Milestone Asset Management, LLC New Holdings in Q3 2025

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Tidal Trust I
836K
New
N/A
836K $20.9B
CCL
Carnival Corp

Consumer Cyclical
160K
New
$28.37 - $32.49 $4.55M - $5.21M
160K $4.63B
STT
State Street Corp

Financial Services
34.9K
New
$102.01 - $117.25 $3.56M - $4.09M
34.9K $4.05B
PNC
Pnc Financial Services Group, Inc.

Financial Services
18.9K
New
$185.88 - $207.44 $3.51M - $3.91M
18.9K $3.79B
UNH
Unitedhealth Group Inc

Healthcare
6.86K
New
$237.77 - $353.61 $1.63M - $2.43M
6.86K $2.37B
SNEX
Stone X Group Inc.

Financial Services
18.7K
New
$81.94 - $104.56 $1.53M - $1.95M
18.7K $1.88B
CL
Colgate Palmolive CO

Consumer Defensive
21.7K
New
$79.36 - $93.33 $1.72M - $2.03M
21.7K $1.73B
JBL
Jabil Inc

Technology
7.99K
New
$202.08 - $234.45 $1.61M - $1.87M
7.99K $1.73B
MOH
Molina Healthcare, Inc.

Healthcare
6.34K
New
$152.31 - $306.29 $965K - $1.94M
6.34K $1.21B
CW
Curtiss Wright Corp

Industrials
2.03K
New
$472.43 - $542.94 $959K - $1.1M
2.03K $1.1B
HQY
Healthequity, Inc.

Healthcare
10.9K
New
$87.42 - $103.12 $955K - $1.13M
10.9K $1.04B
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.01K
New
$107.66 - $112.36 $862K - $900K
8.01K $893M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
11.3K
New
$73.94 - $78.51 $835K - $887K
11.3K $877M
IGLB
Ishares 10+ Year Investment Gr

ETFs
16.8K
New
$48.96 - $52.08 $822K - $875K
16.8K $866M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
13.8K
New
$61.95 - $80.32 $855K - $1.11M
13.8K $861M
LNTH
Lantheus Holdings, Inc.

Healthcare
14.9K
New
$50.11 - $83.83 $745K - $1.25M
14.9K $762M
UI
Ubiquiti Inc.

Technology
1.12K
New
$388.83 - $660.58 $437K - $742K
1.12K $743M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.8K
New
$43.36 - $44.8 $640K - $662K
14.8K $656M
KEYS
Keysight Technologies, Inc.

Technology
3.17K
New
$158.51 - $178.15 $503K - $565K
3.17K $555M
KLAC
Kla Corp

Technology
512
New
$843.9 - $1078.6 $432K - $552K
512 $552M
Goldman Sachs ETF Tr
9.73K
New
N/A
9.73K $508M
Neos ETF Trust
9.23K
New
N/A
9.23K $500M
Super Micro Computer Inc
9.44K
New
N/A
9.44K $452M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.65K
New
$108.46 - $120.63 $395K - $440K
3.65K $433M
ED
Consolidated Edison Inc

Utilities
4.18K
New
$95.57 - $105.36 $399K - $440K
4.18K $420M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.25K
New
$50.53 - $50.82 $417K - $419K
8.25K $419M
IT
Gartner Inc

Technology
1.56K
New
$225.98 - $406.7 $353K - $636K
1.56K $411M
Bitmine Immersion Tecnologie
7.75K
New
N/A
7.75K $403M
IWC
Russell Micro Cap ETF

ETFs
2.54K
New
$127.86 - $151.39 $325K - $385K
2.54K $379M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.96K
New
$42.26 - $47.16 $336K - $375K
7.96K $369M
Coreweave Inc
2.66K
New
N/A
2.66K $365M
VIG
Vanguard Dividend Appreciation

ETFs
1.64K
New
N/A
1.64K $354M
Pimco ETF Tr
6.74K
New
N/A
6.74K $335M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
8.64K
New
$32.53 - $36.88 $281K - $318K
8.64K $304M
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.07K
New
$38.52 - $39.39 $272K - $278K
7.07K $277M
IYR
Ishares Tr

ETFs
2.79K
New
$94.16 - $98.46 $263K - $275K
2.79K $271M
XLB
Select Sector Spdr Fd Material

ETFs
2.94K
New
$86.72 - $92.61 $255K - $272K
2.94K $263M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
927
New
$224.68 - $282.71 $208K - $262K
927 $259M
SRLN
Ssga Active Trust

ETFs
6.09K
New
$41.28 - $41.65 $251K - $254K
6.09K $253M
GOOGL
Alphabet Inc.

Communication Services
978
New
$174.36 - $254.72 $171K - $249K
978 $238M
T
At&T Inc.

Communication Services
7.86K
New
$26.94 - $29.62 $212K - $233K
7.86K $222M
IEFA
Ishares Tr

ETFs
2.52K
New
$81.7 - $87.53 $206K - $221K
2.52K $220M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.44K
New
$47.56 - $49.7 $211K - $221K
4.44K $220M
GS
Goldman Sachs Group Inc

Financial Services
273
New
$696.56 - $806.32 $190K - $220K
273 $217M
HD
Home Depot, Inc.

Consumer Cyclical
532
New
$357.4 - $423.42 $190K - $225K
532 $216M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.78K
New
$49.31 - $57.77 $186K - $218K
3.78K $215M
ASML
Asml Holding Nv

Technology
221
New
$689.63 - $968.09 $152K - $214K
221 $214M
OEF
Ishares S&P 100 ETF

ETFs
636
New
N/A
636 $212M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.21K
New
$31.31 - $34.54 $194K - $214K
6.21K $209M
Activity Summary
Buys All Purchases 131 New Holdings 55 Increased Positions 76 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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