	$41k		616.00	66.88	View chart
Vanguard Mortgage Backed Uit Exchange Traded (VMBS)	0.0	$38k		850.00	44.71	View chart
Medtronic Plc F Foreign Ordinaries (MDT)	0.0	$38k		468.00	81.20	View chart
Vanguard Ultra-short-ter Bond Funds (VUBFX)	0.0	$37k		3.8k	9.79	View chart
Alphabet Common Stock (GOOG)	0.0	$37k	+1900%	380.00	97.37	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	0.0	$36k		981.00	36.87	View chart
Caremax Common Stock	0.0	$35k		5.0k	7.00	View chart
Taiwan Semiconductr F American Depository (TSM)	0.0	$34k		493.00	68.97	View chart
Cisco Systems Common Stock (CSCO)	0.0	$34k		848.00	40.09	View chart
Idexx Labs Common Stock (IDXX)	0.0	$33k		100.00	330.00	View chart
Adobe Common Stock (ADBE)	0.0	$32k		116.00	276.60	View chart
Honeywell Intl Common Stock (HON)	0.0	$32k		191.00	167.54	View chart
Livent Corp Common Stock	0.0	$30k		986.00	30.43	View chart
Enbridge Inc F Foreign Canadian (ENB)	0.0	$29k		793.00	36.57	View chart
Jumia Technologies A G F American Depository (JMIA)	0.0	$29k	NEW	5.0k	5.80	View chart
Baidu Inc F American Depository (BIDU)	0.0	$27k		229.00	118.72	View chart
Svb Finl Group Common Stock (SIVBQ)	0.0	$27k		80.00	337.50	View chart
Federal Natl Mtg Assn Common Stock (FNMA)	0.0	$26k	+149%	50k	0.52	View chart
Schwab Us Tips Etf Uit Exchange Traded (SCHP)	0.0	$26k		500.00	52.00	View chart
Analog Devices Common Stock (ADI)	0.0	$25k		183.00	136.61	View chart
Vanguard Short Inflation Uit Exchange Traded (VTIP)	0.0	$25k		513.00	48.73	View chart
Federal Home Ln Mtg Corp Common Stock (FMCC)	0.0	$25k	+164%	48k	0.52	View chart
Align Technology Common Stock (ALGN)	0.0	$24k		115.00	208.70	View chart
American Airls Group Common Stock (AAL)	0.0	$24k		2.0k	12.00	View chart
Gs Access Ultra Short Uit Exchange Traded (GSST)	0.0	$24k	-6%	481.00	49.90	View chart
Ishares Iboxx Invt Grade Uit Exchange Traded (LQD)	0.0	$21k		203.00	103.45	View chart
Roblox Corp Common Stock (RBLX)	0.0	$20k		564.00	35.46	View chart
Docusign Common Stock (DOCU)	0.0	$19k		361.00	52.63	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$19k		202.00	94.06	View chart
Uber Technologies Common Stock (UBER)	0.0	$18k		688.00	26.16	View chart
U.s. Global Jets Etf Uit Exchange Traded (JETS)	0.0	$18k		1.2k	15.00	View chart
Ishares Msci Eafe Growth Uit Exchange Traded (EFG)	0.0	$18k		251.00	71.71	View chart
Advanced Micro Devic Common Stock (AMD)	0.0	$18k		277.00	64.98	View chart
Realty Income Corp Disco Real Estate Investme (O)	0.0	$17k		285.00	59.65	View chart
Lithium Amers Corp F Foreign Canadian	0.0	$17k		633.00	26.86	View chart
Fidelity Natl Info Common Stock (FIS)	0.0	$15k		198.00	75.76	View chart
Amer Electric Pwr Common Stock (AEP)	0.0	$15k		179.00	83.80	View chart
Paychex Common Stock (PAYX)	0.0	$15k		134.00	111.94	View chart
Blackrock Common Stock (BLK)	0.0	$14k		25.00	560.00	View chart
Cresco Labs Inc F Foreign Canadian (CRLBF)	0.0	$14k	NEW	5.0k	2.80	View chart
Thornburg Better World I Equity Funds (TBWIX)	0.0	$14k		1.0k	13.66	View chart
