Fund HoldingsMILESTONE ASSET MANAGEMENT, LLC

Total Portfolio Value
$635.50M
Total Bought
$333.10M
Total Sold
$255.78M
Net Transaction
+$77.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,040,780+1,040,780038,0205.98%+38,020
ISHARES TR0291,854+291,854029,3814.62%+29,381
SPDR SERIES TRUST
ST STR RATE ETF
0796,500+796,500024,5723.87%+24,572
STATE STR SPDR S&P 500 ETF T(SPY)018,489+18,489013,8072.17%+13,807
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0395,577+395,577011,7571.85%+11,757
ISHARES TR7,80918,751+10,9425,10214,0432.21%+8,941
ISHARES TR
US TREAS BD ETF
0371,787+371,78708,4691.33%+8,469
ISHARES TR
SYSTEMATIC BD ET
093,640+93,64008,3071.31%+8,307
BLACKROCK ETF TRUST II0141,035+141,03507,0931.12%+7,093
BLACKROCK ETF TRUST II0132,518+132,51806,9361.09%+6,936
SPDR SERIES TRUST
ST STR P500VAL
0110,087+110,08706,6921.05%+6,692
DEERE & CO(DE)09,157+9,15705,8090.91%+5,809
AMGEN INC(AMGN)017,878+17,87806,4751.02%+6,475
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0149,442+149,44205,4700.86%+5,470
VERTIV HOLDINGS CO(VRT)016,157+16,15705,4100.85%+5,410
QUANTA SVCS INC07,090+7,09005,1050.80%+5,105
PEPSICO INC(PEP)036,847+36,84704,9890.79%+4,989
PROSHARES TR
PSHS ULT S&P 500
072,896+72,89604,9120.77%+4,912
ISHARES TR
0-5 YR TIPS ETF
043,300+43,30004,4240.70%+4,424
BLACKROCK ETF TRUST
ISHA I IN TE ETF
078,515+78,51504,1390.65%+4,139
ORACLE CORP(ORCL)027,689+27,68904,0580.64%+4,058
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0136,206+136,20603,8210.60%+3,821
ISHARES TR
CONV BD ETF
031,204+31,20403,7990.60%+3,799
BLACKROCK ETF TRUST
ISHA LA CORE ETF
062,995+62,99503,1730.50%+3,173
LAMAR ADVERTISING CO(LAMR)019,740+19,74003,0790.48%+3,079
TIDAL TRUST I0108,745+108,74503,0070.47%+3,007
ELI LILLY & CO(LLY)5,0996,415+1,3164,6917,6951.21%+3,004
SHOPIFY INC(SHOP)025,514+25,51402,9130.46%+2,913
TECHNIPFMC PLC(FTI)042,087+42,08702,7900.44%+2,790
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
039,582+39,58202,6750.42%+2,675
VODAFONE GROUP PLC(VOD)0187,543+187,54302,4800.39%+2,480
BLACKROCK ETF TRUST
ISHA US THEM ETF
056,002+56,00202,4140.38%+2,414
MICRON TECHNOLOGY INC(MU)2,7822,800+189403,2330.51%+2,293
NEOS ETF TRUST
NASDAQ 100 HIGH
34,56569,054+34,4891,7183,9220.62%+2,204
ISHARES TR60,30381,600+21,2974,1296,2110.98%+2,082
UNITEDHEALTH GROUP INC(UNH)010,910+10,91004,5350.71%+4,535
NEOS ETF TRUST
NEOS S&P 500 HI
62,68792,873+30,1863,0954,9310.78%+1,836
SCHWAB STRATEGIC TR0166,901+166,90105,6480.89%+5,648
ADVANCED MICRO DEVICES INC(AMD)06,950+6,95004,0380.64%+4,038
ALTRIA GROUP INC(MO)38,92459,252+20,3282,5694,2630.67%+1,695
NVIDIA CORPORATION(NVDA)053,310+53,310010,6671.68%+10,667
ISHARES TR032,354+32,35401,6140.25%+1,614
TERADYNE INC(TER)03,207+3,20701,5520.24%+1,552
LISTED FDS TR
SHARES LAG CAP
025,133+25,13301,4230.22%+1,423
CATERPILLAR INC(CAT)6,9115,933-9784,8966,3180.99%+1,422
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,258+7,25801,3830.22%+1,383
SCHWAB STRATEGIC TR19,50761,939+42,4325981,9640.31%+1,366
PROCTER & GAMBLE CO(PG)09,156+9,15601,3430.21%+1,343
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
018,247+18,24701,3190.21%+1,319
