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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, SGOV, AAPL, NVDA, GOVT, and represent 21.45% of Milestone Asset Management's stock portfolio.
Added to shares of these 10 stocks: KR (+$11M), FTNT (+$10M), EXEL (+$10M), NVDA (+$8.8M), UPS (+$8.8M), SHOP (+$8.4M), AAPL (+$7.5M), MBBA (+$6.9M), MO (+$6.8M), ANET (+$6.7M).
Started 18 new stock positions in CRAK, LDOS, INRO, UPS, KR, SHW, MBBA, REGN, GPIX, O. PBH, FTNT, XOM, EPC, VAL, DIA, CRWL, IDEF.
Reduced shares in these 10 stocks: FLRN (-$24M), SPY (-$12M), BMY (-$8.2M), IVV (-$6.5M), AMGN (-$6.3M), DE (-$5.8M), VRT (-$5.4M), , SSO, COST.
Sold out of its positions in AVEM, DIVO, IDVO, AMAT, BPRE, BMY, CAH, CSCO, ED, DE.
Milestone Asset Management was a net seller of stock by $-13M.
Milestone Asset Management has $631M in assets under management (AUM), dropping by -0.74%.
Central Index Key (CIK): 0001964722

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Portfolio Holdings for Milestone Asset Management

Milestone Asset Management holds 238 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	6.3	$40M		1.1M	37.47	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	4.9	$31M	+5%	307k	100.68	View chart
Apple (AAPL)	4.7	$30M	+34%	89k	333.02	View chart
NVIDIA Corporation (NVDA)	3.3	$21M	+72%	92k	228.38	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.3	$15M	+77%	661k	21.87	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	1.9	$12M	+221%	82k	148.30	View chart
Exelixis (EXEL)	1.9	$12M	+580%	200k	58.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	1.8	$11M	-5%	373k	30.37	View chart
Kroger (KR)	1.7	$11M	NEW	186k	58.62	View chart
Altria (MO)	1.7	$11M	+169%	160k	67.34	View chart
Arista Networks Com Shs (ANET)	1.7	$11M	+167%	53k	203.59	View chart
Fortinet (FTNT)	1.6	$10M	NEW	58k	179.00	View chart
Expedia Group Com New (EXPE)	1.4	$8.9M	+180%	34k	263.37	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	1.4	$8.9M	+192%	319k	27.83	View chart
United Parcel Svcs CL B (UPS)	1.4	$8.8M	NEW	94k	93.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$7.9M	-45%	10k	765.90	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	1.2	$7.4M	-9%	168k	43.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.1	$7.2M	+4%	371k	19.52	View chart
Blackrock Etf Trust Ii Ishar Backe Etf (MBBA)	1.1	$6.9M	NEW	148k	46.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.1	$6.9M	+4%	157k	43.92	View chart
Ishares Tr Systematic Bd Et (SYSB)	1.1	$6.8M	-13%	81k	84.28	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$6.6M	+6%	87k	75.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.0	$6.6M	+4%	156k	42.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.0	$6.5M	+4%	151k	42.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	1.0	$6.5M	+4%	143k	45.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$6.2M	-19%	102k	61.26	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	1.0	$6.2M	-12%	124k	50.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$6.0M		107k	56.22	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$5.7M	-15%	112k	50.79	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.9	$5.4M	+390%	59k	92.75	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.8	$5.4M	+5%	235k	22.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$5.4M	+360%	52k	103.89	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$5.3M	+11%	53k	100.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$5.3M	+163%	163k	32.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$5.3M	-31%	37k	142.26	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$5.2M	+2%	109k	48.14	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.8	$5.1M	+3%	96k	53.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$5.1M	-15%	141k	35.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$5.0M	-36%	72k	69.26	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.8	$4.8M	-12%	131k	36.35	View chart
Microsoft Corporation (MSFT)	0.7	$4.6M	-13%	9.0k	512.89	View chart
UnitedHealth (UNH)	0.7	$4.6M	+14%	13k	367.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.7	$4.5M	-33%	73k	61.13	View chart
Visa Com Cl A (V)	0.7	$4.4M	+7%	12k	359.35	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$4.2M	+4%	38k	110.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.2M	-7%	5.7k	739.82	View chart
Palantir Technologies Cl A (PLTR)	0.7	$4.1M		22k	187.00	View chart
