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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 SGOV, BUFR, PULS, AAPL, FLRN, and represent 23.91% of Milestone Asset Management's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$20M), DYNF (+$6.7M), IVW (+$6.3M), IEF (+$6.1M), IUSB (+$6.1M), IAGG (+$5.9M), SPYV (+$5.4M), BMY, AMAT, NFLX.
Started 48 new stock positions in FDVV, CAH, IYR, IVW, VIGI, DYNF, FIXD, DGRO, SCHD, BLCR.
Reduced shares in these 10 stocks: FLOT (-$18M), QQQ (-$8.5M), VOO (-$7.3M), JPM (-$7.0M), FLRN (-$6.4M), PLTR (-$6.3M), WMT (-$6.1M), NVDA (-$6.1M), GILD (-$5.6M), RTX (-$5.5M).
Sold out of its positions in BDGS, BB, CTSH, VPC, GS, RSP, OEF, IYW, TLH, SLV.
Milestone Asset Management was a net buyer of stock by $24M.
Milestone Asset Management has $543M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0001964722

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Portfolio Holdings for Milestone Asset Management

Milestone Asset Management holds 235 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.9	$37M	+121%	370k	100.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	6.5	$36M	+3%	1.0M	33.77	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	3.8	$20M	-7%	413k	49.50	View chart
Apple (AAPL)	3.6	$19M	-3%	76k	253.79	View chart
Spdr Series Trust State Street Spd (FLRN)	3.2	$17M	-26%	561k	30.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	2.3	$12M		443k	28.00	View chart
NVIDIA Corporation (NVDA)	1.7	$9.0M	-40%	52k	174.40	View chart
Bristol Myers Squibb (BMY)	1.4	$7.5M	+196%	124k	60.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$7.4M	+3%	131k	56.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.3	$7.0M	+4%	126k	55.52	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	1.3	$7.0M	-43%	182k	38.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$6.7M	NEW	116k	58.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.2	$6.6M	+15%	338k	19.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$6.3M	NEW	56k	113.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.2	$6.3M	+2956%	66k	95.44	View chart
Costco Wholesale Corporation (COST)	1.1	$6.1M	+198%	6.1k	996.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$6.1M	NEW	131k	46.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$5.9M	NEW	119k	50.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.1	$5.9M	+5%	144k	41.06	View chart
Abbvie (ABBV)	1.1	$5.7M		26k	217.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.0	$5.6M	+7%	144k	38.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	1.0	$5.5M	+6%	133k	41.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.0	$5.4M	+6%	140k	38.94	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$5.4M	NEW	96k	56.58	View chart
Netflix (NFLX)	1.0	$5.3M	+736%	55k	96.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$5.1M	+119%	12k	430.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$5.1M	+624%	7.8k	653.29	View chart
Caterpillar (CAT)	0.9	$4.9M	+123%	6.9k	708.00	View chart
Applied Materials (AMAT)	0.9	$4.9M	NEW	14k	342.00	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.9	$4.8M	+3%	99k	48.71	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.9	$4.8M	+22%	206k	23.18	View chart
Eli Lilly & Co. (LLY)	0.9	$4.7M	+573%	5.1k	919.94	View chart
Adobe Systems Incorporated (ADBE)	0.9	$4.6M	+155%	19k	243.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$4.5M	+7%	45k	100.57	View chart
Uber Technologies (UBER)	0.8	$4.5M	NEW	62k	71.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$4.1M	NEW	60k	68.47	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.8	$4.1M	NEW	128k	32.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$4.1M	+290%	47k	86.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.8M	+13%	132k	29.13	View chart
Exelixis (EXEL)	0.7	$3.8M	+178%	88k	42.89	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$3.8M	+5%	34k	110.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$3.7M		40k	92.28	View chart
Microsoft Corporation (MSFT)	0.7	$3.6M	-57%	9.8k	370.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$3.6M		107k	33.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$3.4M	-71%	5.9k	577.22	View chart
salesforce (CRM)	0.6	$3.3M	+548%	18k	186.67	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.6	$3.1M	+47%	63k	49.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.0M	+47%	16k	191.82	View chart