V2X INC(VVX)017,521+17,52101,3060.21%+1,306
ISHARES TR018,722+18,72201,3010.20%+1,301
JABIL INC(JBL)03,328+3,32801,2830.20%+1,283
CISCO SYS INC(CSCO)21,11824,690+3,5721,6392,9000.46%+1,262
SELECT SECTOR SPDR TR
ST STR FINL ETF
023,477+23,47701,2590.20%+1,259
VANECK ETF TRUST
IG FLOA RATE ETF
047,021+47,02101,2040.19%+1,204
SELECT SECTOR SPDR TR
ST STR CARE ETF
07,456+7,45601,1830.19%+1,183
INTERNATIONAL BUSINESS MACHS(IBM)011,240+11,24003,1610.50%+3,161
SPDR SERIES TRUST
ST BLOO HIGH ETF
011,939+11,93901,1510.18%+1,151
ARISTA NETWORKS INC(ANET)18,15319,705+1,5522,2293,3470.53%+1,119
INVESCO QQQ TR06,095+6,09504,4890.71%+4,489
AMPLIFY ETF TR026,298+26,29801,1050.17%+1,105
ISHARES TR011,895+11,89501,0780.17%+1,078
ISHARES TR55,96053,823-2,1376,3307,4021.16%+1,073
MERCK & CO INC(MRK)9,22816,957+7,7291,1102,1790.34%+1,069
TELEPHONE & DATA SYS INC(TDS)028,444+28,44401,0530.17%+1,053
EXPEDIA GROUP INC(EXPE)8,79512,045+3,2502,0313,0820.49%+1,051
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,917+8,91701,0460.16%+1,046
ETF SER SOLUTIONS
LHA MKT ST TACTL
0186,273+186,27307,9891.26%+7,989
MEDTRONIC PLC(MDT)012,648+12,64809890.16%+989
VISA INC(V)9,69811,378+1,6802,9313,9040.61%+972
BLACKROCK ETF TRUST
ISHARES US EQUIT
115,568113,015-2,5536,7247,6861.21%+962
AMPLIFY ETF TR5,13024,111+18,9812301,1020.17%+872
DISNEY WALT CO(DIS)22,67131,694+9,0232,1853,0510.48%+866
VANECK ETF TRUST
SEMICONDUCTR ETF
03,178+3,17802,0850.33%+2,085
JPMORGAN CHASE & CO(JPM)08,308+8,30802,7190.43%+2,719
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0127,319+127,31907,8251.23%+7,825
BERKSHIRE HATHAWAY INC DEL02+201,4980.24%+1,498
VANGUARD WHITEHALL FDS04,687+4,68707410.12%+741
BRISTOL-MYERS SQUIBB CO(BMY)123,709141,848+18,1397,5038,1731.29%+670
INTEL CORP(INTC)04,765+4,76506650.10%+665
SANDISK CORP(SNDK)40040002549090.14%+655
SELECT SECTOR SPDR TR
ST STR ENERG ETF
012,106+12,10606430.10%+643
ALIBABA GROUP HLDG LTD(BABA)06,532+6,53206270.10%+627
GLOBAL X FDS
RUSSELL 2000
038,353+38,35306130.10%+613
LISTED FDS TR
ROUN MA SEVE ETF
09,421+9,42106060.10%+606
INVESCO EXCH TRADED FD TR II24,44020,696-3,7442,7403,3430.53%+603
GOLDMAN SACHS ETF TR
NASDA 100 ETF
010,145+10,14506020.09%+602
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
144,309149,372+5,0635,5866,1870.97%+601
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
139,720144,262+4,5425,4406,0290.95%+589
VANGUARD INDEX FDS012,050+12,05001,0380.16%+1,038
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
132,733136,931+4,1985,4546,0290.95%+575
TESLA INC(TSLA)07,950+7,95003,3440.53%+3,344
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
0106,157+106,15705,3610.84%+5,361
WORKDAY INC(WDAY)4,8229,561+4,7396261,1700.18%+544
SPDR SERIES TRUST
ST STR BLO 1 ETF
05,871+5,87105380.08%+538
COREWEAVE INC(CRWV)09,308+9,30809270.15%+927
STATE STR SPDR S&P 500 ETF T(SPY)(Put)0700+7000523+523
SPOTIFY TECHNOLOGY S A(SPOT)01,138+1,13805220.08%+522
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
05,719+5,71905150.08%+515
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
144,180149,502+5,3225,9206,4351.01%+515
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