CIK 1964722
MILESTONE ASSET MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
212
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 212
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.0M | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 769K | $1M+ | SH |
| PULS | PGIM ETF TR | 445K | $1M+ | SH |
| FLOT | ISHARES TR | 367K | $1M+ | SH |
| SGOV | ISHARES TR | 167K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 86K | $1M+ | SH |
| MSTB | ETF SER SOLUTIONS | 322K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 21K | $1M+ | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 446K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 23K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 30K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 318K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 127K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 33K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 121K | $1M+ | SH |
| WMT | WALMART INC | 62K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 13K | $1M+ | SH |
| GOOG | ALPHABET INC | 19K | $1M+ | SH |
| RTX | RTX CORPORATION | 32K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 292K | $1M+ | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 137K | $1M+ | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 135K | $1M+ | SH |
| GNOV | FIRST TR EXCHNG TRADED FD VI | 131K | $1M+ | SH |
| GFEB | FIRST TR EXCHNG TRADED FD VI | 124K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 96K | $1M+ | SH |
| MINT | PIMCO ETF TR | 41K | $1M+ | SH |
| TFLO | ISHARES TR | 81K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 169K | $1M+ | SH |
| VST | VISTRA CORP | 24K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 117K | $1M+ | SH |
| BOND | PIMCO ETF TR | 40K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 109K | $1M+ | SH |
| SHV | ISHARES TR | 33K | $1M+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 81K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 17K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 16K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 8K | $1M+ | SH |
| ADBE | ADOBE INC | 7K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 56K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 45K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 43K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 60K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| QUAL | ISHARES TR | 11K | $1M+ | SH |
| DIS | DISNEY WALT CO | 18K | $1M+ | SH |
| MPLX | MPLX LP | 37K | $1M+ | SH |