Global X Fds Global X Copper (COPX)	0.6	$3.0M	NEW	40k	76.35	View chart
Lam Research Corp Com New (LRCX)	0.6	$3.0M	-12%	14k	213.50	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.5	$2.9M	-6%	76k	38.84	View chart
Visa Com Cl A (V)	0.5	$2.9M	+20%	9.7k	302.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.9M	-71%	4.8k	597.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.9M	NEW	36k	80.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$2.8M	NEW	86k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$2.8M	NEW	78k	36.22	View chart
Tesla Motors (TSLA)	0.5	$2.8M	-8%	7.5k	371.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$2.7M	NEW	24k	112.11	View chart
Qualcomm (QCOM)	0.5	$2.7M	+461%	21k	128.78	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.6M	NEW	37k	70.84	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.5	$2.6M	-65%	110k	23.87	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.6M	-70%	18k	146.33	View chart
Altria (MO)	0.5	$2.6M	+14%	39k	65.99	View chart
Verizon Communications (VZ)	0.5	$2.5M	+815%	50k	50.18	View chart
UnitedHealth (UNH)	0.5	$2.5M	+9%	9.1k	270.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.4M	NEW	32k	74.35	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$2.3M	+8%	36k	63.91	View chart
Advanced Micro Devices (AMD)	0.4	$2.3M	-65%	11k	203.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.3M	+186%	26k	88.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$2.2M	-6%	53k	42.50	View chart
Arista Networks Com Shs (ANET)	0.4	$2.2M	+21%	18k	122.78	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$2.2M		45k	49.41	View chart
Walt Disney Company (DIS)	0.4	$2.2M	+26%	23k	96.40	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$2.2M	NEW	53k	41.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$2.1M	+117%	55k	38.42	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$2.1M		60k	35.41	View chart
Expedia Group Com New (EXPE)	0.4	$2.0M	NEW	8.8k	230.89	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.0M	+4%	77k	26.20	View chart
International Business Machines (IBM)	0.4	$2.0M	+6%	8.2k	242.39	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.9M	-78%	6.4k	294.18	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.8M	+3%	72k	25.55	View chart
Marriott Intl Cl A (MAR)	0.3	$1.8M		5.4k	327.07	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.7M	+214%	35k	49.69	View chart
Cisco Systems (CSCO)	0.3	$1.6M	+26%	21k	77.58	View chart
Wal-Mart Stores (WMT)	0.3	$1.6M	-79%	13k	124.25	View chart
Enterprise Products Partners (EPD)	0.3	$1.5M	-10%	40k	37.84	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$1.5M		32k	47.37	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.5M	-32%	2.5k	604.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.5M	-71%	3.8k	390.41	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.3	$1.4M	-5%	19k	75.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M		3.0k	479.20	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M	+4%	8.4k	169.66	View chart
Sprouts Fmrs Mkt (SFM)	0.3	$1.4M	+32%	19k	77.13	View chart
National Fuel Gas (NFG)	0.3	$1.4M	NEW	15k	93.96	View chart
Pacira Pharmaceuticals (PCRX)	0.3	$1.4M	+17%	60k	22.60	View chart
Chevron Corporation (CVX)	0.2	$1.3M	-33%	6.4k	206.92	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$1.3M	+7%	14k	93.27	View chart
American Express Company (AXP)	0.2	$1.3M	+34%	4.1k	302.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.2M	-12%	3.3k	383.44	View chart
Healthequity (HQY)	0.2	$1.2M	+26%	15k	83.57	View chart
Cardinal Health (CAH)	0.2	$1.2M	NEW	5.9k	211.31	View chart
Prestige Brands Holdings (PBH)	0.2	$1.2M	+11%	21k	59.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.2M	-93%	23k	50.95	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.2M		18k	64.35	View chart
Gilead Sciences (GILD)	0.2	$1.1M	-83%	8.2k	139.25	View chart
Ciena Corp Com New (CIEN)	0.2	$1.1M	-8%	2.9k	388.23	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$1.1M	+8%	12k	92.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M	-2%	7.8k	142.43	View chart
Merck & Co (MRK)	0.2	$1.1M	+96%	9.2k	120.25	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.1M	+30%	21k	52.96	View chart
