Milestone Asset Management
Latest statistics and disclosures from Milestone Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BUFR, BIL, XBIL, BSCO, SPY, and represent 28.36% of Milestone Asset Management's stock portfolio.
- Added to shares of these 10 stocks: GAUG (+$6.7M), NKE (+$6.3M), DIS (+$5.7M), NVG, NEA, NZF, BIL, AAPL, JEPQ, NVDA.
- Started 40 new stock positions in TLH, SAIC, SPHD, AMAT, CHE, WCLD, SFM, MRK, HPQ, BABA.
- Reduced shares in these 10 stocks: UNH (-$5.1M), MSFT (-$5.0M), LQD, IUSB, BAB, BUFR, FTSL, BSCO, CORT, BSJO.
- Sold out of its positions in ADBE, AKAM, CAH, CORT, EQNR, GD, HUBB, HII, UJAN, INTC.
- Milestone Asset Management was a net buyer of stock by $32M.
- Milestone Asset Management has $446M in assets under management (AUM), dropping by 11.43%.
- Central Index Key (CIK): 0001964722
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Portfolio Holdings for Milestone Asset Management
Milestone Asset Management holds 197 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 8.5 | $38M | -8% | 1.3M | 29.89 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 7.1 | $32M | +10% | 344k | 91.81 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 6.7 | $30M | +6% | 596k | 50.20 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 3.1 | $14M | -10% | 663k | 21.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $13M | -2% | 23k | 573.83 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 2.5 | $11M | +8% | 308k | 36.24 |
|
| Apple (AAPL) | 2.5 | $11M | +30% | 47k | 233.00 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) | 2.4 | $11M | +161% | 310k | 34.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 2.4 | $11M | +5% | 425k | 25.04 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.3 | $10M | +17% | 107k | 94.61 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 2.1 | $9.4M | -14% | 412k | 22.72 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 1.6 | $7.1M | +11% | 189k | 37.85 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $7.1M | +45% | 59k | 121.44 |
|
| Walt Disney Company (DIS) | 1.4 | $6.5M | +782% | 67k | 96.19 |
|
| Nike CL B (NKE) | 1.4 | $6.3M | NEW | 71k | 88.40 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.4 | $6.1M | +58% | 111k | 54.93 |
|
| American Express Company (AXP) | 1.3 | $5.8M | +25% | 22k | 271.20 |
|
| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 1.1 | $5.0M | 147k | 34.06 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 1.1 | $4.9M | NEW | 369k | 13.39 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.1 | $4.9M | NEW | 410k | 11.97 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 1.1 | $4.9M | NEW | 373k | 13.10 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 1.1 | $4.9M | +4% | 118k | 41.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $4.8M | +11% | 81k | 59.51 |
|
| Travelers Companies (TRV) | 1.0 | $4.4M | +2% | 19k | 234.13 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) | 1.0 | $4.4M | +4% | 120k | 36.52 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 1.0 | $4.3M | -23% | 48k | 90.17 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 1.0 | $4.3M | +10% | 79k | 54.48 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 1.0 | $4.3M | +4% | 124k | 34.48 |
|
| Microsoft Corporation (MSFT) | 0.8 | $3.8M | -57% | 8.7k | 430.31 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $3.4M | +9% | 34k | 100.69 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.8 | $3.4M | 96k | 35.00 |
|
|
| Arista Networks (ANET) | 0.7 | $3.2M | +78% | 8.4k | 383.82 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.7 | $3.2M | +17% | 104k | 30.83 |
|
| Chevron Corporation (CVX) | 0.7 | $3.0M | +8% | 20k | 147.27 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.6 | $2.8M | +9% | 26k | 110.63 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $2.7M | -15% | 4.6k | 584.56 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.6 | $2.6M | -12% | 107k | 24.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.6M | +5% | 11k | 243.06 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $2.6M | +9% | 13k | 206.58 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.6 | $2.5M | 66k | 38.31 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $2.5M | +6% | 88k | 28.41 |
