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 151–200 of 212
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| CRBU | CARIBOU BIOSCIENCES INC | 232K | $100K–$500K | SH |
| STN | STANTEC INC | 4K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 19K | $100K–$500K | SH |
| AOA | ISHARES TR | 4K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 8K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| DECM | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| SSO | PROSHARES TR | 5K | $100K–$500K | SH |
| AJAN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 926 | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 5K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 764 | $100K–$500K | SH |
| UFEB | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| FEBM | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 5K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 221 | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| QLD | PROSHARES TR | 3K | $100K–$500K | SH |
| UMAR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 8K | $100K–$500K | SH |
| OCTM | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| APOC | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| OEF | ISHARES TR | 609 | $100K–$500K | SH |
| IEF | ISHARES TR | 2K | $100K–$500K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 5K | $100K–$500K | SH |
| IHS | IHS HOLDING LIMITED | 21K | $100K–$500K | SH |
| BB | BLACKBERRY LTD | 12K | $15K–$50K | SH |
| ACH | OWENS & MINOR INC NEW | 12K | $15K–$50K | SH |
| AAPL | APPLE INC | 38 | $1K–$15K | SH |
| AMZN | AMAZON COM INC | 24 | $1K–$15K | SH |
| AVGO | BROADCOM INC | 12 | $1K–$15K | SH |
| META | META PLATFORMS INC | 6 | $1K–$15K | SH |
| V | VISA INC | 5 | $1K–$15K | SH |
| ABBV | ABBVIE INC | 5 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5 | <$1K | SH |
| GS | GOLDMAN SACHS GROUP INC | 1 | <$1K | SH |
| COST | COSTCO WHSL CORP NEW | 1 | <$1K | SH |
| NFLX | NETFLIX INC | 9 | <$1K | SH |
| PFE | PFIZER INC | 29 | <$1K | SH |
| CSCO | CISCO SYS INC | 9 | <$1K | SH |
| CVX | CHEVRON CORP NEW | 4 | <$1K | SH |