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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 Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004536

Total Value
$473.3M
Positions
257
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1PGIM ETF TR69344A107858,521$42.7M9.03%
2INVESCO EXCH TRD SLF IDX FDIVZ1,586,241$36.6M7.73%
3FIRST TR EXCHNG TRADED FD VI33740F7551,062,106$33.8M7.14%
4SPDR SERIES TRUST78468R2001,057,565$32.6M6.89%
5FIRST TR EXCHNG TRADED FD VI33740U703418,721$11.1M2.35%
6SPDR SERIES TRUST78468R663112,383$10.3M2.18%
7RBB FD INC74933W460200,214$10.0M2.12%
8ISHARES TR46434V860186,290$9.4M1.99%
9MICROSOFT CORPMSFT16,926$8.4M1.78%
10APPLE INCAAPL40,290$8.3M1.75%
11VANGUARD INDEX FDS92290836314,307$8.1M1.72%
12NVIDIA CORPORATIONNVDA50,511$8.0M1.69%
13INVESCO QQQ TRIVZ14,418$8.0M1.68%
14SPDR GOLD TRGLD22,567$6.9M1.45%
15INVESCO EXCH TRD SLF IDX FDIVZ300,089$6.2M1.31%
16FIRST TR EXCHNG TRADED FD VI33740F441146,087$5.7M1.21%
17J P MORGAN EXCHANGE TRADED F46641Q332100,190$5.7M1.20%
18J P MORGAN EXCHANGE TRADED F46654Q203101,173$5.5M1.16%
19FIRST TR EXCHNG TRADED FD VI33740U653141,703$5.2M1.11%
20ETF SER SOLUTIONS26922B105137,114$5.1M1.08%
21FIRST TR EXCHNG TRADED FD VI33740U737127,237$5.0M1.05%
22FIRST TR EXCHNG TRADED FD VI33740U687134,951$4.9M1.04%
23GE AEROSPACE36960430118,630$4.8M1.01%
24CINTAS CORPCTAS20,614$4.6M0.97%
25META PLATFORMS INCMETA5,971$4.4M0.93%
26INTUITINTU5,254$4.1M0.87%
27FIRST TR EXCHANGE-TRADED FD33739Q70583,008$4.1M0.86%
28VISTRA CORPVST20,946$4.1M0.86%
29PIMCO ETF TR72201R77542,962$4.0M0.84%
30AXON ENTERPRISE INCAXON4,774$4.0M0.84%
31QUANTA SVCS INC74762E10210,073$3.8M0.80%
32AUTOMATIC DATA PROCESSING INADP11,459$3.5M0.75%
33INNOVATOR ETFS TRUSTINHD110,095$3.5M0.75%
34PIMCO ETF TR72201R83333,276$3.3M0.71%
35PALANTIR TECHNOLOGIES INCPLTR24,263$3.3M0.70%
36ISHARES TR46428867928,255$3.1M0.66%
37INNOVATOR ETFS TRUSTINHD85,322$3.1M0.66%
38CROWDSTRIKE HLDGS INCCRWD5,911$3.0M0.64%
39TESLA INCTSLA9,171$2.9M0.62%
40ADVANCED MICRO DEVICES INCAMD18,846$2.7M0.57%
41VISA INCV6,999$2.5M0.53%
42INNOVATOR ETFS TRUSTINHD58,632$2.3M0.50%
43INNOVATOR ETFS TRUSTINHD48,599$2.3M0.48%
44INNOVATOR ETFS TRUSTINHD67,307$2.3M0.48%
45GILEAD SCIENCES INCGILD19,595$2.2M0.46%
46SCHWAB STRATEGIC TR80852430071,923$2.1M0.44%
47PIMCO ETF TR72201R58575,897$2.0M0.43%
48JPMORGAN CHASE & CO.VYLD6,655$1.9M0.41%
49INTERNATIONAL BUSINESS MACHSINTR6,461$1.9M0.40%
50DISNEY WALT CO25468710615,149$1.9M0.40%
51VANGUARD SCOTTSDALE FDS92206C77134,889$1.6M0.34%
52SCHWAB STRATEGIC TR80852483969,406$1.6M0.34%
53SPDR SERIES TRUST78464A64962,925$1.6M0.34%
54PIMCO ETF TR72201R81716,365$1.6M0.34%
55ABBVIE INCABBV8,502$1.6M0.33%
56PROSHARES TR74347B20144,802$1.6M0.33%
57ISHARES TR46428987534,039$1.6M0.33%