|
| Lam Research Corporation (LRCX) | 0.5 | $2.3M | +41% | 2.8k | 816.15 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.1M | +6% | 58k | 37.20 |
|
| Ishares Tr Msci India Etf (INDA) | 0.5 | $2.1M | +6% | 37k | 58.53 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.5 | $2.1M | +4% | 67k | 31.81 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.5 | $2.1M | +7% | 47k | 44.12 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.0M | NEW | 19k | 106.12 |
|
| PIMCO Strategic Global Government Fund (RCS) | 0.4 | $2.0M | +10% | 260k | 7.69 |
|
| International Business Machines (IBM) | 0.4 | $1.9M | -42% | 8.6k | 221.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.9M | +50% | 11k | 179.18 |
|
| Tesla Motors (TSLA) | 0.4 | $1.8M | +55% | 7.1k | 261.63 |
|
| Verizon Communications (VZ) | 0.4 | $1.8M | NEW | 41k | 44.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | +7% | 8.5k | 210.86 |
|
| Pfizer (PFE) | 0.4 | $1.8M | +11% | 61k | 28.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +78% | 3.7k | 460.26 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $1.6M | +6% | 1.7k | 924.50 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.4 | $1.6M | +13% | 30k | 53.04 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.6M | NEW | 15k | 103.81 |
|
| Cintas Corporation (CTAS) | 0.4 | $1.6M | +310% | 7.7k | 205.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.6M | 3.2k | 488.07 |
|
|
| Chemed Corp Com Stk (CHE) | 0.3 | $1.5M | NEW | 2.5k | 601.11 |
|
| Old Dominion Freight Line (ODFL) | 0.3 | $1.5M | -3% | 7.6k | 198.65 |
|
| Qualcomm (QCOM) | 0.3 | $1.5M | NEW | 8.8k | 170.06 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $1.5M | 15k | 99.46 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.3 | $1.5M | +8% | 30k | 48.84 |
|
| Hp (HPQ) | 0.3 | $1.5M | NEW | 41k | 35.87 |
|
| W.W. Grainger (GWW) | 0.3 | $1.4M | NEW | 1.4k | 1038.81 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.4M | +41% | 12k | 118.53 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.4M | NEW | 68k | 20.46 |
|
| Broadcom (AVGO) | 0.3 | $1.4M | NEW | 8.1k | 172.50 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | +270% | 7.3k | 188.61 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.3 | $1.4M | +16% | 53k | 25.91 |
|
| Caterpillar (CAT) | 0.3 | $1.4M | +4% | 3.5k | 391.12 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $1.4M | NEW | 18k | 73.42 |
|
| NetApp (NTAP) | 0.3 | $1.3M | NEW | 10k | 123.51 |
|
| Applied Materials (AMAT) | 0.3 | $1.3M | NEW | 6.2k | 202.05 |
|
| Gilead Sciences (GILD) | 0.3 | $1.2M | -33% | 15k | 83.84 |
|
| United Sts Gasoline Units (UGA) | 0.3 | $1.2M | +103% | 21k | 58.43 |
|
| Cdw (CDW) | 0.3 | $1.2M | NEW | 5.4k | 226.32 |
|
| Abbvie (ABBV) | 0.3 | $1.2M | +12% | 6.1k | 197.49 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $1.2M | +157% | 2.1k | 569.68 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $1.2M | NEW | 11k | 109.71 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $1.2M | +32% | 43k | 26.65 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +5% | 1.2k | 886.01 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | +13% | 6.7k | 164.08 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.2 | $1.1M | -3% | 31k | 35.03 |
|
| Booking Holdings (BKNG) | 0.2 | $1.1M | +162% | 257.00 | 4214.91 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.1M | -17% | 8.5k | 125.62 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $1.1M | -2% | 11k | 97.79 |
|
| Vistra Energy (VST) | 0.2 | $1.0M | NEW | 8.8k | 118.55 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.0M | -6% | 1.8k | 572.54 |
|
| Philip Morris International (PM) | 0.2 | $982k | NEW | 8.1k | 121.40 |
|
| Cisco Systems (CSCO) | 0.2 | $982k | -48% | 18k | 53.22 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $977k | +181% | 9.1k | 107.66 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $973k | NEW | 11k | 91.93 |
|
| Wal-Mart Stores (WMT) | 0.2 | $953k | +8% | 12k | 80.75 |
|
| Caretrust Reit (CTRE) | 0.2 | $952k | +10% | 31k | 30.86 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.2 | $928k | +3% | 21k | 45.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $881k | +20% | 3.1k | 280.47 |