Global X Lithium & Uit Exchange Traded (LIT)	0.0	$13k		190.00	68.42	View chart
Capital Lnk Glbl Fintech Uit Exchange Traded (KOIN)	0.0	$13k		437.00	29.75	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$13k		137.00	94.89	View chart
Southern Common Stock (SO)	0.0	$13k		196.00	66.33	View chart
Fiserv Common Stock (FI)	0.0	$12k		124.00	96.77	View chart
Riot Blockchain I N C Common Stock (RIOT)	0.0	$11k		1.5k	7.31	View chart
Intercontinental Exc Common Stock (ICE)	0.0	$11k		127.00	86.61	View chart
Fastenal Common Stock (FAST)	0.0	$11k		230.00	47.83	View chart
Pinduoduo Inc F American Depository (PDD)	0.0	$11k		180.00	61.11	View chart
Alnylam Pharmaceutl Common Stock (ALNY)	0.0	$10k		49.00	204.08	View chart
Lamar Advertising Co0050 Real Estate Investme (LAMR)	0.0	$10k		122.00	81.97	View chart
Welltower Real Estate Investme (WELL)	0.0	$10k		158.00	63.29	View chart
Spdr Intrmdt Trm Crprate Uit Exchange Traded (SPIB)	0.0	$9.0k		275.00	32.73	View chart
Magellan Midstream Pa Limited Partnershp	0.0	$9.0k		196.00	45.92	View chart
Pool Corp Common Stock (POOL)	0.0	$9.0k		28.00	321.43	View chart
Cypress Development F Foreign Canadian	0.0	$9.0k		10k	0.90	View chart
Genuine Parts Common Stock (GPC)	0.0	$9.0k		58.00	155.17	View chart
Valkyrie Bitcoin Uit Exchange Traded (BTF)	0.0	$8.0k		1.1k	7.41	View chart
Romeo Power Common Stock	0.0	$8.0k	NEW	20k	0.40	View chart
General Electric Common Stock (GE)	0.0	$8.0k		129.00	62.02	View chart
Ventas Real Estate Investme (VTR)	0.0	$7.0k		174.00	40.23	View chart
Fortuna Silver Mines F Foreign Canadian (FSM)	0.0	$7.0k		2.7k	2.62	View chart
Irobot Corp Common Stock (IRBT)	0.0	$7.0k		119.00	58.82	View chart
Ark Fintech Innovation Uit Exchange Traded (ARKF)	0.0	$7.0k		455.00	15.38	View chart
Energizer Holdings Inc N Common Stock (ENR)	0.0	$7.0k		287.00	24.39	View chart
Amplify Trnsfrmtnl Data Uit Exchange Traded (BLOK)	0.0	$7.0k		404.00	17.33	View chart
Lyft Common Stock (LYFT)	0.0	$7.0k		508.00	13.78	View chart
Grayscale Litecoin Trust Common Stock (LTCN)	0.0	$7.0k		2.4k	2.95	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	0.0	$6.0k		91.00	65.93	View chart
Verizon Communicatn Common Stock (VZ)	0.0	$6.0k		158.00	37.97	View chart
Ionis Pharmaceuticals In Common Stock (IONS)	0.0	$6.0k		133.00	45.11	View chart
Applied Materials Common Stock (AMAT)	0.0	$6.0k		78.00	76.92	View chart
Federal Home 5.97 P Preferred Stock (FMCCL)	0.0	$5.0k		1.2k	4.04	View chart
Virtus Lifsci Biotch Uit Exchange Traded (BBC)	0.0	$5.0k		217.00	23.04	View chart
Ishares Us Medical Uit Exchange Traded (IHI)	0.0	$5.0k	-4%	115.00	43.48	View chart
Spdr Portfolio S&p 600 Uit Exchange Traded (SPSM)	0.0	$5.0k	-6%	133.00	37.59	View chart
Aspen Group Common Stock (ASPU)	0.0	$5.0k		13k	0.40	View chart
Proshares Ultrapro Uit Exchange Traded (URTY)	0.0	$5.0k	-6%	136.00	36.76	View chart
Emerson Electric Common Stock (EMR)	0.0	$5.0k		71.00	70.42	View chart
Invsc High Yield Uit Exchange Traded (PEY)	0.0	$5.0k		259.00	19.30	View chart
