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Milestone Asset Management Group, LLC
RIA/Wealth
Milestone Asset Management Group, LLC is a RIA/Wealth based in Avon, CT led by Moise Nmn Piram, reporting $155.7M in AUM as of Q3 2025 with 69% ETF concentration.
PresidentMoise Nmn Piram
- Portfolio Value
- $155.5M
- Positions
- 111
- Top Holding
- GLXY at 6.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Milestone Asset Management Group, LLC's portfolio (36.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $9.5M | 6.11% | +$281.1K Bought | 0.16% 281.0K shares | |
ETF ETF | $7.6M | 4.91% | +$145.9K Bought | — 12.7K shares | |
ETF ETF | $6.4M | 4.14% | +$335.6K Bought | — 10.5K shares | |
ETF ETF | $5.4M | 3.48% | +$548.8K Bought | — 54.3K shares | |
Consumer Electronics Technology | $5.2M | 3.35% | +$40.7K Bought | 0.00% 20.4K shares | |
ETF ETF | $5.0M | 3.21% | +$50.2K Bought | — 7.5K shares | |
ETF ETF | $5.0M | 3.19% | +$2.1K Bought | — 155.5K shares | |
ETF ETF | $4.6M | 2.95% | +$315.5K Bought | — 11.4K shares | |
ETF ETF | $4.0M | 2.54% | +$137.0K Bought | — 71.5K shares | |
Software - Infrastructure Technology | $3.9M | 2.51% | +$30.6K Bought | 0.00% 7.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Milestone Asset Management Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-12.21% | |
-11.72% | |
-7.56% | |
-4.57% | |
-4.26% |
Analytics
Portfolio insights and performance metrics for Milestone Asset Management Group, LLC
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