MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 23, 2024

Total Value ($000): $349,950 (100.0% shares, 0.0% debt)

Holdings (169)

BUFR FIRST TR EXCHNG TRADED FD VI 9.5%
Value ($000) $33,101 Shares 1,183,862 Est. Cost $27.34 Unrealized
INVESCO EXCH TRD SLF IDX FD 7.0%
Value ($000) $24,669 Shares 1,176,396 Est. Cost $20.88 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 4.6%
Value ($000) $16,230 Shares 452,332 Est. Cost $35.88 Unrealized
BALT INNOVATOR ETFS TRUST 3.6%
Value ($000) $12,501 Shares 427,235 Est. Cost $28.57 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $12,439 Shares 23,781 Est. Cost $400.63 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 3.2%
Value ($000) $11,047 Shares 486,011 Est. Cost $22.73 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $10,172 Shares 24,178 Est. Cost $374.59 Unrealized +6.6%
AAPL APPLE INC 2.2%
Value ($000) $7,796 Shares 45,460 Est. Cost $174.90 Unrealized +3.1%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $6,510 Shares 13,160 Est. Cost $489.58 Unrealized -0.1%
SPLB SPDR SER TR 1.8%
Value ($000) $6,276 Shares 270,033 Est. Cost $23.24 Unrealized
IGLB ISHARES TR 1.8%
Value ($000) $6,270 Shares 121,718 Est. Cost $51.51 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $6,258 Shares 79,996 Est. Cost $78.23 Unrealized
SPBO SPDR SER TR 1.8%
Value ($000) $6,255 Shares 214,875 Est. Cost $29.11 Unrealized
LQD ISHARES TR 1.8%
Value ($000) $6,250 Shares 57,380 Est. Cost $108.92 Unrealized
TRV TRAVELERS COMPANIES INC 1.6%
Value ($000) $5,686 Shares 24,706 Est. Cost $206.72 Unrealized 0.0%
BIL SPDR SER TR 1.5%
Value ($000) $5,316 Shares 57,907 Est. Cost $91.40 Unrealized
XBIL RBB FD INC 1.5%
Value ($000) $5,201 Shares 103,801 Est. Cost $49.97 Unrealized
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $5,068 Shares 22,260 Est. Cost $202.90 Unrealized 0.0%
MSTB ETF SER SOLUTIONS 1.4%
Value ($000) $4,729 Shares 149,478 Est. Cost $25.76 Unrealized
SSO PROSHARES TR 1.3%
Value ($000) $4,472 Shares 57,693 Est. Cost $48.51 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $3,759 Shares 64,972 Est. Cost $57.55 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $3,752 Shares 4,152 Est. Cost $63.61 Unrealized +13.9%
GFEB FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,517 Shares 102,116 Est. Cost $34.44 Unrealized
UDEC INNOVATOR ETFS TRUST 1.0%
Value ($000) $3,510 Shares 105,017 Est. Cost $28.15 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,495 Shares 106,024 Est. Cost $32.97 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,478 Shares 102,290 Est. Cost $34.00 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,456 Shares 104,860 Est. Cost $32.96 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $3,404 Shares 63,375 Est. Cost $53.71 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $3,358 Shares 61,915 Est. Cost $54.24 Unrealized
BUFF INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,322 Shares 79,599 Est. Cost $40.08 Unrealized
SFLR INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,275 Shares 109,133 Est. Cost $25.63 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,825 Shares 17,911 Est. Cost $139.01 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.8%
Value ($000) $2,663 Shares 72,752 Est. Cost $30.86 Unrealized
MINT PIMCO ETF TR 0.7%
Value ($000) $2,480 Shares 24,667 Est. Cost $100.32 Unrealized
IJJ ISHARES TR 0.7%
Value ($000) $2,449 Shares 20,707 Est. Cost $118.29 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $2,418 Shares 12,944 Est. Cost $186.81 Unrealized
IJS ISHARES TR 0.7%
Value ($000) $2,413 Shares 23,481 Est. Cost $102.76 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,328 Shares 95,109 Est. Cost $24.48 Unrealized
SHV ISHARES TR 0.6%
Value ($000) $2,247 Shares 20,325 Est. Cost $110.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,161 Shares 11,314 Est. Cost $172.56 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,136 Shares 12,259 Est. Cost $157.89 Unrealized 0.0%
LAM RESEARCH CORP 0.6%
Value ($000) $2,123 Shares 2,185 Est. Cost $971.57 Unrealized
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,937 Shares 14,978 Est. Cost $114.08 Unrealized 0.0%
ARISTA NETWORKS INC 0.5%
Value ($000) $1,908 Shares 6,581 Est. Cost $289.98 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $1,904 Shares 12,353 Est. Cost $136.60 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,848 Shares 11,390 Est. Cost $149.87 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.5%
Value ($000) $1,809 Shares 15,855 Est. Cost $90.57 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.5%
Value ($000) $1,759 Shares 2,597 Est. Cost $657.62 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.5%
Value ($000) $1,749 Shares 7,973 Est. Cost $206.08 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,746 Shares 3,340 Est. Cost $516.50 Unrealized 0.0%
DOW DOW INC 0.5%
Value ($000) $1,673 Shares 28,888 Est. Cost $48.96 Unrealized 0.0%
INTC INTEL CORP 0.5%
Value ($000) $1,642 Shares 37,180 Est. Cost $43.52 Unrealized +1.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,542 Shares 3,391 Est. Cost $419.39 Unrealized -0.8%
GEN GEN DIGITAL INC 0.4%
