Milestone Asset Management, LLC - Q42025 Holdings

Milestone Asset Management, LLC holds 212 stocks with a total portfolio value of $ 530.13M as of Q42025. In Q42025, Milestone Asset Management, LLC added 37 new positions, increased stakes in 95 stocks, reduced 70 holdings, and fully exited 49 positions. The largest holding is First Tr Exchng Traded Fd Vi (BUFR), representing 6.56% of the total portfolio.