Milestone Asset Management, LLC Incresed Positions in Q4 2024

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
28.7K
+ 42.8%
$92.39 - $117.6 $2.65M - $3.38M
95.8K $10.7B
AAPL
Apple Inc.

Technology
12.8K
+ 27.07%
$221.69 - $259.02 $2.83M - $3.31M
59.9K $15B
MPWR
Monolithic Power Systems Inc

Technology
5.58K
+ 321.91%
$560.06 - $942.58 $3.13M - $5.26M
7.32K $4.33B
NVDA
Nvidia Corp

Technology
10.2K
+ 17.45%
$117.0 - $148.88 $1.2M - $1.53M
69K $9.26B
TRV
Travelers Companies, Inc.

Financial Services
8.27K
+ 43.76%
$225.97 - $266.66 $1.87M - $2.21M
27.2K $6.54B
NKE
Nike, Inc.

Consumer Cyclical
39.3K
+ 55.26%
$73.36 - $89.13 $2.88M - $3.5M
110K $8.36B
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.6K
+ 833.53%
$87.1 - $98.49 $1.71M - $1.93M
21.9K $1.92B
AXP
American Express CO

Financial Services
3.1K
+ 14.41%
$267.35 - $305.57 $830K - $948K
24.6K $7.31B
V
Visa Inc.

Financial Services
4.25K
+ 146.09%
$273.87 - $320.91 $1.17M - $1.37M
7.17K $2.26B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20.6K
+ 108.58%
$82.28 - $117.52 $1.7M - $2.43M
39.6K $3.36B
TXN
Texas Instruments Inc

Technology
6.88K
+ 54.89%
N/A
19.4K $3.64B
IBM
International Business Machines Corp

Technology
4.66K
+ 54.36%
$204.9 - $238.04 $955K - $1.11M
13.2K $2.91B
ABC
Amerisourcebergen Corp

Healthcare
4.43K
+ 430.19%
N/A
5.46K $1.23B
WMT
Walmart Inc.

Consumer Defensive
9.49K
+ 80.45%
$79.1 - $95.7 $751K - $908K
21.3K $1.92B
DEO
Diageo PLC

Consumer Defensive
7.78K
+ 377.68%
$118.0 - $139.88 $919K - $1.09M
9.85K $1.25B
JNK
Spdr Bloomberg High Yield Bond

ETFs
9.37K
+ 86.37%
$94.77 - $97.36 $888K - $912K
20.2K $1.93B
GILD
Gilead Sciences, Inc.

Healthcare
7.51K
+ 50.89%
$83.95 - $97.9 $631K - $736K
22.3K $2.06B
UGA
United States Gasoline Fund, LP

ETFs
10.8K
+ 51.06%
$59.23 - $65.31 $640K - $706K
32K $2.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.27K
+ 39.32%
$481.22 - $538.17 $612K - $685K
4.51K $2.3B
VZ
Verizon Communications Inc

Communication Services
23K
+ 56.72%
$39.6 - $45.21 $910K - $1.04M
63.5K $2.54B
CVX
Chevron Corp

Energy
5.21K
+ 25.93%
$141.15 - $162.53 $736K - $847K
25.3K $3.67B
GWW
W.W. Grainger, Inc.

Industrials
614
+ 44.43%
$1023.06 - $1220.93 $628K - $750K
2K $2.1B
XLY
Select Sector Spdr Consumer Di

ETFs
2.77K
+ 179.9%
$194.8 - $239.43 $540K - $664K
4.32K $969M
XLF
Financial Sector Spdr

ETFs
13K
+ 184.0%
$44.89 - $51.34 $582K - $666K
20K $967M
AMGN
Amgen Inc

Healthcare
2.69K
+ 254.99%
$258.78 - $328.31 $695K - $882K
3.74K $974M
HPE
Hewlett Packard Enterprise CO

Technology
24.2K
+ 35.49%
$19.31 - $23.95 $467K - $580K
92.4K $1.97B
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 256.31%
$216.13 - $242.4 $562K - $630K
3.61K $798M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.87K
+ 50.81%
$176.4 - $231.84 $682K - $896K
11.5K $2.02B
AMAT
Applied Materials Inc

Technology
4.63K
+ 74.15%
$161.44 - $213.89 $748K - $991K
10.9K $1.77B
CTAS
Cintas Corp

Industrials
3.62K
+ 46.94%
$182.7 - $226.47 $662K - $820K
11.3K $2.07B
CDW
Cdw Corp

Technology
4.16K
+ 76.98%
$171.49 - $225.64 $713K - $938K
9.56K $1.66B
CRM
Salesforce, Inc.

Technology
708
+ 22.04%
$270.87 - $367.87 $192K - $260K
3.92K $1.31B
CAT
Caterpillar Inc

Industrials
1.46K
+ 41.55%
$360.37 - $416.88 $525K - $607K
4.96K $1.8B
QCOM
Qualcomm Inc

Technology
3.61K
+ 41.24%
$150.4 - $178.04 $543K - $643K
12.4K $1.9B
HPQ
Hp Inc

Technology
16.2K
+ 39.82%
$32.46 - $39.3 $525K - $636K
56.8K $1.85B
EXEL
Exelixis, Inc.

Healthcare
5.83K
+ 21.63%
$25.39 - $36.46 $148K - $212K
32.8K $1.09B
EPP
Ishares Inc

ETFs
11.9K
+ 39.88%
$43.59 - $49.13 $519K - $585K
41.8K $1.83B
ILF
Ishares Latin America 40 ETF

ETFs
30.5K
+ 57.26%
$20.91 - $26.09 $638K - $796K
83.8K $1.75B
UTHR
United Therapeutics Corp

Healthcare
1.04K
+ 56.45%
$348.66 - $410.0 $362K - $425K
2.87K $1.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
+ 19.66%
$174.22 - $187.62 $361K - $389K
12.6K $2.21B
BALT
Innovator Etfs Tr
7.83K
+ 7.56%
$30.76 - $31.55 $241K - $247K
111K $3.5B
AVGO
Broadcom Inc.

Technology
91
+ 2.0%
$159.67 - $250.0 $14.5K - $22.8K
4.65K $1.08B
MAIN
Main Street Capital Corp

Financial Services
3.84K
+ 58.68%
$49.95 - $58.58 $192K - $225K
10.4K $609M
First Tr Exchng Traded Fd Vi
4.67K
+ 3.9%
N/A
124K $4.64B
First Tr Exchng Traded Fd Vi
5.57K
+ 4.48%
N/A
130K $4.54B
SLV
I Shares Silver Trust

ETFs
15.9K
+ 18.18%
$26.33 - $31.74 $419K - $505K
103K $2.72B
EPD
Enterprise Products Partners L.P.

Energy
5.87K
+ 30.12%
$28.66 - $34.43 $168K - $202K
25.4K $796M
IWC
Russell Micro Cap ETF

ETFs
1.53K
+ 46.74%
$120.3 - $138.84 $184K - $212K
4.8K $626M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.65K
+ 51.6%
$44.33 - $49.55 $206K - $230K
13.7K $614M
Activity Summary
Buys All Purchases 145 New Holdings 50 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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