Milestone Asset Management, LLC Reduced Holdings in Q1 2025

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.21K
- 7.03%
$89.27 - $92.9 $286K - $298K
42.4K $3.92B
XLY
Select Sector Spdr Consumer Di

ETFs
-427
- 9.89%
$192.6 - $233.2 $82.2K - $99.6K
3.89K $768M
PFE
Pfizer Inc

Healthcare
-2.48K
- 4.45%
$25.01 - $27.13 $62K - $67.3K
53.2K $1.35B
JNJ
Johnson & Johnson

Healthcare
-1.23K
- 34.64%
$142.06 - $167.7 $174K - $206K
2.31K $384M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.75K
- 8.89%
$34.28 - $36.43 $94.1K - $100K
28.1K $974M
First Tr Exchng Traded Fd Vi
-1.37K
- 0.97%
N/A
139K $4.82B
CLOI
Vaneck ETF Tr

ETFs
-1.83K
- 9.14%
$52.68 - $53.16 $96.4K - $97.2K
18.2K $961M
GOOG
Alphabet Inc.

Communication Services
-4
- 0.15%
$156.06 - $207.71 $624 - $831
2.75K $430M
Innovator Etfs Trust
-1.57K
- 10.15%
N/A
13.9K $580M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-220
- 2.59%
$120.29 - $134.6 $26.5K - $29.6K
8.29K $1.01B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.48%
$4295.4 - $5141.88 $12.9K - $15.4K
118 $544M
IVV
Ishares Core S&P 500 ETF

ETFs
-52
- 4.87%
$554.06 - $615.85 $28.8K - $32K
1.02K $571M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-120
- 2.77%
$47.25 - $67.02 $5.67K - $8.04K
4.22K $201M
Ea Series Trust
-897
- 3.36%
N/A
25.8K $804M
AMGN
Amgen Inc

Healthcare
-736
- 19.69%
$258.59 - $327.36 $190K - $241K
3K $935M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-714
- 4.99%
$29.41 - $31.79 $21K - $22.7K
13.6K $406M
Ge Vernova Inc
-31
- 4.09%
N/A
727 $222M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-363
- 4.78%
$35.26 - $36.57 $12.8K - $13.3K
7.23K $257M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-290
- 2.03%
$32.91 - $34.28 $9.54K - $9.94K
14K $470M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-273
- 2.08%
$35.29 - $36.56 $9.63K - $9.98K
12.9K $460M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-128
- 2.15%
$35.54 - $37.44 $4.55K - $4.79K
5.82K $208M
TJX
Tjx Companies Inc

Consumer Cyclical
-1
- 0.03%
$112.81 - $126.16 $113 - $126
3.11K $378M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-57
- 0.5%
$27.01 - $28.54 $1.54K - $1.63K
11.4K $319M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-21
- 0.48%
$47.08 - $50.67 $989 - $1.06K
4.34K $218M
LLY
Eli Lilly & CO

Healthcare
-10
- 1.06%
$725.72 - $929.72 $7.26K - $9.3K
935 $773M
GE
General Electric CO

Industrials
-322
- 9.87%
$168.59 - $212.13 $54.3K - $68.3K
2.94K $588M
CHKP
Check Point Software Technologies LTD

Technology
-25
- 1.4%
$179.88 - $231.31 $4.5K - $5.78K
1.76K $400M
PLTR
Palantir Technologies Inc.

Technology
-2.22K
- 6.72%
$64.98 - $124.62 $144K - $277K
30.8K $2.6B
Activity Summary
Buys All Purchases 125 New Holdings 33 Increased Positions 92 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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