Fund HoldingsMILESTONE ASSET MANAGEMENT, LLC

Total Portfolio Value
$399.49M
Total Bought
$174.58M
Total Sold
$125.20M
Net Transaction
+$49.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,381,455+1,381,455039,95210.00%+39,952
SPDR SER TR
ST STR BLO 1 ETF
0310,757+310,757028,5217.14%+28,521
RBB FD INC
US TRSRY 6 MNTH
0560,340+560,340028,0627.02%+28,062
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0404,043+404,04309,8262.46%+9,826
PIMCO ETF TR
ACTIVE BD ETF
090,371+90,37108,2312.06%+8,231
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
102,290283,549+181,2593,4789,9222.48%+6,444
ISHARES TR
CORE UNIVRSL USD
098,805+98,80504,4681.12%+4,468
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0112,470+112,47004,4671.12%+4,467
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
0166,185+166,18504,3841.10%+4,384
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
054,662+54,66202,4990.63%+2,499
SPDR GOLD TR(GLD)010,211+10,21102,1960.55%+2,196
PIMCO ETF TR
INV GRD CRP BD
014,712+14,71201,3990.35%+1,399
MCKESSON CORP(MCK)02,386+2,38601,3940.35%+1,394
CHECK POINT SOFTWARE TECH LT
ORD
08,225+8,22501,3570.34%+1,357
CINTAS CORP(CTAS)01,882+1,88201,3180.33%+1,318
NVIDIA CORPORATION(NVDA)4,15240,426+36,2743,7524,9941.25%+1,243
CATERPILLAR INC(CAT)03,361+3,36101,1200.28%+1,120
INVESCO DB US DLR INDEX TR
BULLISH FD
036,879+36,87901,0740.27%+1,074
SPDR SER TR
ST BLOO HIGH ETF
011,118+11,11801,0480.26%+1,048
NORTHROP GRUMMAN CORP(NOC)02,332+2,33201,0170.25%+1,017
LOCKHEED MARTIN CORP(LMT)3,3915,409+2,0181,5422,5270.63%+984
WATERS CORP(WAT)03,386+3,38609820.25%+982
ISHARES SILVER TR(SLV)53,09982,225+29,1261,2082,1850.55%+977
PIMCO STRATEGIC INCOME FD86,714234,836+148,1225281,4580.37%+930
PALANTIR TECHNOLOGIES INC(PLTR)19,37954,142+34,7634461,3710.34%+926
PFIZER INC(PFE)21,22454,051+32,8275891,5120.38%+923
HUBBELL INC(HUBB)02,446+2,44608940.22%+894
VANECK ETF TRUST
CLO ETF
9,86726,428+16,5615211,3990.35%+878
PIMCO ETF TR
MULTISECTOR BD
032,755+32,75508400.21%+840
CORCEPT THERAPEUTICS INC(CORT)35,00651,599+16,5938821,6760.42%+795
EQUINOR ASA(EQNR)027,805+27,80507940.20%+794
NOVO-NORDISK A S(NVO)05,523+5,52307880.20%+788
JPMORGAN CHASE & CO.(JPM)4,0757,868+3,7938161,5910.40%+775
PROSHARES TR
PSHS ULT S&P 500
063,217+63,21705,2221.31%+5,222
PIMCO ETF TR
0-5 HIGH YIELD
07,400+7,40006860.17%+686
ADVANCED MICRO DEVICES INC(AMD)1,7165,882+4,1663109540.24%+644
PIMCO ETF TR
ENHAN SHRT MA AC
24,66731,019+6,3522,4803,1220.78%+642
CROWDSTRIKE HLDGS INC(CRWD)1,1212,613+1,4923591,0010.25%+642
GILEAD SCIENCES INC(GILD)12,26122,177+9,9168981,5220.38%+623
PETROLEO BRASILEIRO SA PETRO(PBR)052,882+52,88207660.19%+766
VALE S A068,413+68,41307640.19%+764
L3HARRIS TECHNOLOGIES INC(LHX)2,6605,034+2,3745671,1310.28%+564
LANCASTER COLONY CORP(MZTI)02,892+2,89205470.14%+547
CENCORA INC03,327+3,32707500.19%+750
CONSOLIDATED EDISON INC(ED)010,665+10,66509540.24%+954
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
104,860118,515+13,6553,4563,9901.00%+535
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
102,116114,236+12,1203,5174,0481.01%+531
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
