Milestone Asset Management, LLC Portfolio Holdings

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

Milestone Asset Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $454 Billion distributed in 354 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $32.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $17.1B, Rbb Fd Inc with a value of $15.1B, Apple Inc. with a value of $15B, and Spdr S&P 500 ETF Trust with a value of $12.2B.

Examining the 13F form we can see an increase of $8.37B in the current position value, from $446B to 454B.

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 $454 Billion
ETFs: $222 Billion
Technology: $63.6 Billion
Financial Services: $23.2 Billion
Consumer Cyclical: $17.6 Billion
Communication Services: $15.6 Billion
Industrials: $15.1 Billion
Healthcare: $15 Billion
Consumer Defensive: $13 Billion
Other: $8.84 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 354
  • Current Value $454 Billion
  • Prior Value $446 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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