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
XLE
Energy Sector Spdr

ETFs
180
+ 2.7%
$85.7 - $93.96 $15.4K - $16.9K
6.84K $639M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.39K
+ 13.08%
$16.18 - $17.82 $54.8K - $60.4K
29.3K $491M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.9K
+ 26.94%
$39.02 - $42.89 $74.1K - $81.4K
8.94K $353M
First Tr Exchng Traded Fd Vi
2.14K
+ 8.91%
N/A
26.1K $984M
HQH
Tekla Healthcare Investors

Financial Services
3.22K
+ 30.53%
$16.23 - $18.27 $52.2K - $58.7K
13.7K $223M
MAIN
Main Street Capital Corp

Financial Services
1.19K
+ 11.49%
$54.71 - $63.1 $65.3K - $75.3K
11.6K $655M
ITA
Ishares Tr

ETFs
73
+ 1.89%
$144.84 - $159.5 $10.6K - $11.6K
3.94K $604M
CRBU
Caribou Biosciences, Inc.

Healthcare
165K
+ 100.92%
$0.88 - $1.88 $145K - $311K
329K $300M
SBUX
Starbucks Corp

Consumer Cyclical
101
+ 2.5%
$91.75 - $115.81 $9.27K - $11.7K
4.14K $406M
SHV
Ishares Tr

ETFs
225
+ 0.82%
$110.11 - $110.51 $24.8K - $24.9K
27.6K $3.05B
SCHW
Schwab Charles Corp

Financial Services
59
+ 0.97%
$71.24 - $83.64 $4.2K - $4.93K
6.16K $482M
First Tr Exchng Traded Fd Vi
3.22K
+ 2.3%
N/A
144K $5.2B
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
212
+ 2.94%
$51.6 - $53.93 $10.9K - $11.4K
7.41K $400M
UNH
Unitedhealth Group Inc

Healthcare
24
+ 3.59%
$461.52 - $548.18 $11.1K - $13.2K
692 $363M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.48K
+ 13.47%
$16.57 - $18.85 $57.7K - $65.6K
29.3K $488M
APD
Air Products & Chemicals, Inc.

Basic Materials
18
+ 0.83%
$283.24 - $338.07 $5.1K - $6.09K
2.2K $649M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
31.7K
+ 23.7%
$5.74 - $7.6 $182K - $241K
166K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
570
+ 21.44%
$165.25 - $224.62 $94.2K - $128K
3.23K $536M
PHYL
Pgim ETF Tr

ETFs
280
+ 2.3%
$34.67 - $35.44 $9.71K - $9.92K
12.5K $434M
LDOS
Leidos Holdings, Inc.

Technology
261
+ 9.44%
$126.82 - $161.11 $33.1K - $42K
3.03K $408M
UNP
Union Pacific Corp

Industrials
6
+ 0.65%
$225.21 - $254.42 $1.35K - $1.53K
923 $218M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
49
+ 7.73%
$522.96 - $601.18 $25.6K - $29.5K
683 $365M
BALT
Innovator Etfs Tr
132
+ 0.12%
$31.31 - $31.89 $4.13K - $4.21K
112K $3.5B
Listed Fd Tr
1.66K
+ 18.35%
N/A
10.7K $491M
KMX
Carmax Inc

Consumer Cyclical
72
+ 1.97%
$69.25 - $89.19 $4.99K - $6.42K
3.74K $291M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5
+ 0.1%
$53.6 - $58.97 $268 - $295
5.15K $282M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 2.35%
$347.25 - $424.87 $5.56K - $6.8K
698 $256M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
244
+ 0.5%
$43.63 - $46.01 $10.6K - $11.2K
49.3K $2.17B
ADBE
Adobe Inc.

Technology
11
+ 1.84%
$377.84 - $464.11 $4.16K - $5.11K
610 $234M
IQV
Iqvia Holdings Inc.

Healthcare
28
+ 1.4%
$176.3 - $209.96 $4.94K - $5.88K
2.03K $357M
First Tr Exchng Traded Fd Vi
1.53K
+ 1.18%
N/A
131K $4.51B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
336
+ 9.53%
$211.47 - $267.17 $71.1K - $89.8K
3.86K $817M
MSFT
Microsoft Corp

Technology
931
+ 10.79%
$375.39 - $447.2 $349K - $416K
9.56K $3.59B
First Tr Exchng Traded Fd Vi
423
+ 0.34%
N/A
125K $4.59B
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.07%
$237.01 - $304.45 $237 - $304
1.49K $354M
TSLA
Tesla, Inc.

Consumer Cyclical
3.41K
+ 52.16%
$222.15 - $428.22 $757K - $1.46M
9.95K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 6.21%
$190.26 - $242.06 $47.6K - $60.5K
4.28K $814M
SFLR
Innovator Etfs Tr Equity Manag
321
+ 0.47%
N/A
68.4K $2.15B
GOOGL
Alphabet Inc.

Communication Services
60
+ 1.49%
$154.33 - $206.19 $9.26K - $12.4K
4.09K $633M
IONQ
Ion Q, Inc.

Technology
15.1K
+ 55.5%
$18.27 - $51.07 $276K - $772K
42.3K $934M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
417
+ 0.46%
$51.45 - $58.51 $21.5K - $24.4K
90.1K $4.67B
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
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