|
| salesforce (CRM) | 0.2 | $880k | +4% | 3.2k | 273.72 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $845k | +11% | 953.00 | 886.56 |
|
| Diamondback Energy (FANG) | 0.2 | $823k | NEW | 4.8k | 172.82 |
|
| Visa Com Cl A (V) | 0.2 | $801k | 2.9k | 275.03 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $796k | -4% | 6.8k | 117.23 |
|
| Amazon (AMZN) | 0.2 | $792k | +10% | 4.3k | 186.33 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $779k | +37% | 13k | 59.24 |
|
| Waste Management (WM) | 0.2 | $750k | +8% | 3.6k | 207.65 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $747k | 5.0k | 149.66 |
|
|
| Super Micro Computer (SMCI) | 0.2 | $743k | NEW | 1.8k | 416.42 |
|
| Ea Series Trust Bridges Cap Tact (BDGS) | 0.2 | $731k | -54% | 24k | 30.50 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $722k | -19% | 4.7k | 154.02 |
|
| Sprouts Fmrs Mkt (SFM) | 0.2 | $709k | NEW | 6.4k | 110.41 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $701k | +4% | 8.0k | 87.80 |
|
| Exelixis (EXEL) | 0.2 | $699k | +3% | 27k | 25.95 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $691k | 1.00 | 691180.00 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $688k | NEW | 3.0k | 225.79 |
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| Metropcs Communications (TMUS) | 0.2 | $684k | NEW | 3.3k | 206.37 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $679k | -55% | 4.8k | 142.28 |
|
| Innovator Etfs Trust Us Eqty Buf Dec (BDEC) | 0.2 | $673k | 16k | 43.08 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $660k | -2% | 17k | 37.86 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $658k | NEW | 1.8k | 358.36 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $650k | +9% | 14k | 46.74 |
|
| Merck & Co (MRK) | 0.1 | $643k | NEW | 5.7k | 113.57 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $642k | +11% | 5.3k | 121.17 |
|
| Air Products & Chemicals (APD) | 0.1 | $633k | 2.1k | 297.99 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $620k | +13% | 3.7k | 165.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $615k | 1.1k | 576.83 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $568k | 20k | 29.11 |
|
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $565k | +7% | 7.7k | 73.33 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $559k | +7% | 12k | 45.24 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $549k | +13% | 6.6k | 83.68 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $522k | +12% | 29k | 18.04 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $514k | 14k | 36.38 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $497k | 5.4k | 91.32 |
|
|
| First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.1 | $484k | 7.5k | 64.84 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) | 0.1 | $473k | 14k | 33.00 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $471k | +3% | 2.7k | 173.73 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $469k | 8.0k | 58.27 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $464k | -81% | 10k | 45.90 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $463k | 13k | 35.24 |
|
|
| Consolidated Edison (ED) | 0.1 | $457k | -58% | 4.4k | 104.13 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.1 | $454k | NEW | 13k | 35.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $453k | NEW | 3.9k | 117.46 |
|
| AMN Healthcare Services (AMN) | 0.1 | $451k | +10% | 11k | 42.39 |
|
| Leidos Holdings (LDOS) | 0.1 | $451k | 2.8k | 163.00 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $432k | +22% | 4.4k | 97.50 |
|
| Iqvia Holdings (IQV) | 0.1 | $425k | +4% | 1.8k | 236.97 |
|
| Anthem (ELV) | 0.1 | $417k | +2% | 801.00 | 520.62 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.1 | $415k | -9% | 14k | 30.20 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $413k | -41% | 4.3k | 95.51 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $412k | NEW | 9.0k | 45.71 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $405k | NEW | 3.3k | 123.75 |
|
| UnitedHealth (UNH) | 0.1 | $398k | -92% | 681.00 | 584.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $396k | NEW | 2.4k | 167.19 |
|
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.1 | $396k | 7.3k | 54.10 |
