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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

MILESTONE ASSET MANAGEMENT, LLC

Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001085146-25-001976

Total Value
$469.8M
Positions
343
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (343)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES U S ETF TR46431W705408,085$37.7M8.01%
2VANECK ETF TRUST92189F4861,230,100$31.4M6.69%
3FIRST TR EXCHNG TRADED FD VI33740F755992,632$29.5M6.27%
4INVESCO EXCH TRD SLF IDX FDIVZ1,275,761$29.4M6.26%
5SPDR SER TR78468R200828,836$25.5M5.44%
6PGIM ETF TR69344A107233,068$11.6M2.47%
7SPDR S&P 500 ETF TRSPY17,528$9.8M2.09%
8APPLE INCAAPL34,174$7.6M1.62%
9FIRST TR EXCHNG TRADED FD VI33740U703287,265$7.2M1.53%
10SPDR GOLD TRGLD24,568$7.1M1.51%
11SPDR SER TR78468R62272,305$6.9M1.47%
12GILEAD SCIENCES INCGILD59,615$6.7M1.42%
13INVESCO EXCH TRD SLF IDX FDIVZ288,736$6.0M1.27%
14NVIDIA CORPORATIONNVDA54,153$5.9M1.25%
15FIRST TR EXCHNG TRADED FD VI33740F441142,574$5.2M1.10%
16J P MORGAN EXCHANGE TRADED F46641Q33289,209$5.1M1.08%
17PHILIP MORRIS INTL INC71817210931,132$4.9M1.05%
18FIRST TR EXCHNG TRADED FD VI33740U653137,852$4.8M1.02%
19WALMART INCWMT54,371$4.8M1.02%
20J P MORGAN EXCHANGE TRADED F46654Q20389,441$4.6M0.99%
21JPMORGAN CHASE & CO.VYLD18,690$4.6M0.98%
22FIRST TR EXCHNG TRADED FD VI33740U737123,744$4.6M0.97%
23FIRST TR EXCHNG TRADED FD VI33740U687130,389$4.5M0.95%
24ETF SER SOLUTIONS26922B105136,401$4.4M0.94%
25AMERICAN EXPRESS COAXP15,704$4.2M0.90%
26FIRST TR EXCHANGE-TRADED FD33739Q70578,728$4.0M0.85%
27PIMCO ETF TR72201R78342,313$4.0M0.84%
28PIMCO ETF TR72201R77541,786$3.9M0.82%
29MICROSOFT CORPMSFT9,557$3.6M0.76%
30INNOVATOR ETFS TRUSTINHD110,191$3.5M0.74%
31SCHWAB STRATEGIC TR808524300136,547$3.4M0.73%
32BRISTOL-MYERS SQUIBB COCELG-RI53,527$3.3M0.69%
33PIMCO ETF TR72201R83332,183$3.2M0.69%
343M COMMM21,650$3.2M0.68%
35ISHARES TR46428867927,350$3.0M0.64%
36INNOVATOR ETFS TRUSTINHD87,281$3.0M0.64%
37MASTERCARD INCORPORATEDMA5,312$2.9M0.62%
38J P MORGAN EXCHANGE TRADED F46654Q72445,542$2.7M0.58%
39PALANTIR TECHNOLOGIES INCPLTR30,819$2.6M0.55%
40DISNEY WALT CO25468710625,884$2.6M0.54%
41INVESCO QQQ TRIVZ5,425$2.5M0.54%
42PROSHARES TR74347R10730,564$2.5M0.54%
43TESLA INCTSLA9,713$2.5M0.54%
44SELECT SECTOR SPDR TR81369Y88631,741$2.5M0.53%
45AUTOMATIC DATA PROCESSING INADP8,130$2.5M0.53%
46ISHARES GOLD TRIAU40,494$2.4M0.51%
47CHEVRON CORP NEWCVX13,557$2.3M0.48%
48INNOVATOR ETFS TRUSTINHD60,284$2.3M0.48%
49INNOVATOR ETFS TRUSTINHD48,633$2.1M0.46%
50INNOVATOR ETFS TRUSTINHD67,453$2.1M0.45%
