Milestone Asset Management, LLC Reduced Holdings in Q2 2025

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-73
- 1.42%
$47.46 - $55.3 $3.46K - $4.04K
5.07K $279M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12
- 0.22%
$85.42 - $94.39 $1.03K - $1.13K
5.5K $516M
TJX
Tjx Companies Inc

Consumer Cyclical
-6
- 0.19%
$119.13 - $135.03 $715 - $810
3.1K $383M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-24
- 0.33%
$33.82 - $37.61 $812 - $903
7.21K $271M
RTX
Raytheon Technologies Corp

Industrials
-330
- 7.1%
$113.75 - $148.48 $37.5K - $49K
4.32K $631M
GWW
W.W. Grainger, Inc.

Industrials
-3
- 0.77%
$919.93 - $1101.66 $2.76K - $3.3K
387 $403M
GOOG
Alphabet Inc.

Communication Services
-200
- 7.27%
$146.58 - $180.01 $29.3K - $36K
2.55K $453M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-422
- 2.66%
$35.3 - $40.46 $14.9K - $17.1K
15.5K $625M
First Tr Exchng Traded Fd Vi
-853
- 3.26%
N/A
25.3K $1.01B
GRAB
Grab Holdings LTD

Technology
-5.18K
- 4.87%
$3.48 - $5.25 $18K - $27.2K
101K $508M
BALT
Innovator Etfs Tr
-1.44K
- 1.29%
$30.33 - $32.1 $43.5K - $46.1K
110K $3.53B
ITA
Ishares Tr

ETFs
-571
- 14.48%
$135.31 - $188.64 $77.3K - $108K
3.37K $636M
Listed Fds Tr
-1.2K
- 11.23%
N/A
9.51K $528M
EXEL
Exelixis, Inc.

Healthcare
-525
- 6.19%
$34.13 - $46.26 $17.9K - $24.3K
7.95K $350M
Innovator Etfs Trust
-120
- 0.87%
N/A
13.7K $620M
PDEC
Innovator U.S. Equity Power Bu
-2.45K
- 4.01%
N/A
58.6K $2.35B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-757
- 2.69%
$32.66 - $37.42 $24.7K - $28.3K
27.4K $1.02B
IONQ
Ion Q, Inc.

Technology
-19.4K
- 45.84%
$20.68 - $48.04 $401K - $932K
22.9K $985M
AMAT
Applied Materials Inc

Technology
-414
- 11.23%
$126.95 - $183.52 $52.6K - $76K
3.27K $599M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-204
- 0.6%
$41.55 - $46.04 $8.48K - $9.39K
34K $1.57B
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-6.66K
- 4.02%
$5.27 - $7.02 $35.1K - $46.8K
159K $1.11B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-3.23K
- 3.65%
$32.77 - $36.44 $106K - $118K
85.3K $3.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-235
- 2.84%
$108.12 - $135.04 $25.4K - $31.7K
8.05K $1.09B
MPWR
Monolithic Power Systems Inc

Technology
-13
- 1.91%
$455.19 - $737.73 $5.92K - $9.59K
668 $489M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-718
- 1.46%
$41.3 - $47.0 $29.7K - $33.7K
48.6K $2.28B
SFLR
Innovator Etfs Tr Equity Manag
-1.06K
- 1.55%
N/A
67.3K $2.26B
Arista Networks Inc
-2.93K
- 16.32%
N/A
15K $1.54B
MSTR
Microstrategy Inc

Technology
-221
- 8.3%
$237.95 - $421.61 $52.6K - $93.2K
2.44K $987M
TSLA
Tesla, Inc.

Consumer Cyclical
-767
- 7.71%
$221.86 - $362.89 $170K - $278K
9.18K $2.92B
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-4.93K
- 3.47%
$31.36 - $37.23 $155K - $184K
137K $5.11B
PLTR
Palantir Technologies Inc.

Technology
-6.55K
- 21.26%
$74.01 - $144.25 $485K - $945K
24.3K $3.31B
NVDA
Nvidia Corp

Technology
-3.66K
- 6.75%
$94.31 - $157.99 $345K - $578K
50.6K $7.99B
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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