58ARISTA NETWORKS INCANET15,035$1.5M0.33%
59LOCKHEED MARTIN CORPLMT3,279$1.5M0.32%
60COSTCO WHSL CORP NEW22160K1051,521$1.5M0.32%
61ENTERPRISE PRODS PARTNERS L29379210748,328$1.5M0.32%
62WALMART INCWMT15,185$1.5M0.31%
63MARRIOTT INTL INC NEW5719032025,403$1.5M0.31%
64ISHARES TR46428858815,580$1.5M0.31%
65ISHARES TR46428722614,020$1.4M0.29%
66LAM RESEARCH CORPLRCX13,443$1.3M0.28%
67PFIZER INCPFE53,416$1.3M0.27%
68BERKSHIRE HATHAWAY INC DELBRK-A2,613$1.3M0.27%
69CHEVRON CORP NEWCVX8,796$1.3M0.27%
70ISHARES TR46428744012,814$1.2M0.26%
71NEOS ETF TRUST78433H30324,157$1.2M0.26%
72J P MORGAN EXCHANGE TRADED F46654Q72419,200$1.2M0.25%
73ISHARES TR46428743213,122$1.2M0.24%
74KINDER MORGAN INC DELEP-PC39,168$1.2M0.24%
75VANECK ETF TRUST92189F6764,090$1.1M0.24%
76ISHARES TR46428865311,175$1.1M0.24%
77VERTEX PHARMACEUTICALS INCVRTX2,547$1.1M0.24%
78NIKE INCNKE15,625$1.1M0.23%
79PIMCO STRATEGIC INCOME FD72200X104158,923$1.1M0.23%
80ISHARES TR4642871508,051$1.1M0.23%
81WASTE MGMT INC DEL94106L1094,720$1.1M0.23%
82VANGUARD TAX-MANAGED FDS92194385818,567$1.1M0.22%
83ISHARES TR46428986716,688$1.0M0.22%
84INNOVATOR ETFS TRUSTINHD27,368$1.0M0.22%
85AMPLIFY ETF TR03210866411,796$1.0M0.22%
86FIRST TR EXCHNG TRADED FD VI33740F51625,276$1.0M0.21%
87ISHARES TR46432F3395,485$1.0M0.21%
88MAIN STR CAP CORP56035L10416,867$996,8630.21%
89FIRST TR EXCHANGE-TRADED FD33738D87940,171$992,6250.21%
90MICROSTRATEGY INCSTRK2,440$986,3210.21%
91IONQ INCIONQ-WT22,926$985,1300.21%
92ISHARES TR46429B65519,303$984,8390.21%
93ETFIS SER TR I26923G79847,581$974,5540.21%
94ALTRIA GROUP INCMO16,560$970,9130.21%
95PIMCO ETF TR72201R7839,938$944,2720.20%
96SPDR S&P 500 ETF TRSPY1,515$936,1940.20%
97CISCO SYS INCCSCO13,315$923,8330.20%
98SELECT SECTOR SPDR TR81369Y8033,645$923,0770.20%
99VANECK ETF TRUST92189H74816,872$893,3960.19%
100AMERICAN EXPRESS COAXP2,784$888,2570.19%
101AMGEN INCAMGN3,179$887,6150.19%
102ISHARES TR46432F3963,622$870,4390.18%
103ISHARES TR4642876554,028$869,2420.18%
104EXXON MOBIL CORPXOM7,921$853,9360.18%
105NOVO-NORDISK A SNONOF11,945$824,4440.17%
106KROGER COKR11,314$811,5530.17%
107EXPEDIA GROUP INCEXPE4,811$811,5190.17%
108CATERPILLAR INCCAT2,081$808,0620.17%
109T-MOBILE US INCTMUSZ3,338$795,3240.17%
110CARETRUST REIT INCCTRE25,688$786,0690.17%
111BLACKBERRY LTDBB170,384$780,3590.16%
112JD.COM INCJDCMF23,903$780,1940.16%
113BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.15%
114SALESFORCE INCCRM2,594$707,3610.15%
115VANECK ETF TRUST92189F41142,945$699,1580.15%
116VERIZON COMMUNICATIONS INCVZ16,148$698,7530.15%
117EA SERIES TRUST02072L47420,601$679,0520.14%
118ISHARES U S ETF TR46431W7057,295$674,1440.14%
119VANECK ETF TRUST92189F48625,803$657,9770.14%
120SERVICENOW INCNOW631$648,7180.14%
121ISHARES TR4642887603,373$636,4560.13%
