Milestone Asset Management, LLC - Q12026 Holdings

Milestone Asset Management, LLC holds 235 stocks with a total portfolio value of $ 542.53M as of Q12026. In Q12026, Milestone Asset Management, LLC added 48 new positions, increased stakes in 86 stocks, reduced 81 holdings, and fully exited 25 positions. The largest holding is Ishares Tr (SGOV), representing 6.87% of the total portfolio.