Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed January 28, 2026 · Accession 0001964722-26-000001

Total Value
$530.1M
Positions
269
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740F7551,015,060$34.8M6.56%
2SPDR SERIES TRUST78468R200768,929$23.6M4.46%
3PGIM ETF TR69344A107444,913$22.1M4.16%
4APPLE INCAAPL78,749$21.4M4.04%
5ISHARES TR46429B655367,231$18.7M3.52%
6ISHARES TR46436E718167,373$16.8M3.17%
7NVIDIA CORPORATIONNVDA86,479$16.1M3.04%
8ETF SER SOLUTIONS26922B105322,308$12.9M2.43%
9INVESCO QQQ TRIVZ20,548$12.6M2.38%
10FIRST TR EXCHNG TRADED FD VI33740U703445,880$12.6M2.38%
11MICROSOFT CORPMSFT23,077$11.2M2.11%
12PALANTIR TECHNOLOGIES INCPLTR60,546$10.8M2.03%
13VANGUARD INDEX FDS92290836316,987$10.7M2.01%
14JPMORGAN CHASE & CO.VYLD30,332$9.8M1.84%
15TIDAL TRUST I886364231317,934$7.9M1.48%
16J P MORGAN EXCHANGE TRADED F46641Q332126,512$7.2M1.37%
17ADVANCED MICRO DEVICES INCAMD33,042$7.1M1.33%
18J P MORGAN EXCHANGE TRADED F46654Q203121,285$7.0M1.33%
19WALMART INCWMT61,577$6.9M1.29%
20CROWDSTRIKE HLDGS INCCRWD13,134$6.2M1.16%
21ALPHABET INCGOOG19,412$6.1M1.15%
22GILEAD SCIENCES INCGILD48,566$6.0M1.12%
23ABBVIE INCABBV25,996$5.9M1.12%
24RTX CORPORATIONRTX31,692$5.8M1.10%
25INVESCO EXCH TRD SLF IDX FDIVZ292,467$5.7M1.08%
26FIRST TR EXCHNG TRADED FD VI33740F441136,619$5.6M1.06%
27FIRST TR EXCHNG TRADED FD VI33740U653134,654$5.3M1.00%
28FIRST TR EXCHNG TRADED FD VI33740U687131,378$5.2M0.98%
29FIRST TR EXCHNG TRADED FD VI33740U737124,426$5.2M0.97%
30BROADCOM INCAVGO14,004$4.8M0.91%
31FIRST TR EXCHANGE-TRADED FD33739Q70595,855$4.7M0.89%
32PIMCO ETF TR72201R83341,424$4.2M0.78%
33ISHARES TR46434V86081,274$4.1M0.77%
34INVESCO EXCH TRD SLF IDX FDIVZ168,676$3.9M0.74%
35VISTRA CORPVST23,902$3.9M0.73%
36SCHWAB STRATEGIC TR808524300116,718$3.8M0.72%
37PIMCO ETF TR72201R77540,288$3.8M0.71%
38TESLA INCTSLA8,131$3.7M0.69%
39INNOVATOR ETFS TRUSTINHD108,511$3.6M0.69%
40ISHARES TR46428867932,565$3.6M0.68%
41INNOVATOR ETFS TRUSTINHD81,225$3.2M0.61%
42WESTERN DIGITAL CORPWDC16,950$2.9M0.55%
43VISA INCV8,060$2.8M0.53%
44LAM RESEARCH CORPLRCX16,045$2.7M0.52%
45UNITEDHEALTH GROUP INCUNH8,307$2.7M0.52%
46ADOBE INCADBE7,477$2.6M0.49%
47INNOVATOR ETFS TRUSTINHD55,852$2.4M0.46%
48INTERNATIONAL BUSINESS MACHSINTR7,712$2.3M0.43%
49INNOVATOR ETFS TRUSTINHD45,319$2.3M0.43%
50BRISTOL-MYERS SQUIBB COCELG-RI41,723$2.3M0.42%
51NEOS ETF TRUST78433H30342,558$2.2M0.42%
