StockDriftsStockDriftsTop 50 Milestone Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 6.87% | 370.0K | $37.2M | +121.09%(+202.67K) | $100.53(-0.10%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6.54% | 1.05M | $35.5M | +3.43%(+34.83K) | $27.24(+31.37%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 3.77% | 412.9K | $20.4M | -7.21%(-32.06K) | $49.71(-0.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.55% | 76.0K | $19.3M | -3.55%(-2.80K) | $229.33(+23.92%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 3.18% | 561.3K | $17.3M | -27.00%(-207.60K) | $30.80(-0.15%) | 2026-03-31 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 2.28% | 442.5K | $12.4M | -0.76%(-3.39K) | $24.65(+18.74%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.66% | 51.6K | $9.0M | -40.33%(-34.90K) | $122.71(+60.14%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.38% | 123.7K | $7.5M | +196.49%(+81.98K) | $57.02(-0.13%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.37% | 131.0K | $7.4M | +3.57%(+4.51K) | $56.79(-0.52%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.29% | 126.3K | $7.0M | +4.10%(+4.97K) | $52.29(+12.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.31% | +16.78% |
| Top 20 Holdings Unweighted | +7.44% | +24.02% |
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