Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Milestone Asset Management

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

Top 5 stock holdings are FLRN, BUFR, PULS, TFLO, MSTB, and represent 27.13% of Milestone Asset Management's stock portfolio.
Added to shares of these 10 stocks: GRNY (+$21M), MSTB (+$19M), TFLO (+$16M), SPY (+$13M), VOO (+$12M), QQQ (+$12M), NVDA, CCL, STT, JPM.
Started 55 new stock positions in QQQI, SMCI, CLOA, PMBS, EFA, IYR, WCLD, IGLB, T, GOOGL.
Reduced shares in these 10 stocks: BSJP (-$32M), PULS (-$17M), BIL (-$9.6M), XBIL (-$9.3M), GLD (-$5.6M), GE, CTAS, MSFT, INTU, .
Sold out of its positions in MO, ADP, BJ, CTAS, FICO, GDDY, GWW, GOF, HPQ, INTU.
Milestone Asset Management was a net buyer of stock by $36M.
Milestone Asset Management has $529M in assets under management (AUM), dropping by 11.69%.
Central Index Key (CIK): 0001964722

Tip: Access up to 7 years of quarterly data

Positions held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Milestone Asset Management

Milestone Asset Management holds 224 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Bloomberg Invt (FLRN)	6.5	$34M	+4%	1.1M	30.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	6.4	$34M	-5%	1.0M	33.42	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.9	$26M	-39%	518k	49.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	4.8	$25M	+170%	503k	50.59	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	4.6	$24M	+344%	609k	39.77	View chart
Tidal Trust I Fundstrat Granny (GRNY)	4.0	$21M	NEW	836k	24.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$21M	+136%	34k	612.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$20M	+135%	34k	600.37	View chart
NVIDIA Corporation (NVDA)	2.7	$14M	+49%	75k	186.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$14M	+1233%	20k	666.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	2.4	$13M	+9%	457k	27.64	View chart
Apple (AAPL)	2.1	$11M	+9%	44k	254.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$6.8M	+19%	120k	57.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.3	$6.7M	+15%	117k	57.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	1.2	$6.5M	+5%	315k	20.69	View chart
Meta Platforms Cl A (META)	1.1	$6.1M	+37%	8.2k	734.39	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.9M	+180%	19k	315.43	View chart
Vistra Energy (VST)	1.0	$5.5M	+34%	28k	195.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.0	$5.4M	-8%	133k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.9	$5.0M	-8%	130k	38.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.9	$4.8M	-7%	118k	40.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.9	$4.8M	-7%	125k	38.05	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.9	$4.6M	NEW	160k	28.91	View chart
Visa Com Cl A (V)	0.9	$4.6M	+91%	13k	341.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.8	$4.4M	-87%	191k	23.06	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$4.4M	+6%	89k	49.31	View chart
Microsoft Corporation (MSFT)	0.8	$4.4M	-50%	8.4k	517.95	View chart
State Street Corporation (STT)	0.8	$4.0M	NEW	35k	116.01	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$3.9M	-2%	42k	93.35	View chart
PNC Financial Services (PNC)	0.7	$3.8M	NEW	19k	200.93	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$3.6M	+1062%	32k	112.13	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$3.6M		109k	32.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$3.5M	+3%	35k	100.69	View chart
Palantir Technologies Cl A (PLTR)	0.6	$3.4M	-24%	18k	182.42	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.6	$3.3M		85k	38.37	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$3.2M	+4%	29k	110.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$3.1M	+35%	97k	31.91	View chart
Tesla Motors (TSLA)	0.6	$3.1M	-24%	7.0k	444.72	View chart
Exelixis (EXEL)	0.6	$3.0M	+828%	74k	41.30	View chart
Walt Disney Company (DIS)	0.5	$2.7M	+53%	23k	114.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.5M		59k	42.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.4M	-70%	6.7k	355.51	View chart
UnitedHealth (UNH)	0.4	$2.4M	NEW	6.9k	345.32	View chart
salesforce (CRM)	0.4	$2.3M	+281%	9.9k	237.00	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$2.3M	-3%	65k	36.03	View chart
Arista Networks Com Shs (ANET)	0.4	$2.3M	+4%	16k	145.50	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$2.3M	-4%	47k	48.86	View chart
International Business Machines (IBM)	0.4	$2.2M	+18%	7.7k	282.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.1M	+100%	11k	194.50	View chart
Gilead Sciences (GILD)	0.4	$2.1M	-2%	19k	111.01	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$2.1M	+194%	14k	148.61	View chart
Advanced Micro Devices (AMD)	0.4	$2.1M	-32%	13k	161.79	View chart
Expedia Group Com New (EXPE)	0.4	$2.0M	+95%	9.4k	213.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.0M		75k	26.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.9M	+105%	7.4k	256.45	View chart
Stonex Group (SNEX)	0.4	$1.9M	NEW	19k	100.92	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$1.8M	+45%	35k	52.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.8M	+72%	70k	25.85	View chart
Enterprise Products Partners (EPD)	0.3	$1.8M	+17%	57k	31.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.8M	-38%	3.6k	490.38	View chart
Colgate-Palmolive Company (CL)	0.3	$1.7M	NEW	22k	79.94	View chart
Jabil Circuit (JBL)	0.3	$1.7M	NEW	8.0k	217.17	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$1.7M	+38%	27k	65.00	View chart