51META PLATFORMS INCMETA3,501$2.0M0.43%
52SELECT SECTOR SPDR TR81369Y60539,007$1.9M0.41%
53CROWDSTRIKE HLDGS INCCRWD5,380$1.9M0.40%
54ALIBABA GROUP HLDG LTDBBAAY13,998$1.9M0.39%
55GUGGENHEIM STRATEGIC OPPORTUGOF117,333$1.8M0.39%
56TRAVELERS COMPANIES INCTRV6,572$1.7M0.37%
57VISA INCV4,953$1.7M0.37%
58ABBVIE INCABBV8,273$1.7M0.37%
59LOCKHEED MARTIN CORPLMT3,845$1.7M0.37%
60VANECK ETF TRUST92189F43759,280$1.7M0.36%
61ISHARES TR46435G47463,702$1.7M0.36%
62COSTCO WHSL CORP NEW22160K1051,775$1.7M0.36%
63PIMCO ETF TR72201R58561,317$1.6M0.34%
64NIKE INCNKE25,405$1.6M0.34%
65ADVANCED MICRO DEVICES INCAMD15,654$1.6M0.34%
66PIMCO ETF TR72201R81716,342$1.6M0.34%
67BERKSHIRE HATHAWAY INC DELBRK-A2,759$1.5M0.31%
68ISHARES TR46428987532,430$1.4M0.30%
69SPDR S&P 500 ETF TRSPY2,482$1.4M0.30%
70ARISTA NETWORKS INCANET17,880$1.4M0.29%
71KINDER MORGAN INC DELEP-PC48,367$1.4M0.29%
72SELECT SECTOR SPDR TR81369Y2099,430$1.4M0.29%
73SELECT SECTOR SPDR TR81369Y30816,616$1.4M0.29%
74FIRST TR EXCHANGE-TRADED FD33738D40831,965$1.3M0.28%
75PFIZER INCPFE50,915$1.3M0.27%
76ISHARES TR46428773913,363$1.3M0.27%
77SELECT SECTOR SPDR TR81369Y10014,739$1.3M0.27%
78ETFS GOLD TR00326A10442,405$1.3M0.27%
79ENTERPRISE PRODS PARTNERS L29379210734,212$1.2M0.25%
80INTERNATIONAL BUSINESS MACHSINTR4,577$1.1M0.24%
81INVESCO DB US DLR INDEX TRIVZ39,730$1.1M0.24%
82WASTE MGMT INC DEL94106L1094,852$1.1M0.24%
83SPDR SER TR78468R66311,902$1.1M0.23%
84PIMCO STRATEGIC INCOME FD72200X104165,583$1.0M0.22%
85CLOROX CO DELCLX6,811$1.0M0.21%
86ISHARES TR4642871508,193$999,7400.21%
87DIAGEO PLCDGEAF9,534$999,0680.21%
88CARETRUST REIT INCCTRE34,860$996,3060.21%
89FIRST TR EXCHNG TRADED FD VI33740F51626,129$984,2790.21%
90EXXON MOBIL CORPXOM8,199$975,1370.21%
91INNOVATOR ETFS TRUSTINHD27,897$965,7940.21%
92LAM RESEARCH CORPLRCX13,208$960,2280.20%
93AMGEN INCAMGN3,002$935,2850.20%
94IONQ INCIONQ-WT42,333$934,2890.20%
95ISHARES TR4642876554,651$927,9810.20%
96VANECK ETF TRUST92189H74817,176$907,5920.19%
97SERVICENOW INCNOW1,115$887,6960.19%
98ISHARES TR46428986715,092$868,8460.18%
99BLACKBERRY LTDBB228,658$862,0410.18%
100AMAZON COM INCAMZN4,279$814,1230.17%
101VANECK ETF TRUST92189F6763,849$814,1120.17%
102EA SERIES TRUST02072L47425,839$803,8970.17%
103BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.17%
104BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.17%
105RBB FD INC74933W46015,810$793,2200.17%
106BROADCOM INCAVGO4,625$774,3980.16%
107ELI LILLY & COLLY935$772,6680.16%
108VERIZON COMMUNICATIONS INCVZ17,008$771,5130.16%
109AMERICAN FINL GROUP INC OHIO0259321045,854$768,9260.16%
