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Milestone Asset Management

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

Top 5 stock holdings are BUFR, FLRN, PULS, AAPL, FLOT, and represent 22.74% of Milestone Asset Management's stock portfolio.
Added to shares of these 10 stocks: FLOT (+$18M), SGOV (+$17M), AAPL (+$9.4M), PLTR (+$7.5M), MSFT (+$7.1M), BSCQ (+$5.7M), WMT (+$5.5M), GOOG (+$5.5M), RTX (+$5.2M), CRWD.
Started 37 new stock positions in SPLB, MU, CIEN, BPRE, XLP, ETHA, STN, XLU, TLT, APOC.
Reduced shares in these 10 stocks: TFLO (-$21M), GRNY (-$13M), SPY (-$13M), MSTB (-$11M), VOO (-$11M), FLRN (-$11M), QQQ (-$8.3M), BSCP (-$6.5M), CCL, BSJP.
Sold out of its positions in ENFR, T, ARKF, SGOL, COR, AMAT, AXON, CLOA, BRO, CCL.
Milestone Asset Management was a net buyer of stock by $1.1M.
Milestone Asset Management has $530M in assets under management (AUM), dropping by 0.29%.
Central Index Key (CIK): 0001964722

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Portfolio Holdings for Milestone Asset Management

Milestone Asset Management holds 212 positions in its portfolio as reported in the December 2025 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)	6.6	$35M		1.0M	34.26	View chart
Spdr Series Trust State Street Spd (FLRN)	4.5	$24M	-30%	769k	30.73	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.2	$22M	-14%	445k	49.59	View chart
Apple (AAPL)	4.0	$21M	+78%	79k	271.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.5	$19M	+2121%	367k	50.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.2	$17M	NEW	167k	100.38	View chart
NVIDIA Corporation (NVDA)	3.0	$16M	+14%	87k	186.50	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	2.4	$13M	-47%	322k	39.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$13M	-39%	21k	614.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	2.4	$13M	-2%	446k	28.24	View chart
Microsoft Corporation (MSFT)	2.1	$11M	+174%	23k	483.64	View chart
Palantir Technologies Cl A (PLTR)	2.0	$11M	+229%	61k	177.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$11M	-49%	17k	627.15	View chart
JPMorgan Chase & Co. (JPM)	1.8	$9.8M	+62%	30k	322.23	View chart
Tidal Trust I Fundstrat Granny (GRNY)	1.5	$7.9M	-61%	318k	24.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$7.2M	+5%	127k	57.24	View chart
Advanced Micro Devices (AMD)	1.3	$7.1M	+160%	33k	214.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.3	$7.0M	+3%	121k	58.12	View chart
Wal-Mart Stores (WMT)	1.3	$6.9M	+397%	62k	111.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.2	$6.2M	+262%	13k	468.76	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$6.1M	+879%	19k	313.81	View chart
Gilead Sciences (GILD)	1.1	$6.0M	+155%	49k	122.75	View chart
Abbvie (ABBV)	1.1	$5.9M	+276%	26k	228.40	View chart
Raytheon Technologies Corp (RTX)	1.1	$5.8M	+846%	32k	183.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.1	$5.7M	NEW	293k	19.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.1	$5.6M	+2%	137k	41.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.0	$5.3M	+3%	135k	39.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.0	$5.2M	+4%	131k	39.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	1.0	$5.2M	+5%	124k	41.53	View chart
Broadcom (AVGO)	0.9	$4.9M	+1077%	14k	346.08	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.9	$4.7M	+8%	96k	49.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$4.2M	+19%	41k	100.34	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.8	$4.1M	-83%	81k	50.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.7	$3.9M	NEW	169k	23.34	View chart
Vistra Energy (VST)	0.7	$3.9M	-14%	24k	161.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.8M	+19%	117k	32.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$3.8M	-4%	40k	93.08	View chart
Tesla Motors (TSLA)	0.7	$3.7M	+16%	8.1k	449.72	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$3.6M		109k	33.51	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$3.6M	+10%	33k	110.15	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.6	$3.2M	-4%	81k	39.64	View chart
Western Digital (WDC)	0.6	$2.9M	NEW	17k	172.27	View chart
Visa Com Cl A (V)	0.5	$2.8M	-39%	8.1k	350.80	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.7M	NEW	16k	171.18	View chart
UnitedHealth (UNH)	0.5	$2.7M	+21%	8.3k	330.14	View chart
Adobe Systems Incorporated (ADBE)	0.5	$2.6M	+426%	7.5k	349.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.4M	-4%	56k	43.38	View chart
International Business Machines (IBM)	0.4	$2.3M		7.7k	296.23	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$2.3M	-2%	45k	49.86	View chart
Bristol Myers Squibb (BMY)	0.4	$2.3M	NEW	42k	54.00	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$2.2M	+21%	43k	52.53	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$2.2M	+25%	34k	66.43	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$2.2M	-7%	60k	36.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.1M	-19%	5.4k	396.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.1M	-3%	11k	198.62	View chart
Walt Disney Company (DIS)	0.4	$2.0M	-22%	18k	113.77	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$2.0M	NEW	37k	53.37	View chart
Arista Networks Com Shs (ANET)	0.4	$2.0M	-4%	15k	131.00	View chart
Altria (MO)	0.4	$2.0M	NEW	34k	57.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.0M	-2%	73k	26.68	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.8M		69k	26.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.8M	-3%	7.1k	250.31	View chart
