Milestone Asset Management, LLC Purchases in Q2 2025

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
622K
+ 263.46%
$49.39 - $49.76 $30.7M - $31M
859K $42.7B
Rbb Fd Inc
184K
+ 1161.75%
N/A
200K $10B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
100K
+ 841.86%
$91.43 - $91.74 $9.18M - $9.22M
112K $10.3B
TFLO
Ishares Treasury Floating Rate

ETFs
180K
+ 2818.53%
$50.47 - $50.66 $9.08M - $9.11M
186K $9.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.3K
New
$456.74 - $568.03 $6.53M - $8.13M
14.3K $8.13B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
294K
+ 22.71%
$22.87 - $23.14 $6.71M - $6.79M
1.59M $36.6B
FLRN
Spdr Bloomberg Investment Grad

ETFs
218K
+ 25.9%
$30.29 - $30.83 $6.59M - $6.71M
1.06M $32.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.54K
+ 145.2%
$416.06 - $551.64 $3.55M - $4.71M
14.4K $7.95B
MSFT
Microsoft Corp

Technology
7.39K
+ 77.32%
$354.56 - $497.45 $2.62M - $3.68M
16.9K $8.43B
GE
General Electric CO

Industrials
15.7K
+ 533.99%
$166.81 - $257.39 $2.62M - $4.04M
18.6K $4.8B
CTAS
Cintas Corp

Industrials
18.3K
+ 807.39%
$190.11 - $227.66 $3.49M - $4.18M
20.6K $4.59B
VST
Vistra Corp.

Utilities
20.9K
New
$98.07 - $195.04 $2.05M - $4.09M
20.9K $4.06B
AXON
Axon Enterprise, Inc.

Industrials
4.77K
New
$497.13 - $827.94 $2.37M - $3.95M
4.77K $3.95B
PWR
Quanta Services, Inc.

Industrials
10.1K
New
$239.47 - $381.26 $2.41M - $3.84M
10.1K $3.81B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
48.8K
+ 4.81%
$27.3 - $31.8 $1.33M - $1.55M
1.06M $33.8B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
107K
+ 34.43%
$23.45 - $26.56 $2.51M - $2.85M
419K $11.1B
META
Meta Platforms, Inc.

Communication Services
2.46K
+ 70.04%
$484.66 - $738.09 $1.19M - $1.82M
5.98K $4.41B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.9K
New
$45.2 - $46.6 $1.58M - $1.63M
34.9K $1.62B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
69.4K
New
$22.68 - $23.28 $1.57M - $1.62M
69.4K $1.61B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
62.9K
New
$24.98 - $25.66 $1.57M - $1.61M
62.9K $1.61B
TBT
Proshares Ultrashort 20+Year T

ETFs
44.8K
New
$32.0 - $39.06 $1.43M - $1.75M
44.8K $1.57B
MBB
Ishares Tr

ETFs
15.6K
New
$91.41 - $94.22 $1.42M - $1.47M
15.6K $1.46B
IEF
Ishares Barclays

ETFs
12.8K
New
$93.15 - $96.56 $1.19M - $1.24M
12.8K $1.23B
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.1K
New
$83.97 - $92.85 $1.1M - $1.22M
13.1K $1.16B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.2K
New
$97.29 - $105.63 $1.09M - $1.18M
11.2K $1.14B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.55K
New
$421.16 - $509.5 $1.07M - $1.3M
2.55K $1.13B
MAR
Marriott International Inc

Consumer Cyclical
3.92K
+ 263.59%
$211.12 - $274.14 $827K - $1.07M
5.4K $1.48B
CRWD
Crowd Strike Holdings, Inc.

Technology
531
+ 9.87%
$321.63 - $509.31 $171K - $270K
5.91K $3.01B
AMD
Advanced Micro Devices Inc

Technology
3.2K
+ 20.41%
$78.21 - $143.81 $250K - $459K
18.8K $2.67B
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
New
$45.65 - $57.01 $848K - $1.06M
18.6K $1.06B
ADP
Automatic Data Processing Inc

Industrials
3.26K
+ 39.77%
$276.76 - $326.81 $903K - $1.07M
11.5K $3.53B
Amplify ETF Tr
11.8K
New
N/A
11.8K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.49K
New
$152.42 - $182.82 $836K - $1M
5.49K $1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.3K
New
$50.1 - $51.02 $967K - $985K
19.3K $985M
MO
Altria Group, Inc.

Consumer Defensive
16.6K
New
$55.56 - $60.91 $920K - $1.01M
16.6K $971M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.32K
+ 198.3%
$96.84 - $99.46 $903K - $927K
14K $1.39B
CSCO
Cisco Systems, Inc.

Technology
13.3K
New
$53.19 - $69.38 $709K - $924K
13.3K $924M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.62K
New
$180.84 - $240.32 $655K - $870K
3.62K $870M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11K
+ 12.25%
$45.88 - $54.4 $506K - $601K
101K $5.5B
NVO
Novo Nordisk A S

Healthcare
11.9K
New
$58.08 - $81.05 $694K - $968K
11.9K $824M
KR
Kroger CO

Consumer Defensive
11.3K
New
$64.62 - $74.0 $731K - $837K
11.3K $812M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.81K
New
$136.63 - $176.62 $657K - $850K
4.81K $812M
TMUS
T Mobile Us, Inc.

Communication Services
3.34K
New
$220.99 - $268.54 $738K - $897K
3.34K $796M
JD
Jd.Com, Inc.

Consumer Cyclical
23.9K
New
$31.44 - $41.32 $752K - $988K
23.9K $780M
IBM
International Business Machines Corp

Technology
1.87K
+ 40.62%
$221.03 - $294.78 $413K - $550K
6.46K $1.91B
V
Visa Inc.

Financial Services
2.05K
+ 41.23%
$308.27 - $373.31 $630K - $763K
7.01K $2.49B
AAPL
Apple Inc.

Technology
6.04K
+ 17.62%
$172.42 - $223.89 $1.04M - $1.35M
40.3K $8.27B
FANG
Diamondback Energy, Inc.

Energy
4.38K
New
$119.25 - $161.49 $522K - $707K
4.38K $602M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 11.45%
$51.14 - $57.0 $526K - $587K
100K $5.7B
Activity Summary
Buys All Purchases 108 New Holdings 43 Increased Positions 65 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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