Milestone Asset Management, LLC Incresed Positions in Q4 2025

Milestone Asset Management, LLC

  • $530 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
351K
+ 2121.47%
$50.83 - $51.07 $17.8M - $17.9M
367K $18.7B
AAPL
Apple Inc.

Technology
34.6K
+ 78.24%
$245.27 - $275.25 $8.48M - $9.52M
78.8K $21.4B
PLTR
Palantir Technologies Inc.

Technology
42.2K
+ 229.48%
$172.14 - $207.18 $7.26M - $8.74M
60.6K $10.8B
MSFT
Microsoft Corp

Technology
14.7K
+ 174.18%
$496.82 - $542.07 $7.29M - $7.95M
23.1K $11.2B
GOOG
Alphabet Inc.

Communication Services
17.4K
+ 879.03%
$237.49 - $291.74 $4.14M - $5.09M
19.4K $6.1B
WMT
Walmart Inc.

Consumer Defensive
49.2K
+ 397.66%
$101.18 - $109.03 $4.98M - $5.37M
61.6K $6.86B
RTX
Raytheon Technologies Corp

Industrials
28.3K
+ 846.15%
$157.0 - $179.44 $4.45M - $5.09M
31.7K $5.81B
AMD
Advanced Micro Devices Inc

Technology
20.3K
+ 160.14%
$164.01 - $264.33 $3.34M - $5.38M
33K $7.08B
AVGO
Broadcom Inc.

Technology
12.8K
+ 1077.82%
$324.63 - $385.98 $4.16M - $4.95M
14K $4.85B
CRWD
Crowd Strike Holdings, Inc.

Technology
9.51K
+ 262.22%
$482.23 - $557.53 $4.59M - $5.3M
13.1K $6.16B
JPM
Jpmorgan Chase & CO

Financial Services
11.7K
+ 62.37%
$294.11 - $320.41 $3.43M - $3.73M
30.3K $9.78B
GILD
Gilead Sciences, Inc.

Healthcare
29.5K
+ 155.34%
$110.56 - $125.2 $3.27M - $3.7M
48.6K $5.96B
ADBE
Adobe Inc.

Technology
6.06K
+ 426.25%
$325.07 - $359.91 $1.97M - $2.18M
7.48K $2.62B
NVDA
Nvidia Corp

Technology
11.1K
+ 14.71%
$179.83 - $207.04 $2M - $2.3M
86.5K $16.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.16K
+ 0.71%
$33.05 - $33.87 $237K - $242K
1.02M $34.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 19.78%
$31.41 - $33.69 $605K - $649K
117K $3.81B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.86K
+ 19.85%
$100.33 - $100.69 $688K - $691K
41.4K $4.16B
LNTH
Lantheus Holdings, Inc.

Healthcare
5.31K
+ 35.75%
$50.69 - $58.13 $269K - $309K
20.2K $1.34B
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 16.82%
$401.99 - $468.37 $471K - $549K
8.14K $3.66B
J P Morgan Exchange Traded F
6.92K
+ 25.94%
N/A
33.6K $2.23B
Ishares Bitcoin Trust ETF
13.6K
+ 113.93%
N/A
25.5K $1.26B
CAT
Caterpillar Inc

Industrials
386
+ 14.28%
$480.82 - $585.49 $186K - $226K
3.09K $1.77B
First Tr Exchng Traded Fd Vi
6.16K
+ 4.92%
N/A
131K $5.22B
LLY
Eli Lilly & CO

Healthcare
265
+ 53.86%
$799.57 - $1025.28 $212K - $272K
757 $814M
COST
Costco Wholesale Corp

Consumer Defensive
598
+ 41.38%
$910.94 - $954.99 $545K - $571K
2.04K $1.76B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
561
+ 21.76%
$402.9 - $437.15 $226K - $245K
3.14K $1.42B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.74K
+ 5.63%
$56.0 - $57.6 $378K - $388K
127K $7.24B
SPYI
Shp ETF Tr Neos S&P 500 High I
7.41K
+ 21.08%
N/A
42.6K $2.24B
First Tr Exchng Traded Fd Vi
6.31K
+ 5.34%
N/A
124K $5.17B
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 21.12%
$320.52 - $369.92 $464K - $536K
8.31K $2.74B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.05K
+ 102.38%
$77.25 - $114.12 $545K - $804K
13.9K $1.11B
CVX
Chevron Corp

Energy
2.49K
+ 35.09%
$148.9 - $157.72 $371K - $393K
9.59K $1.46B
SHV
Ishares Tr

ETFs
3.18K
+ 10.82%
$110.15 - $110.49 $350K - $351K
32.6K $3.59B
KMI
Kinder Morgan, Inc.

Energy
13.4K
+ 38.12%
$25.84 - $28.46 $346K - $382K
48.6K $1.34B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.16K
+ 8.08%
$47.97 - $49.62 $344K - $355K
95.9K $4.71B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.6K
+ 3.94%
$56.33 - $59.22 $259K - $272K
121K $7.05B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
593
+ 18.94%
$325.34 - $368.61 $193K - $219K
3.72K $1.34B
SLV
I Shares Silver Trust

ETFs
1.92K
+ 22.84%
$42.4 - $49.17 $81.2K - $94.2K
10.3K $663M
LMT
Lockheed Martin Corp

Industrials
700
+ 23.83%
$452.1 - $514.24 $316K - $360K
3.64K $1.76B
First Tr Exchng Traded Fd Vi
5.12K
+ 3.96%
N/A
135K $5.29B
IONQ
Ion Q, Inc.

Technology
11.2K
+ 85.4%
$45.4 - $82.09 $508K - $919K
24.3K $1.09B
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.72K
+ 34.22%
$59.83 - $63.96 $283K - $302K
18.5K $1.14B
ITA
Ishares Tr

ETFs
1.2K
+ 50.25%
$205.04 - $218.9 $247K - $264K
3.6K $773M
Listed Fds Tr
3.93K
+ 52.32%
N/A
11.5K $756M
PFE
Pfizer Inc

Healthcare
11.6K
+ 26.9%
$24.23 - $27.37 $281K - $318K
54.8K $1.36B
First Tr Exchng Traded Fd Vi
3.22K
+ 2.42%
N/A
137K $5.64B
CTRE
Care Trust Reit, Inc.

Real Estate
5.86K
+ 29.73%
$32.9 - $36.65 $193K - $215K
25.6K $924M
WM
Waste Management Inc

Industrials
1.1K
+ 24.77%
$196.77 - $219.98 $216K - $242K
5.54K $1.22B
AMGN
Amgen Inc

Healthcare
297
+ 10.66%
$290.13 - $341.71 $86.2K - $101K
3.08K $1.01B
Activity Summary
Buys All Purchases 132 New Holdings 37 Increased Positions 95 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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