Milestone Asset Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $529 Billion distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Investment Grad with a value of $34.3B, First Tr Ex Td Viii Ft Cboe Ve with a value of $33.7B, Pgim ETF Tr with a value of $25.8B, Ishares Treasury Floating Rate with a value of $25.4B, and ETF Ser Solutions Lha Mkt St T with a value of $24.2B.
Examining the 13F form we can see an increase of $55.3B in the current position value, from $473B to 529B.
Milestone Asset Management, LLC is based out at Pittsburgh, PA
Below you can find more details about Milestone Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Billion
ETFs: $309 Billion
Technology: $56.1 Billion
Financial Services: $26.7 Billion
Healthcare: $19 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $9.98 Billion
Consumer Defensive: $8.39 Billion
Industrials: $7.13 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
