Milestone Asset Management, LLC Incresed Positions in Q1 2025

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
382K
+ 1227.71%
$92.03 - $93.95 $35.1M - $35.9M
413K $38.1B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.16M
+ 1320.97%
$25.44 - $25.58 $29.4M - $29.6M
1.24M $31.8B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.02M
+ 375.84%
$23.03 - $23.17 $23.5M - $23.7M
1.29M $29.8B
FLRN
Spdr Bloomberg Investment Grad

ETFs
760K
+ 954.54%
$30.71 - $30.87 $23.3M - $23.5M
840K $25.9B
PULS
Pgim ETF Tr

ETFs
214K
+ 958.53%
$49.56 - $49.78 $10.6M - $10.6M
236K $11.7B
JNK
Spdr Bloomberg High Yield Bond

ETFs
52.6K
+ 260.28%
$94.86 - $97.12 $4.99M - $5.11M
72.8K $6.94B
GILD
Gilead Sciences, Inc.

Healthcare
38.1K
+ 170.88%
$89.14 - $117.41 $3.39M - $4.47M
60.3K $6.76B
GLD
Spdr Gold Trust

ETFs
13.7K
+ 119.84%
$243.19 - $288.14 $3.34M - $3.96M
25.2K $7.26B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38.4K
+ 912.82%
$93.32 - $95.35 $3.58M - $3.66M
42.6K $3.99B
WMT
Walmart Inc.

Consumer Defensive
33.4K
+ 156.75%
$84.5 - $105.05 $2.82M - $3.51M
54.7K $4.8B
MA
Mastercard Inc

Financial Services
4.49K
+ 519.33%
$504.67 - $576.31 $2.26M - $2.59M
5.35K $2.93B
BMY
Bristol Myers Squibb CO

Healthcare
27.3K
+ 102.2%
$53.9 - $63.11 $1.47M - $1.72M
54K $3.29B
XLF
Financial Sector Spdr

ETFs
19.2K
+ 95.95%
$47.32 - $52.19 $909K - $1M
39.2K $1.95B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6B
CRWD
Crowd Strike Holdings, Inc.

Technology
2.5K
+ 86.68%
$308.86 - $455.36 $772K - $1.14M
5.38K $1.9B
META
Meta Platforms, Inc.

Communication Services
1.58K
+ 81.84%
$576.74 - $736.67 $912K - $1.17M
3.52K $2.03B
XLB
Select Sector Spdr Fd Material

ETFs
9.96K
+ 202.13%
$83.19 - $90.99 $828K - $906K
14.9K $1.28B
IYR
Ishares Tr

ETFs
8.8K
+ 188.56%
$89.49 - $98.98 $788K - $871K
13.5K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
810
+ 83.94%
$890.62 - $1076.86 $721K - $872K
1.78K $1.68B
AOM
Ishares Tr Core Moderate Alloc

ETFs
14.1K
+ 70.15%
$42.93 - $44.71 $606K - $631K
34.2K $1.5B
Pimco ETF Tr
19.7K
+ 46.42%
N/A
62.2K $1.64B
KMI
Kinder Morgan, Inc.

Energy
17.3K
+ 53.61%
$26.1 - $31.22 $451K - $539K
49.5K $1.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
+ 30.46%
$468.34 - $539.52 $643K - $741K
5.88K $2.76B
AMD
Advanced Micro Devices Inc

Technology
6K
+ 62.12%
$96.63 - $129.55 $580K - $777K
15.7K $1.61B
IWM
Ishares Russell 2000 ETF

ETFs
2.37K
+ 65.65%
$198.1 - $229.79 $470K - $545K
5.99K $1.19B
EPD
Enterprise Products Partners L.P.

Energy
9.02K
+ 35.57%
$31.75 - $34.14 $287K - $308K
34.4K $1.17B
ABBV
Abb Vie Inc.

Healthcare
598
+ 7.79%
$169.2 - $216.66 $101K - $130K
8.27K $1.73B
SGOL
Abrdn Gold ETF Trust

ETFs
5.81K
+ 15.87%
$25.14 - $29.39 $146K - $171K
42.4K $1.26B
BB
Blackberry LTD

Technology
81.2K
+ 55.08%
$3.68 - $6.07 $299K - $493K
229K $862M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 3.76%
$442.66 - $534.52 $44.3K - $53.5K
2.76K $1.47B
CORP
Pimco Investment Grade Corp Bd

ETFs
2.14K
+ 14.83%
$93.89 - $97.32 $201K - $208K
16.6K $1.61B
VTV
Vanguard Value ETF

ETFs
1.24K
+ 46.64%
$167.73 - $179.21 $207K - $222K
3.89K $671M
SPYI
Shp ETF Tr Neos S&P 500 High I
4.99K
+ 47.67%
N/A
15.5K $741M
WM
Waste Management Inc

Industrials
293
+ 6.43%
$200.54 - $233.78 $58.8K - $68.5K
4.85K $1.12B
VUG
Vanguard Growth ETF

ETFs
640
+ 65.84%
$369.1 - $427.61 $236K - $274K
1.61K $598M
XLC
Select Sector Spdr Tr Communic

ETFs
2.01K
+ 40.49%
$94.84 - $105.31 $191K - $212K
6.98K $674M
NOW
Service Now, Inc.

Technology
408
+ 57.71%
$783.83 - $1170.39 $320K - $478K
1.12K $888M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.74K
+ 24.94%
$83.18 - $89.27 $145K - $156K
8.74K $730M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.94K
+ 3.39%
$56.17 - $59.71 $165K - $176K
89.9K $5.14B
CTRE
Care Trust Reit, Inc.

Real Estate
2.95K
+ 9.24%
$24.93 - $29.13 $73.5K - $85.9K
34.9K $996M
GRAB
Grab Holdings LTD

Technology
28.7K
+ 37.03%
$4.12 - $5.34 $118K - $153K
106K $481M
VPC
Etfis Ser Tr I Virtus Private

ETFs
6.2K
+ 25.95%
$21.09 - $22.9 $131K - $142K
30.1K $633M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.72K
+ 2.22%
$49.22 - $51.73 $84.9K - $89.2K
79.4K $4.01B
ENFR
Alerian Energy Infrastructure

ETFs
2.54K
+ 15.76%
$30.27 - $34.12 $76.9K - $86.6K
18.6K $611M
XOM
Exxon Mobil Corp

Energy
118
+ 1.41%
$105.44 - $118.93 $12.4K - $14K
8.46K $1.01B
AOR
Ishares Tr Core Growth Allocat

ETFs
1.67K
+ 11.58%
$56.63 - $59.39 $94.5K - $99.1K
16.1K $926M
ED
Consolidated Edison Inc

Utilities
1
+ 0.02%
$88.0 - $110.59 $88 - $111
4.39K $486M
RTX
Raytheon Technologies Corp

Industrials
131
+ 2.9%
$114.1 - $135.66 $14.9K - $17.8K
4.65K $616M
ELV
Elevance Health, Inc.

Healthcare
24
+ 2.19%
$365.9 - $436.25 $8.78K - $10.5K
1.12K $488M
Activity Summary
Buys All Purchases 125 New Holdings 33 Increased Positions 92 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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