Abbvie (ABBV)	0.3	$1.6M	-18%	6.9k	231.60	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$1.6M	-4%	33k	47.58	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M	+100%	2.00	754200.00	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.5M	-10%	2.9k	499.34	View chart
Marriott Intl Cl A (MAR)	0.3	$1.4M		5.4k	260.44	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M	-5%	1.4k	925.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M		2.6k	502.75	View chart
Caterpillar (CAT)	0.2	$1.3M	+29%	2.7k	477.17	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	-18%	12k	103.06	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.2M	+15%	19k	63.59	View chart
Molina Healthcare (MOH)	0.2	$1.2M	NEW	6.3k	191.36	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$1.2M	-27%	12k	98.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		8.0k	145.67	View chart
Cisco Systems (CSCO)	0.2	$1.2M	+27%	17k	68.38	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.1M	+4%	17k	64.38	View chart
Etfis Ser Tr I Virtus Pvt Cr (VPC)	0.2	$1.1M	+23%	59k	18.91	View chart
Curtiss-Wright (CW)	0.2	$1.1M	NEW	2.0k	542.94	View chart
Chevron Corporation (CVX)	0.2	$1.1M	-19%	7.1k	155.20	View chart
Pfizer (PFE)	0.2	$1.1M	-19%	43k	25.48	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$1.1M	+15%	12k	95.69	View chart
Marvell Technology (MRVL)	0.2	$1.1M	+91%	13k	84.00	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.2	$1.1M	+113%	34k	32.29	View chart
American Express Company (AXP)	0.2	$1.1M	+17%	3.3k	332.00	View chart
AmerisourceBergen (COR)	0.2	$1.1M	+374%	3.5k	312.53	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$1.1M		27k	39.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M	NEW	11k	93.37	View chart
Healthequity (HQY)	0.2	$1.0M	NEW	11k	94.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.0M	-23%	3.1k	326.44	View chart
Coca-Cola Company (KO)	0.2	$1.0M	+325%	15k	66.31	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.0M		2.6k	391.64	View chart
Kinder Morgan (KMI)	0.2	$999k	-10%	35k	28.40	View chart
Waste Management (WM)	0.2	$981k	-5%	4.4k	220.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$965k	-8%	23k	41.67	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$953k	-7%	3.4k	281.88	View chart
PIMCO Strategic Global Government Fund (RCS)	0.2	$947k	-21%	125k	7.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$940k	+4%	8.3k	112.80	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$893k	NEW	8.0k	111.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$877k	-46%	19k	46.96	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$877k	NEW	11k	77.65	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$868k	-3%	16k	53.10	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$866k	NEW	17k	51.54	View chart
Prestige Brands Holdings (PBH)	0.2	$861k	NEW	14k	62.40	View chart
Ge Aerospace Com New (GE)	0.2	$855k	-84%	2.8k	300.91	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$854k	+25%	9.1k	93.55	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$851k	-16%	9.8k	86.80	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$845k	-14%	17k	51.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$834k	+131%	1.7k	479.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$823k	-15%	3.4k	241.98	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$818k	+23%	32k	25.57	View chart
Ionq Inc Pipe (IONQ)	0.2	$806k	-42%	13k	61.50	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$798k	-92%	16k	50.20	View chart
Amgen (AMGN)	0.1	$786k	-12%	2.8k	282.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$774k	+14%	12k	65.00	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$766k	+19%	51k	14.94	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.1	$762k	NEW	15k	51.29	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$754k	-92%	8.2k	91.75	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$749k	+301%	6.9k	108.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$749k	+10%	1.1k	669.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$748k	+19%	14k	53.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$746k	+117%	4.0k	186.49	View chart
Ubiquiti (UI)	0.1	$743k	NEW	1.1k	660.60	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$722k	+84%	8.4k	86.30	View chart
Blackberry (BB)	0.1	$690k	-17%	141k	4.88	View chart
Caretrust Reit (CTRE)	0.1	$683k	-23%	20k	34.68	View chart
Ea Series Trust Bridges Cap Tact (BDGS)	0.1	$671k	-5%	20k	34.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$658k		2.7k	239.69	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$656k	NEW	15k	44.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$651k	-53%	6.5k	100.25	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$646k		15k	42.47	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$638k	-3%	13k	47.93	View chart
Applied Materials (AMAT)	0.1	$624k	-6%	3.0k	204.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$604k	+28%	8.3k	72.77	View chart
Servicenow (NOW)	0.1	$574k		624.00	920.28	View chart
Qualcomm (QCOM)	0.1	$574k	-3%	3.4k	166.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$561k	-22%	3.4k	167.38	View chart
Keysight Technologies (KEYS)	0.1	$555k	NEW	3.2k	174.92	View chart
Kla Corp Com New (KLAC)	0.1	$552k	NEW	512.00	1078.64	View chart
Leidos Holdings (LDOS)	0.1	$523k		2.8k	189.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$516k		5.4k	95.15	View chart
Strategy Cl A New (MSTR)	0.1	$514k	-34%	1.6k	322.00	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$508k	NEW	9.7k	52.23	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$503k		14k	35.87	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$501k	-28%	2.4k	209.27	View chart
