Milestone Asset Management, LLC Portfolio Holdings

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2B
$438 Million 0.08% of portfolio
10,681
Q3 2025 Reduced 12.7%

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $529 Billion
  • Prior Value $473 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 55 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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