Holdings
Milestone Asset Management, LLC
As of Sep 30, 2026, Milestone Asset Management, LLC reported 233 positions worth US$628M. Largest: FT Vest Laddered Buffer ETF, iShares 0-3 Month Treasury Bond ETF and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| FT Vest Laddered Buffer ETF | 1.05M | US$39.5M | new | Sep 30, 2026 |
| iShares 0-3 Month Treasury Bond ETF | 307K | US$30.9M | new | Sep 30, 2026 |
| Apple Inc | 88,620 | US$29.5M | +22,567 | Sep 30, 2026 |
| Nvidia Corporation | 91,968 | US$21M | +38,658 | Sep 30, 2026 |
| iShares U.S. Treasury Bond ETF | 661K | US$14.5M | new | Sep 30, 2026 |
| Shopify Inc. | 81,973 | US$12.2M | +56,459 | Sep 30, 2026 |
| Exelixis, Inc. | 200K | US$11.7M | +171K | Sep 30, 2026 |
| FT Vest Laddered Deep Buffer ETF | 372K | US$11.3M | new | Sep 30, 2026 |
| Kroger Company (the) | 186K | US$10.9M | new | Sep 30, 2026 |
| Altria Group, Inc. | 160K | US$10.7M | +100K | Sep 30, 2026 |