110SELECT SECTOR SPDR TR81369Y4073,881$766,4800.16%
111MICROSTRATEGY INCSTRK2,657$765,9330.16%
112NEOS ETF TRUST78433H30315,347$734,9680.16%
113ISHARES TR46435G1028,736$730,4180.16%
114SELECT SECTOR SPDR TR81369Y8526,984$673,6070.14%
115QUALCOMM INCQCOM4,279$657,3340.14%
116MAIN STR CAP CORP56035L10411,500$650,4460.14%
117SELECT SECTOR SPDR TR81369Y5066,828$638,0890.14%
118ALPHABET INCGOOG4,094$633,2130.13%
119ETFIS SER TR I26923G79829,882$628,1200.13%
120RTX CORPORATIONRTX4,650$616,0110.13%
121FIRST TR EXCHANGE-TRADED FD33738D87925,916$614,7380.13%
122FIRST TR EXCHNG TRADED FD VI33740F75520,688$614,2270.13%
123ALPS ETF TR00162Q67618,648$611,1010.13%
124FIRST TR EXCHNG TRADED FD VI33740U70324,218$604,2390.13%
125ISHARES TR4642887603,944$603,8430.13%
126INNOVATOR ETFS TRUSTINHD15,670$592,0130.13%
127GE AEROSPACE3696043012,939$588,3330.13%
128BROADCOM INCAVGO3,500$586,0050.12%
129INNOVATOR ETFS TRUSTINHD13,859$580,0800.12%
130ISHARES TR4642872001,009$567,4890.12%
131EMERSON ELEC COEMR5,132$562,6900.12%
132BOOKING HOLDINGS INCBKNG118$544,4180.12%
133TAIWAN SEMICONDUCTOR MFG LTD8740391003,229$536,1670.11%
134APPLIED MATLS INC0382221053,676$533,4720.11%
135HP INCHPQ19,069$528,0260.11%
136SALESFORCE INCCRM1,948$522,8020.11%
137TEXAS INSTRS INC8825081042,875$516,7180.11%
138ISHARES TR46429B6975,488$514,0530.11%
139DISNEY WALT CO2546871065,099$503,2710.11%
140LISTED FD TR53656G49810,713$491,3270.10%
141ELEVANCE HEALTH INCELV1,122$488,4410.10%
142VANECK ETF TRUST92189F41129,132$488,2540.10%
143CONSOLIDATED EDISON INCED4,360$482,1720.10%
144SCHWAB CHARLES CORPSCHW-PJ6,157$482,0020.10%
145GRAB HOLDINGS LIMITEDGRABW106,224$481,1950.10%
146CORNING INCGLW10,329$472,8880.10%
147INNOVATOR ETFS TRUSTINHD14,030$469,6940.10%
148CINTAS CORPCTAS2,272$466,9640.10%
149INNOVATOR ETFS TRUSTINHD12,858$460,3160.10%
150AIR PRODS & CHEMS INCAIIR1,524$449,4580.10%
151CATERPILLAR INCCAT1,362$449,4390.10%
152ZOOM COMMUNICATIONS INCZM6,080$448,5220.10%
153SPDR S&P 500 ETF TRSPY800$447,5120.10%
154ISHARES U S ETF TR46431W7054,753$438,5590.09%
155PGIM ETF TR69344A20612,456$433,7180.09%
156ISHARES BITCOIN TRUST ETFIBIT9,226$431,8690.09%
157ALPHABET INCGOOG2,751$429,7890.09%
158ISHARES TR4642878043,990$417,2510.09%
159OLD DOMINION FREIGHT LINE INODFL2,495$412,7980.09%
160LEIDOS HOLDINGS INCLDOS3,025$408,1940.09%
161STARBUCKS CORPSBUX4,139$406,0400.09%
162INNOVATOR ETFS TRUSTINHD13,589$405,7680.09%
163CHECK POINT SOFTWARE TECH LTM224651041,756$400,2280.09%
164INVESCO EXCHANGE TRADED FD TIVZ2,296$397,7690.08%
165HEWLETT PACKARD ENTERPRISE CHPE-PC25,646$395,7280.08%