Adobe Systems Incorporated (ADBE)	0.1	$501k	+17%	1.4k	352.75	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$500k	NEW	9.2k	54.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$500k		13k	38.90	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$488k	-20%	7.5k	64.87	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$487k	-10%	5.4k	89.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$483k	-22%	2.0k	243.55	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$478k	-6%	15k	32.41	View chart
Diamondback Energy (FANG)	0.1	$455k	-27%	3.2k	143.13	View chart
Super Micro Computer Com New (SMCI)	0.1	$453k	NEW	9.4k	48.00	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$452k	+3%	27k	17.01	View chart
TJX Companies (TJX)	0.1	$448k		3.1k	144.54	View chart
Ge Vernova (GEV)	0.1	$447k		727.00	615.06	View chart
Grab Holdings Class A Ord (GRAB)	0.1	$444k	-27%	74k	6.02	View chart
Establishment Labs Holdings Ord (ESTA)	0.1	$438k	-12%	11k	40.99	View chart
Johnson & Johnson (JNJ)	0.1	$435k		2.3k	185.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$433k	NEW	3.6k	118.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$427k	-2%	13k	32.14	View chart
Consolidated Edison (ED)	0.1	$422k	NEW	4.2k	101.00	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$421k	-16%	12k	35.75	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$419k	NEW	8.3k	50.78	View chart
Gartner (IT)	0.1	$411k	NEW	1.6k	262.87	View chart
Caribou Biosciences (CRBU)	0.1	$410k	-57%	176k	2.33	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$403k	NEW	7.8k	51.93	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$398k		10k	38.36	View chart
Broadcom (AVGO)	0.1	$393k	+8%	1.2k	329.92	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$381k		4.9k	78.35	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$379k	NEW	2.5k	149.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$376k	+85%	8.1k	46.24	View chart
Eli Lilly & Co. (LLY)	0.1	$375k		492.00	763.00	View chart
Merck & Co (MRK)	0.1	$374k	+17%	4.5k	83.94	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$369k	NEW	8.0k	46.33	View chart
Coreweave Com Cl A (CRWV)	0.1	$365k	NEW	2.7k	136.85	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$355k	-20%	8.4k	42.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$354k	NEW	1.6k	215.90	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$338k	-15%	9.2k	36.81	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$335k	NEW	6.7k	49.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$332k		10k	32.26	View chart
Amazon (AMZN)	0.1	$332k		1.5k	219.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$326k	+4%	12k	27.30	View chart
Verizon Communications (VZ)	0.1	$324k	-54%	7.4k	43.95	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$304k	NEW	8.6k	35.17	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$304k		3.4k	88.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$292k		5.1k	57.48	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.1	$283k		10k	27.50	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$281k		5.4k	52.28	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$278k	NEW	7.1k	39.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$273k	-2%	7.0k	39.01	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$271k	NEW	2.8k	97.09	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$263k	NEW	2.9k	89.64	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$262k	+3%	1.9k	137.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$259k	NEW	927.00	279.57	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$253k	NEW	6.1k	41.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$253k		7.1k	35.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$247k	-32%	752.00	328.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$241k		8.1k	29.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$238k	NEW	978.00	243.12	View chart
Rockwell Automation (ROK)	0.0	$236k		674.00	349.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$231k		5.8k	39.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$228k	-49%	1.2k	189.78	View chart
At&t (T)	0.0	$222k	NEW	7.9k	28.23	View chart
Boeing Company (BA)	0.0	$220k	+4%	1.0k	216.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$220k	NEW	2.5k	87.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$220k	NEW	4.4k	49.45	View chart
Union Pacific Corporation (UNP)	0.0	$218k		923.00	236.40	View chart
Goldman Sachs (GS)	0.0	$217k	NEW	273.00	796.35	View chart
Home Depot (HD)	0.0	$216k	NEW	532.00	405.31	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$215k	NEW	3.8k	56.80	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$214k	NEW	221.00	968.09	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$212k	NEW	636.00	332.84	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$209k	NEW	6.2k	33.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$209k	NEW	1.1k	195.86	View chart
Corning Incorporated (GLW)	0.0	$208k	NEW	2.5k	82.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$208k	-83%	2.2k	96.46	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.0	$204k	NEW	1.9k	105.64	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$203k	NEW	3.9k	51.97	View chart
Axon Enterprise (AXON)	0.0	$202k	-94%	281.00	717.64	View chart
Brown & Brown (BRO)	0.0	$202k	NEW	2.1k	93.79	View chart
Tidal Trust Ii Yieldmax Tsla Op (TSLY)	0.0	$125k	+2%	13k	9.43	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z