Caterpillar (CAT)	0.3	$1.8M	+14%	3.1k	573.00	View chart
Medpace Hldgs (MEDP)	0.3	$1.8M	NEW	3.1k	561.65	View chart
Costco Wholesale Corporation (COST)	0.3	$1.8M	+41%	2.0k	862.00	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.8M	+23%	3.6k	483.73	View chart
Marriott Intl Cl A (MAR)	0.3	$1.7M		5.4k	310.24	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$1.5M		32k	47.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	+15%	3.0k	502.65	View chart
Chevron Corporation (CVX)	0.3	$1.5M	+35%	9.6k	152.50	View chart
Enterprise Products Partners (EPD)	0.3	$1.4M	-20%	45k	32.06	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	-73%	2.2k	660.17	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$1.4M	+21%	3.1k	453.36	View chart
Exelixis (EXEL)	0.3	$1.4M	-57%	32k	43.83	View chart
Pfizer (PFE)	0.3	$1.4M	+26%	55k	24.90	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.3	$1.3M	+35%	20k	66.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.3M	+18%	3.7k	360.16	View chart
Kinder Morgan (KMI)	0.3	$1.3M	+38%	49k	27.40	View chart
Pacira Pharmaceuticals (PCRX)	0.2	$1.3M	NEW	51k	25.88	View chart
Cisco Systems (CSCO)	0.2	$1.3M		17k	77.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.3M	+113%	26k	49.65	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$1.2M	+13%	13k	94.83	View chart
Waste Management (WM)	0.2	$1.2M	+24%	5.5k	219.74	View chart
Paypal Holdings (PYPL)	0.2	$1.2M	NEW	21k	58.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		8.0k	148.71	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	NEW	8.3k	143.32	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.2M	+3%	18k	65.01	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.2M	+140%	8.1k	143.98	View chart
Prestige Brands Holdings (PBH)	0.2	$1.1M	+34%	19k	61.69	View chart
American Express Company (AXP)	0.2	$1.1M	-5%	3.1k	369.99	View chart
Kraft Heinz (KHC)	0.2	$1.1M	NEW	46k	24.25	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$1.1M	+102%	14k	79.67	View chart
Kimberly-Clark Corporation (KMB)	0.2	$1.1M	NEW	11k	100.89	View chart
Ionq Inc Pipe (IONQ)	0.2	$1.1M	+85%	24k	44.87	View chart
Healthequity (HQY)	0.2	$1.1M	+7%	12k	91.61	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$1.1M	+34%	13k	80.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.0M	NEW	12k	87.17	View chart
Post Holdings Inc Common (POST)	0.2	$1.0M	NEW	11k	99.05	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$1.0M	+21%	11k	93.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$1.0M	-4%	26k	39.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.0M	-92%	1.5k	682.21	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$1.0M	+19%	20k	52.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.0M	NEW	10k	101.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$1.0M	NEW	6.5k	154.80	View chart
Amgen (AMGN)	0.2	$1.0M	+10%	3.1k	327.33	View chart
Etfis Ser Tr I Virtus Pvt Cr (VPC)	0.2	$998k	-4%	56k	17.80	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$993k	+21%	39k	25.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$980k	-9%	10k	96.03	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$978k	-16%	10k	97.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$976k	-2%	8.1k	120.35	View chart
PIMCO Strategic Global Government Fund (RCS)	0.2	$961k	+38%	173k	5.57	View chart
Main Street Capital Corporation (MAIN)	0.2	$959k	-18%	16k	60.39	View chart
Caretrust Reit (CTRE)	0.2	$924k	+29%	26k	36.16	View chart
Ge Aerospace Com New (GE)	0.2	$879k		2.9k	308.05	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$877k	+2%	12k	75.85	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$875k	+3%	17k	50.45	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$851k	NEW	12k	69.52	View chart
Spdr Series Trust State Street Spd (SPLB)	0.2	$844k	NEW	37k	22.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$840k		3.4k	246.16	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$828k	+3%	17k	50.07	View chart
Eli Lilly & Co. (LLY)	0.2	$814k	+53%	757.00	1075.59	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$799k	+4%	15k	54.77	View chart
Marvell Technology (MRVL)	0.1	$788k	-28%	9.3k	84.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$773k	+50%	3.6k	214.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$765k	-22%	18k	42.79	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$756k	+52%	12k	65.97	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k	-50%	1.00	754800.00	View chart
Ciena Corp Com New (CIEN)	0.1	$748k	NEW	3.2k	233.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$739k	-3%	1.1k	685.50	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$736k		8.1k	91.38	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$731k	NEW	29k	24.94	View chart
salesforce (CRM)	0.1	$729k	-72%	2.7k	265.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$728k	+8%	9.0k	81.17	View chart
Servicenow (NOW)	0.1	$696k	+628%	4.5k	153.19	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$691k	NEW	8.3k	83.00	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$663k	+22%	10k	64.42	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$648k	+97%	5.4k	119.42	View chart
Qualcomm (QCOM)	0.1	$641k	+8%	3.8k	171.00	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$638k	-3%	13k	49.56	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$631k	-4%	15k	43.25	View chart
