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 101–150 of 212
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCLT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| IGLB | ISHARES TR | 17K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| SPLB | SPDR SERIES TRUST | 37K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| XBIL | RBB FD INC | 17K | $500K+ | SH |
| LLY | ELI LILLY & CO | 755 | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 9K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| MAGS | LISTED FDS TR | 11K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| CIEN | CIENA CORP | 3K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 8K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 29K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 9K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 8K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 10K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| BDEC | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| BDGS | EA SERIES TRUST | 18K | $500K+ | SH |
| ARKK | ARK ETF TR | 8K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 40K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 11K | $500K+ | SH |
| QQQI | NEOS ETF TRUST | 11K | $500K+ | SH |
| CRWV | COREWEAVE INC | 8K | $500K+ | SH |
| KLAC | KLA CORP | 467 | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| UMAY | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 5K | $100K–$500K | SH |
| PMBS | PIMCO ETF TR | 10K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 737 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 21K | $100K–$500K | SH |
| AGG | ISHARES TR | 5K | $100K–$500K | SH |
| UAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 884 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| UI | UBIQUITI INC | 771 | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 14K | $100K–$500K | SH |
| PHYL | PGIM ETF TR | 11K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| WCLD | WISDOMTREE TR | 11K | $100K–$500K | SH |