Advanced Micro Devices (AMD)	0.6	$4.0M	-5%	6.6k	611.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$3.9M	+273%	15k	264.75	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.6	$3.7M	-4%	66k	55.55	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$3.6M	-2%	103k	34.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$3.4M		39k	86.99	View chart
Sherwin-Williams Company (SHW)	0.5	$3.2M	NEW	9.8k	323.27	View chart
Eli Lilly & Co. (LLY)	0.5	$3.1M	-57%	2.7k	1157.31	View chart
salesforce (CRM)	0.5	$3.0M	+190%	13k	229.58	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.5	$3.0M	-4%	70k	42.82	View chart
Walt Disney Company (DIS)	0.5	$3.0M	-11%	28k	105.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.5	$2.9M	-16%	26k	112.94	View chart
Tesla Motors (TSLA)	0.5	$2.9M		8.0k	354.75	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$2.8M	+123%	17k	168.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.8M	-80%	3.7k	762.81	View chart
Micron Technology (MU)	0.4	$2.7M	-8%	2.6k	1065.00	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.4	$2.7M		39k	69.17	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.7M	-2%	8.1k	330.86	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$2.7M	-12%	55k	48.96	View chart
Blackrock Etf Trust Isha U S Ind Etf (INRO)	0.4	$2.6M	NEW	70k	36.81	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$2.3M		44k	53.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$2.3M	-2%	50k	47.11	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$2.3M		58k	38.95	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$2.2M	-39%	48k	47.19	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.4	$2.2M	+57%	40k	56.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.2M	+15%	3.7k	609.05	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$2.2M	-45%	74k	29.86	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.3	$2.2M	NEW	39k	55.83	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$2.1M	+69%	40k	53.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.0M	+734%	9.6k	208.02	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$2.0M		77k	25.39	View chart
Marriott Intl Cl A (MAR)	0.3	$2.0M		5.5k	355.67	View chart
Intel Corporation (INTC)	0.3	$1.9M	+227%	16k	120.27	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.8M	+17%	66k	27.88	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$1.8M	+413%	23k	80.60	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.3	$1.8M	+85%	17k	108.84	View chart
Abbvie (ABBV)	0.3	$1.8M		6.9k	261.60	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.8M	NEW	3.5k	508.60	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.7M	+406%	44k	39.44	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.7M	+10%	5.2k	328.53	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$1.7M	-31%	39k	43.98	View chart
Qualcomm (QCOM)	0.3	$1.6M	+35%	8.8k	184.00	View chart
Costco Wholesale Corporation (COST)	0.3	$1.6M	-74%	1.8k	910.00	View chart
American Express Company (AXP)	0.3	$1.6M	+7%	5.3k	304.00	View chart
Realty Income (O)	0.2	$1.6M	NEW	29k	54.30	View chart
Workday Cl A (WDAY)	0.2	$1.5M	-15%	8.1k	190.00	View chart
Servicenow (NOW)	0.2	$1.5M	-3%	11k	134.01	View chart
Gilead Sciences (GILD)	0.2	$1.5M	-2%	10k	149.06	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$1.5M	NEW	49k	31.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M		3.0k	497.95	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	+11%	10k	145.20	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$1.5M	-6%	30k	48.74	View chart
Teradyne (TER)	0.2	$1.4M	+12%	3.6k	401.00	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M	+2%	14k	103.92	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.4M		2.7k	522.81	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$1.4M	NEW	8.6k	162.77	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$1.4M		15k	90.48	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$1.4M	+431%	28k	48.70	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.2	$1.4M		14k	99.53	View chart
Edgewell Pers Care (EPC)	0.2	$1.4M	NEW	50k	26.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+49%	3.9k	340.75	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$1.3M	+5%	13k	106.49	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.3M	+409%	14k	95.04	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$1.3M	+2%	19k	68.52	View chart
Ubiquiti (UI)	0.2	$1.3M	+78%	2.3k	567.55	View chart
Amgen (AMGN)	0.2	$1.3M	-82%	3.1k	422.00	View chart
Chevron Corporation (CVX)	0.2	$1.3M		6.3k	204.21	View chart
