SEC Form 13F

MILESTONE ASSET MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$636,037,989
Positions262

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$38,019,6931,040,780
ISHARES TRSGOV0-3 MTH TREASURY$29,381,074291,854
SPDR SERIES TRUSTFLRNST STR RATE ETF$24,572,027796,500
APPLE INCAAPLCOM$19,113,35766,053
ISHARES TRIVVCORE S&P500 ETF$14,042,98718,751
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,807,30618,489
FIRST TR EXCHNG TRADED FD VIBUFDFT VEST DEEP ETF$11,756,549395,577
NVIDIA CORPORATIONNVDACOM$10,666,83053,310
ISHARES TRGOVTUS TREAS BD ETF$8,469,316371,787
ISHARES TRSYSBSYSTEMATIC BD ET$8,307,47993,640

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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