Milestone Asset Management, LLC Sells in Q4 2025

Milestone Asset Management, LLC

  • $530 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-422K
- 83.84%
$50.42 - $50.61 $21.3M - $21.3M
81.3K $4.1B
Tidal Trust I
-518K
- 61.96%
N/A
318K $7.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.9K
- 92.21%
$653.02 - $687.39 $11.7M - $12.3M
1.51K $1.03B
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-287K
- 47.07%
$39.07 - $41.1 $11.2M - $11.8M
322K $12.9B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-341K
- 30.75%
$30.72 - $30.86 $10.5M - $10.5M
769K $23.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16.8K
- 49.79%
$600.51 - $631.95 $10.1M - $10.6M
17K $10.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.4K
- 39.55%
$589.5 - $635.77 $7.93M - $8.55M
20.5K $12.6B
META
Meta Platforms, Inc.

Communication Services
-6.06K
- 73.49%
$609.01 - $751.67 $3.69M - $4.56M
2.19K $1.44B
PULS
Pgim ETF Tr

ETFs
-72.8K
- 14.06%
$49.64 - $49.83 $3.61M - $3.63M
445K $22.1B
SSO
Proshares Ultra S&P 500

ETFs
-27.2K
- 83.76%
$107.49 - $118.65 $2.92M - $3.22M
5.27K $305M
EXEL
Exelixis, Inc.

Healthcare
-42.1K
- 57.07%
$34.54 - $43.59 $1.45M - $1.84M
31.7K $1.39B
VST
Vistra Corp.

Utilities
-4.19K
- 14.92%
$171.56 - $210.85 $719K - $884K
23.9K $3.86B
CRM
Salesforce, Inc.

Technology
-7.16K
- 72.25%
$235.69 - $263.41 $1.69M - $1.89M
2.75K $728M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$712170.0 - $770185.0 $712K - $770K
1 $755M
BB
Blackberry LTD

Technology
-129K
- 91.42%
$4.31 - $4.88 $557K - $631K
12.1K $46M
DIS
Walt Disney CO

Communication Services
-5.27K
- 22.73%
$105.69 - $116.65 $557K - $615K
17.9K $2.04B
VUG
Vanguard Growth ETF

ETFs
-854
- 49.14%
$470.44 - $504.26 $402K - $431K
884 $432M
EPD
Enterprise Products Partners L.P.

Energy
-11.8K
- 20.69%
$30.19 - $32.26 $356K - $380K
45.2K $1.45B
Arista Networks Inc
-708
- 4.51%
N/A
15K $1.96B
VTV
Vanguard Value ETF

ETFs
-1.76K
- 44.0%
$182.87 - $189.72 $322K - $334K
2.24K $428M
UI
Ubiquiti Inc.

Technology
-353
- 31.41%
$557.65 - $787.18 $197K - $278K
771 $427M
MRVL
Marvell Technology, Inc.

Technology
-3.7K
- 28.54%
$81.05 - $93.74 $300K - $347K
9.27K $788M
MAIN
Main Street Capital Corp

Financial Services
-3.57K
- 18.34%
$55.1 - $63.97 $196K - $228K
15.9K $959M
GLD
Spdr Gold Trust

ETFs
-1.29K
- 19.28%
$354.79 - $403.15 $457K - $520K
5.4K $2.14B
LDOS
Leidos Holdings, Inc.

Technology
-1.08K
- 38.99%
$184.41 - $199.55 $199K - $215K
1.69K $304M
First Tr Exchng Traded Fd Vi
-5.28K
- 22.79%
N/A
17.9K $765M
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.94K
- 16.28%
$97.88 - $99.61 $190K - $193K
9.99K $977M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.97K
- 30.32%
$99.87 - $101.27 $197K - $199K
4.53K $452M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.76K
- 4.19%
$93.0 - $94.55 $164K - $167K
40.3K $3.75B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.98K
- 36.56%
$46.2 - $46.85 $137K - $139K
5.16K $238M
SFLR
Innovator Etfs Tr Equity Manag
-5.02K
- 7.73%
N/A
59.9K $2.21B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-291
- 3.91%
$245.79 - $258.02 $71.5K - $75.1K
7.15K $1.79B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.63K
- 28.7%
$16.88 - $17.5 $129K - $134K
19K $335M
VPC
Etfis Ser Tr I Virtus Private

ETFs
-2.52K
- 4.29%
$18.22 - $19.1 $45.8K - $48K
56.1K $998M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-374
- 4.47%
$76.92 - $92.53 $28.8K - $34.6K
7.99K $615M
VZ
Verizon Communications Inc

Communication Services
-1.96K
- 26.61%
$38.4 - $43.83 $75.3K - $85.9K
5.41K $220M
VIG
Vanguard Dividend Appreciation

ETFs
-491
- 29.96%
N/A
1.15K $253M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.11K
- 9.77%
$92.24 - $96.56 $102K - $107K
10.2K $980M
Ea Series Trust
-1.77K
- 9.05%
N/A
17.8K $616M
Pimco ETF Tr
-1.55K
- 2.07%
N/A
73.1K $1.95B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-4.05K
- 4.75%
$37.91 - $39.12 $153K - $158K
81.2K $3.22B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-1.3K
- 18.5%
$38.72 - $39.43 $50.1K - $51.1K
5.71K $228M
PDEC
Innovator U.S. Equity Power Bu
-2.61K
- 4.46%
N/A
55.9K $2.42B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.15K
- 4.25%
$38.95 - $39.72 $44.7K - $45.6K
25.9K $1.03B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-10.6K
- 2.33%
$27.41 - $27.93 $292K - $297K
446K $12.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-362
- 3.29%
$191.01 - $199.18 $69.1K - $72.1K
10.7K $2.12B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-500
- 1.53%
$47.0 - $48.26 $23.5K - $24.1K
32.1K $1.53B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-163
- 1.98%
$91.46 - $91.76 $14.9K - $15K
8.06K $736M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.26K
- 2.71%
$48.5 - $49.38 $61.2K - $62.3K
45.3K $2.26B
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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