122ISHARES BITCOIN TRUST ETFIBIT10,376$635,1150.13%
123ISHARES TR4642872001,017$631,8090.13%
124RTX CORPORATIONRTX4,316$630,2550.13%
125INNOVATOR ETFS TRUSTINHD15,454$625,2690.13%
126INNOVATOR ETFS TRUSTINHD13,739$620,4530.13%
127SELECT SECTOR SPDR TR81369Y60511,669$611,1120.13%
128TEXAS INSTRS INC8825081042,926$607,5280.13%
129SELECT SECTOR SPDR TR81369Y4072,771$602,3110.13%
130DIAMONDBACK ENERGY INCFANG4,381$602,0000.13%
131APPLIED MATLS INC0382221053,273$599,1880.13%
132HP INCHPQ23,580$576,7720.12%
133QUALCOMM INCQCOM3,567$568,2160.12%
134SHOPIFY INCSHOP4,766$549,7580.12%
135LISTED FDS TR53656G4989,510$527,5550.11%
136MARVELL TECHNOLOGY INCMRVL6,758$523,0690.11%
137ESTABLISHMENT LABS HLDGS INCESTA12,235$522,5570.11%
138CARIBOU BIOSCIENCES INCCRBU409,562$516,0480.11%
139ISHARES TR46429B6975,496$515,9560.11%
140SELECT SECTOR SPDR TR81369Y5066,073$515,0650.11%
141SPDR SERIES TRUST78464A15115,772$514,0090.11%
142ALPS ETF TR00162Q67615,785$508,9220.11%
143GRAB HOLDINGS LIMITEDGRABW101,047$508,2660.11%
144ZOOM COMMUNICATIONS INCZM6,494$506,4020.11%
145PGIM ETF TR69344A20614,035$498,1020.11%
146MONOLITHIC PWR SYS INC609839105668$488,5620.10%
147INNOVATOR ETFS TRUSTINHD14,030$487,6830.10%
148INNOVATOR ETFS TRUSTINHD12,858$485,8810.10%
149OLD DOMINION FREIGHT LINE INODFL2,884$468,0730.10%
150ADOBE INCADBE1,209$467,7380.10%
151ALPHABET INCGOOG2,541$450,7480.10%
152GODADDY INCGDDY2,502$450,5100.10%
153LEIDOS HOLDINGS INCLDOS2,764$436,0490.09%
154GLOBAL X FDS37954Y48325,756$430,6400.09%
155INVESCO EXCHANGE TRADED FD TIVZ2,364$429,7000.09%
156INNOVATOR ETFS TRUSTINHD13,589$425,3360.09%
157SPDR S&P MIDCAP 400 ETF TRMDY717$406,2070.09%
158ISHARES GOLD TRIAU6,475$403,7810.09%
159GRAINGER W W INC384802104387$402,5730.09%
160INNOVATOR ETFS TRUSTINHD10,527$392,5520.08%
161ELI LILLY & COLLY498$388,2680.08%
162GE VERNOVA INCGEV727$384,7500.08%
163TJX COS INC NEW8725401093,096$382,3250.08%
164JOHNSON & JOHNSONJNJ2,322$354,6930.07%
165EXELIXIS INCEXEL7,951$350,4410.07%
166SPDR SERIES TRUST78464A8544,807$349,4430.07%
167ISHARES SILVER TRSLV10,602$347,8520.07%
168ETFS GOLD TR00326A10410,914$344,2280.07%
169VANGUARD INDEX FDS9229087691,114$338,8680.07%
170VANGUARD INDEX FDS922908736751$329,4580.07%
171VANGUARD INDEX FDS9229087441,836$324,4950.07%
172FIRST TR EXCHNG TRADED FD VI33740U49710,285$324,2860.07%
173AMAZON COM INCAMZN1,470$322,5030.07%
174ARK ETF TR00214Q1044,530$318,4140.07%
175SCHWAB STRATEGIC TR80852479711,403$302,1800.06%
176BROADCOM INCAVGO1,087$299,7230.06%
177MERCK & CO INCMRK3,776$298,9320.06%
178ISHARES TR4642898593,476$289,8980.06%
179SPROUTS FMRS MKT INC85208M1021,713$282,0280.06%
180PACER FDS TR69374H8815,072$279,4860.06%
181INNOVATOR ETFS TRUSTINHD10,272$277,4470.06%
182PROSHARES TR74347R1072,790$272,7350.06%
183PIMCO ETF TR72201R8665,291$271,7460.06%
