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 51–100 of 212
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MO | ALTRIA GROUP INC | 34K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 73K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 69K | $1M+ | SH |
| MTUM | ISHARES TR | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 3K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| AOM | ISHARES TR | 32K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 45K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| EXEL | EXELIXIS INC | 32K | $1M+ | SH |
| LNTH | LANTHEUS HLDGS INC | 20K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 4K | $1M+ | SH |
| PCRX | PACIRA BIOSCIENCES INC | 51K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 25K | $1M+ | SH |
| HYS | PIMCO ETF TR | 13K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 6K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 21K | $1M+ | SH |
| ITOT | ISHARES TR | 8K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| AOR | ISHARES TR | 18K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 19K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 46K | $1M+ | SH |
| SFM | SPROUTS FMRS MKT INC | 14K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 11K | $1M+ | SH |
| IONQ | IONQ INC | 24K | $1M+ | SH |
| HQY | HEALTHEQUITY INC | 12K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 13K | $1M+ | SH |
| TLT | ISHARES TR | 12K | $1M+ | SH |
| POST | POST HLDGS INC | 11K | $1M+ | SH |
| LQDH | ISHARES U S ETF TR | 11K | $1M+ | SH |
| UAUG | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 20K | $1M+ | SH |
| TLH | ISHARES TR | 10K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| VPC | ETFIS SER TR I | 56K | $500K+ | SH |
| FLTR | VANECK ETF TRUST | 39K | $500K+ | SH |
| EFA | ISHARES TR | 10K | $500K+ | SH |
| CORP | PIMCO ETF TR | 10K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| RCS | PIMCO STRATEGIC INCOME FD | 173K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 16K | $500K+ | SH |
| CTRE | CARETRUST REIT INC | 26K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |