Milestone Asset Management, LLC Purchases in Q4 2024

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
317K
New
$22.63 - $47.53 $7.18M - $15.1M
317K $7.2B
LQD
Ishares Iboxx $ Investment Gra

ETFs
67.1K
New
$106.56 - $113.11 $7.15M - $7.59M
67.1K $7.17B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
153K
New
$46.69 - $49.2 $7.14M - $7.53M
153K $7.16B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
318K
New
$22.21 - $24.22 $7.07M - $7.71M
318K $7.08B
IGLB
Ishares 10+ Year Investment Gr

ETFs
139K
New
$49.36 - $53.72 $6.87M - $7.48M
139K $6.87B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
312K
New
$20.6 - $20.71 $6.43M - $6.46M
312K $6.44B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
272K
New
$23.02 - $23.23 $6.25M - $6.31M
272K $6.27B
Lam Research Corp
76.9K
New
N/A
76.9K $5.55B
Arista Networks Inc
42.3K
New
N/A
42.3K $4.67B
DIS
Walt Disney CO

Communication Services
28.7K
+ 42.8%
$92.39 - $117.6 $2.65M - $3.38M
95.8K $10.7B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
31.1K
New
$92.58 - $93.71 $2.88M - $2.91M
31.1K $2.88B
MPWR
Monolithic Power Systems Inc

Technology
5.58K
+ 321.91%
$560.06 - $942.58 $3.13M - $5.26M
7.32K $4.33B
FLRN
Spdr Bloomberg Investment Grad

ETFs
79.7K
New
$30.67 - $30.84 $2.44M - $2.46M
79.7K $2.45B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
87.5K
New
$25.35 - $25.53 $2.22M - $2.23M
87.5K $2.23B
NVDA
Nvidia Corp

Technology
10.2K
+ 17.45%
$117.0 - $148.88 $1.2M - $1.53M
69K $9.26B
TRV
Travelers Companies, Inc.

Financial Services
8.27K
+ 43.76%
$225.97 - $266.66 $1.87M - $2.21M
27.2K $6.54B
NKE
Nike, Inc.

Consumer Cyclical
39.3K
+ 55.26%
$73.36 - $89.13 $2.88M - $3.5M
110K $8.36B
FTNT
Fortinet, Inc.

Technology
17.9K
New
$76.49 - $99.21 $1.37M - $1.77M
17.9K $1.69B
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.6K
+ 833.53%
$87.1 - $98.49 $1.71M - $1.93M
21.9K $1.92B
KLAC
Kla Corp

Technology
2.48K
New
$614.46 - $829.55 $1.52M - $2.06M
2.48K $1.56B
ACI
Albertsons Companies, Inc.

Consumer Defensive
78.5K
New
$18.01 - $19.92 $1.41M - $1.56M
78.5K $1.54B
BMY
Bristol Myers Squibb CO

Healthcare
26.7K
New
$51.92 - $59.94 $1.39M - $1.6M
26.7K $1.51B
AXP
American Express CO

Financial Services
3.1K
+ 14.41%
$267.35 - $305.57 $830K - $948K
24.6K $7.31B
V
Visa Inc.

Financial Services
4.25K
+ 146.09%
$273.87 - $320.91 $1.17M - $1.37M
7.17K $2.26B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20.6K
+ 108.58%
$82.28 - $117.52 $1.7M - $2.43M
39.6K $3.36B
NVS
Novartis Ag

Healthcare
13.7K
New
$96.78 - $117.18 $1.33M - $1.61M
13.7K $1.33B
TDG
Trans Digm Group Inc

Industrials
1.01K
New
$1239.0 - $1442.53 $1.26M - $1.46M
1.01K $1.29B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.5K
+ 272.19%
$113.92 - $127.38 $1.2M - $1.34M
14.4K $1.65B
PG
Procter & Gamble CO

Consumer Defensive
7K
New
$161.05 - $179.7 $1.13M - $1.26M
7K $1.17B
PULS
Pgim ETF Tr

ETFs
22.3K
New
$49.51 - $49.79 $1.1M - $1.11M
22.3K $1.11B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
11.9K
New
$83.95 - $99.75 $996K - $1.18M
11.9K $1.06B
TXN
Texas Instruments Inc

Technology
6.88K
+ 54.89%
N/A
19.4K $3.64B
CHD
Church & Dwight CO Inc

Consumer Defensive
9.94K
New
$99.11 - $112.25 $986K - $1.12M
9.94K $1.04B
IBM
International Business Machines Corp

Technology
4.66K
+ 54.36%
$204.9 - $238.04 $955K - $1.11M
13.2K $2.91B
KHC
Kraft Heinz CO

Consumer Defensive
32.7K
New
$30.1 - $36.02 $984K - $1.18M
32.7K $1B
ABC
Amerisourcebergen Corp

Healthcare
4.43K
+ 430.19%
N/A
5.46K $1.23B
WMT
Walmart Inc.

Consumer Defensive
9.49K
+ 80.45%
$79.1 - $95.7 $751K - $908K
21.3K $1.92B
LANC
Lancaster Colony Corp

Consumer Defensive
5.56K
New
$172.18 - $200.28 $958K - $1.11M
5.56K $963M
DEO
Diageo PLC

Consumer Defensive
7.78K
+ 377.68%
$118.0 - $139.88 $919K - $1.09M
9.85K $1.25B
ITW
Illinois Tool Works Inc

Industrials
3.71K
New
$253.56 - $278.5 $941K - $1.03M
3.71K $941M
SGOL
Abrdn Gold ETF Trust

ETFs
36.6K
New
$24.46 - $26.62 $895K - $974K
36.6K $917M
KMI
Kinder Morgan, Inc.

Energy
32.2K
New
$22.59 - $28.54 $728K - $920K
32.2K $883M
JNK
Spdr Bloomberg High Yield Bond

ETFs
9.37K
+ 86.37%
$94.77 - $97.36 $888K - $912K
20.2K $1.93B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.53K
New
$238.25 - $261.28 $840K - $922K
3.53K $854M
IVE
Ishares S&P 500 Value ETF

ETFs
4.41K
New
$189.5 - $206.17 $836K - $909K
4.41K $842M
GILD
Gilead Sciences, Inc.

Healthcare
7.51K
+ 50.89%
$83.95 - $97.9 $631K - $736K
22.3K $2.06B
UGA
United States Gasoline Fund, LP

ETFs
10.8K
+ 51.06%
$59.23 - $65.31 $640K - $706K
32K $2.01B
MSA
Msa Safety Inc

Industrials
4.58K
New
$163.63 - $178.77 $749K - $819K
4.58K $759M
NOW
Service Now, Inc.

Technology
707
New
$867.18 - $1148.42 $613K - $812K
707 $750M
Activity Summary
Buys All Purchases 145 New Holdings 50 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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