Value ($000) $1,501 Shares 67,011 Est. Cost $21.42 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $1,492 Shares 6,683 Est. Cost $200.09 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,488 Shares 3,351 Est. Cost $400.70 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,453 Shares 7,346 Est. Cost $186.28 Unrealized 0.0%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.4%
Value ($000) $1,446 Shares 262,354 Est. Cost $5.51 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.4%
Value ($000) $1,439 Shares 4,937 Est. Cost $264.00 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,432 Shares 5,070 Est. Cost $258.00 Unrealized 0.0%
INDA ISHARES TR 0.4%
Value ($000) $1,432 Shares 27,757 Est. Cost $50.20 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,391 Shares 27,874 Est. Cost $47.21 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $1,322 Shares 12,154 Est. Cost $115.24 Unrealized 0.0%
TLT ISHARES TR 0.4%
Value ($000) $1,271 Shares 13,435 Est. Cost $101.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,269 Shares 8,588 Est. Cost $143.45 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $1,208 Shares 53,099 Est. Cost $22.75 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $1,202 Shares 10,429 Est. Cost $89.28 Unrealized
BDGS EA SERIES TRUST 0.3%
Value ($000) $1,165 Shares 42,355 Est. Cost $26.69 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,138 Shares 1,463 Est. Cost $518.73 Unrealized +35.4%
UAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,135 Shares 34,759 Est. Cost $28.65 Unrealized
TBUX T ROWE PRICE ETF INC 0.3%
Value ($000) $1,120 Shares 22,706 Est. Cost $49.33 Unrealized
UGA UNITED STS GASOLINE FD LP 0.3%
Value ($000) $1,118 Shares 15,755 Est. Cost $70.93 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,083 Shares 6,393 Est. Cost $169.37 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,082 Shares 2,228 Est. Cost $241.13 Unrealized +83.8%
EPP ISHARES INC 0.3%
Value ($000) $1,060 Shares 24,750 Est. Cost $42.81 Unrealized
ILF ISHARES TR 0.3%
Value ($000) $1,053 Shares 37,027 Est. Cost $28.44 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,015 Shares 3,369 Est. Cost $270.28 Unrealized +5.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $898 Shares 12,261 Est. Cost $71.99 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $895 Shares 7,318 Est. Cost $94.35 Unrealized +8.5%
CORT CORCEPT THERAPEUTICS INC 0.3%
Value ($000) $882 Shares 35,006 Est. Cost $23.63 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $881 Shares 9,335 Est. Cost $92.33 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $836 Shares 6,337 Est. Cost $123.52 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $825 Shares 7,099 Est. Cost $96.39 Unrealized +1.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $816 Shares 4,075 Est. Cost $142.29 Unrealized +22.0%
AOM ISHARES TR 0.2%
Value ($000) $775 Shares 18,121 Est. Cost $39.67 Unrealized
V VISA INC 0.2%
Value ($000) $764 Shares 2,738 Est. Cost $210.69 Unrealized +29.3%
BDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $711 Shares 17,503 Est. Cost $33.16 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $681 Shares 19,237 Est. Cost $31.03 Unrealized
EXEL EXELIXIS INC 0.2%
Value ($000) $641 Shares 27,028 Est. Cost $22.23 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $634 Shares 1 Est. Cost $448761.72 Unrealized +32.3%
IVV ISHARES TR 0.2%
Value ($000) $622 Shares 1,183 Est. Cost $404.29 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $613 Shares 8,104 Est. Cost $69.70 Unrealized 0.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $609 Shares 3,374 Est. Cost $128.79 Unrealized +29.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $608 Shares 1,446 Est. Cost $300.65 Unrealized +30.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $603 Shares 2,932 Est. Cost $182.43 Unrealized
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $595 Shares 9,557 Est. Cost $58.85 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $591 Shares 5,281 Est. Cost $104.61 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $589 Shares 21,224 Est. Cost $24.65 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $571 Shares 3,249 Est. Cost $214.81 Unrealized -9.0%
WMT WALMART INC 0.2%
Value ($000) $570 Shares 9,465 Est. Cost $56.04 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $567 Shares 2,660 Est. Cost $202.26 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $534 Shares 3,539 Est. Cost $116.26 Unrealized +22.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $529 Shares 18,135 Est. Cost $29.18 Unrealized
PIMCO STRATEGIC INCOME FD 0.2%
Value ($000) $528 Shares 86,714 Est. Cost $6.09 Unrealized
CLOI VANECK ETF TRUST 0.1%
Value ($000) $521 Shares 9,867 Est. Cost $52.82 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $513 Shares 9,218 Est. Cost $52.03 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $500 Shares 5,987 Est. Cost $72.71 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $500 Shares 2,062 Est. Cost $260.32 Unrealized -10.7%
ABBV ABBVIE INC 0.1%
Value ($000) $472 Shares 2,592 Est. Cost $146.87 Unrealized +10.3%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $465 Shares 16,502 Est. Cost $26.07 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $457 Shares 25,511 Est. Cost $16.81 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $455 Shares 621 Est. Cost $706.75 Unrealized 0.0%