Ea Series Trust Bridges Cap Tact (BDGS)	0.1	$617k	-9%	18k	34.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$615k	-4%	8.0k	76.92	View chart
Netflix (NFLX)	0.1	$614k	NEW	6.5k	93.78	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$595k	NEW	40k	15.00	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$594k	+15%	11k	52.80	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$591k	+18%	11k	53.86	View chart
Coreweave Com Cl A (CRWV)	0.1	$576k	+202%	8.0k	71.61	View chart
Kla Corp Com New (KLAC)	0.1	$568k	-8%	467.00	1215.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$519k		5.5k	94.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$513k		14k	36.57	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$512k	+110%	11k	44.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$509k		13k	39.59	View chart
Diamondback Energy (FANG)	0.1	$496k	+3%	3.3k	150.33	View chart
Merck & Co (MRK)	0.1	$496k	+5%	4.7k	105.28	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$484k	+44%	9.7k	49.70	View chart
Ge Vernova (GEV)	0.1	$482k		737.00	653.80	View chart
TJX Companies (TJX)	0.1	$476k		3.1k	153.61	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$472k	NEW	21k	22.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$452k	-30%	4.5k	99.89	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$435k		13k	32.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$432k	-49%	884.00	488.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$428k	-44%	2.2k	190.99	View chart
Ubiquiti (UI)	0.1	$427k	-31%	771.00	553.38	View chart
Super Micro Computer Com New (SMCI)	0.1	$413k	+49%	14k	29.27	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$405k	-3%	11k	35.48	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$397k	-2%	10k	39.12	View chart
Amazon (AMZN)	0.1	$394k	+12%	1.7k	230.83	View chart
Bank of New York Mellon Corporation (BK)	0.1	$392k	NEW	3.4k	116.00	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$380k	+25%	11k	35.01	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$372k	-4%	4.6k	80.22	View chart
Caribou Biosciences (CRBU)	0.1	$369k	+31%	232k	1.59	View chart
Stantec (STN)	0.1	$355k	NEW	3.8k	94.36	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$343k	NEW	3.0k	113.10	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$335k	-28%	19k	17.67	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$333k	+8%	3.7k	89.58	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$330k	+31%	8.0k	41.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$325k	+5%	1.0k	313.21	View chart
Boeing Company (BA)	0.1	$320k	+44%	1.5k	217.12	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$319k	NEW	4.1k	77.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$319k	-5%	9.7k	32.85	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$317k	NEW	7.4k	42.70	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$305k	-83%	5.3k	57.93	View chart
Leidos Holdings (LDOS)	0.1	$304k	-38%	1.7k	180.00	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.1	$286k		10k	27.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$282k		926.00	304.19	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$282k		5.4k	52.41	View chart
Micron Technology (MU)	0.1	$267k	NEW	934.00	285.50	View chart
Rockwell Automation (ROK)	0.0	$263k		676.00	389.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$257k		764.00	335.69	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$256k		7.0k	36.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$253k	-29%	1.1k	219.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$245k		8.1k	30.38	View chart
Strategy Cl A New (MSTR)	0.0	$243k		1.6k	152.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$242k	+4%	1.3k	191.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$238k	-36%	5.2k	46.04	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$236k		221.00	1069.86	View chart
Corning Incorporated (GLW)	0.0	$236k	+6%	2.7k	87.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$234k		5.7k	40.72	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$228k	+69%	3.2k	70.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$228k	-18%	5.7k	39.95	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$222k	+5%	8.2k	27.15	View chart
Verizon Communications (VZ)	0.0	$220k	-26%	5.4k	40.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$220k	NEW	6.7k	32.66	View chart
Goldman Sachs (GS)	0.0	$220k	-8%	250.00	879.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$213k		1.1k	199.68	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.0	$212k	NEW	8.1k	26.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$209k	-4%	609.00	342.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$207k		2.2k	96.18	View chart
United Bankshares (UBSI)	0.0	$206k	NEW	5.4k	38.40	View chart
Ihs Holding Ord Shs (IHS)	0.0	$157k	NEW	21k	7.46	View chart
Blackberry (BB)	0.0	$46k	-91%	12k	3.79	View chart
Owens & Minor (ACH)	0.0	$34k	NEW	12k	2.80	View chart

Past Filings by Milestone Asset Management

SEC 13F filings are viewable for Milestone Asset Management going back to 2022

Milestone Asset Management 2025 Q4 filed Jan. 28, 2026
Milestone Asset Management 2025 Q3 filed Oct. 15, 2025
Milestone Asset Management 2025 Q2 filed Aug. 5, 2025
Milestone Asset Management 2025 Q1 filed April 9, 2025
Milestone Asset Management 2024 Q4 filed Jan. 23, 2025
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

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