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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $530M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 212 New
Page 3 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UDEC INNOVATOR ETFS TRUST 81,225.0 $3.2M 0.61% NEW $39.64 +5.3%
42 WDC WESTERN DIGITAL CORP Technology 16,950.0 $2.9M 0.55% NEW $172.27 +342.3%
43 V VISA INC Financial Services 8,065.0 $2.8M 0.53% NEW $350.72 -5.5%
44 LRCX LAM RESEARCH CORP Technology 16,046.0 $2.7M 0.52% NEW $171.18 +134.0%
45 UNH UNITEDHEALTH GROUP INC Healthcare 8,309.0 $2.7M 0.52% NEW $330.14 +22.6%
46 ADBE ADOBE INC Technology 7,478.0 $2.6M 0.49% NEW $349.99 -43.8%
47 PDEC INNOVATOR ETFS TRUST 55,852.0 $2.4M 0.46% NEW $43.38 +5.9%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 7,714.0 $2.3M 0.43% NEW $296.23 -15.5%
49 BUFF INNOVATOR ETFS TRUST 45,319.0 $2.3M 0.43% NEW $49.86 +5.5%
50 BMY BRISTOL-MYERS SQUIBB CO Healthcare 41,725.0 $2.3M 0.42% NEW $53.94 +0.6%
51 SPYI NEOS ETF TRUST 42,558.0 $2.2M 0.42% NEW $52.53 +1.3%
52 HELO J P MORGAN EXCHANGE TRADED F 33,574.0 $2.2M 0.42% NEW $66.43 +2.2%
53 SFLR INNOVATOR ETFS TRUST 59,937.0 $2.2M 0.42% NEW $36.86 +4.9%
54 GLD SPDR GOLD TR Financial Services 5,395.0 $2.1M 0.40% NEW $396.36 -2.6%
55 QUAL ISHARES TR 10,650.0 $2.1M 0.40% NEW $198.62 +9.2%
56 DIS DISNEY WALT CO Communication Services 17,920.0 $2.0M 0.39% NEW $113.77 -9.0%
57 MPLX MPLX LP Energy 37,432.0 $2.0M 0.38% NEW $53.37 +5.7%
58 ANET ARISTA NETWORKS INC Technology 14,987.0 $2.0M 0.37% NEW $131.03 +30.7%
59 MO ALTRIA GROUP INC Consumer Defensive 33,889.0 $2.0M 0.37% NEW $57.66 +20.8%
60 PYLD PIMCO ETF TR 73,092.0 $2.0M 0.37% NEW $26.68 -1.1%
Page 3 of 11  ·  212 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 44.2%
Financial Services 16.4%
Healthcare 13.5%
Consumer Defensive 7.1%
Industrials 5.5%
Communication Services 4.8%
Energy 3.4%
Consumer Cyclical 2.7%
Utilities 1.9%
Real Estate 0.4%