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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 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GRNY TIDAL TRUST I 109,870.0 $2.6M 0.48% -208K -65.4% $23.87 +15.7%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 17,687.0 $2.6M 0.48% -43K -70.8% $146.28 -13.8%
63 MO ALTRIA GROUP INC Consumer Defensive 38,924.0 $2.6M 0.47% +5K +14.9% $65.99 +5.6%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 49,480.0 $2.5M 0.46% +44K +815.5% $50.20 -8.9%
65 UNH UNITEDHEALTH GROUP INC Healthcare 9,128.0 $2.5M 0.46% +819.0 +9.9% $270.60 +49.5%
66 EFV ISHARES TR 31,697.0 $2.4M 0.43% NEW $74.35 +3.4%
67 HELO J P MORGAN EXCHANGE TRADED F 36,407.0 $2.3M 0.43% +3K +8.4% $63.91 +6.3%
68 AMD ADVANCED MICRO DEVICES INC Technology 11,388.0 $2.3M 0.43% -22K -65.5% $203.43 +169.3%
69 IAU ISHARES GOLD TR Financial Services 25,659.0 $2.3M 0.42% +17K +186.2% $88.16 -10.3%
70 PDEC INNOVATOR ETFS TRUST 52,480.0 $2.2M 0.41% -3K -6.0% $42.50 +8.1%
71 ANET ARISTA NETWORKS INC Technology 18,153.0 $2.2M 0.41% +3K +21.1% $122.78 +39.5%
72 BUFF INNOVATOR ETFS TRUST 44,700.0 $2.2M 0.41% -619.0 -1.4% $49.41 +6.5%
73 DIS DISNEY WALT CO Communication Services 22,671.0 $2.2M 0.40% +5K +26.5% $96.38 +7.5%
74 BLCR BLACKROCK ETF TRUST 52,971.0 $2.2M 0.40% NEW $41.06 +22.8%
75 IBIT ISHARES BITCOIN TRUST ETF Financial Services 55,318.0 $2.1M 0.39% +30K +117.2% $38.42 -3.8%
76 SFLR INNOVATOR ETFS TRUST 59,634.0 $2.1M 0.39% -303.0 -0.5% $35.41 +9.2%
77 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,795.0 $2.0M 0.37% NEW $230.89 +4.4%
78 PYLD PIMCO ETF TR 76,621.0 $2.0M 0.37% +4K +4.8% $26.20 +0.7%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 8,211.0 $2.0M 0.37% +497.0 +6.4% $242.39 +3.2%
80 JPM JPMORGAN CHASE & CO Financial Services 6,420.0 $1.9M 0.35% -24K -78.8% $294.18 +12.1%
Page 4 of 12  ·  235 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%