Howmet Aerospace (HWM)	0.2	$1.3M	+612%	5.7k	226.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.3M	-10%	16k	78.10	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.3M	+6%	5.3k	239.94	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.3M	-5%	17k	73.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M		7.6k	166.30	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.3M	NEW	1.7k	758.27	View chart
Prestige Brands Holdings (PBH)	0.2	$1.3M	NEW	27k	45.87	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$1.2M		13k	92.68	View chart
Healthequity (HQY)	0.2	$1.2M	-7%	14k	88.46	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.2	$1.2M		47k	25.59	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$1.2M	+69%	11k	107.54	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.2M	-18%	5.9k	195.76	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.1M	-19%	2.2k	509.44	View chart
Merck & Co (MRK)	0.2	$1.1M	-54%	7.7k	145.31	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.2	$1.1M	-95%	36k	30.84	View chart
Oracle Corporation (ORCL)	0.2	$1.1M	-71%	7.9k	137.30	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$1.1M	-2%	8.7k	121.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M	-2%	11k	94.54	View chart
Waste Management (WM)	0.2	$1.0M		5.0k	203.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.0M	-17%	1.4k	701.18	View chart
Coreweave Com Cl A (CRWV)	0.2	$995k	+22%	11k	87.12	View chart
Marvell Technology (MRVL)	0.2	$991k	+21%	3.8k	264.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$983k	-54%	2.6k	380.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$970k	-48%	21k	47.34	View chart
PIMCO Strategic Global Government Fund (RCS)	0.2	$957k		189k	5.06	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$949k	-3%	22k	42.97	View chart
Ionq Inc Pipe (IONQ)	0.1	$920k	+5%	21k	44.00	View chart
Kinder Morgan (KMI)	0.1	$901k		30k	30.20	View chart
Ge Aerospace Com New (GE)	0.1	$886k	+6%	2.8k	312.36	View chart
Raytheon Technologies Corp (RTX)	0.1	$881k		4.7k	185.66	View chart
Medtronic SHS (MDT)	0.1	$874k	-19%	10k	86.29	View chart
Sandisk Corp (SNDK)	0.1	$854k	+22%	491.00	1739.89	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$826k		5.7k	144.67	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$790k	-27%	8.8k	90.12	View chart
Caretrust Reit (CTRE)	0.1	$761k		21k	36.58	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$748k		8.1k	91.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k	-50%	1.00	747005.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$742k	-3%	16k	46.10	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$737k		12k	61.50	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$697k		13k	54.64	View chart
Broadcom (AVGO)	0.1	$684k	-3%	1.9k	351.17	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$669k	-31%	3.1k	216.08	View chart
Ge Vernova (GEV)	0.1	$665k	-9%	699.00	951.27	View chart
Meta Platforms Cl A (META)	0.1	$664k	-48%	915.00	725.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$652k	-28%	2.3k	278.01	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$633k	+5%	13k	50.67	View chart
International Business Machines (IBM)	0.1	$631k	-74%	2.9k	220.00	View chart
Amazon (AMZN)	0.1	$621k	-2%	2.5k	249.16	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$618k	+3%	13k	46.27	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$615k	+14%	6.7k	91.65	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$614k	-3%	13k	46.65	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$596k	+192%	3.9k	150.89	View chart
Netflix (NFLX)	0.1	$584k	-14%	8.4k	69.58	View chart
Spotify Technology S A SHS (SPOT)	0.1	$582k	+4%	1.2k	487.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$565k	-4%	2.7k	207.23	View chart
Marathon Petroleum Corp (MPC)	0.1	$556k	+67%	1.4k	395.57	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$555k	-8%	11k	49.98	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$538k	-20%	7.5k	71.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$538k		13k	42.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$520k		13k	38.77	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$520k	+139%	25k	20.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$472k	-2%	9.2k	51.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$464k	-9%	5.2k	89.10	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.1	$460k	+26%	51k	9.01	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$458k	-7%	4.7k	97.45	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$452k	+4%	11k	43.18	View chart
