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
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.05K
+ 7.47%
$57.53 - $60.83 $348K - $368K
87K $5B
WM
Waste Management Inc

Industrials
946
+ 26.18%
$201.79 - $228.46 $191K - $216K
4.56K $920M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.81K
+ 5.35%
$100.22 - $100.73 $181K - $182K
35.7K $3.58B
SHV
Ishares Tr

ETFs
1.65K
+ 6.41%
$109.92 - $110.57 $181K - $182K
27.3K $3.01B
GLD
Spdr Gold Trust

ETFs
717
+ 6.68%
$236.59 - $257.5 $170K - $185K
11.5K $2.77B
ABBV
Abb Vie Inc.

Healthcare
1.54K
+ 25.08%
$164.99 - $203.87 $254K - $314K
7.68K $1.36B
GOOGL
Alphabet Inc.

Communication Services
296
+ 7.92%
$161.86 - $196.66 $47.9K - $58.2K
4.03K $764M
VPC
Etfis Ser Tr I Virtus Private

ETFs
6.7K
+ 38.93%
$21.52 - $22.98 $144K - $154K
23.9K $520M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.09K
+ 4.45%
$43.97 - $45.33 $92K - $94.8K
49.1K $2.2B
GOOG
Alphabet Inc.

Communication Services
385
+ 16.24%
$163.08 - $198.16 $62.8K - $76.3K
2.76K $525M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.25K
+ 23.4%
$44.87 - $46.86 $146K - $152K
17.2K $770M
VUG
Vanguard Growth ETF

ETFs
228
+ 30.65%
$378.79 - $428.11 $86.4K - $97.6K
972 $399M
Ea Series Trust
2.77K
+ 11.54%
N/A
26.7K $843M
META
Meta Platforms, Inc.

Communication Services
146
+ 8.17%
$554.08 - $632.68 $80.9K - $92.4K
1.93K $1.13B
XLB
Select Sector Spdr Fd Material

ETFs
1.73K
+ 54.2%
$83.8 - $97.58 $145K - $169K
4.93K $414M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.3K
+ 32.13%
$15.9 - $17.05 $100K - $107K
25.9K $431M
SFLR
Innovator Etfs Tr Equity Manag
1.49K
+ 2.24%
N/A
68K $2.22B
XOM
Exxon Mobil Corp

Energy
1.55K
+ 22.89%
$105.51 - $125.37 $164K - $195K
8.34K $898M
SCHW
Schwab Charles Corp

Financial Services
651
+ 11.95%
$63.31 - $82.85 $41.2K - $53.9K
6.1K $451M
VTV
Vanguard Value ETF

ETFs
605
+ 29.58%
$168.32 - $181.87 $102K - $110K
2.65K $449M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
623
+ 5.9%
$31.2 - $41.46 $19.4K - $25.8K
11.2K $420M
MA
Mastercard Inc

Financial Services
95
+ 12.35%
$491.3 - $536.15 $46.7K - $50.9K
864 $455M
AMD
Advanced Micro Devices Inc

Technology
2.98K
+ 44.68%
$118.88 - $172.8 $355K - $515K
9.66K $1.17B
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
593
+ 7.7%
$72.62 - $77.83 $43.1K - $46.2K
8.3K $614M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.26K
+ 9.55%
$57.32 - $59.66 $72K - $74.9K
14.4K $826M
ICVT
Ishares Tr Convertible Bond Et

ETFs
429
+ 6.54%
$83.09 - $89.28 $35.6K - $38.3K
6.99K $594M
XLK
Technology Sector Spdr

ETFs
92
+ 3.02%
$220.26 - $241.44 $20.3K - $22.2K
3.14K $731M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.26%
$873.59 - $994.69 $10.5K - $11.9K
965 $884M
KMX
Carmax Inc

Consumer Cyclical
297
+ 8.82%
$71.11 - $87.2 $21.1K - $25.9K
3.66K $299M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.45K
+ 11.76%
$42.84 - $45.38 $62.2K - $65.9K
13.8K $593M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
557
+ 4.05%
$30.02 - $31.23 $16.7K - $17.4K
14.3K $441M
FTSL
First Trust Senior Ln Fund

ETFs
373
+ 3.69%
$45.9 - $46.48 $17.1K - $17.3K
10.5K $484M
CHKP
Check Point Software Technologies LTD

Technology
160
+ 9.87%
$170.18 - $209.01 $27.2K - $33.4K
1.78K $333M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$570.51 - $610.59 $571 - $611
1.07K $628M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.26%
$112.15 - $127.2 $897 - $1.02K
3.11K $375M
FV
First Trust Dorsey Wright Focu

ETFs
40
+ 0.5%
$57.47 - $62.82 $2.3K - $2.51K
8.08K $477M
APD
Air Products & Chemicals, Inc.

Basic Materials
57
+ 2.68%
$285.5 - $335.62 $16.3K - $19.1K
2.18K $633M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
78
+ 0.55%
$35.45 - $40.33 $2.77K - $3.15K
14.2K $509M
IHDG
Wisdomtree Tr

ETFs
227
+ 3.32%
$43.38 - $46.0 $9.85K - $10.4K
7.06K $307M
ELV
Elevance Health, Inc.

Healthcare
297
+ 37.08%
$365.96 - $514.62 $109K - $153K
1.1K $405M
IQV
Iqvia Holdings Inc.

Healthcare
204
+ 11.37%
$190.97 - $236.63 $39K - $48.3K
2K $393M
CRBU
Caribou Biosciences, Inc.

Healthcare
8.66K
+ 5.58%
$1.59 - $2.79 $13.8K - $24.2K
164K $260M
NFTY
First Tr Alphadex Fd Ii India
136
+ 1.82%
N/A
7.6K $426M
CTRE
Care Trust Reit, Inc.

Real Estate
1.07K
+ 3.47%
$26.8 - $32.79 $28.7K - $35.1K
31.9K $863M
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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