52J P MORGAN EXCHANGE TRADED F46654Q72433,574$2.2M0.42%
53INNOVATOR ETFS TRUSTINHD59,937$2.2M0.42%
54SPDR GOLD TRGLD5,395$2.1M0.40%
55ISHARES TR46432F33910,650$2.1M0.40%
56DISNEY WALT CO25468710617,916$2.0M0.38%
57MPLX LPMPLXP37,432$2.0M0.38%
58ARISTA NETWORKS INCANET14,985$2.0M0.37%
59ALTRIA GROUP INCMO33,885$2.0M0.37%
60PIMCO ETF TR72201R58573,092$2.0M0.37%
61FIRST TR EXCHANGE-TRADED FD33738D87969,346$1.8M0.34%
62ISHARES TR46432F3967,149$1.8M0.34%
63CATERPILLAR INCCAT3,089$1.8M0.33%
64MEDPACE HLDGS INCMEDP3,137$1.8M0.33%
65COSTCO WHSL CORP NEW22160K1052,042$1.8M0.33%
66LOCKHEED MARTIN CORPLMT3,637$1.8M0.33%
67MARRIOTT INTL INC NEW5719032025,439$1.7M0.32%
68ISHARES TR46428987532,135$1.5M0.29%
69BERKSHIRE HATHAWAY INC DELBRK-A3,006$1.5M0.29%
70CHEVRON CORP NEWCVX9,586$1.5M0.28%
71ENTERPRISE PRODS PARTNERS L29379210745,158$1.4M0.27%
72META PLATFORMS INCMETA2,180$1.4M0.27%
73VERTEX PHARMACEUTICALS INCVRTX3,138$1.4M0.27%
74EXELIXIS INCEXEL31,677$1.4M0.26%
75PFIZER INCPFE54,734$1.4M0.26%
76LANTHEUS HLDGS INCLNTH20,172$1.3M0.25%
77VANECK ETF TRUST92189F6763,724$1.3M0.25%
78KINDER MORGAN INC DELEP-PC48,570$1.3M0.25%
79PACIRA BIOSCIENCES INCPCRX51,105$1.3M0.25%
80CISCO SYS INCCSCO16,626$1.3M0.24%
81ISHARES BITCOIN TRUST ETFIBIT25,464$1.3M0.24%
82PIMCO ETF TR72201R78312,996$1.2M0.23%
83WASTE MGMT INC DEL94106L1095,539$1.2M0.23%
84PAYPAL HLDGS INCPYPL20,773$1.2M0.23%
85ISHARES TR4642871508,020$1.2M0.22%
86PROCTER AND GAMBLE CO7427181098,298$1.2M0.22%
87ISHARES TR46428986718,032$1.2M0.22%
88SELECT SECTOR SPDR TR81369Y8038,128$1.2M0.22%
89PRESTIGE CONSMR HEALTHCARE I74112D10118,526$1.1M0.22%
90AMERICAN EXPRESS COAXP3,073$1.1M0.21%
91KRAFT HEINZ COKHC45,942$1.1M0.21%
92SPROUTS FMRS MKT INC85208M10213,934$1.1M0.21%
93KIMBERLY-CLARK CORPKMB10,867$1.1M0.21%
94IONQ INCIONQ-WT24,298$1.1M0.21%
95HEALTHEQUITY INCHQY11,778$1.1M0.20%
96AMPLIFY ETF TR03210866413,223$1.1M0.20%
97ISHARES TR46428743212,022$1.0M0.20%
98POST HLDGS INCPOST10,562$1.0M0.20%
99ISHARES U S ETF TR46431W70511,126$1.0M0.20%
100INNOVATOR ETFS TRUSTINHD25,854$1.0M0.19%
101SPDR S&P 500 ETF TRSPY1,511$1.0M0.19%
102VANECK ETF TRUST92189H74819,513$1.0M0.19%
103ISHARES TR46428865310,034$1.0M0.19%
104SELECT SECTOR SPDR TR81369Y2096,545$1.0M0.19%
105AMGEN INCAMGN3,082$1.0M0.19%
106ETFIS SER TR I26923G79856,075$998,1470.19%
107VANECK ETF TRUST92189F48638,981$993,2560.19%
