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
412,838
38,092.6
+1,227.71%
8.110
+7.50%
7.180
+1.07%
+1.79%
478.5
 
FLTR 		VanEck IG Floating Rate ETF
1,243,495
31,771.3
+1,320.97%
6.770
+6.29%
1.310
+0.99%
+1.88%
2,375.7
 
BUFR 		FT Vest Laddered Buffer ETF
1,013,320
30,085.5
-5.67%
6.410
-0.41%
0.470
+2.38%
+1.71%
6,628.8
 
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon
1,292,652
29,795.6
+375.84%
6.350
+5.02%
3.030
+1.24%
+2.26%
945.9
 
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF
839,993
25,888.6
+954.54%
5.510
+4.99%
0.910
+1.07%
+1.99%
2,749.8
 
PULS 		PGIM Ultra Short Bond ETF
236,211
11,746.8
+958.53%
2.500
+2.26%
0.110
+1.16%
+2.05%
11,293.1
 
SPY 		SPDR S&P 500 ETF Trust
20,010
11,193.9
-3.93%
2.380
-0.11%
0.000
+3.62%
+1.99%
609,536.3
 
BUFD 		FT Vest Laddered Deep Buffer ETF
311,483
7,771.5
-25.99%
1.660
-0.62%
0.620
+2.17%
+1.61%
1,300.4
 
AAPL 		Apple Inc
34,287
7,616.2
-42.79%
1.620
-1.42%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
GLD 		SPDR Gold Shares ETF
25,183
7,256.4
+119.84%
1.550
+0.84%
0.010
+15.55%
+28.40%
100,856.5
 

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 ETF2025-03-31Add
+7.50%
●
92.03 ($93.08) 93.95
$92.02
-1.14%
Add 1227.71%
412,838
381,744
FLTR 		VanEck IG Floating Rate ETF2025-03-31Add
+6.29%
●
25.45 ($25.51) 25.58
$25.40
-0.43%
Add 1320.97%
1,243,495
1,155,985
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon2025-03-31Add
+5.02%
●
23.04 ($23.1) 23.17
$23.07
-0.13%
Add 375.84%
1,292,652
1,020,994
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2025-03-31Add
+4.99%
●
30.71 ($30.8) 30.87
$30.69
-0.36%
Add 954.54%
839,993
760,338
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Reduce
-3.54%
●
91.45 ($91.59) 91.75
$91.46
-0.14%
Reduce -93.64%
11,932
-175,593
XBIL 		US Treasury 6 Month Bill ETF2025-03-31Reduce
-3.16%
●
50.02 ($50.11) 50.21
$50.02
-0.19%
Reduce -94.75%
15,868
-286,180
PULS 		PGIM Ultra Short Bond ETF2025-03-31Add
+2.26%
●
49.56 ($49.66) 49.78
$49.58
-0.16%
Add 958.53%
236,211
213,896
DIS 		The Walt Disney Co2025-03-31Reduce
-1.59%
●
96.87 ($107.47) 114
$113.49
5.60%
Reduce -67.65%
30,983
-64,801
SCHZ 		Schwab US Aggregate Bond ETF2025-03-31Sold Out
-1.59%
●
22.46 ($22.91) 23.26
$22.94
0.13%
Sold Out
0
-317,155
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2025-03-31Sold Out
-1.58%
●
105.1 ($107.75) 109.61
$107.90
0.14%
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

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