166MONOLITHIC PWR SYS INC609839105681$395,0060.08%
167PIMCO ETF TR72201R4037,307$394,1160.08%
168SELECT SECTOR SPDR TR81369Y8031,903$393,0170.08%
169PROSHARES TR74347R1074,730$391,6130.08%
170VANGUARD INDEX FDS9229087442,267$391,6020.08%
171INVESCO EXCH TRD SLF IDX FDIVZ16,891$389,3380.08%
172GRAINGER W W INC384802104390$385,2540.08%
173JOHNSON & JOHNSONJNJ2,313$383,6720.08%
174TJX COS INC NEW8725401093,107$378,4330.08%
175INNOVATOR ETFS TRUSTINHD10,527$375,3930.08%
176SPDR S&P MIDCAP 400 ETF TRMDY683$364,7150.08%
177UNITEDHEALTH GROUP INCUNH692$362,5660.08%
178SPDR SER TR78468R8538,847$360,6340.08%
179IQVIA HLDGS INCIQV2,026$357,1840.08%
180PROCTER AND GAMBLE CO7427181092,093$356,8110.08%
181VANGUARD INDEX FDS922908736962$356,7290.08%
182MARRIOTT INTL INC NEW5719032021,486$353,9650.08%
183GLOBAL X FDS37954Y48320,891$347,4200.07%
184ISHARES TR4642888693,124$346,5300.07%
185SPDR SER TR78468R20011,157$343,8590.07%
186VANECK ETF TRUST92189F48613,395$342,2420.07%
187SCHWAB STRATEGIC TR80852479711,403$318,8280.07%
188CENCORA INCCOR1,139$316,8800.07%
189SPDR SER TR78464A8544,785$314,6620.07%
190EXELIXIS INCEXEL8,355$308,4670.07%
191CARIBOU BIOSCIENCES INCCRBU329,090$300,4920.06%
192CARMAX INCKMX3,735$291,0310.06%
193MCKESSON CORPMCK429$288,7130.06%
194PACER FDS TR69374H8815,145$281,7860.06%
195VANGUARD INDEX FDS9229087441,619$279,6660.06%
196PIMCO ETF TR72201R8665,291$272,7510.06%
197INNOVATOR ETFS TRUSTINHD10,272$270,1850.06%
198ISHARES TR4642876551,334$266,1200.06%
199INNOVATOR ETFS TRUSTINHD7,231$257,0620.05%
200HOME DEPOT INCHD698$255,8890.05%
201SPROUTS FMRS MKT INC85208M1021,661$253,5350.05%
202BJS WHSL CLUB HLDGS INC05550J1012,160$246,4560.05%
203VANGUARD INDEX FDS922908736650$241,2180.05%
204ISHARES TR4642898593,110$237,9150.05%
205ADOBE INCADBE610$233,9530.05%
206ISHARES TR4642872262,362$233,6490.05%
207ISHARES TR4642872262,338$231,3430.05%
208INNOVATOR ETFS TRUSTINHD7,063$228,7710.05%
209FIDELITY MERRIMACK STR TR3161883094,964$226,6070.05%
210ABRDN HEALTHCARE INVESTORSHQH13,746$223,2350.05%
211GE VERNOVA INCGEV727$221,9390.05%
212UNION PAC CORPUNP923$218,1950.05%
213INVESCO EXCH TRADED FD TR IIIVZ4,340$217,9980.05%
214INVESCO QQQ TRIVZ455$213,3590.05%
215FISERV INCFISV952$210,2300.04%
216INNOVATOR ETFS TRUSTINHD5,816$208,3290.04%
217UNITED THERAPEUTICS CORP DELUTHR673$207,4660.04%
218MOLINA HEALTHCARE INCMOH623$205,2100.04%
219PENUMBRA INCPEN766$204,8360.04%
220ARK ETF TR00214Q1044,216$200,5970.04%
221AIR PRODS & CHEMS INCAIIR675$199,2970.04%
222JANUS DETROIT STR TR47103U8453,745$189,9090.04%