108ISHARES TR46428746510,200$979,5090.18%
109PIMCO ETF TR72201R8179,989$977,4920.18%
110EXXON MOBIL CORPXOM8,093$973,9570.18%
111PIMCO STRATEGIC INCOME FD72200X104172,517$960,9200.18%
112MAIN STR CAP CORP56035L10415,872$958,5590.18%
113CARETRUST REIT INCCTRE25,564$924,4280.17%
114GE AEROSPACE3696043012,850$877,9500.17%
115VANGUARD SCOTTSDALE FDS92206C81311,565$877,2050.17%
116ISHARES TR46428951117,343$874,9540.17%
117VANGUARD BD INDEX FDS92193779312,241$850,9940.16%
118SPDR SERIES TRUST78464A36737,382$844,0860.16%
119ISHARES TR4642876553,411$839,6600.16%
120RBB FD INC74933W46016,529$827,6360.16%
121ELI LILLY & COLLY755$812,0680.15%
122SELECT SECTOR SPDR TR81369Y60514,586$798,8820.15%
123MARVELL TECHNOLOGY INCMRVL9,272$787,9470.15%
124ISHARES TR4642887603,600$772,9980.15%
125FIRST TR EXCHNG TRADED FD VI33740F51617,874$764,8280.14%
126LISTED FDS TR53656G49811,453$755,5020.14%
127BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.14%
128CIENA CORPCIEN3,200$748,3840.14%
129ISHARES TR4642872001,078$738,9680.14%
130SPDR SERIES TRUST78468R6638,058$736,3670.14%
131SPDR SERIES TRUST78464A28429,296$730,6420.14%
132ISHARES GOLD TRIAU8,966$727,7700.14%
133SALESFORCE INCCRM2,747$727,7590.14%
134SERVICENOW INCNOW4,545$696,2490.13%
135COGNIZANT TECHNOLOGY SOLUTIOCTSH8,330$691,3900.13%
136ISHARES SILVER TRSLV10,298$663,3970.13%
137SELECT SECTOR SPDR TR81369Y4075,422$647,5050.12%
138QUALCOMM INCQCOM3,748$641,2280.12%
139INNOVATOR ETFS TRUSTINHD12,873$637,9860.12%
140INNOVATOR ETFS TRUSTINHD14,588$630,9310.12%
141EA SERIES TRUST02072L47417,770$616,4680.12%
142ARK ETF TR00214Q1047,990$614,5910.12%
143NETFLIX INCNFLX6,537$612,9090.12%
144BLUEROCK PVT REAL ESTATE FD09631P10239,647$594,7050.11%
145GOLDMAN SACHS ETF TRNVGLF11,249$593,9760.11%
146NEOS ETF TRUST78433H67510,979$591,3820.11%
147COREWEAVE INCCRWV8,047$576,2460.11%
148KLA CORPKLAC467$567,4810.11%
149ISHARES TR46429B6975,507$518,6170.10%
150INNOVATOR ETFS TRUSTINHD14,030$513,1390.10%
151SELECT SECTOR SPDR TR81369Y50611,444$511,6810.10%
152INNOVATOR ETFS TRUSTINHD12,858$509,0480.10%
153DIAMONDBACK ENERGY INCFANG3,297$495,6460.09%
154MERCK & CO INCMRK4,699$494,6880.09%
155PIMCO ETF TR72201R5699,734$483,7310.09%
156GE VERNOVA INCGEV737$481,8540.09%
157TJX COS INC NEW8725401093,096$475,5770.09%
158ISHARES ETHEREUM TR46438R10521,024$471,5680.09%
159ISHARES TR4642872264,525$452,0070.09%
160INNOVATOR ETFS TRUSTINHD13,270$434,8580.08%