|
|
| Realty Income (O) | 0.1 | $393k | 6.2k | 63.42 |
|
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $389k | -12% | 11k | 35.94 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $387k | 4.0k | 95.98 |
|
|
| Etfis Ser Tr I Virtus Pvt Cr (VPC) | 0.1 | $385k | 17k | 22.35 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $380k | +5% | 769.00 | 493.88 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $372k | 9.0k | 41.50 |
|
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| Marriott Intl Cl A (MAR) | 0.1 | $369k | 1.5k | 248.60 |
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|
| TJX Companies (TJX) | 0.1 | $364k | +4% | 3.1k | 117.54 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $357k | -15% | 2.0k | 174.57 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $353k | +3% | 5.4k | 64.81 |
|
| Amgen (AMGN) | 0.1 | $339k | +17% | 1.1k | 322.21 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $338k | NEW | 11k | 31.96 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $337k | +9% | 39k | 8.74 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $328k | 6.5k | 50.15 |
|
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $325k | 20k | 16.56 |
|
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $320k | +12% | 7.0k | 45.33 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $313k | -80% | 1.6k | 192.81 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $312k | +4% | 6.8k | 45.70 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $311k | +6% | 3.0k | 102.44 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $309k | +17% | 1.5k | 200.47 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $308k | +15% | 3.2k | 96.51 |
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| Caribou Biosciences (CRBU) | 0.1 | $304k | +9% | 155k | 1.96 |
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| Diageo Spon Adr New (DEO) | 0.1 | $289k | +3% | 2.1k | 140.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $286k | -20% | 744.00 | 384.38 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $280k | 5.3k | 52.98 |
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| Home Depot (HD) | 0.1 | $280k | 690.00 | 405.76 |
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| Innovator Etfs Trust Equity Defi 2026 (AJAN) | 0.1 | $274k | 11k | 26.09 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) | 0.1 | $265k | 7.6k | 34.88 |
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| CarMax (KMX) | 0.1 | $261k | +3% | 3.4k | 77.38 |
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| AmerisourceBergen (COR) | 0.1 | $232k | -69% | 1.0k | 225.15 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $231k | -18% | 2.4k | 98.10 |
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| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.1 | $230k | 7.1k | 32.54 |
|
|
| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.1 | $230k | -6% | 12k | 18.62 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $229k | -4% | 4.8k | 47.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $225k | NEW | 4.5k | 50.57 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $224k | -10% | 1.0k | 221.06 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $214k | 5.9k | 36.04 |
|
|
| Vici Pptys (VICI) | 0.0 | $212k | NEW | 6.4k | 33.31 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $206k | NEW | 5.5k | 37.65 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $204k | NEW | 2.4k | 83.63 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $202k | NEW | 2.5k | 80.33 |
|
| Science App Int'l (SAIC) | 0.0 | $202k | NEW | 1.4k | 139.27 |
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Past Filings by Milestone Asset Management
SEC 13F filings are viewable for Milestone Asset Management going back to 2022
- Milestone Asset Management 2024 Q3 filed Oct. 25, 2024
- Milestone Asset Management 2024 Q2 filed July 19, 2024
- Milestone Asset Management 2024 Q1 filed April 23, 2024
- Milestone Asset Management 2023 Q4 filed Jan. 23, 2024
- Milestone Asset Management 2023 Q3 filed Nov. 13, 2023
- Milestone Asset Management 2023 Q2 filed Aug. 8, 2023
- Milestone Asset Management 2023 Q1 filed May 9, 2023
- Milestone Asset Management 2022 Q4 filed Feb. 6, 2023