MILESTONE ASSET MANAGEMENT, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$530.1B
Holdings
212
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (212 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BMNRBITMINE IMMERSION TECNOLOGIE | 8,185 | $222.0M | 0.04% | |
| 202 | BACVERIZON COMMUNICATIONS INC | 5,405 | $219.0M | 0.04% | |
| 203 | OCTMFIRST TR EXCHNG TRADED FD VI | 6,733 | $219.0M | 0.04% | |
| 204 | GSGOLDMAN SACHS GROUP INC | 250 | $218.0M | 0.04% | |
| 205 | IYWISHARES TR | 1,066 | $212.0M | 0.04% | |
| 206 | APOCINNOVATOR ETFS TRUST | 8,099 | $212.0M | 0.04% | |
| 207 | OEFISHARES TR | 609 | $208.0M | 0.04% | |
| 208 | IEFISHARES TR | 2,152 | $206.0M | 0.04% | |
| 209 | UBSIUNITED BANKSHARES INC WEST V | 5,353 | $205.0M | 0.04% | |
| 210 | IHSIHS HOLDING LIMITED | 21,000 | $156.0M | 0.03% | |
| 211 | BBBLACKBERRY LTD | 12,133 | $45.0M | 0.01% | |
| 212 | ACHOWENS & MINOR INC NEW | 12,000 | $33.0M | 0.01% |
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