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 201–212 of 212
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 2 | <$1K | SH |
| CRM | SALESFORCE INC | 2 | <$1K | SH |
| GILD | GILEAD SCIENCES INC | 4 | <$1K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11 | <$1K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1 | <$1K | SH |
| BK | BANK NEW YORK MELLON CORP | 3 | <$1K | SH |
| QCOM | QUALCOMM INC | 2 | <$1K | SH |
| MSTR | STRATEGY INC | 2 | <$1K | SH |
| ANET | ARISTA NETWORKS INC | 2 | <$1K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1 | <$1K | SH |
| KMI | KINDER MORGAN INC DEL | 5 | <$1K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 2 | <$1K | SH |