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $449 Shares 14,851 Est. Cost $27.95 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $448 Shares 13,350 Est. Cost $30.90 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $446 Shares 19,379 Est. Cost $21.31 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $445 Shares 1,565 Est. Cost $248.84 Unrealized +10.9%
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $433 Shares 13,345 Est. Cost $29.85 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $418 Shares 4,607 Est. Cost $81.67 Unrealized +3.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $407 Shares 8,981 Est. Cost $45.31 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $402 Shares 1,886 Est. Cost $173.24 Unrealized +10.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $402 Shares 9,210 Est. Cost $43.60 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $377 Shares 1,492 Est. Cost $233.46 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $372 Shares 718 Est. Cost $450.60 Unrealized +6.9%
ARKK ARK ETF TR 0.1%
Value ($000) $368 Shares 7,344 Est. Cost $39.75 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $367 Shares 8,990 Est. Cost $40.03 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $359 Shares 1,121 Est. Cost $306.18 Unrealized 0.0%
EMXC ISHARES INC 0.1%
Value ($000) $355 Shares 6,170 Est. Cost $57.57 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $354 Shares 2,699 Est. Cost $99.79 Unrealized +17.1%
VPC ETFIS SER TR I 0.1%
Value ($000) $349 Shares 15,508 Est. Cost $22.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $347 Shares 2,553 Est. Cost $136.10 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $347 Shares 1,978 Est. Cost $116.41 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $337 Shares 2,072 Est. Cost $141.05 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $336 Shares 1,331 Est. Cost $194.07 Unrealized +22.5%
AGG ISHARES TR 0.1%
Value ($000) $335 Shares 3,423 Est. Cost $98.85 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $333 Shares 4,609 Est. Cost $64.26 Unrealized 0.0%
O REALTY INCOME CORP 0.1%
Value ($000) $318 Shares 5,872 Est. Cost $48.62 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $314 Shares 653 Est. Cost $452.59 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value ($000) $313 Shares 3,304 Est. Cost $98.39 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $310 Shares 1,716 Est. Cost $174.81 Unrealized 0.0%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $307 Shares 18,181 Est. Cost $16.90 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $305 Shares 84 Est. Cost $3508.24 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $302 Shares 2,976 Est. Cost $94.62 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $296 Shares 586 Est. Cost $573.19 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $291 Shares 6,159 Est. Cost $45.19 Unrealized 0.0%
TLH ISHARES TR 0.1%
Value ($000) $280 Shares 2,668 Est. Cost $105.05 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $278 Shares 5,291 Est. Cost $52.45 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $270 Shares 8,264 Est. Cost $28.72 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $267 Shares 774 Est. Cost $274.63 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $266 Shares 3,868 Est. Cost $68.68 Unrealized
CTRE CARETRUST REIT INC 0.1%
Value ($000) $266 Shares 10,898 Est. Cost $24.37 Unrealized
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $261 Shares 10,490 Est. Cost $24.90 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $251 Shares 2,748 Est. Cost $88.61 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $241 Shares 856 Est. Cost $278.01 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $236 Shares 1,121 Est. Cost $200.71 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $233 Shares 2,308 Est. Cost $100.14 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $232 Shares 1,325 Est. Cost $161.13 Unrealized -2.4%
ABRDN HEALTHCARE INVESTORS 0.1%
Value ($000) $224 Shares 13,285 Est. Cost $16.58 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $222 Shares 1,500 Est. Cost $122.14 Unrealized 0.0%
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $220 Shares 6,100 Est. Cost $30.61 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $219 Shares 632 Est. Cost $266.16 Unrealized +33.3%
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $218 Shares 7,063 Est. Cost $26.65 Unrealized
COR CENCORA INC 0.1%
Value ($000) $214 Shares 879 Est. Cost $226.42 Unrealized 0.0%
ETF SER SOLUTIONS 0.1%
Value ($000) $209 Shares 8,728 Est. Cost $24.85 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $208 Shares 373 Est. Cost $507.38 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $203 Shares 5,944 Est. Cost $34.16 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $183 Shares 12,011 Est. Cost $15.21 Unrealized
VALE VALE S A 0.1%
Value ($000) $181 Shares 14,889 Est. Cost $12.19 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $123 Shares 29,852 Est. Cost $4.11 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 900 Est. Cost $400.63 Unrealized