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MILESTONE ASSET MANAGEMENT, LLC
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Q1 2025 Filing
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
Shares
Value
% Portfolio
Type
201
UNP
UNION PAC CORP
923
$218.2M
0.05%
202
SPHD
INVESCO EXCH TRADED FD TR II
4,340
$218.0M
0.05%
203
UTH
UNITED THERAPEUTICS CORP DEL
684
$210.9M
0.04%
204
FISV
FISERV INC
952
$210.2M
0.04%
205
MOH
MOLINA HEALTHCARE INC
635
$209.2M
0.04%
206
PEN
PENUMBRA INC
781
$208.8M
0.04%
207
DDTO
INNOVATOR ETFS TRUST
5,816
$208.3M
0.04%
208
ARKK
ARK ETF TR
4,216
$200.6M
0.04%
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