Milestone Asset Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $473 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $42.7B, Invesco Et Sf Idxd Fd Tr Bulle with a value of $36.6B, First Tr Ex Td Viii Ft Cboe Ve with a value of $33.8B, Spdr Bloomberg Investment Grad with a value of $32.6B, and First Tr Exc Trd Fd Viii Ft Cb with a value of $11.1B.
Examining the 13F form we can see an increase of $3.42B in the current position value, from $470B to 473B.
Milestone Asset Management, LLC is based out at Pittsburgh, PA
Below you can find more details about Milestone Asset Management, LLC portfolio as well as his latest detailed transactions.
