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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLF SELECT SECTOR SPDR TR 14,274.0 $705K 0.13% -312.0 -2.1% $49.37 +8.9%
142 GJAN FIRST TR EXCHNG TRADED FD VI 16,739.0 $702K 0.13% -1K -6.3% $41.91 +7.1%
143 IONQ IONQ INC Technology 24,211.0 $698K 0.13% $28.83 +108.8%
144 CLOI VANECK ETF TRUST 13,240.0 $698K 0.13% -6K -32.1% $52.70 +0.4%
145 NOW SERVICENOW INC Technology 6,573.0 $687K 0.13% +2K +44.6% $104.55 -11.7%
146 BIL SPDR SERIES TRUST 7,485.0 $686K 0.13% -573.0 -7.1% $91.64 -0.1%
147 RTX RTX CORPORATION Industrials 3,375.0 $651K 0.12% -28K -89.3% $192.92 -5.4%
148 GEV GE VERNOVA INC Utilities 742.0 $648K 0.12% +5.0 +0.7% $873.36 +29.1%
149 GOOG ALPHABET INC Communication Services 2,249.0 $645K 0.12% -17K -88.4% $286.86 +20.5%
150 FIXD FIRST TR EXCHNG TRADED FD VI 14,796.0 $645K 0.12% NEW $43.59 +0.0%
151 WDAY WORKDAY INC Technology 4,822.0 $626K 0.12% NEW $129.92 -12.9%
152 CTRE CARETRUST REIT INC Real Estate 16,898.0 $619K 0.11% -9K -33.9% $36.65 +2.3%
153 BDEC INNOVATOR ETFS TRUST 12,873.0 $618K 0.11% $48.00 +10.7%
154 BLUEROCK PVT REAL ESTATE FD 37,127.0 $617K 0.11% -3K -6.4% $16.61
155 PIMCO ETF TR 12,350.0 $613K 0.11% +3K +26.9% $49.60
156 XLY SELECT SECTOR SPDR TR 5,573.0 $607K 0.11% +151.0 +2.8% $109.00 +6.0%
157 AVGO BROADCOM INC Technology 1,960.0 $607K 0.11% -12K -86.0% $309.65 +28.3%
158 USMV ISHARES TR 6,500.0 $603K 0.11% +993.0 +18.0% $92.75 +1.6%
159 SCHD SCHWAB STRATEGIC TR 19,507.0 $598K 0.11% NEW $30.68 +4.3%
160 PAUG INNOVATOR ETFS TRUST 13,914.0 $594K 0.11% -674.0 -4.6% $42.72 +6.6%
Page 8 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%