Milestone Asset Management, LLC Options Holdings

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$533 Million
800
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $529 Billion
  • Prior Value $473 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 55 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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