Milestone Asset Management, LLC New Holdings in Q4 2024

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
317K
New
$22.63 - $47.53 $7.18M - $15.1M
317K $7.2B
LQD
Ishares Iboxx $ Investment Gra

ETFs
67.1K
New
$106.56 - $113.11 $7.15M - $7.59M
67.1K $7.17B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
153K
New
$46.69 - $49.2 $7.14M - $7.53M
153K $7.16B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
318K
New
$22.21 - $24.22 $7.07M - $7.71M
318K $7.08B
IGLB
Ishares 10+ Year Investment Gr

ETFs
139K
New
$49.36 - $53.72 $6.87M - $7.48M
139K $6.87B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
312K
New
$20.6 - $20.71 $6.43M - $6.46M
312K $6.44B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
272K
New
$23.02 - $23.23 $6.25M - $6.31M
272K $6.27B
Lam Research Corp
76.9K
New
N/A
76.9K $5.55B
Arista Networks Inc
42.3K
New
N/A
42.3K $4.67B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
31.1K
New
$92.58 - $93.71 $2.88M - $2.91M
31.1K $2.88B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
87.5K
New
$25.35 - $25.53 $2.22M - $2.23M
87.5K $2.23B
FTNT
Fortinet, Inc.

Technology
17.9K
New
$76.49 - $99.21 $1.37M - $1.77M
17.9K $1.69B
KLAC
Kla Corp

Technology
2.48K
New
$614.46 - $829.55 $1.52M - $2.06M
2.48K $1.56B
ACI
Albertsons Companies, Inc.

Consumer Defensive
78.5K
New
$18.01 - $19.92 $1.41M - $1.56M
78.5K $1.54B
BMY
Bristol Myers Squibb CO

Healthcare
26.7K
New
$51.92 - $59.94 $1.39M - $1.6M
26.7K $1.51B
NVS
Novartis Ag

Healthcare
13.7K
New
$96.78 - $117.18 $1.33M - $1.61M
13.7K $1.33B
TDG
Trans Digm Group Inc

Industrials
1.01K
New
$1239.0 - $1442.53 $1.26M - $1.46M
1.01K $1.29B
PG
Procter & Gamble CO

Consumer Defensive
7K
New
$161.05 - $179.7 $1.13M - $1.26M
7K $1.17B
PULS
Pgim ETF Tr

ETFs
22.3K
New
$49.51 - $49.79 $1.1M - $1.11M
22.3K $1.11B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
11.9K
New
$83.95 - $99.75 $996K - $1.18M
11.9K $1.06B
CHD
Church & Dwight CO Inc

Consumer Defensive
9.94K
New
$99.11 - $112.25 $986K - $1.12M
9.94K $1.04B
KHC
Kraft Heinz CO

Consumer Defensive
32.7K
New
$30.1 - $36.02 $984K - $1.18M
32.7K $1B
LANC
Lancaster Colony Corp

Consumer Defensive
5.56K
New
$172.18 - $200.28 $958K - $1.11M
5.56K $963M
ITW
Illinois Tool Works Inc

Industrials
3.71K
New
$253.56 - $278.5 $941K - $1.03M
3.71K $941M
SGOL
Abrdn Gold ETF Trust

ETFs
36.6K
New
$24.46 - $26.62 $895K - $974K
36.6K $917M
KMI
Kinder Morgan, Inc.

Energy
32.2K
New
$22.59 - $28.54 $728K - $920K
32.2K $883M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.53K
New
$238.25 - $261.28 $840K - $922K
3.53K $854M
IVE
Ishares S&P 500 Value ETF

ETFs
4.41K
New
$189.5 - $206.17 $836K - $909K
4.41K $842M
MSA
Msa Safety Inc

Industrials
4.58K
New
$163.63 - $178.77 $749K - $819K
4.58K $759M
NOW
Service Now, Inc.

Technology
707
New
$867.18 - $1148.42 $613K - $812K
707 $750M
PPG
Ppg Industries Inc

Basic Materials
5.89K
New
$119.09 - $131.37 $702K - $774K
5.89K $704M
BB
Blackberry LTD

Technology
147K
New
$2.25 - $3.96 $332K - $584K
147K $557M
SPYI
Shp ETF Tr Neos S&P 500 High I
10.5K
New
N/A
10.5K $532M
JNJ
Johnson & Johnson

Healthcare
3.54K
New
$143.34 - $165.86 $507K - $587K
3.54K $512M
ENFR
Alerian Energy Infrastructure

ETFs
16.1K
New
$28.52 - $33.11 $459K - $533K
16.1K $502M
Listed Fd Tr
9.05K
New
N/A
9.05K $493M
XLC
Select Sector Spdr Tr Communic

ETFs
4.97K
New
$89.66 - $102.16 $446K - $508K
4.97K $481M
GRAB
Grab Holdings LTD

Technology
77.5K
New
$3.6 - $5.67 $279K - $440K
77.5K $366M
First Tr Exchng Traded Fd Vi
10.4K
New
N/A
10.4K $365M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.58K
New
$43.84 - $48.76 $332K - $369K
7.58K $334M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.5K
New
$26.93 - $84.95 $309K - $974K
11.5K $313M
IBND
Spdr Bloomberg International C

ETFs
10.9K
New
$28.36 - $30.49 $310K - $333K
10.9K $310M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.14K
New
$56.06 - $61.35 $288K - $315K
5.14K $290M
ADBE
Adobe Inc.

Technology
599
New
$437.39 - $552.96 $262K - $331K
599 $266M
Ge Vernova Inc
758
New
N/A
758 $249M
ADSK
Autodesk, Inc.

Technology
743
New
N/A
743 $220M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.21K
New
$33.7 - $37.69 $209K - $234K
6.21K $213M
UNP
Union Pacific Corp

Industrials
917
New
$223.15 - $249.32 $205K - $229K
917 $209M
UBSI
United Bankshares Inc

Financial Services
5.35K
New
$35.53 - $43.29 $190K - $232K
5.35K $201M
Activity Summary
Buys All Purchases 145 New Holdings 50 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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