MILESTONE ASSET MANAGEMENT, LLC: 13F holdings
CIK 19647222026Q2
| Positions | 259 |
|---|---|
| Reported value | $636.0m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BUFR FIRST TR EXCHNG TRADED FD VI | 1,040,780 | $38.0m | 6.0% |
| SGOV ISHARES TR | 291,854 | $29.4m | 4.6% |
| FLRN SPDR SERIES TRUST | 796,500 | $24.6m | 3.9% |
| AAPL APPLE INC | 66,053 | $19.1m | 3.0% |
| IVV ISHARES TR | 18,751 | $14.0m | 2.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,489 | $13.8m | 2.2% |
| BUFD FIRST TR EXCHNG TRADED FD VI | 395,577 | $11.8m | 1.8% |
| NVDA NVIDIA CORPORATION | 53,310 | $10.7m | 1.7% |
| GOVT ISHARES TR | 371,787 | $8.5m | 1.3% |
| ISHARES TR | 93,640 | $8.3m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964722")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.