MILESTONE ASSET MANAGEMENT, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$469.8B
Holdings
208
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | UNPUNION PAC CORP | 923 | $218.2M | 0.05% | |
| 202 | SPHDINVESCO EXCH TRADED FD TR II | 4,340 | $218.0M | 0.05% | |
| 203 | UTHUNITED THERAPEUTICS CORP DEL | 684 | $210.9M | 0.04% | |
| 204 | FISVFISERV INC | 952 | $210.2M | 0.04% | |
| 205 | MOHMOLINA HEALTHCARE INC | 635 | $209.2M | 0.04% | |
| 206 | PENPENUMBRA INC | 781 | $208.8M | 0.04% | |
| 207 | DDTOINNOVATOR ETFS TRUST | 5,816 | $208.3M | 0.04% | |
| 208 | ARKKARK ETF TR | 4,216 | $200.6M | 0.04% |
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