Milestone Asset Management, LLC Reduced Holdings in Q3 2025

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-913
- 2.13%
$90.83 - $93.81 $82.9K - $85.6K
42K $3.93B
ENFR
Alerian Energy Infrastructure

ETFs
-1.05K
- 6.68%
$31.23 - $32.68 $32.9K - $34.4K
14.7K $477M
XLE
Energy Sector Spdr

ETFs
-624
- 10.27%
$84.25 - $91.99 $52.6K - $57.4K
5.45K $487M
CLOI
Vaneck ETF Tr

ETFs
-523
- 3.1%
$52.8 - $53.1 $27.6K - $27.8K
16.3K $868M
LLY
Eli Lilly & CO

Healthcare
-8
- 1.6%
$625.65 - $812.69 $5.01K - $6.5K
492 $375M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.4K
- 4.12%
$45.4 - $47.61 $63.7K - $66.8K
32.6K $1.55B
Pimco ETF Tr
-1.26K
- 1.66%
N/A
74.6K $2B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-2.02K
- 4.15%
$46.97 - $48.89 $94.8K - $98.7K
46.6K $2.28B
Ea Series Trust
-1.06K
- 5.16%
N/A
19.5K $671M
SGOL
Abrdn Gold ETF Trust

ETFs
-1.75K
- 15.99%
$31.18 - $36.81 $54.4K - $64.2K
9.17K $338M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-319
- 2.35%
$31.28 - $32.14 $9.98K - $10.3K
13.3K $426M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-207
- 2.87%
$37.58 - $39.01 $7.78K - $8.08K
7K $273M
QCOM
Qualcomm Inc

Technology
-122
- 3.42%
$145.84 - $173.55 $17.8K - $21.2K
3.45K $573M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-143
- 1.36%
$37.32 - $38.38 $5.34K - $5.49K
10.4K $398M
SLV
I Shares Silver Trust

ETFs
-2.22K
- 20.93%
$32.73 - $42.5 $72.6K - $94.3K
8.38K $355M
AOA
Ishares Tr Core Aggressive All

ETFs
-32
- 0.92%
$82.71 - $88.14 $2.65K - $2.82K
3.44K $304M
Innovator Etfs Trust
-420
- 3.06%
N/A
13.3K $638M
ABBV
Abb Vie Inc.

Healthcare
-1.6K
- 18.81%
$184.85 - $231.54 $296K - $370K
6.91K $1.6B
PAUG
Innovator U.S. Equity Power Bu

ETFs
-246
- 1.59%
$40.45 - $42.49 $9.95K - $10.5K
15.2K $646M
AMAT
Applied Materials Inc

Technology
-226
- 6.9%
$156.25 - $204.95 $35.3K - $46.3K
3.05K $624M
XLK
Technology Sector Spdr

ETFs
-263
- 7.22%
$250.97 - $282.66 $66K - $74.3K
3.38K $953M
GOOG
Alphabet Inc.

Communication Services
-567
- 22.23%
$175.16 - $255.24 $99.3K - $145K
1.98K $483M
BALT
Innovator Etfs Tr
-1.44K
- 1.31%
$32.11 - $32.82 $46.3K - $47.4K
109K $3.57B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-366
- 1.34%
$37.4 - $39.31 $13.7K - $14.4K
27K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.04%
$459.11 - $506.91 $459 - $507
2.62K $1.32B
PLTR
Palantir Technologies Inc.

Technology
-5.89K
- 24.27%
$130.68 - $186.97 $770K - $1.1M
18.4K $3.35B
XLY
Select Sector Spdr Consumer Di

ETFs
-27
- 0.97%
$216.09 - $242.18 $5.83K - $6.54K
2.74K $658M
TJX
Tjx Companies Inc

Consumer Cyclical
-1
- 0.03%
$121.35 - $144.54 $121 - $145
3.1K $448M
SFLR
Innovator Etfs Tr Equity Manag
-2.35K
- 3.49%
N/A
65K $2.34B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-27
- 0.34%
$135.0 - $146.02 $3.65K - $3.94K
8.02K $1.17B
PDEC
Innovator U.S. Equity Power Bu
-171
- 0.29%
N/A
58.5K $2.46B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-49
- 0.06%
$36.37 - $38.37 $1.78K - $1.88K
85.3K $3.27B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.21K
- 24.09%
$293.94 - $444.72 $650K - $983K
6.97K $3.1B
Activity Summary
Buys All Purchases 131 New Holdings 55 Increased Positions 76 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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