Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MILESTONE ASSET MANAGEMENT, LLC (CIK 1964722) reported $542.5M across 234 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($37.2M, 6.87%), BUFR ($35.5M, 6.54%), PULS ($20.4M, 3.77%), AAPL ($19.3M, 3.55%), FLRN ($17.3M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $37.2M | 6.87% | 370,039 | Added |
| 2 | BUFR | FIRST TR EXCHNG TRADED FD VI | $35.5M | 6.54% | 1.0M | Added |
| 3 | PULS | PGIM ETF TR | $20.4M | 3.77% | 412,856 | Trimmed |
| 4 | AAPL | APPLE INC | $19.3M | 3.55% | 75,991 | Trimmed |
| 5 | FLRN | SPDR SERIES TRUST | $17.3M | 3.18% | 561,332 | Trimmed |
| 6 | BUFD | FIRST TR EXCHNG TRADED FD VI | $12.4M | 2.28% | 442,487 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $9.0M | 1.66% | 51,645 | Trimmed |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | $7.5M | 1.38% | 123,709 | Added |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.4M | 1.37% | 131,024 | Added |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.29% | 126,255 | Added |
| 11 | MSTB | ETF SER SOLUTIONS | $7.0M | 1.28% | 181,745 | Trimmed |
| 12 | DYNF | BLACKROCK ETF TRUST | $6.7M | 1.24% | 115,568 | New |
| 13 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.22% | 337,543 | Added |
| 14 | IVW | ISHARES TR | $6.3M | 1.17% | 55,960 | New |
| 15 | IEF | ISHARES TR | $6.3M | 1.16% | 65,767 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 1.12% | 6,089 | Added |
| 17 | IUSB | ISHARES TR | $6.1M | 1.12% | 131,069 | New |
| 18 | IAGG | ISHARES TR | $5.9M | 1.10% | 118,899 | New |
| 19 | GMAY | FIRST TR EXCHNG TRADED FD VI | $5.9M | 1.09% | 144,180 | Added |
| 20 | ABBV | ABBVIE INC | $5.7M | 1.05% | 26,258 | Added |
| 21 | GAUG | FIRST TR EXCHNG TRADED FD VI | $5.6M | 1.03% | 144,309 | Added |
| 22 | GFEB | FIRST TR EXCHNG TRADED FD VI | $5.5M | 1.01% | 132,733 | Added |
| 23 | GNOV | FIRST TR EXCHNG TRADED FD VI | $5.4M | 1.00% | 139,720 | Added |
| 24 | SPYV | SPDR SERIES TRUST | $5.4M | 1.00% | 95,633 | New |
| 25 | NFLX | NETFLIX INC. | $5.3M | 0.97% | 54,779 | Added |
Source: SEC Form 13F filings · as of 2026-03-31