Milestone Asset Management, LLC Options Holdings

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AVGO
Broadcom Inc.

Technology
PUT
$586 Million
3.5K
Q3 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$448 Million
800
Q4 2024
Reduced 11.11%

Summary

  • Portfolio
  • No. of Stocks 343
  • Current Value $470 Billion
  • Prior Value $454 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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