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
Neos ETF Trust
1.75K
+ 18.96%
N/A
11K $591M
GOOGL
Alphabet Inc.

Communication Services
58
+ 5.93%
$236.57 - $291.31 $13.7K - $16.9K
1.04K $324M
Goldman Sachs ETF Tr
1.52K
+ 15.67%
N/A
11.2K $594M
SRLN
Ssga Active Trust

ETFs
1.92K
+ 31.51%
$41.05 - $41.54 $78.7K - $79.7K
8.01K $330M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
2.23K
+ 25.83%
$34.12 - $36.01 $76.1K - $80.3K
10.9K $380M
QCOM
Qualcomm Inc

Technology
303
+ 8.79%
$153.59 - $187.68 $46.5K - $56.9K
3.75K $642M
AMZN
Amazon Com Inc

Consumer Cyclical
195
+ 12.91%
$213.04 - $254.0 $41.5K - $49.5K
1.71K $394M
AOR
Ishares Tr Core Growth Allocat

ETFs
627
+ 3.6%
$63.43 - $65.6 $39.8K - $41.1K
18K $1.17B
XLF
Financial Sector Spdr

ETFs
693
+ 4.99%
$51.76 - $53.77 $35.9K - $37.3K
14.6K $799M
HQY
Healthequity, Inc.

Healthcare
853
+ 7.81%
$87.78 - $101.77 $74.9K - $86.8K
11.8K $1.08B
Ge Vernova Inc
10
+ 1.38%
N/A
737 $482M
OMI
Owens & Minor Inc

Healthcare
12K
New
$2.8 - $5.51 $33.6K - $66.1K
12K $33.6M
AOA
Ishares Tr Core Aggressive All

ETFs
278
+ 8.07%
$86.51 - $90.12 $24K - $25.1K
3.72K $333M
Rbb Fd Inc
631
+ 3.97%
N/A
16.5K $828M
GLW
Corning Inc

Technology
155
+ 6.1%
$82.06 - $90.29 $12.7K - $14K
2.7K $236M
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.3%
$333.75 - $394.54 $668 - $789
676 $263M
XLE
Energy Sector Spdr

ETFs
6K
+ 110.02%
$85.22 - $92.02 $511K - $552K
11.4K $512M
GE
General Electric CO

Industrials
13
+ 0.46%
$291.49 - $314.28 $3.79K - $4.09K
2.85K $879M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.32%
$236.79 - $250.33 $2.6K - $2.75K
3.41K $840M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
47.8K
+ 38.29%
$6.96 - $7.94 $332K - $379K
173K $961M
RSP
Invesco S&P 500 Equal Weight E

ETFs
59
+ 4.9%
$185.12 - $192.11 $10.9K - $11.3K
1.26K $242M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 1.6%
$321.8 - $337.95 $3.86K - $4.06K
764 $256M
IGLB
Ishares 10+ Year Investment Gr

ETFs
547
+ 3.26%
$50.67 - $52.58 $27.7K - $28.8K
17.3K $875M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
82
+ 1.51%
$92.34 - $95.43 $7.57K - $7.83K
5.51K $519M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
271
+ 2.4%
$76.23 - $79.22 $20.7K - $21.5K
11.6K $877M
XLY
Select Sector Spdr Consumer Di

ETFs
2.68K
+ 97.59%
$228.75 - $242.18 $613K - $649K
5.42K $648M
QLD
Proshares Ultra Qqq

ETFs
1.33K
+ 69.92%
$131.81 - $152.77 $176K - $204K
3.24K $228M
Super Micro Computer Inc
4.66K
+ 49.35%
N/A
14.1K $413M
CRBU
Caribou Biosciences, Inc.

Healthcare
55.8K
+ 31.73%
$1.99 - $2.9 $111K - $162K
232K $369M
Bitmine Immersion Tecnologie
432
+ 5.57%
N/A
8.19K $222M
MSTR
Microstrategy Inc

Technology
5
+ 0.31%
$199.75 - $359.69 $999 - $1.8K
1.6K $243M
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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