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
IONQ
Ion Q, Inc.

Technology
3.3K
+ 9.37%
$6.57 - $9.71 $21.7K - $32.1K
38.6K $337M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 0.76%
$247.34 - $300.11 $3.96K - $4.8K
2.12K $633M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.2K
+ 9.47%
$44.65 - $47.21 $53.7K - $56.8K
13.9K $650M
AOM
Ishares Tr Core Moderate Alloc

ETFs
753
+ 3.8%
$42.66 - $45.18 $32.1K - $34K
20.6K $928M
CVX
Chevron Corp

Energy
1.64K
+ 8.9%
$137.88 - $161.97 $227K - $266K
20.1K $2.96B
CRBU
Caribou Biosciences, Inc.

Healthcare
12.8K
+ 9.01%
$1.56 - $2.73 $20K - $35K
155K $304M
XLY
Select Sector Spdr Consumer Di

ETFs
227
+ 17.26%
$170.05 - $200.86 $38.6K - $45.6K
1.54K $309M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.31K
+ 12.93%
$16.42 - $18.12 $54.4K - $60K
28.9K $522M
CORP
Pimco Investment Grade Corp Bd

ETFs
33
+ 0.22%
$94.36 - $100.01 $3.11K - $3.3K
14.7K $1.47B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
878
+ 7.65%
$42.87 - $45.76 $37.6K - $40.2K
12.3K $559M
IQV
Iqvia Holdings Inc.

Healthcare
78
+ 4.55%
$206.81 - $251.55 $16.1K - $19.6K
1.79K $425M
XLF
Financial Sector Spdr

ETFs
793
+ 12.68%
$40.84 - $45.74 $32.4K - $36.3K
7.05K $319M
AMGN
Amgen Inc

Healthcare
160
+ 17.92%
$309.38 - $337.38 $49.5K - $54K
1.05K $339M
IYR
Ishares Tr

ETFs
197
+ 6.95%
$86.93 - $103.61 $17.1K - $20.4K
3.03K $309M
MA
Mastercard Inc

Financial Services
38
+ 5.2%
$429.6 - $500.99 $16.3K - $19K
769 $380M
AMZN
Amazon Com Inc

Consumer Cyclical
406
+ 10.56%
$161.02 - $200.0 $65.4K - $81.2K
4.25K $792M
V
Visa Inc.

Financial Services
48
+ 1.68%
$253.74 - $291.56 $12.2K - $14K
2.91K $801M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
524
+ 7.3%
$68.53 - $74.13 $35.9K - $38.8K
7.7K $565M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
86
+ 0.61%
$32.65 - $36.69 $2.81K - $3.16K
14.1K $514M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.02%
$333.64 - $405.2 $2.34K - $2.84K
690 $280M
WM
Waste Management Inc

Industrials
298
+ 8.99%
$196.96 - $223.45 $58.7K - $66.6K
3.61K $750M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.78%
$434.77 - $502.96 $10.9K - $12.6K
3.24K $1.58B
DEO
Diageo PLC

Consumer Defensive
71
+ 3.57%
$120.02 - $140.77 $8.52K - $9.99K
2.06K $289M
TJX
Tjx Companies Inc

Consumer Cyclical
124
+ 4.17%
$107.93 - $120.23 $13.4K - $14.9K
3.1K $364M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$520.18 - $576.82 $520 - $577
1.07K $615M
LLY
Eli Lilly & CO

Healthcare
61
+ 5.18%
$772.14 - $960.02 $47.1K - $58.6K
1.24K $1.1B
KMX
Carmax Inc

Consumer Cyclical
108
+ 3.31%
$71.21 - $85.78 $7.69K - $9.26K
3.37K $260M
GOOGL
Alphabet Inc.

Communication Services
443
+ 13.44%
$148.65 - $191.18 $65.9K - $84.7K
3.74K $620M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
83
+ 3.16%
$147.95 - $191.05 $12.3K - $15.9K
2.71K $471M
IHDG
Wisdomtree Tr

ETFs
288
+ 4.4%
$42.42 - $46.78 $12.2K - $13.5K
6.84K $312M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
42
+ 0.58%
$52.04 - $54.34 $2.19K - $2.28K
7.32K $396M
FV
First Trust Dorsey Wright Focu

ETFs
44
+ 0.55%
$51.35 - $59.82 $2.26K - $2.63K
8.04K $468M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
45
+ 1.13%
$94.39 - $96.15 $4.25K - $4.33K
4.03K $387M
EPD
Enterprise Products Partners L.P.

Energy
102
+ 0.53%
$27.88 - $30.0 $2.84K - $3.06K
19.5K $568M
XLE
Energy Sector Spdr

ETFs
343
+ 4.49%
$84.35 - $93.39 $28.9K - $32K
7.99K $701M
VPC
Etfis Ser Tr I Virtus Private

ETFs
294
+ 1.74%
$21.71 - $23.14 $6.38K - $6.8K
17.2K $384M
MAIN
Main Street Capital Corp

Financial Services
34
+ 0.52%
$47.05 - $52.25 $1.6K - $1.78K
6.55K $328M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
286
+ 1.48%
$15.5 - $16.99 $4.43K - $4.86K
19.6K $325M
ELV
Elevance Health, Inc.

Healthcare
19
+ 2.43%
$500.12 - $562.29 $9.5K - $10.7K
801 $417M
SCHW
Schwab Charles Corp

Financial Services
189
+ 3.59%
$61.74 - $76.08 $11.7K - $14.4K
5.45K $353M
AMN
Amn Healthcare Services Inc

Healthcare
1.04K
+ 10.87%
$41.07 - $68.05 $42.8K - $71K
10.6K $451M
CRWD
Crowd Strike Holdings, Inc.

Technology
527
+ 20.17%
$217.89 - $392.15 $115K - $207K
3.14K $881M
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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