95,109121,536+26,4272,3282,8420.71%+513
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
106,024118,669+12,6453,4954,0071.00%+512
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
61,91569,622+7,7073,3583,8640.97%+506
AMN HEALTHCARE SVCS INC09,595+9,59504920.12%+492
ISHARES TR08,533+8,53307990.20%+799
RTX CORPORATION(RTX)04,755+4,75504770.12%+477
ISHARES TR
MSCI INDIA ETF
27,75734,188+6,4311,4321,9070.48%+475
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
014,040+14,04004690.12%+469
ABBVIE INC(ABBV)05,434+5,43409320.23%+932
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
07,995+7,99504580.11%+458
ISHARES TR
CONV BD ETF
05,805+5,80504560.11%+456
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
07,467+7,46704500.11%+450
CARETRUST REIT INC(CTRE)027,813+27,81306980.17%+698
INTERNATIONAL BUSINESS MACHS(IBM)11,31414,793+3,4792,1612,5580.64%+398
PIMCO ETF TR
BROAD US TIPS
07,273+7,27303820.10%+382
PIMCO ETF TR
ENHNCD LW DUR AC
03,988+3,98803780.09%+378
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
64,97272,664+7,6923,7594,1191.03%+359
ISHARES TR20,32523,535+3,2102,2472,6010.65%+354
TESLA INC(TSLA)3,2494,528+1,2795718960.22%+325
VANGUARD INDEX FDS01,318+1,31803190.08%+319
ISHARES TR05,374+5,37403150.08%+315
EA SERIES TRUST
BRID CAP TAC ETF
42,35552,215+9,8601,1651,4780.37%+313
WASTE MGMT INC DEL(WM)03,315+3,31507070.18%+707
CISCO SYS INC(CSCO)27,87435,645+7,7711,3911,6940.42%+302
WISDOMTREE TR(WT)06,547+6,54702980.07%+298
COSTCO WHSL CORP NEW(COST)621854+2334557260.18%+271
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,255+6,25502570.06%+257
PACER FDS TR
TRENDPILOT 100
07,178+7,17805170.13%+517
DIAGEO PLC(DEO)01,990+1,99002510.06%+251
ISHARES TR02,834+2,83402490.06%+249
IONQ INC(IONQ)035,252+35,25202480.06%+248
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,775+2,77502450.06%+245
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,315+1,31502400.06%+240
CARMAX INC(KMX)03,258+3,25802390.06%+239
HOME DEPOT INC(HD)0683+68302350.06%+235
CARIBOU BIOSCIENCES INC0142,310+142,31002330.06%+233
SPDR S&P MIDCAP 400 ETF TR(MDY)0816+81604370.11%+437
BERKSHIRE HATHAWAY INC DEL02,049+2,04908340.21%+834
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,070+3,07002090.05%+209
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
63,37571,429+8,0543,4043,6090.90%+205
WALMART INC(WMT)9,46510,848+1,3835707350.18%+165
FIDELITY MERRIMACK STR TR8,98112,704+3,7234075710.14%+164
AMAZON COM INC(AMZN)3,3743,846+4726097430.19%+135
ISHARES INC24,75027,517+2,7671,0601,1830.30%+124
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,5532,629+763474570.11%+110
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
9,21011,470+2,2604024940.12%+92
TEXAS INSTRS INC(TXN)12,25911,416-8432,1362,2210.56%+85
BOOKING HOLDINGS INC(BKNG)8498+143053880.10%+84
VANGUARD INDEX FDS0930+93003480.09%+348
ISHARES TR37,02745,698+8,6711,0531,1310.28%+78
ISHARES TR019,820+19,82008520.21%+852
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,3937,011+6181,0831,1520.29%+69
ALPHABET INC(GOOG)03,295+3,29506000.15%+600
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