MILESTONE ASSET MANAGEMENT, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$530.1B

Holdings

212

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (212 positions)

StockValue
BMNRBITMINE IMMERSION TECNOLOGIE
$222K
BACVERIZON COMMUNICATIONS INC
$219K
OCTMFIRST TR EXCHNG TRADED FD VI
$219K
GSGOLDMAN SACHS GROUP INC
$218K
IYWISHARES TR
$212K
APOCINNOVATOR ETFS TRUST
$212K
OEFISHARES TR
$208K
IEFISHARES TR
$206K
UBSIUNITED BANKSHARES INC WEST V
$205K
IHSIHS HOLDING LIMITED
$156K
BBBLACKBERRY LTD
$45K
ACHOWENS & MINOR INC NEW
$33K
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