Invesco S & P Smlcp Uit Exchange Traded (XSMO)	0.0	$5.0k	-5%	117.00	42.73	View chart
Graphex Group Ltd F American Depository (GRFX)	0.0	$5.0k		3.4k	1.48	View chart
Etfmg Alternative Uit Exchange Traded	0.0	$4.0k		913.00	4.38	View chart
Siren Nasdaq Nexgen Uit Exchange Traded (BLCN)	0.0	$4.0k		194.00	20.62	View chart
Ishares Msci Eafe Small Uit Exchange Traded (SCZ)	0.0	$4.0k		78.00	51.28	View chart
Compass Minerals Int Common Stock (CMP)	0.0	$4.0k		92.00	43.48	View chart
Ishares Core S&p Small Uit Exchange Traded (IJR)	0.0	$4.0k	-9%	49.00	81.63	View chart
Ishares S&p Small Cap Uit Exchange Traded (IJS)	0.0	$4.0k	-9%	49.00	81.63	View chart
Ishares Core High Uit Exchange Traded (HDV)	0.0	$4.0k	-18%	43.00	93.02	View chart
U G I Corp Common Stock (UGI)	0.0	$4.0k		122.00	32.79	View chart
Ishares S&p Smll Cap 600 Uit Exchange Traded (IJT)	0.0	$4.0k	-10%	41.00	97.56	View chart
Ishares Us Aerospace Uit Exchange Traded (ITA)	0.0	$4.0k	-10%	41.00	97.56	View chart
Schwab Emerging Markets Uit Exchange Traded (SCHE)	0.0	$4.0k		188.00	21.28	View chart
Ishares Russell 2000 Uit Exchange Traded (IWO)	0.0	$4.0k	-22%	17.00	235.29	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	0.0	$4.0k		115.00	34.78	View chart
Ishares Dividend Growth Uit Exchange Traded (IGRO)	0.0	$4.0k	-5%	81.00	49.38	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.0	$4.0k		180.00	22.22	View chart
Ishares Global 100 Etf Uit Exchange Traded (IOO)	0.0	$3.0k		45.00	66.67	View chart
Acme Lithium Inc F Foreign Canadian (ACLHF)	0.0	$3.0k		5.0k	0.60	View chart
Invesco Global Listed Uit Exchange Traded	0.0	$3.0k		382.00	7.85	View chart
Ishares Global Tech Etf Uit Exchange Traded (IXN)	0.0	$3.0k	-6%	67.00	44.78	View chart
Federal Ntn 5.9481 P Preferred Stock (FNMAH)	0.0	$3.0k		962.00	3.12	View chart
Grayscale Bitcoin Cash T Common Stock (BCHG)	0.0	$3.0k		3.8k	0.78	View chart
United Lithium Corp Ne F Foreign Canadian	0.0	$2.0k		11k	0.18	View chart
Invesco Aerospace & Uit Exchange Traded (PPA)	0.0	$2.0k		27.00	74.07	View chart
Global X Superdividend Uit Exchange Traded	0.0	$2.0k		229.00	8.73	View chart
Forward Inds Common Stock (FORD)	0.0	$2.0k		1.5k	1.33	View chart
Cronos Group Inc F Foreign Canadian (CRON)	0.0	$1.0k		441.00	2.27	View chart
Peloton Interactive Common Stock (PTON)	0.0	$1.0k		116.00	8.62	View chart
Viatris Common Stock (VTRS)	0.0	$999.999500		71.00	14.08	View chart
Sea Ltd F American Depository (SE)	0.0	$999.999000		21.00	47.62	View chart
Orion Office Reit Real Estate Investme (ONL)	0.0	$0		28.00	0.00	View chart

Past Filings by Milestone Wealth

SEC 13F filings are viewable for Milestone Wealth going back to 2021

Milestone Wealth 2022 Q3 restated filed Nov. 16, 2022
Milestone Wealth 2022 Q3 filed Nov. 14, 2022
Milestone Wealth 2022 Q2 filed Aug. 12, 2022
Milestone Wealth 2022 Q1 filed May 17, 2022
Monolith Advisors 2021 Q4 filed Feb. 16, 2022

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