Milestone Asset Management, LLC Purchases in Q3 2024

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
191K
+ 161.53%
N/A
310K $10.8B
NKE
Nike, Inc.

Consumer Cyclical
71.2K
New
$71.09 - $89.44 $5.06M - $6.36M
71.2K $6.29B
DIS
Walt Disney CO

Communication Services
59.5K
+ 782.48%
$85.6 - $98.61 $5.09M - $5.86M
67.1K $6.45B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
369K
New
$12.25 - $13.39 $4.52M - $4.94M
369K $4.94B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
410K
New
$11.31 - $11.96 $4.64M - $4.91M
410K $4.91B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
373K
New
$12.25 - $13.1 $4.57M - $4.89M
373K $4.89B
AAPL
Apple Inc.

Technology
11K
+ 30.24%
$207.23 - $234.82 $2.27M - $2.57M
47.2K $11B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33.3K
+ 10.72%
$91.42 - $91.82 $3.04M - $3.06M
344K $31.6B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
40.9K
+ 58.76%
$49.7 - $56.11 $2.03M - $2.3M
111K $6.07B
NVDA
Nvidia Corp

Technology
18.3K
+ 45.25%
$98.91 - $134.91 $1.81M - $2.47M
58.7K $7.13B
AXP
American Express CO

Financial Services
4.39K
+ 25.6%
$225.92 - $271.17 $992K - $1.19M
21.5K $5.84B
BOND
Pimco Active Bond Exchange Tra

ETFs
16.1K
+ 17.87%
$90.01 - $95.32 $1.45M - $1.54M
107K $10.1B
Rbb Fd Inc
35.4K
+ 6.31%
N/A
596K $29.9B
VZ
Verizon Communications Inc

Communication Services
40.5K
New
$38.89 - $45.0 $1.58M - $1.82M
40.5K $1.82B
CL
Colgate Palmolive CO

Consumer Defensive
15.3K
New
$95.54 - $108.77 $1.46M - $1.67M
15.3K $1.59B
ANET
Arista Networks, Inc.

Technology
3.68K
+ 78.64%
$311.42 - $388.21 $1.15M - $1.43M
8.35K $3.21B
CHE
Chemed Corp

Healthcare
2.52K
New
$527.82 - $600.97 $1.33M - $1.51M
2.52K $1.51B
QCOM
Qualcomm Inc

Technology
8.75K
New
$156.12 - $209.64 $1.37M - $1.84M
8.75K $1.49B
HPQ
Hp Inc

Technology
40.6K
New
$32.02 - $38.11 $1.3M - $1.55M
40.6K $1.46B
GWW
W.W. Grainger, Inc.

Industrials
1.38K
New
$896.19 - $1044.18 $1.24M - $1.44M
1.38K $1.44B
HPE
Hewlett Packard Enterprise CO

Technology
68.2K
New
$16.1 - $21.44 $1.1M - $1.46M
68.2K $1.39B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
18.4K
New
$66.31 - $74.08 $1.22M - $1.36M
18.4K $1.35B
NTAP
Net App, Inc.

Technology
10.2K
New
$114.18 - $134.62 $1.17M - $1.38M
10.2K $1.27B
AMAT
Applied Materials Inc

Technology
6.25K
New
$174.88 - $254.97 $1.09M - $1.59M
6.25K $1.26B
CDW
Cdw Corp

Technology
5.4K
New
$206.67 - $239.84 $1.12M - $1.29M
5.4K $1.22B
First Tr Exchng Traded Fd Vi
23.9K
+ 8.45%
N/A
307K $11.1B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.6K
New
$100.75 - $111.62 $1.07M - $1.18M
10.6K $1.16B
GE
General Electric CO

Industrials
5.36K
+ 270.78%
$156.66 - $189.66 $839K - $1.02M
7.33K $1.38B
VST
Vistra Corp.

Utilities
8.77K
New
$69.0 - $119.06 $605K - $1.04M
8.77K $1.04B
PM
Philip Morris International Inc.

Consumer Defensive
8.09K
New
$101.25 - $127.45 $819K - $1.03M
8.09K $982M
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.6K
New
$84.81 - $93.54 $898K - $990K
10.6K $973M
TSLA
Tesla, Inc.

Consumer Cyclical
2.52K
+ 55.72%
$191.76 - $263.26 $484K - $664K
7.05K $1.84B
First Tr Exchng Traded Fd Vi
19.3K
+ 11.4%
N/A
189K $7.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 78.18%
$405.19 - $478.57 $649K - $767K
3.65K $1.68B
FANG
Diamondback Energy, Inc.

Energy
4.76K
New
$168.46 - $210.94 $803K - $1M
4.76K $821M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.1K
+ 5.23%
$23.78 - $25.04 $503K - $530K
425K $10.6B
AVGO
Broadcom Inc.

Technology
4.56K
New
$136.27 - $1745.86 $621K - $7.95M
4.56K $786M
PLTR
Palantir Technologies Inc.

Technology
3.52K
+ 6.49%
$24.09 - $37.95 $84.7K - $133K
57.7K $2.14B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.28K
+ 157.11%
$523.84 - $572.02 $672K - $733K
2.1K $1.2B
SMCI
Super Micro Computer, Inc.

Technology
1.78K
New
$386.46 - $909.96 $689K - $1.62M
1.78K $742M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.53K
+ 50.29%
$162.83 - $179.16 $574K - $632K
10.5K $1.89B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6.42K
New
$80.44 - $110.41 $517K - $709K
6.42K $709M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.25K
+ 11.35%
$54.98 - $59.51 $453K - $491K
80.9K $4.81B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.59K
+ 10.62%
$50.02 - $54.5 $380K - $414K
79K $4.3B
BKNG
Booking Holdings Inc.

Consumer Cyclical
159
+ 162.24%
$3305.62 - $4268.05 $526K - $679K
257 $1.08B
XLK
Technology Sector Spdr

ETFs
3.05K
New
$197.34 - $237.68 $602K - $725K
3.05K $688M
TMUS
T Mobile Us, Inc.

Communication Services
3.31K
New
$175.14 - $206.36 $580K - $684K
3.31K $684M
TRV
Travelers Companies, Inc.

Financial Services
408
+ 2.21%
$201.87 - $242.35 $82.4K - $98.9K
18.9K $4.42B
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.85K
+ 181.41%
$95.81 - $109.03 $560K - $637K
9.07K $976M
Activity Summary
Buys All Purchases 143 New Holdings 40 Increased Positions 103 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 1
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