Milestone Asset Management, LLC Purchases in Q4 2025

Milestone Asset Management, LLC

  • $530 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
265
+ 53.86%
$799.57 - $1025.28 $212K - $272K
757 $814M
COST
Costco Wholesale Corp

Consumer Defensive
598
+ 41.38%
$910.94 - $954.99 $545K - $571K
2.04K $1.76B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
561
+ 21.76%
$402.9 - $437.15 $226K - $245K
3.14K $1.42B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.74K
+ 5.63%
$56.0 - $57.6 $378K - $388K
127K $7.24B
SPYI
Shp ETF Tr Neos S&P 500 High I
7.41K
+ 21.08%
N/A
42.6K $2.24B
BK
Bank Of New York Mellon Corp

Financial Services
3.38K
New
$104.54 - $112.64 $353K - $380K
3.38K $392M
First Tr Exchng Traded Fd Vi
6.31K
+ 5.34%
N/A
124K $5.17B
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 21.12%
$320.52 - $369.92 $464K - $536K
8.31K $2.74B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.05K
+ 102.38%
$77.25 - $114.12 $545K - $804K
13.9K $1.11B
CVX
Chevron Corp

Energy
2.49K
+ 35.09%
$148.9 - $157.72 $371K - $393K
9.59K $1.46B
HOOD
Robinhood Markets, Inc.

Technology
3.04K
New
$121.53 - $152.46 $369K - $463K
3.04K $343M
SHV
Ishares Tr

ETFs
3.18K
+ 10.82%
$110.15 - $110.49 $350K - $351K
32.6K $3.59B
KMI
Kinder Morgan, Inc.

Energy
13.4K
+ 38.12%
$25.84 - $28.46 $346K - $382K
48.6K $1.34B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.16K
+ 8.08%
$47.97 - $49.62 $344K - $355K
95.9K $4.71B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.6K
+ 3.94%
$56.33 - $59.22 $259K - $272K
121K $7.05B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
593
+ 18.94%
$325.34 - $368.61 $193K - $219K
3.72K $1.34B
XLP
Consumer Staples Sector Spdr

ETFs
4.1K
New
N/A
4.1K $319M
XLU
Utilities Sector Spdr

ETFs
7.43K
New
$87.89 - $92.9 $653K - $690K
7.43K $317M
SLV
I Shares Silver Trust

ETFs
1.92K
+ 22.84%
$42.4 - $49.17 $81.2K - $94.2K
10.3K $663M
LMT
Lockheed Martin Corp

Industrials
700
+ 23.83%
$452.1 - $514.24 $316K - $360K
3.64K $1.76B
First Tr Exchng Traded Fd Vi
5.12K
+ 3.96%
N/A
135K $5.29B
IONQ
Ion Q, Inc.

Technology
11.2K
+ 85.4%
$45.4 - $82.09 $508K - $919K
24.3K $1.09B
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.72K
+ 34.22%
$59.83 - $63.96 $283K - $302K
18.5K $1.14B
ITA
Ishares Tr

ETFs
1.2K
+ 50.25%
$205.04 - $218.9 $247K - $264K
3.6K $773M
Listed Fds Tr
3.93K
+ 52.32%
N/A
11.5K $756M
MU
Micron Technology Inc

Technology
934
New
$181.6 - $253.3 $170K - $237K
934 $267M
PFE
Pfizer Inc

Healthcare
11.6K
+ 26.9%
$24.23 - $27.37 $281K - $318K
54.8K $1.36B
First Tr Exchng Traded Fd Vi
3.22K
+ 2.42%
N/A
137K $5.64B
CTRE
Care Trust Reit, Inc.

Real Estate
5.86K
+ 29.73%
$32.9 - $36.65 $193K - $215K
25.6K $924M
WM
Waste Management Inc

Industrials
1.1K
+ 24.77%
$196.77 - $219.98 $216K - $242K
5.54K $1.22B
AMGN
Amgen Inc

Healthcare
297
+ 10.66%
$290.13 - $341.71 $86.2K - $101K
3.08K $1.01B
First Tr Exchng Traded Fd Vi
6.73K
New
N/A
6.73K $220M
XLK
Technology Sector Spdr

ETFs
4.75K
+ 140.33%
$278.39 - $304.13 $1.32M - $1.44M
8.13K $1.17B
Amplify ETF Tr
3.43K
+ 34.96%
N/A
13.2K $1.06B
Innovator Etfs Trust
8.1K
New
N/A
8.1K $212M
Coreweave Inc
5.38K
+ 202.06%
N/A
8.05K $576M
UBSI
United Bankshares Inc

Financial Services
5.35K
New
$34.31 - $37.58 $184K - $201K
5.35K $206M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
394
+ 15.06%
$475.68 - $513.11 $187K - $202K
3.01K $1.51B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2K
+ 21.85%
$92.73 - $93.89 $185K - $187K
11.1K $1.04B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.01K
+ 21.91%
$25.44 - $25.56 $178K - $179K
39K $993M
CLOI
Vaneck ETF Tr

ETFs
3.16K
+ 19.35%
$52.83 - $53.07 $167K - $168K
19.5K $1.03B
IHS
Ihs Holding LTD

Communication Services
21K
New
$6.24 - $6.95 $131K - $146K
21K $157M
Pimco ETF Tr
3K
+ 44.44%
N/A
9.73K $484M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.55K
+ 13.49%
$94.22 - $95.83 $146K - $148K
13K $1.23B
IAU
Ishares Gold Trust

ETFs
669
+ 8.06%
$72.65 - $82.5 $48.6K - $55.2K
8.97K $728M
NOW
Service Now, Inc.

Technology
3.92K
+ 628.37%
$835.79 - $946.29 $3.28M - $3.71M
4.55K $696M
MRK
Merck & Co., Inc.

Healthcare
250
+ 5.61%
$82.49 - $92.93 $20.6K - $23.2K
4.71K $496M
IBM
International Business Machines Corp

Technology
41
+ 0.53%
$275.97 - $314.98 $11.3K - $12.9K
7.71K $2.29B
BA
Boeing CO

Industrials
453
+ 44.41%
$191.81 - $225.32 $86.9K - $102K
1.47K $320M
Activity Summary
Buys All Purchases 132 New Holdings 37 Increased Positions 95 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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