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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 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 370,039.0 $37.2M 6.87% +203K +121.1% $100.66 -0.1%
2 BUFR FIRST TR EXCHNG TRADED FD VI 1,049,887.0 $35.5M 6.54% +35K +3.4% $33.77 +8.0%
3 PULS PGIM ETF TR 412,856.0 $20.4M 3.77% -32K -7.2% $49.50 +0.3%
4 AAPL APPLE INC Technology 75,991.0 $19.3M 3.56% -3K -3.5% $253.79 +17.4%
5 FLRN SPDR SERIES TRUST 561,332.0 $17.3M 3.19% -208K -27.0% $30.78 +0.1%
6 BUFD FIRST TR EXCHNG TRADED FD VI 442,487.0 $12.4M 2.28% -3K -0.8% $28.00 +6.0%
7 NVDA NVIDIA CORPORATION Technology 51,645.0 $9.0M 1.66% -35K -40.3% $174.40 +20.8%
8 BMY BRISTOL-MYERS SQUIBB CO Healthcare 123,709.0 $7.5M 1.38% +82K +196.5% $60.65 -11.0%
9 JEPI J P MORGAN EXCHANGE TRADED F 131,024.0 $7.4M 1.37% +5K +3.6% $56.68 -1.0%
10 JEPQ J P MORGAN EXCHANGE TRADED F 126,255.0 $7.0M 1.29% +5K +4.1% $55.52 +10.5%
11 MSTB ETF SER SOLUTIONS 181,745.0 $7.0M 1.28% -141K -43.6% $38.30 +11.8%
12 DYNF BLACKROCK ETF TRUST 115,568.0 $6.7M 1.24% NEW $58.18 +16.4%
13 BSCQ INVESCO EXCH TRD SLF IDX FD 337,543.0 $6.6M 1.22% +45K +15.4% $19.53 +0.2%
14 IVW ISHARES TR 55,960.0 $6.3M 1.17% NEW $113.11 +22.0%
15 IEF ISHARES TR 65,767.0 $6.3M 1.16% +64K +2956.1% $95.44 -1.1%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,089.0 $6.1M 1.12% +4K +198.0% $996.58 -4.5%
17 IUSB ISHARES TR 131,069.0 $6.1M 1.12% NEW $46.19 -0.2%
18 IAGG ISHARES TR 118,899.0 $5.9M 1.10% NEW $50.04 +1.0%
19 GMAY FIRST TR EXCHNG TRADED FD VI 144,180.0 $5.9M 1.09% +8K +5.5% $41.06 +4.9%
20 ABBV ABBVIE INC Healthcare 26,258.0 $5.7M 1.05% +257.0 +1.0% $217.50 -0.5%
Page 1 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%