Milestone Asset Management, LLC Purchases in Q3 2025

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
6.22K
+ 91.98%
$62.31 - $84.07 $387K - $523K
13K $1.09B
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
J P Morgan Exchange Traded F
7.46K
+ 38.84%
N/A
26.7K $1.73B
Goldman Sachs ETF Tr
9.73K
New
N/A
9.73K $508M
VUG
Vanguard Growth ETF

ETFs
987
+ 131.42%
$433.97 - $484.08 $428K - $478K
1.74K $834M
Neos ETF Trust
9.23K
New
N/A
9.23K $500M
CAT
Caterpillar Inc

Industrials
623
+ 29.94%
$390.92 - $477.15 $244K - $297K
2.7K $1.29B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5.17K
+ 301.93%
$108.8 - $169.61 $563K - $877K
6.89K $749M
Super Micro Computer Inc
9.44K
New
N/A
9.44K $452M
VTV
Vanguard Value ETF

ETFs
2.17K
+ 117.97%
$175.51 - $186.57 $380K - $404K
4K $746M
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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.83K
+ 84.64%
$68.94 - $86.3 $264K - $331K
8.36K $722M
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
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.2K
+ 5.05%
$20.66 - $20.74 $313K - $314K
315K $6.52B
WCLD
Wisdomtree Tr Cloud Computing

ETFs
8.64K
New
$32.53 - $36.88 $281K - $318K
8.64K $304M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.68K
+ 6.85%
$48.72 - $50.73 $277K - $288K
88.7K $4.37B
EPD
Enterprise Products Partners L.P.

Energy
8.61K
+ 17.82%
$30.74 - $32.14 $265K - $277K
56.9K $1.78B
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
IBM
International Business Machines Corp

Technology
1.21K
+ 18.72%
$234.77 - $292.47 $284K - $354K
7.67K $2.17B
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
MAIN
Main Street Capital Corp

Financial Services
2.57K
+ 15.24%
$59.28 - $67.54 $152K - $174K
19.4K $1.24B
GOOGL
Alphabet Inc.

Communication Services
978
New
$174.36 - $254.72 $171K - $249K
978 $238M
CSCO
Cisco Systems, Inc.

Technology
3.61K
+ 27.11%
$66.2 - $71.79 $239K - $259K
16.9K $1.16B
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
IYW
Ishares Dj Us Tech ETF

ETFs
1.07K
New
$171.38 - $197.01 $183K - $210K
1.07K $209M
GLW
Corning Inc

Technology
2.54K
New
$51.6 - $82.03 $131K - $208K
2.54K $208M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.93K
New
N/A
1.93K $203M
Blackrock ETF Trust Ii
3.9K
New
N/A
3.9K $202M
BRO
Brown & Brown, Inc.

Financial Services
2.15K
New
$90.88 - $108.93 $195K - $234K
2.15K $201M
IAU
Ishares Gold Trust

ETFs
1.82K
+ 28.14%
$61.62 - $72.77 $112K - $133K
8.3K $604M
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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