Milestone Asset Management, LLC Portfolio Holdings

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

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.

Portfolio value $473 Billion
ETFs: $288 Billion
Technology: $51.6 Billion
Industrials: $26.2 Billion
Healthcare: $10.7 Billion
Financial Services: $9.8 Billion
Communication Services: $8.24 Billion
Consumer Defensive: $7.81 Billion
Consumer Cyclical: $7.8 Billion
Other: $10.2 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.02B
$997 Million 0.21% of portfolio
16,867
Q2 2025 Added 45.58%
$3.68B
$987 Million 0.21% of portfolio
2,441
Q2 2025 Reduced 8.3%
$8.57B
$985 Million 0.21% of portfolio
22,926
Q2 2025 Reduced 45.84%
$3.2B
$786 Million 0.17% of portfolio
25,688
Q2 2025 Reduced 26.31%
$2.12B
$780 Million 0.16% of portfolio
170,384
Q2 2025 Reduced 25.49%
$9.42B
$203 Million 0.04% of portfolio
790
Q2 2025 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $473 Billion
  • Prior Value $470 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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