Milestone Resources Group
Latest statistics and disclosures from Milestone Resources Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, META, MSFT, GOOGL, IBN, and represent 46.13% of Milestone Resources Group's stock portfolio.
- Added to shares of these 8 stocks: NVDA (+$102M), META (+$8.4M), AVGO, ASML, AMZN, GOOGL, LRCX, AMAT.
- Started 4 new stock positions in ASML, LRCX, AMAT, AVGO.
- Reduced shares in these 10 stocks: MTCH, ZTS, MSFT, TMO, IBN, SHW, UNH, CRM, V, ACN.
- Milestone Resources Group was a net buyer of stock by $111M.
- Milestone Resources Group has $2.8B in assets under management (AUM), dropping by 16.97%.
- Central Index Key (CIK): 0001708139
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Portfolio Holdings for Milestone Resources Group
Milestone Resources Group holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.9 | $396M | +34% | 439k | 903.56 |
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| Meta Platforms Cl A (META) | 9.9 | $280M | +3% | 577k | 485.58 |
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| Microsoft Corporation (MSFT) | 8.4 | $239M | 569k | 420.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $223M | 1.5M | 150.93 |
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| Icici Bank Adr (IBN) | 6.1 | $172M | 6.5M | 26.41 |
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| Amazon (AMZN) | 5.7 | $161M | 895k | 180.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 5.2 | $147M | 424k | 346.61 |
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| Sherwin-Williams Company (SHW) | 4.9 | $138M | 397k | 347.33 |
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| Thermo Fisher Scientific (TMO) | 4.5 | $128M | 220k | 581.21 |
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| UnitedHealth (UNH) | 3.9 | $112M | 226k | 494.70 |
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| S&p Global (SPGI) | 3.8 | $108M | 254k | 425.45 |
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| Intuit (INTU) | 3.7 | $106M | 163k | 650.00 |
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| Zoetis Cl A (ZTS) | 3.6 | $103M | 610k | 169.21 |
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| Abbott Laboratories (ABT) | 3.6 | $102M | 894k | 113.66 |
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| Adobe Systems Incorporated (ADBE) | 3.6 | $102M | 201k | 504.60 |
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| salesforce (CRM) | 3.4 | $98M | 325k | 301.18 |
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| Mastercard Incorporated Cl A (MA) | 3.1 | $89M | 185k | 481.57 |
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| Visa Com Cl A (V) | 3.1 | $88M | 315k | 279.08 |
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| Paypal Holdings (PYPL) | 0.8 | $23M | 350k | 66.99 |
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| Match Group (MTCH) | 0.5 | $16M | 431k | 36.28 |
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| Snap Cl A (SNAP) | 0.3 | $7.4M | 649k | 11.48 |
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| Tesla Motors (TSLA) | 0.1 | $2.3M | 13k | 175.78 |
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| Arm Holdings Sponsored Adr (ARM) | 0.0 | $746k | 6.0k | 124.96 |
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| Broadcom (AVGO) | 0.0 | $285k | NEW | 215.00 | 1325.58 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $283k | NEW | 292.00 | 969.18 |
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| Lam Research Corporation (LRCX) | 0.0 | $195k | NEW | 201.00 | 970.15 |
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| Applied Materials (AMAT) | 0.0 | $194k | NEW | 942.00 | 205.94 |
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Past Filings by Milestone Resources Group
SEC 13F filings are viewable for Milestone Resources Group going back to 2017
- 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
- Milestone Resources Group 2021 Q2 filed Aug. 2, 2021
- Milestone Resources Group 2021 Q1 filed April 30, 2021
- Milestone Resources Group 2020 Q4 filed Feb. 1, 2021
- Milestone Resources Group 2020 Q3 filed Oct. 9, 2020