223ETF SER SOLUTIONS26922B1055,646$182,4600.04%
224GLOBAL X FDS37954Y4754,567$180,3870.04%
225ISHARES TR46434V8603,560$180,3500.04%
226SPDR GOLD TRGLD615$177,2060.04%
227GLOBAL X FDS37954Y4754,376$172,8080.04%
228VANGUARD SPECIALIZED FUNDS921908844845$163,9570.03%
229PGIM ETF TR69344A1073,143$156,3010.03%
230ISHARES TR46434V8602,823$143,0130.03%
231PROSHARES TR74348A4671,379$140,9060.03%
232GLOBAL X FDS37954Y4838,429$140,1740.03%
233VANGUARD SPECIALIZED FUNDS921908844700$135,7930.03%
234JANUS DETROIT STR TR47103U8452,554$129,5130.03%
235INVESCO EXCH TRD SLF IDX FDIVZ5,412$111,9200.02%
236PROSHARES TR74348A467993$101,5480.02%
237FIDELITY MERRIMACK STR TR3161883091,865$85,1380.02%
238GILEAD SCIENCES INCGILD728$81,5720.02%
239ISHARES TR4642898751,813$79,5540.02%
240TESLA INCTSLA232$60,1250.01%
241PFIZER INCPFE2,331$59,0840.01%
242SCHWAB STRATEGIC TR8085243002,292$57,3920.01%
243PIMCO ETF TR72201R775620$57,3310.01%
244ISHARES TR464289867987$56,8220.01%
245VANECK ETF TRUST92189H7481,002$52,9460.01%
246SPDR SER TR78468R622515$49,1160.01%
247INNOVATOR ETFS TRUSTINHD1,273$43,6640.01%
248PHILIP MORRIS INTL INC718172109273$43,3750.01%
249INNOVATOR ETFS TRUSTINHD1,339$42,0180.01%
250J P MORGAN EXCHANGE TRADED F46654Q724689$41,1200.01%
251J P MORGAN EXCHANGE TRADED F46641Q332690$39,4270.01%
252J P MORGAN EXCHANGE TRADED F46654Q203693$35,8840.01%
253FIRST TR EXCHNG TRADED FD VI33740U737962$35,3730.01%
254FIRST TR EXCHNG TRADED FD VI33740F441969$35,1310.01%
255FIRST TR EXCHNG TRADED FD VI33740U6531,007$34,9880.01%
256FIRST TR EXCHNG TRADED FD VI33740U6871,013$34,7360.01%
257FIRST TR EXCHANGE-TRADED FD33739Q705654$33,0400.01%
258AMERICAN EXPRESS COAXP122$32,8240.01%
259KINDER MORGAN INC DELEP-PC1,133$32,3240.01%
260EXXON MOBIL CORPXOM263$31,2790.01%
261FIRST TR EXCHANGE-TRADED FD33738D8791,315$31,1920.01%
262VERIZON COMMUNICATIONS INCVZ683$30,9810.01%
263INNOVATOR ETFS TRUSTINHD684$30,1580.01%
264INNOVATOR ETFS TRUSTINHD795$29,8920.01%
265BRISTOL-MYERS SQUIBB COCELG-RI479$29,2140.01%
266INNOVATOR ETFS TRUSTINHD913$28,6590.01%
2673M COMMM194$28,4910.01%
268HP INCHPQ949$26,2780.01%
269PIMCO ETF TR72201R783276$25,8500.01%
270WALMART INCWMT288$25,2840.01%
271APPLE INCAAPL113$25,1010.01%
272PIMCO ETF TR72201R833245$24,6520.01%
273ISHARES TR464288679218$24,0800.01%
274PIMCO ETF TR72201R585898$23,6620.01%
275PIMCO ETF TR72201R817244$23,6120.01%
276SELECT SECTOR SPDR TR81369Y886282$22,2360.00%
277ISHARES TR464289859286$21,8790.00%
278JPMORGAN CHASE & CO.VYLD89$21,8320.00%
279MASTERCARD INCORPORATEDMA39$21,3770.00%
280AUTOMATIC DATA PROCESSING INADP69$21,0820.00%
