Milestone Asset Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $350 Billion distributed in 286 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 $33.1B, Invesco Et Self Idxd Fd Tr Bul with a value of $24.7B, First Tr Exchng Traded Fd Vi with a value of $16.2B, Innovator Etfs Tr with a value of $12.5B, and Spdr S&P 500 ETF Trust with a value of $12.4B.
Examining the 13F form we can see an increase of $46B in the current position value, from $304B to 350B.
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.
