Milestone Asset Management, LLC New Holdings in Q2 2025

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.3K
New
$456.74 - $568.03 $6.53M - $8.13M
14.3K $8.13B
INTU
Intuit Inc

Technology
5.26K
New
$544.07 - $787.63 $2.86M - $4.14M
5.26K $4.14B
VST
Vistra Corp.

Utilities
20.9K
New
$98.07 - $195.04 $2.05M - $4.09M
20.9K $4.06B
AXON
Axon Enterprise, Inc.

Industrials
4.77K
New
$497.13 - $827.94 $2.37M - $3.95M
4.77K $3.95B
PWR
Quanta Services, Inc.

Industrials
10.1K
New
$239.47 - $381.26 $2.41M - $3.84M
10.1K $3.81B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.9K
New
$45.2 - $46.6 $1.58M - $1.63M
34.9K $1.62B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
69.4K
New
$22.68 - $23.28 $1.57M - $1.62M
69.4K $1.61B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
62.9K
New
$24.98 - $25.66 $1.57M - $1.61M
62.9K $1.61B
TBT
Proshares Ultrashort 20+Year T

ETFs
44.8K
New
$32.0 - $39.06 $1.43M - $1.75M
44.8K $1.57B
MBB
Ishares Tr

ETFs
15.6K
New
$91.41 - $94.22 $1.42M - $1.47M
15.6K $1.46B
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.1K
New
$83.97 - $92.85 $1.1M - $1.22M
13.1K $1.16B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.2K
New
$97.29 - $105.63 $1.09M - $1.18M
11.2K $1.14B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.55K
New
$421.16 - $509.5 $1.07M - $1.3M
2.55K $1.13B
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
New
$45.65 - $57.01 $848K - $1.06M
18.6K $1.06B
Amplify ETF Tr
11.8K
New
N/A
11.8K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.49K
New
$152.42 - $182.82 $836K - $1M
5.49K $1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.3K
New
$50.1 - $51.02 $967K - $985K
19.3K $985M
MO
Altria Group, Inc.

Consumer Defensive
16.6K
New
$55.56 - $60.91 $920K - $1.01M
16.6K $971M
CSCO
Cisco Systems, Inc.

Technology
13.3K
New
$53.19 - $69.38 $709K - $924K
13.3K $924M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.62K
New
$180.84 - $240.32 $655K - $870K
3.62K $870M
NVO
Novo Nordisk A S

Healthcare
11.9K
New
$58.08 - $81.05 $694K - $968K
11.9K $824M
KR
Kroger CO

Consumer Defensive
11.3K
New
$64.62 - $74.0 $731K - $837K
11.3K $812M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.81K
New
$136.63 - $176.62 $657K - $850K
4.81K $812M
TMUS
T Mobile Us, Inc.

Communication Services
3.34K
New
$220.99 - $268.54 $738K - $897K
3.34K $796M
JD
Jd.Com, Inc.

Consumer Cyclical
23.9K
New
$31.44 - $41.32 $752K - $988K
23.9K $780M
FANG
Diamondback Energy, Inc.

Energy
4.38K
New
$119.25 - $161.49 $522K - $707K
4.38K $602M
SHOP
Shopify Inc.

Technology
4.77K
New
$76.89 - $115.35 $366K - $550K
4.77K $550M
MRVL
Marvell Technology, Inc.

Technology
6.76K
New
$49.38 - $79.97 $334K - $541K
6.76K $523M
ESTA
Establishment Labs Holdings Inc.

Healthcare
12.2K
New
$27.31 - $42.71 $334K - $523K
12.2K $523M
IBND
Spdr Bloomberg International C

ETFs
15.8K
New
$29.46 - $32.59 $465K - $514K
15.8K $514M
GDDY
Go Daddy Inc.

Technology
2.5K
New
$162.11 - $192.36 $406K - $481K
2.5K $451M
SLV
I Shares Silver Trust

ETFs
10.6K
New
$27.08 - $33.74 $287K - $358K
10.6K $348M
VTI
Vanguard Total Stock Market Et

ETFs
1.11K
New
$243.75 - $303.93 $272K - $339K
1.11K $339M
First Tr Exchng Traded Fd Vi
10.3K
New
N/A
10.3K $324M
MRK
Merck & Co., Inc.

Healthcare
3.78K
New
$73.47 - $87.12 $278K - $330K
3.78K $300M
KO
Coca Cola CO

Consumer Defensive
3.59K
New
$68.37 - $73.9 $246K - $266K
3.59K $254M
First Tr Exchng Traded Fd Vi
8.06K
New
N/A
8.06K $236M
FICO
Fair Isaac Corp

Technology
123
New
$1503.62 - $2206.01 $185K - $271K
123 $225M
ROK
Rockwell Automation, Inc

Industrials
671
New
$218.97 - $332.17 $147K - $223K
671 $223M
QLD
Proshares Ultra Qqq

ETFs
1.85K
New
$69.34 - $117.71 $128K - $218K
1.85K $218M
BA
Boeing CO

Industrials
977
New
$136.59 - $217.51 $133K - $213K
977 $205M
Tidal Tr Ii
12.9K
New
N/A
12.9K $106M
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
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