281ISHARES GOLD TRIAU251$14,7990.00%
282SELECT SECTOR SPDR TR81369Y100141$12,1440.00%
283TRAVELERS COMPANIES INCTRV45$11,9010.00%
284SELECT SECTOR SPDR TR81369Y20981$11,8270.00%
285CLOROX CO DELCLX80$11,7800.00%
286NIKE INCNKE185$11,7440.00%
287ISHARES TR46428715093$11,3470.00%
288SELECT SECTOR SPDR TR81369Y308138$11,2700.00%
289ISHARES BITCOIN TRUST ETFIBIT231$10,8130.00%
290SELECT SECTOR SPDR TR81369Y605215$10,7280.00%
291ALIBABA GROUP HLDG LTDBBAAY81$10,7110.00%
292ISHARES TR464287739107$10,2740.00%
293NVIDIA CORPORATIONNVDA83$8,9960.00%
294GUGGENHEIM STRATEGIC OPPORTUGOF534$8,3140.00%
295VANECK ETF TRUST92189F437286$8,2540.00%
296ISHARES TR46435G474307$8,2250.00%
297FIRST TR EXCHANGE-TRADED FD33738D408199$8,1670.00%
298META PLATFORMS INCMETA14$8,0690.00%
299INNOVATOR ETFS TRUSTINHD228$7,8930.00%
300INNOVATOR ETFS TRUSTINHD206$7,7830.00%
301AMERICAN FINL GROUP INC OHIO02593210458$7,6180.00%
302ARISTA NETWORKS INCANET90$6,9730.00%
303INVESCO DB US DLR INDEX TRIVZ240$6,8500.00%
304ENTERPRISE PRODS PARTNERS L293792107181$6,1790.00%
305PIMCO ETF TR72201R403107$5,7710.00%
306NEOS ETF TRUST78433H303118$5,6510.00%
307MAIN STR CAP CORP56035L10486$4,8640.00%
308INTERNATIONAL BUSINESS MACHSINTR19$4,7250.00%
309BJS WHSL CLUB HLDGS INC05550J10141$4,6780.00%
310ETFIS SER TR I26923G798221$4,6450.00%
311CHEVRON CORP NEWCVX27$4,5170.00%
312EXELIXIS INCEXEL121$4,4670.00%
313PROCTER AND GAMBLE CO74271810925$4,2610.00%
314MCKESSON CORPMCK6$4,0380.00%
315PENUMBRA INCPEN15$4,0110.00%
316MOLINA HEALTHCARE INCMOH12$3,9530.00%
317SPROUTS FMRS MKT INC85208M10225$3,8160.00%
318CONSOLIDATED EDISON INCED34$3,7600.00%
319EMERSON ELEC COEMR33$3,6180.00%
320UNITED THERAPEUTICS CORP DELUTHR11$3,3910.00%
321ISHARES TR4642872006$3,3710.00%
322VANECK ETF TRUST92189F67614$2,9610.00%
323RBB FD INC74933W46058$2,9550.00%
324VANECK ETF TRUST92189F411168$2,8160.00%
325SPDR SER TR78468R66330$2,8140.00%
326VISA INCV7$2,4530.00%
327CATERPILLAR INCCAT7$2,3090.00%
328SPDR SER TR78468R85351$2,1050.00%
329ISHARES TR46428780419$2,0190.00%
330ISHARES TR46428886918$2,0120.00%
331ISHARES TR46429B69720$1,8730.00%
332QUALCOMM INCQCOM12$1,8430.00%
333LAM RESEARCH CORPLRCX25$1,8300.00%
334CORNING INCGLW38$1,7400.00%
335ZOOM COMMUNICATIONS INCZM23$1,6970.00%
336APPLIED MATLS INC03822210511$1,5960.00%
337SELECT SECTOR SPDR TR81369Y4078$1,5890.00%
338HEWLETT PACKARD ENTERPRISE CHPE-PC97$1,4970.00%
339MICROSTRATEGY INCSTRK5$1,4410.00%
340SELECT SECTOR SPDR TR81369Y50613$1,2150.00%
341SALESFORCE INCCRM4$1,0730.00%
342TEXAS INSTRS INC8825081040$430.00%
343GE AEROSPACE3696043010$50.00%