Milestone Asset Management, LLC Incresed Positions in Q2 2025

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
622K
+ 263.46%
$49.39 - $49.76 $30.7M - $31M
859K $42.7B
Rbb Fd Inc
184K
+ 1161.75%
N/A
200K $10B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
100K
+ 841.86%
$91.43 - $91.74 $9.18M - $9.22M
112K $10.3B
TFLO
Ishares Treasury Floating Rate

ETFs
180K
+ 2818.53%
$50.47 - $50.66 $9.08M - $9.11M
186K $9.44B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
294K
+ 22.71%
$22.87 - $23.14 $6.71M - $6.79M
1.59M $36.6B
FLRN
Spdr Bloomberg Investment Grad

ETFs
218K
+ 25.9%
$30.29 - $30.83 $6.59M - $6.71M
1.06M $32.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.54K
+ 145.2%
$416.06 - $551.64 $3.55M - $4.71M
14.4K $7.95B
MSFT
Microsoft Corp

Technology
7.39K
+ 77.32%
$354.56 - $497.45 $2.62M - $3.68M
16.9K $8.43B
GE
General Electric CO

Industrials
15.7K
+ 533.99%
$166.81 - $257.39 $2.62M - $4.04M
18.6K $4.8B
CTAS
Cintas Corp

Industrials
18.3K
+ 807.39%
$190.11 - $227.66 $3.49M - $4.18M
20.6K $4.59B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
107K
+ 34.43%
$23.45 - $26.56 $2.51M - $2.85M
419K $11.1B
META
Meta Platforms, Inc.

Communication Services
2.46K
+ 70.04%
$484.66 - $738.09 $1.19M - $1.82M
5.98K $4.41B
MAR
Marriott International Inc

Consumer Cyclical
3.92K
+ 263.59%
$211.12 - $274.14 $827K - $1.07M
5.4K $1.48B
CRWD
Crowd Strike Holdings, Inc.

Technology
531
+ 9.87%
$321.63 - $509.31 $171K - $270K
5.91K $3.01B
AMD
Advanced Micro Devices Inc

Technology
3.2K
+ 20.41%
$78.21 - $143.81 $250K - $459K
18.8K $2.67B
ADP
Automatic Data Processing Inc

Industrials
3.26K
+ 39.77%
$276.76 - $326.81 $903K - $1.07M
11.5K $3.53B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.32K
+ 198.3%
$96.84 - $99.46 $903K - $927K
14K $1.39B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11K
+ 12.25%
$45.88 - $54.4 $506K - $601K
101K $5.5B
IBM
International Business Machines Corp

Technology
1.87K
+ 40.62%
$221.03 - $294.78 $413K - $550K
6.46K $1.91B
V
Visa Inc.

Financial Services
2.05K
+ 41.23%
$308.27 - $373.31 $630K - $763K
7.01K $2.49B
AAPL
Apple Inc.

Technology
6.04K
+ 17.62%
$172.42 - $223.89 $1.04M - $1.35M
40.3K $8.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 11.45%
$51.14 - $57.0 $526K - $587K
100K $5.7B
XLK
Technology Sector Spdr

ETFs
1.74K
+ 91.54%
$179.73 - $253.23 $313K - $441K
3.65K $923M
First Tr Exchng Traded Fd Vi
2.54K
+ 1.77%
N/A
146K $5.72B
SPYI
Shp ETF Tr Neos S&P 500 High I
8.69K
+ 56.2%
N/A
24.2K $1.22B
First Tr Exchng Traded Fd Vi
2.84K
+ 2.05%
N/A
142K $5.24B
First Tr Exchng Traded Fd Vi
3.55K
+ 2.7%
N/A
135K $4.92B
First Tr Exchng Traded Fd Vi
2.53K
+ 2.03%
N/A
127K $4.96B
Pimco ETF Tr
13.7K
+ 21.99%
N/A
75.9K $2.01B
CAT
Caterpillar Inc

Industrials
712
+ 52.01%
$273.94 - $388.21 $195K - $276K
2.08K $808M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
12.9K
+ 47.52%
N/A
40.2K $993M
Lam Research Corp
210
+ 1.59%
N/A
13.4K $1.31B
VPC
Etfis Ser Tr I Virtus Private

ETFs
17.5K
+ 58.06%
$18.5 - $21.18 $323K - $370K
47.6K $975M
MAIN
Main Street Capital Corp

Financial Services
5.28K
+ 45.58%
$49.15 - $59.32 $260K - $313K
16.9K $997M
EPD
Enterprise Products Partners L.P.

Energy
13.9K
+ 40.52%
$28.95 - $34.22 $403K - $477K
48.3K $1.5B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
227
+ 5.88%
$179.95 - $278.88 $40.8K - $63.3K
4.09K $1.14B
ADBE
Adobe Inc.

Technology
600
+ 98.36%
$340.0 - $420.68 $204K - $252K
1.21K $468M
CRBU
Caribou Biosciences, Inc.

Healthcare
80.5K
+ 24.45%
$0.73 - $1.42 $58.7K - $114K
410K $516M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.6K
+ 46.57%
$13.96 - $16.51 $190K - $225K
42.9K $699M
Ishares Bitcoin Trust ETF
919
+ 9.72%
N/A
10.4K $635M
CRM
Salesforce, Inc.

Technology
644
+ 32.99%
$236.26 - $291.15 $152K - $188K
2.6K $708M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.94K
+ 2.02%
$20.66 - $20.74 $123K - $123K
300K $6.21B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
314
+ 7.45%
$40.51 - $71.03 $12.7K - $22.3K
4.53K $318M
AOR
Ishares Tr Core Growth Allocat

ETFs
609
+ 3.79%
$53.36 - $61.57 $32.5K - $37.5K
16.7K $1.03B
TXN
Texas Instruments Inc

Technology
54
+ 1.88%
N/A
2.93K $608M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
848
+ 2.62%
$100.04 - $100.54 $84.8K - $85.3K
33.3K $3.35B
SHV
Ishares Tr

ETFs
687
+ 2.49%
$110.06 - $110.46 $75.6K - $75.9K
28.3K $3.12B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.63K
+ 4.57%
$45.3 - $50.64 $164K - $184K
83K $4.08B
PHYL
Pgim ETF Tr

ETFs
1.58K
+ 12.68%
$33.41 - $35.49 $52.8K - $56K
14K $498M
Activity Summary
Buys All Purchases 108 New Holdings 43 Increased Positions 65 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email