184INNOVATOR ETFS TRUSTINHD7,207$271,0550.06%
185COCA COLA COKO3,582$253,4270.05%
186INNOVATOR ETFS TRUSTINHD7,063$242,3360.05%
187FIRST TR EXCHNG TRADED FD VI33740U4228,058$236,0990.05%
188FAIR ISAAC CORPFICO123$224,8390.05%
189ROCKWELL AUTOMATION INCROK670$222,8500.05%
190INNOVATOR ETFS TRUSTINHD5,816$221,0660.05%
191CENCORA INCCOR729$218,5910.05%
192PROSHARES TR74347R2061,852$217,9990.05%
193BJS WHSL CLUB HLDGS INC05550J1012,018$217,6010.05%
194UNION PAC CORPUNP917$211,0590.04%
195SELECT SECTOR SPDR TR81369Y8521,923$208,7030.04%
196GUGGENHEIM STRATEGIC OPPORTUGOF13,835$206,0030.04%
197BOEING COBA-PA975$204,2920.04%
198PENUMBRA INCPEN790$202,7380.04%
199FIDELITY MERRIMACK STR TR3161883094,383$200,5220.04%
200ABRDN HEALTHCARE INVESTORSHQH11,913$184,5320.04%
201TIDAL TR II88636J44412,930$105,6380.02%
202NVIDIA CORPORATIONNVDA66$10,4270.00%
203MICROSOFT CORPMSFT20$9,9480.00%
204APPLE INCAAPL38$7,7960.00%
205AMAZON COM INCAMZN22$4,8270.00%
206META PLATFORMS INCMETA6$4,4290.00%
207BROADCOM INCAVGO11$3,0320.00%
208TESLA INCTSLA7$2,2240.00%
209VISA INCV6$2,1300.00%
210JPMORGAN CHASE & CO.VYLD7$2,0290.00%
211BERKSHIRE HATHAWAY INC DELBRK-A4$1,9430.00%
212ALPHABET INCGOOG10$1,7740.00%
213ELI LILLY & COLLY2$1,5590.00%
214EXXON MOBIL CORPXOM12$1,2940.00%
215WALMART INCWMT11$1,0760.00%
216JOHNSON & JOHNSONJNJ7$1,0690.00%
217COSTCO WHSL CORP NEW22160K1051$9900.00%
218ABBVIE INCABBV5$9280.00%
219COCA COLA COKO12$8490.00%
220INTUITINTU1$7880.00%
221GE AEROSPACE3696043013$7720.00%
222PFIZER INCPFE29$7030.00%
223PALANTIR TECHNOLOGIES INCPLTR5$6820.00%
224MERCK & CO INCMRK8$6330.00%
225TEXAS INSTRS INC8825081043$6230.00%
226TJX COS INC NEW8725401095$6170.00%
227INTERNATIONAL BUSINESS MACHSINTR2$5900.00%
228RTX CORPORATIONRTX4$5840.00%
229CHEVRON CORP NEWCVX4$5730.00%
230CISCO SYS INCCSCO8$5550.00%
231SALESFORCE INCCRM2$5450.00%
232VERIZON COMMUNICATIONS INCVZ12$5190.00%
233DISNEY WALT CO2546871064$4960.00%
234LOCKHEED MARTIN CORPLMT1$4630.00%
235CINTAS CORPCTAS2$4460.00%
236VERTEX PHARMACEUTICALS INCVRTX1$4450.00%
237GILEAD SCIENCES INCGILD4$4430.00%
238ADVANCED MICRO DEVICES INCAMD3$4260.00%
239BOEING COBA-PA2$4190.00%
240MICROSTRATEGY INCSTRK1$4040.00%
241ADOBE INCADBE1$3870.00%
242QUANTA SVCS INC74762E1021$3780.00%
243ROCKWELL AUTOMATION INCROK1$3320.00%
244AMERICAN EXPRESS COAXP1$3190.00%
245QUALCOMM INCQCOM2$3190.00%
246AUTOMATIC DATA PROCESSING INADP1$3080.00%
247AMGEN INCAMGN1$2790.00%
248T-MOBILE US INCTMUSZ1$2380.00%
249ALTRIA GROUP INCMO4$2350.00%
250UNION PAC CORPUNP1$2300.00%
251WASTE MGMT INC DEL94106L1091$2290.00%
252NIKE INCNKE3$2130.00%
253ARISTA NETWORKS INCANET2$2050.00%
254LEIDOS HOLDINGS INCLDOS1$1580.00%
255MARVELL TECHNOLOGY INCMRVL2$1550.00%
256KINDER MORGAN INC DELEP-PC5$1470.00%
257KROGER COKR2$1430.00%