MA

MILESTONE ASSET MANAGEMENT, LLC

13F
MILESTONE ASSET MANAGEMENT, LLC
Last update 2025-04-10 209 Stocks (33 new)
Value $470.00 Mil Turnover 44 %
Countries:
Top Holdings: LQDH(8.11%)FLTR(6.77%)BUFR(6.41%)BSJP(6.35%)FLRN(5.51%)
Summary Stock Picks Current Portfolio
MILESTONE ASSET MANAGEMENT, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQDH
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
412,838
38,092.6
+1,227.71%
8.110
+7.50%
7.180
+2.13%
-0.25%
490.3
 
FLTR
VanEck IG Floating Rate ETF
1,243,495
31,771.3
+1,320.97%
6.770
+6.29%
1.310
+2.00%
+2.71%
2,449.2
 
BUFR
FT Vest Laddered Buffer ETF
1,013,320
30,085.5
-5.67%
6.410
-0.41%
0.470
+13.05%
+5.51%
7,005.5
 
BSJP
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
1,292,652
29,795.6
+375.84%
6.350
+5.02%
3.030
+0.11%
+0.20%
850.6
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
839,993
25,888.6
+954.54%
5.510
+4.99%
0.910
+0.42%
+0.23%
2,781.2
 
PULS
PGIM Ultra Short Bond ETF
236,211
11,746.8
+958.53%
2.500
+2.26%
0.110
+0.36%
+0.30%
11,767.7
 
SPY
SPDR S&P 500 ETF Trust
20,010
11,193.9
-3.93%
2.380
-0.11%
0.000
+19.57%
+7.72%
643,289.7
 
BUFD
FT Vest Laddered Deep Buffer ETF
311,483
7,771.5
-25.99%
1.660
-0.62%
0.620
+11.12%
+4.90%
1,357.2
 
AAPL
Apple Inc
34,287
7,616.2
-42.79%
1.620
-1.42%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GLD
SPDR Gold Shares ETF
25,183
7,256.4
+119.84%
1.550
+0.84%
0.010
+0.74%
+27.37%
101,985.4
 

MILESTONE ASSET MANAGEMENT, LLC's Historical Top Holdings Breakdowns

MILESTONE ASSET MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LQDH
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
2025-03-31
Add
Add
+7.50%
●
92.03 ($93.08) 93.95
$92.51
-0.61%
Add 1227.71%
412,838
381,744
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Add
Add
+6.29%
●
25.45 ($25.51) 25.58
$25.50
-0.04%
Add 1320.97%
1,243,495
1,155,985
BSJP
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
2025-03-31
Add
Add
+5.02%
●
23.04 ($23.1) 23.17
$23.12
0.09%
Add 375.84%
1,292,652
1,020,994
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Add
Add
+4.99%
●
30.71 ($30.8) 30.87
$30.80
0%
Add 954.54%
839,993
760,338
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-3.54%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Reduce -93.64%
11,932
-175,593
XBIL
US Treasury 6 Month Bill ETF
2025-03-31
Reduce
Reduce
-3.16%
●
50.02 ($50.11) 50.21
$50.08
-0.06%
Reduce -94.75%
15,868
-286,180
PULS
PGIM Ultra Short Bond ETF
2025-03-31
Add
Add
+2.26%
●
49.56 ($49.66) 49.78
$49.70
0.08%
Add 958.53%
236,211
213,896
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-1.59%
●
96.87 ($107.47) 114
$121.42
12.98%
Reduce -67.65%
30,983
-64,801
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.59%
●
22.46 ($22.91) 23.26
$22.98
0.31%
Sold Out
0
-317,155
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.58%
●
105.1 ($107.75) 109.61
$108.29
0.50%
Sold Out
0
-67,124

MILESTONE ASSET MANAGEMENT, LLC Total Holding History ($B)

To

MILESTONE ASSET MANAGEMENT, LLC's Asset Allocation

To

MILESTONE ASSET MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MILESTONE ASSET MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

MILESTONE ASSET MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MILESTONE ASSET MANAGEMENT, LLC's Holdings Heat Map

Size field:

MILESTONE ASSET MANAGEMENT, LLC's Holdings Bubble Chart

MILESTONE ASSET MANAGEMENT, LLC News

  • 1

Discussions on MILESTONE ASSET MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.