Milestone Asset Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $470 Billion distributed in 343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U S ETF Tr Int Rate He with a value of $38.1B, Vaneck ETF Tr Investment Grade with a value of $31.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $30.1B, Invesco Et Sf Idxd Fd Tr Bulle with a value of $29.8B, and Spdr Bloomberg Investment Grad with a value of $25.9B.
Examining the 13F form we can see an increase of $15.8B in the current position value, from $454B to 470B.
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
$470 Billion
ETFs: $300 Billion
Technology: $35.9 Billion
Financial Services: $23.4 Billion
Healthcare: $18.3 Billion
Consumer Defensive: $16.5 Billion
Industrials: $12.3 Billion
Consumer Cyclical: $9.11 Billion
Communication Services: $6.95 Billion
Other: $8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