AmerisourceBergen (COR)	0.2	$1.1M	NEW	3.4k	314.14	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$1.1M	+7%	42k	25.48	View chart
Pfizer (PFE)	0.2	$1.1M	-30%	38k	28.08	View chart
Lancaster Colony (MZTI)	0.2	$1.0M	NEW	7.4k	138.33	View chart
Western Digital (WDC)	0.2	$1.0M	-77%	3.8k	270.51	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.2	$1.0M	NEW	32k	31.08	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$1.0M	+78%	20k	50.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M		10k	97.13	View chart
Ubiquiti (UI)	0.2	$997k	+63%	1.3k	790.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$990k		1.5k	650.73	View chart
Kinder Morgan (KMI)	0.2	$968k	-40%	29k	33.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$968k	NEW	4.6k	211.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$951k	-6%	24k	39.34	View chart
Micron Technology (MU)	0.2	$940k	+197%	2.8k	338.00	View chart
Waste Management (WM)	0.2	$933k	-26%	4.1k	230.00	View chart
Meta Platforms Cl A (META)	0.2	$933k	-25%	1.6k	572.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$894k	+98%	9.0k	99.28	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$882k	-37%	2.0k	446.54	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$838k	-2%	11k	74.72	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$838k	-2%	17k	49.63	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$835k	-13%	8.6k	96.80	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$816k	+12%	33k	24.80	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$813k	-2%	37k	22.22	View chart
Ge Aerospace Com New (GE)	0.1	$808k		2.8k	283.67	View chart
Amgen (AMGN)	0.1	$806k	-25%	2.3k	352.00	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$789k	-14%	147k	5.36	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$745k	-9%	15k	50.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$714k	-25%	4.9k	146.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$712k	-34%	5.4k	132.91	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$705k	-2%	14k	49.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$702k	-6%	17k	41.91	View chart
Ionq Inc Pipe (IONQ)	0.1	$698k		24k	28.83	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$698k	-32%	13k	52.70	View chart
Servicenow (NOW)	0.1	$687k	+44%	6.6k	104.55	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$686k	-7%	7.5k	91.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$651k	-89%	3.4k	192.92	View chart
Ge Vernova (GEV)	0.1	$648k		742.00	873.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$645k	-88%	2.2k	286.83	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$645k	NEW	15k	43.59	View chart
Workday Cl A (WDAY)	0.1	$627k	NEW	4.8k	129.92	View chart
Caretrust Reit (CTRE)	0.1	$619k	-33%	17k	36.65	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$618k		13k	48.00	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$617k	-6%	37k	16.61	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$613k	+26%	12k	49.60	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$607k	+2%	5.6k	109.00	View chart
Broadcom (AVGO)	0.1	$607k	-86%	2.0k	309.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$603k	+18%	6.5k	92.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$599k	NEW	20k	30.68	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$594k	-4%	14k	42.72	View chart
Amazon (AMZN)	0.1	$593k	+66%	2.8k	208.27	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.1	$561k	NEW	18k	31.91	View chart
Marvell Technology (MRVL)	0.1	$538k	-41%	5.4k	99.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$525k	-37%	2.1k	248.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$517k		14k	36.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$514k		13k	39.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$500k	+13%	2.5k	196.20	View chart
TJX Companies (TJX)	0.1	$495k		3.1k	159.70	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$460k	-88%	9.1k	50.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$454k	+17%	1.0k	437.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$450k	-42%	2.1k	218.80	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$446k	-55%	5.9k	75.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$444k	+41%	1.3k	338.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$443k		13k	33.37	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$427k	-20%	6.3k	67.59	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$426k	+32%	11k	40.14	View chart
