Milestone Asset Management, LLC Purchases in Q1 2025

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RCS
Pimco Strategic Income Fund, Inc

Financial Services
31.7K
+ 23.7%
$5.74 - $7.6 $182K - $241K
166K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
570
+ 21.44%
$165.25 - $224.62 $94.2K - $128K
3.23K $536M
PHYL
Pgim ETF Tr

ETFs
280
+ 2.3%
$34.67 - $35.44 $9.71K - $9.92K
12.5K $434M
LDOS
Leidos Holdings, Inc.

Technology
261
+ 9.44%
$126.82 - $161.11 $33.1K - $42K
3.03K $408M
UNP
Union Pacific Corp

Industrials
6
+ 0.65%
$225.21 - $254.42 $1.35K - $1.53K
923 $218M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
49
+ 7.73%
$522.96 - $601.18 $25.6K - $29.5K
683 $365M
BALT
Innovator Etfs Tr
132
+ 0.12%
$31.31 - $31.89 $4.13K - $4.21K
112K $3.5B
Listed Fd Tr
1.66K
+ 18.35%
N/A
10.7K $491M
KMX
Carmax Inc

Consumer Cyclical
72
+ 1.97%
$69.25 - $89.19 $4.99K - $6.42K
3.74K $291M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5
+ 0.1%
$53.6 - $58.97 $268 - $295
5.15K $282M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
244
+ 0.5%
$43.63 - $46.01 $10.6K - $11.2K
49.3K $2.17B
ADBE
Adobe Inc.

Technology
11
+ 1.84%
$377.84 - $464.11 $4.16K - $5.11K
610 $234M
IQV
Iqvia Holdings Inc.

Healthcare
28
+ 1.4%
$176.3 - $209.96 $4.94K - $5.88K
2.03K $357M
First Tr Exchng Traded Fd Vi
1.53K
+ 1.18%
N/A
131K $4.51B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
336
+ 9.53%
$211.47 - $267.17 $71.1K - $89.8K
3.86K $817M
MSFT
Microsoft Corp

Technology
931
+ 10.79%
$375.39 - $447.2 $349K - $416K
9.56K $3.59B
First Tr Exchng Traded Fd Vi
423
+ 0.34%
N/A
125K $4.59B
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.07%
$237.01 - $304.45 $237 - $304
1.49K $354M
TSLA
Tesla, Inc.

Consumer Cyclical
3.41K
+ 52.16%
$222.15 - $428.22 $757K - $1.46M
9.95K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 6.21%
$190.26 - $242.06 $47.6K - $60.5K
4.28K $814M
SFLR
Innovator Etfs Tr Equity Manag
321
+ 0.47%
N/A
68.4K $2.15B
GOOGL
Alphabet Inc.

Communication Services
60
+ 1.49%
$154.33 - $206.19 $9.26K - $12.4K
4.09K $633M
IONQ
Ion Q, Inc.

Technology
15.1K
+ 55.5%
$18.27 - $51.07 $276K - $772K
42.3K $934M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
417
+ 0.46%
$51.45 - $58.51 $21.5K - $24.4K
90.1K $4.67B
Activity Summary
Buys All Purchases 125 New Holdings 33 Increased Positions 92 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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