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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $543M AUM 291 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 84 Added 75 Reduced 25 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 115,568.0 $6.7M 1.24% NEW $58.18 +16.4%
2 IVW ISHARES TR 55,960.0 $6.3M 1.17% NEW $113.11 +22.0%
3 IUSB ISHARES TR 131,069.0 $6.1M 1.12% NEW $46.19 -0.2%
4 IAGG ISHARES TR 118,899.0 $5.9M 1.10% NEW $50.04 +1.0%
5 SPYV SPDR SERIES TRUST 95,633.0 $5.4M 1.00% NEW $56.58 +7.6%
6 AMAT APPLIED MATLS INC Technology 14,235.0 $4.9M 0.90% NEW $341.80 +80.5%
7 UBER UBER TECHNOLOGIES INC Technology 62,027.0 $4.5M 0.82% NEW $71.93 -0.4%
8 ACWX ISHARES TR 60,303.0 $4.1M 0.76% NEW $68.47 +12.6%
9 BLACKROCK ETF TRUST 127,790.0 $4.1M 0.76% NEW $32.15
10 COPX GLOBAL X FDS 39,497.0 $3.0M 0.56% NEW $76.35 +12.0%
11 AVEM AMERICAN CENTY ETF TR 35,494.0 $2.9M 0.53% NEW $80.58 +23.7%
12 BAI BLACKROCK ETF TRUST 86,310.0 $2.8M 0.52% NEW $32.95 +61.5%
13 THRO BLACKROCK ETF TRUST 77,753.0 $2.8M 0.52% NEW $36.22 +19.4%
14 SPMO INVESCO EXCH TRADED FD TR II 24,440.0 $2.7M 0.51% NEW $112.11 +42.6%
15 SHLD GLOBAL X FDS 37,296.0 $2.6M 0.49% NEW $70.84 -12.1%
16 EFV ISHARES TR 31,697.0 $2.4M 0.43% NEW $74.35 +3.1%
17 BLCR BLACKROCK ETF TRUST 52,971.0 $2.2M 0.40% NEW $41.06 +22.5%
18 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,795.0 $2.0M 0.37% NEW $230.89 +4.3%
19 NFG NATIONAL FUEL GAS CO Energy 15,175.0 $1.4M 0.26% NEW $93.96 -19.2%
20 CAH CARDINAL HEALTH INC Healthcare 5,873.0 $1.2M 0.23% NEW $211.31 +5.0%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Healthcare 19.3%
Financial Services 12.5%
Consumer Defensive 6.8%
Communication Services 6.5%
Industrials 5.2%
Consumer Cyclical 4.2%
Energy 4.0%
Real Estate 0.3%
Utilities 0.3%