Innovator Etfs Trust Equity Defined P (AJAN)	0.1	$423k	+49%	15k	27.64	View chart
Bank of New York Mellon Corporation (BK)	0.1	$400k		3.4k	118.67	View chart
Coreweave Com Cl A (CRWV)	0.1	$398k	-36%	5.1k	77.47	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$394k	-43%	6.4k	61.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$389k	+30%	1.4k	287.56	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$383k	+8%	5.0k	76.54	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$381k	-42%	6.6k	57.95	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$376k	-6%	9.4k	39.80	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$375k	-5%	11k	34.63	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$374k	+9%	8.1k	45.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$367k	NEW	5.2k	70.19	View chart
Corning Incorporated (GLW)	0.1	$367k		2.7k	136.00	View chart
Diamondback Energy (FANG)	0.1	$351k	-46%	1.8k	197.80	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$351k	+48%	7.7k	45.62	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$346k	+4%	3.9k	88.50	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$336k		4.1k	81.98	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$332k	NEW	6.0k	55.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$325k	+32%	1.0k	321.11	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$325k		19k	17.15	View chart
Stantec (STN)	0.1	$325k		3.8k	86.40	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$324k	-2%	20k	15.83	View chart
PNC Financial Services (PNC)	0.1	$320k	NEW	1.5k	208.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$317k		9.7k	32.67	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$310k	NEW	6.3k	49.50	View chart
Caribou Biosciences (CRBU)	0.1	$308k	-30%	162k	1.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$298k	+22%	9.8k	30.32	View chart
Boeing Company (BA)	0.1	$294k		1.5k	199.03	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$292k		221.00	1320.83	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$288k	NEW	3.3k	87.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$281k	+13%	1.3k	215.07	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$280k		5.4k	52.19	View chart
Valaris Cl A (VAL)	0.0	$265k	NEW	2.7k	98.04	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$263k	NEW	5.3k	49.97	View chart
Leidos Holdings (LDOS)	0.0	$262k		1.7k	155.52	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$256k	NEW	2.7k	94.59	View chart
Sandisk Corp (SNDK)	0.0	$254k	NEW	400.00	635.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$253k		7.0k	36.30	View chart
Rockwell Automation (ROK)	0.0	$244k		679.00	358.99	View chart
Strategy Cl A New (MSTR)	0.0	$233k	+16%	1.9k	124.80	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$232k	-15%	4.5k	51.89	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$230k	NEW	5.1k	44.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$230k		5.7k	40.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$225k	NEW	2.5k	88.48	View chart
Home Depot (HD)	0.0	$223k	NEW	677.00	329.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$223k		5.6k	39.74	View chart
United Bankshares (UBSI)	0.0	$222k		5.4k	41.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$219k		6.7k	32.53	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$217k	NEW	2.0k	107.30	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$212k	NEW	8.8k	23.96	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.0	$208k		8.1k	25.54	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$206k	NEW	9.2k	22.43	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.0	$205k	NEW	17k	12.15	View chart
Marathon Petroleum Corp (MPC)	0.0	$204k	NEW	835.00	244.00	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$203k	+25%	10k	19.78	View chart
Ihs Holding Ord Shs (IHS)	0.0	$173k		21k	8.23	View chart
Denison Mines Corp (DNN)	0.0	$73k	NEW	21k	3.53	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$72k	NEW	20k	3.66	View chart
Plug Pwr Com New (PLUG)	0.0	$66k	NEW	29k	2.26	View chart
Owens & Minor (ACH)	0.0	$27k		12k	2.28	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 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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