Milestone Asset Management, LLC New Holdings in Q3 2024

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
71.2K
New
$71.09 - $89.44 $5.06M - $6.36M
71.2K $6.29B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
369K
New
$12.25 - $13.39 $4.52M - $4.94M
369K $4.94B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
410K
New
$11.31 - $11.96 $4.64M - $4.91M
410K $4.91B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
373K
New
$12.25 - $13.1 $4.57M - $4.89M
373K $4.89B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
19K
New
$72.18 - $107.33 $1.37M - $2.04M
19K $2.02B
VZ
Verizon Communications Inc

Communication Services
40.5K
New
$38.89 - $45.0 $1.58M - $1.82M
40.5K $1.82B
CL
Colgate Palmolive CO

Consumer Defensive
15.3K
New
$95.54 - $108.77 $1.46M - $1.67M
15.3K $1.59B
CHE
Chemed Corp

Healthcare
2.52K
New
$527.82 - $600.97 $1.33M - $1.51M
2.52K $1.51B
QCOM
Qualcomm Inc

Technology
8.75K
New
$156.12 - $209.64 $1.37M - $1.84M
8.75K $1.49B
HPQ
Hp Inc

Technology
40.6K
New
$32.02 - $38.11 $1.3M - $1.55M
40.6K $1.46B
HPE
Hewlett Packard Enterprise CO

Technology
68.2K
New
$16.1 - $21.44 $1.1M - $1.46M
68.2K $1.39B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
18.4K
New
$66.31 - $74.08 $1.22M - $1.36M
18.4K $1.35B
NTAP
Net App, Inc.

Technology
10.2K
New
$114.18 - $134.62 $1.17M - $1.38M
10.2K $1.27B
AMAT
Applied Materials Inc

Technology
6.25K
New
$174.88 - $254.97 $1.09M - $1.59M
6.25K $1.26B
CDW
Cdw Corp

Technology
5.4K
New
$206.67 - $239.84 $1.12M - $1.29M
5.4K $1.22B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.6K
New
$100.75 - $111.62 $1.07M - $1.18M
10.6K $1.16B
VST
Vistra Corp.

Utilities
8.77K
New
$69.0 - $119.06 $605K - $1.04M
8.77K $1.04B
PM
Philip Morris International Inc.

Consumer Defensive
8.09K
New
$101.25 - $127.45 $819K - $1.03M
8.09K $982M
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.6K
New
$84.81 - $93.54 $898K - $990K
10.6K $973M
FANG
Diamondback Energy, Inc.

Energy
4.76K
New
$168.46 - $210.94 $803K - $1M
4.76K $821M
AVGO
Broadcom Inc.

Technology
4.56K
New
$136.27 - $1745.86 $621K - $7.95M
4.56K $786M
SMCI
Super Micro Computer, Inc.

Technology
1.78K
New
$386.46 - $909.96 $689K - $1.62M
1.78K $742M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6.42K
New
$80.44 - $110.41 $517K - $709K
6.42K $709M
XLK
Technology Sector Spdr

ETFs
3.05K
New
$197.34 - $237.68 $602K - $725K
3.05K $688M
TMUS
T Mobile Us, Inc.

Communication Services
3.31K
New
$175.14 - $206.36 $580K - $684K
3.31K $684M
UTHR
United Therapeutics Corp

Healthcare
1.84K
New
$311.04 - $363.55 $571K - $668K
1.84K $658M
MRK
Merck & Co., Inc.

Healthcare
5.66K
New
$111.15 - $128.97 $629K - $730K
5.66K $643M
PHYL
Pgim ETF Tr

ETFs
12.7K
New
$34.24 - $35.8 $434K - $454K
12.7K $454M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.86K
New
$105.53 - $118.34 $407K - $457K
3.86K $451M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.01K
New
$41.02 - $46.01 $370K - $415K
9.01K $410M
IWC
Russell Micro Cap ETF

ETFs
3.27K
New
$112.21 - $129.46 $367K - $423K
3.27K $403M
GOOG
Alphabet Inc.

Communication Services
2.37K
New
$149.54 - $192.66 $354K - $457K
2.37K $396M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
10.6K
New
$28.88 - $32.61 $305K - $345K
10.6K $338M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.45K
New
$44.07 - $50.57 $196K - $225K
4.45K $225M
VICI
Vici Properties Inc.

Real Estate
6.37K
New
$27.64 - $34.08 $176K - $217K
6.37K $212M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.46K
New
$36.06 - $37.66 $197K - $206K
5.46K $205M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.43K
New
$75.32 - $84.37 $183K - $205K
2.43K $203M
HYG
Ishares Tr

ETFs
2.52K
New
$76.72 - $80.36 $193K - $202K
2.52K $202M
SAIC
Science Applications International Corp

Technology
1.45K
New
$113.4 - $139.27 $164K - $202K
1.45K $202M
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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