Dell Technologies CL C (DELL)	0.1	$448k	-7%	833.00	538.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$448k	-3%	10k	43.30	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$439k	+17%	1.2k	374.55	View chart
Corning Incorporated (GLW)	0.1	$436k	-3%	2.8k	154.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$435k	-4%	12k	35.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$434k	-6%	951.00	456.63	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$418k		4.7k	89.78	View chart
TJX Companies (TJX)	0.1	$410k		3.1k	132.31	View chart
Innovator Etfs Trust Equity Defined P (AJAN)	0.1	$400k	-8%	14k	28.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$399k	-7%	1.7k	233.38	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$388k	+3%	4.0k	97.29	View chart
Western Digital (WDC)	0.1	$382k	+15%	839.00	454.67	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$372k	+2%	11k	33.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$362k	-9%	200.00	1811.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$351k	-31%	19k	18.55	View chart
PNC Financial Services (PNC)	0.1	$342k		1.5k	222.26	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.1	$323k	-13%	15k	21.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.1	$319k		9.3k	34.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$308k	-10%	896.00	344.09	View chart
Prime Medicine (PRME)	0.0	$304k		100k	3.06	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$304k	+6%	14k	22.32	View chart
Rockwell Automation (ROK)	0.0	$298k		683.00	435.68	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$292k	+5%	13k	21.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$288k	-7%	9.1k	31.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$286k	-13%	3.0k	96.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$282k		1.1k	264.90	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$281k	+3%	13k	21.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$280k	-16%	5.7k	49.46	View chart
Caterpillar (CAT)	0.0	$269k	-94%	332.00	811.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$268k		5.4k	49.69	View chart
Boeing Company (BA)	0.0	$268k		1.4k	186.05	View chart
Enterprise Products Partners (EPD)	0.0	$263k	-62%	7.4k	35.61	View chart
Caribou Biosciences (CRBU)	0.0	$257k		203k	1.27	View chart
Stantec (STN)	0.0	$253k		3.8k	67.36	View chart
Red Cat Hldgs (RCAT)	0.0	$251k	+4%	39k	6.46	View chart
Palo Alto Networks (PANW)	0.0	$250k	-9%	629.00	397.31	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$249k	-17%	4.6k	54.22	View chart
United Bankshares (UBSI)	0.0	$246k		5.4k	45.94	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$242k		5.6k	43.16	View chart
Pfizer (PFE)	0.0	$242k	-28%	8.5k	28.52	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.0	$241k		8.9k	27.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$232k	-40%	4.8k	48.18	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$231k	-95%	3.3k	69.35	View chart
Coherent Corp (COHR)	0.0	$228k	+10%	792.00	288.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$223k	-27%	1.8k	125.67	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.0	$222k	NEW	3.5k	63.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$221k	-12%	5.0k	44.05	View chart
Pepsi (PEP)	0.0	$218k	-95%	1.7k	126.73	View chart
Graniteshares Etf Tr 2x Long Crwd Etf (CRWL)	0.0	$214k	NEW	2.0k	104.77	View chart
Valaris Cl A (VAL)	0.0	$212k	NEW	2.7k	78.52	View chart
Bitmine Immersion Techs Com New (BMNR)	0.0	$212k	-52%	8.0k	26.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$209k		6.1k	34.22	View chart
Leidos Holdings (LDOS)	0.0	$205k	NEW	1.7k	121.83	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$203k	-4%	3.8k	52.98	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$203k	-26%	5.1k	39.51	View chart
Ihs Holding Ord Shs (IHS)	0.0	$176k		21k	8.36	View chart
Lightbridge Corporation (LTBR)	0.0	$169k	-2%	27k	6.29	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$59k	-2%	19k	3.11	View chart
Plug Pwr Com New (PLUG)	0.0	$51k	-3%	26k	1.94	View chart

Past Filings by Milestone Asset Management

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

Milestone Asset Management 2026 Q3 filed Oct. 15, 2026
Milestone Asset Management 2026 Q2 filed July 15, 2026
Milestone Asset Management 2026 Q1 filed April 15, 2026
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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