MILESTONE ASSET MANAGEMENT, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$469.8B
Holdings
208
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (208 positions)
| Stock | Value |
|---|---|
LQDHISHARES U S ETF TR | $38.1M |
FLTRVANECK ETF TRUST | $31.8M |
BUFRFIRST TR EXCHNG TRADED FD VI | $30.1M |
BSJPINVESCO EXCH TRD SLF IDX FD | $29.8M |
FLRNSPDR SER TR | $25.9M |
PULSPGIM ETF TR | $11.7M |
SPYSPDR S&P 500 ETF TR | $11.6M |
BUFDFIRST TR EXCHNG TRADED FD VI | $7.8M |
AAPLAPPLE INC | $7.6M |
GQ9SPDR GOLD TR | $7.3M |
JNKSPDR SER TR | $6.9M |
GILDGILEAD SCIENCES INC | $6.8M |
BSCPINVESCO EXCH TRD SLF IDX FD | $6.1M |
NVDANVIDIA CORPORATION | $5.9M |
GMAYFIRST TR EXCHNG TRADED FD VI | $5.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $5.1M |
4I1PHILIP MORRIS INTL INC | $5.0M |
GAUGFIRST TR EXCHNG TRADED FD VI | $4.8M |
WMTWALMART INC | $4.8M |
JEPQJ P MORGAN EXCHANGE TRADED F | $4.7M |
JPMJPMORGAN CHASE & CO. | $4.6M |
MSTBETF SER SOLUTIONS | $4.6M |
XFEBFIRST TR EXCHNG TRADED FD VI | $4.6M |
GNOVFIRST TR EXCHNG TRADED FD VI | $4.5M |
AXPAMERICAN EXPRESS CO | $4.3M |
KNGFIRST TR EXCHANGE-TRADED FD | $4.0M |
HYSPIMCO ETF TR | $4.0M |
BONDPIMCO ETF TR | $3.9M |
MSFTMICROSOFT CORP | $3.6M |
DDTOINNOVATOR ETFS TRUST | $3.5M |
SCHGSCHWAB STRATEGIC TR | $3.5M |
BMYBRISTOL-MYERS SQUIBB CO | $3.3M |
MINTPIMCO ETF TR | $3.3M |
MMM3M CO | $3.2M |
DISDISNEY WALT CO | $3.1M |
SHVISHARES TR | $3.0M |
UDECINNOVATOR ETFS TRUST | $3.0M |
MAMASTERCARD INCORPORATED | $2.9M |
SSOPROSHARES TR | $2.9M |
HELOJ P MORGAN EXCHANGE TRADED F | $2.8M |
NDQINVESCO QQQ TR | $2.8M |
PLTRPALANTIR TECHNOLOGIES INC | $2.6M |
TSLATESLA INC | $2.6M |
XLUSELECT SECTOR SPDR TR | $2.5M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
IAU*ISHARES GOLD TR | $2.4M |
PDECINNOVATOR ETFS TRUST | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
BUFFINNOVATOR ETFS TRUST | $2.2M |
SFLRINNOVATOR ETFS TRUST | $2.1M |
METAMETA PLATFORMS INC | $2.0M |
XLFSELECT SECTOR SPDR TR | $2.0M |
CRWDCROWDSTRIKE HLDGS INC | $1.9M |
BABAALIBABA GROUP HLDG LTD | $1.9M |
GOFGUGGENHEIM STRATEGIC OPPORTU | $1.8M |
TRVTRAVELERS COMPANIES INC | $1.8M |
VVISA INC | $1.7M |
ABBVABBVIE INC | $1.7M |
ANGLVANECK ETF TRUST | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.7M |
FALNISHARES TR | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.7M |
PYLDPIMCO ETF TR | $1.6M |
NKENIKE INC | $1.6M |
AMDADVANCED MICRO DEVICES INC | $1.6M |
PMBSPIMCO ETF TR | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
AOMISHARES TR | $1.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.5M |
KMIKINDER MORGAN INC DEL | $1.4M |
ANETARISTA NETWORKS INC | $1.4M |
XLVSELECT SECTOR SPDR TR | $1.4M |
XLFISELECT SECTOR SPDR TR | $1.4M |
AVGOBROADCOM INC | $1.4M |
PFEPFIZER INC | $1.3M |
HYLSFIRST TR EXCHANGE-TRADED FD | $1.3M |
IYRISHARES TR | $1.3M |
XLBSELECT SECTOR SPDR TR | $1.3M |
SGOLETFS GOLD TR | $1.3M |
IWMISHARES TR | $1.2M |
EPDENTERPRISE PRODS PARTNERS L | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
UUPINVESCO DB US DLR INDEX TR | $1.1M |
WMWASTE MGMT INC DEL | $1.1M |
BILSPDR SER TR | $1.1M |
RCSPIMCO STRATEGIC INCOME FD | $1.0M |
CLXCLOROX CO DEL | $1.0M |
ITOTISHARES TR | $1.0M |
XOMEXXON MOBIL CORP | $1.0M |
DEODIAGEO PLC | $999K |
CTRECARETRUST REIT INC | $996K |
GJANFIRST TR EXCHNG TRADED FD VI | $984K |
UAUGINNOVATOR ETFS TRUST | $974K |
LRCXLAM RESEARCH CORP | $962K |
CLOIVANECK ETF TRUST | $961K |
AMGNAMGEN INC | $935K |
IONQIONQ INC | $934K |
AORISHARES TR | $926K |
NOWSERVICENOW INC | $888K |
BBBLACKBERRY LTD | $862K |
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