Milestone Asset Management, LLC Incresed Positions in Q3 2024

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
191K
+ 161.53%
N/A
310K $10.8B
DIS
Walt Disney CO

Communication Services
59.5K
+ 782.48%
$85.6 - $98.61 $5.09M - $5.86M
67.1K $6.45B
AAPL
Apple Inc.

Technology
11K
+ 30.24%
$207.23 - $234.82 $2.27M - $2.57M
47.2K $11B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33.3K
+ 10.72%
$91.42 - $91.82 $3.04M - $3.06M
344K $31.6B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
40.9K
+ 58.76%
$49.7 - $56.11 $2.03M - $2.3M
111K $6.07B
NVDA
Nvidia Corp

Technology
18.3K
+ 45.25%
$98.91 - $134.91 $1.81M - $2.47M
58.7K $7.13B
AXP
American Express CO

Financial Services
4.39K
+ 25.6%
$225.92 - $271.17 $992K - $1.19M
21.5K $5.84B
BOND
Pimco Active Bond Exchange Tra

ETFs
16.1K
+ 17.87%
$90.01 - $95.32 $1.45M - $1.54M
107K $10.1B
Rbb Fd Inc
35.4K
+ 6.31%
N/A
596K $29.9B
ANET
Arista Networks, Inc.

Technology
3.68K
+ 78.64%
$311.42 - $388.21 $1.15M - $1.43M
8.35K $3.21B
GE
General Electric CO

Industrials
5.36K
+ 270.78%
$156.66 - $189.66 $839K - $1.02M
7.33K $1.38B
TSLA
Tesla, Inc.

Consumer Cyclical
2.52K
+ 55.72%
$191.76 - $263.26 $484K - $664K
7.05K $1.84B
First Tr Exchng Traded Fd Vi
19.3K
+ 11.4%
N/A
189K $7.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 78.18%
$405.19 - $478.57 $649K - $767K
3.65K $1.68B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.1K
+ 5.23%
$23.78 - $25.04 $503K - $530K
425K $10.6B
PLTR
Palantir Technologies Inc.

Technology
3.52K
+ 6.49%
$24.09 - $37.95 $84.7K - $133K
57.7K $2.14B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.28K
+ 157.11%
$523.84 - $572.02 $672K - $733K
2.1K $1.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.53K
+ 50.29%
$162.83 - $179.16 $574K - $632K
10.5K $1.89B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.25K
+ 11.35%
$54.98 - $59.51 $453K - $491K
80.9K $4.81B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.59K
+ 10.62%
$50.02 - $54.5 $380K - $414K
79K $4.3B
BKNG
Booking Holdings Inc.

Consumer Cyclical
159
+ 162.24%
$3305.62 - $4268.05 $526K - $679K
257 $1.08B
TRV
Travelers Companies, Inc.

Financial Services
408
+ 2.21%
$201.87 - $242.35 $82.4K - $98.9K
18.9K $4.42B
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.85K
+ 181.41%
$95.81 - $109.03 $560K - $637K
9.07K $976M
BALT
Innovator Etfs Tr
15.8K
+ 17.99%
$29.76 - $30.83 $470K - $487K
104K $3.19B
RCS
Pimco Strategic Income Fund, Inc

Financial Services
25.6K
+ 10.89%
$6.26 - $7.76 $160K - $198K
260K $2B
UGA
United States Gasoline Fund, LP

ETFs
10.8K
+ 103.6%
$56.17 - $69.55 $605K - $749K
21.2K $1.24B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.5K
+ 4.89%
$39.37 - $41.68 $217K - $229K
118K $4.88B
GLD
Spdr Gold Trust

ETFs
527
+ 5.16%
$215.56 - $246.98 $114K - $130K
10.7K $2.61B
TXN
Texas Instruments Inc

Technology
1.13K
+ 9.85%
$194.6 - $194.6 $219K - $219K
12.5K $2.59B
First Tr Exchng Traded Fd Vi
5.38K
+ 4.71%
N/A
120K $4.37B
Pimco ETF Tr
10.5K
+ 32.14%
N/A
43.3K $1.15B
SLV
I Shares Silver Trust

ETFs
5.27K
+ 6.41%
$24.33 - $29.38 $128K - $155K
87.5K $2.49B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.86K
+ 9.22%
$100.09 - $100.69 $286K - $288K
33.9K $3.41B
ABBV
Abb Vie Inc.

Healthcare
702
+ 12.92%
$163.84 - $199.33 $115K - $140K
6.14K $1.21B
First Tr Exchng Traded Fd Vi
5.64K
+ 4.75%
N/A
124K $4.29B
EPP
Ishares Inc

ETFs
2.35K
+ 8.55%
$41.3 - $48.84 $97.2K - $115K
29.9K $1.46B
CTAS
Cintas Corp

Industrials
5.84K
+ 310.04%
$201.38 - $819.83 $1.18M - $4.78M
7.72K $1.59B
MPWR
Monolithic Power Systems Inc

Technology
99
+ 6.06%
$757.04 - $947.16 $74.9K - $93.8K
1.73K $1.6B
DELL
Dell Technologies Inc.

Technology
3.52K
+ 41.73%
$87.89 - $145.97 $310K - $514K
12K $1.42B
CTRE
Care Trust Reit, Inc.

Real Estate
3.03K
+ 10.88%
$25.14 - $31.2 $76.1K - $94.4K
30.8K $952M
CAT
Caterpillar Inc

Industrials
143
+ 4.25%
$316.8 - $391.12 $45.3K - $55.9K
3.5K $1.37B
ILF
Ishares Latin America 40 ETF

ETFs
7.58K
+ 16.59%
$23.4 - $26.7 $177K - $202K
53.3K $1.38B
SHV
Ishares Tr

ETFs
2.16K
+ 9.18%
$110.05 - $110.63 $238K - $239K
25.7K $2.84B
PFE
Pfizer Inc

Healthcare
6.48K
+ 11.99%
$27.7 - $31.39 $179K - $203K
60.5K $1.75B
AOR
Ishares Tr Core Growth Allocat

ETFs
3.55K
+ 37.01%
$55.15 - $59.31 $196K - $211K
13.2K $779M
INDA
Ishares Msci India Index Fund

ETFs
2.37K
+ 6.92%
$54.86 - $59.22 $130K - $140K
36.6K $2.14B
WMT
Walmart Inc.

Consumer Defensive
950
+ 8.76%
$66.91 - $81.4 $63.6K - $77.3K
11.8K $953M
JPM
Jpmorgan Chase & CO

Financial Services
615
+ 7.82%
$194.9 - $224.8 $120K - $138K
8.48K $1.79B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
3.2K
+ 7.3%
$41.93 - $44.13 $134K - $141K
47K $2.07B
Activity Summary
Buys All Purchases 143 New Holdings 40 Increased Positions 103 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 1
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