161VANGUARD INDEX FDS922908736884$431,5120.08%
162VANGUARD INDEX FDS9229087442,241$428,0090.08%
163UBIQUITI INCUI771$426,6560.08%
164SUPER MICRO COMPUTER INCSMCI14,093$412,5020.08%
165PGIM ETF TR69344A20611,402$404,5430.08%
166INNOVATOR ETFS TRUSTINHD10,141$396,7160.07%
167BANK NEW YORK MELLON CORP0640581003,373$391,5720.07%
168AMAZON COM INCAMZN1,681$388,0080.07%
169WISDOMTREE TRWT10,865$380,3840.07%
170SPDR SERIES TRUST78464A8544,632$371,5800.07%
171CARIBOU BIOSCIENCES INCCRBU231,799$368,5600.07%
172STANTEC INCSTN3,758$354,6050.07%
173ROBINHOOD MKTS INC7707001023,035$343,2590.06%
174GLOBAL X FDS37954Y48318,958$334,9990.06%
175ISHARES TR4642898593,722$333,4000.06%
176SSGA ACTIVE ETF TR78467V6088,005$330,3820.06%
177ALPHABET INCGOOG1,020$319,4700.06%
178BOEING COBA-PA1,471$319,3840.06%
179SELECT SECTOR SPDR TR81369Y3084,104$318,7990.06%
180FIRST TR EXCHNG TRADED FD VI33740U4979,702$318,6690.06%
181SELECT SECTOR SPDR TR81369Y8867,427$317,1000.06%
182PROSHARES TR74347R1075,265$304,9900.06%
183LEIDOS HOLDINGS INCLDOS1,686$304,1540.06%
184INNOVATOR ETFS TRUSTINHD10,272$286,0750.05%
185TAIWAN SEMICONDUCTOR MFG LTD874039100926$281,6810.05%
186PIMCO ETF TR72201R8665,372$281,5470.05%
187MICRON TECHNOLOGY INCMU932$266,2580.05%
188ROCKWELL AUTOMATION INCROK675$262,9100.05%
189VANGUARD INDEX FDS922908769764$256,4660.05%
190INNOVATOR ETFS TRUSTINHD6,962$256,0980.05%
191VANGUARD SPECIALIZED FUNDS9219088441,148$252,5200.05%
192FIRST TR EXCHNG TRADED FD VI33740U4228,058$244,7750.05%
193STRATEGY INCSTRK1,599$242,9680.05%
194INVESCO EXCHANGE TRADED FD TIVZ1,262$241,8220.05%
195FIDELITY MERRIMACK STR TR3161883095,162$237,6580.04%
196ASML HOLDING N VASMLF221$236,4390.04%
197CORNING INCGLW2,696$236,0720.04%
198INNOVATOR ETFS TRUSTINHD5,738$233,6450.04%
199PROSHARES TR74347R2063,242$228,2690.04%
200INNOVATOR ETFS TRUSTINHD5,705$227,9140.04%
201BITMINE IMMERSION TECNOLOGIE09175A2068,185$222,2250.04%
202FIRST TR EXCHNG TRADED FD VI33740F1366,733$219,8710.04%
203VERIZON COMMUNICATIONS INCVZ5,394$219,7250.04%
204GOLDMAN SACHS GROUP INCGSCE249$218,8710.04%
205ISHARES TR4642877211,066$212,8590.04%
206INNOVATOR ETFS TRUSTINHD8,099$212,2210.04%
207ISHARES TR464287101609$208,8690.04%
208ISHARES TR4642874402,152$206,9770.04%
209UNITED BANKSHARES INC WEST VUNTCW5,353$205,5550.04%
210IHS HOLDING LIMITEDIHS21,000$156,6600.03%
211BLACKBERRY LTDBB12,133$45,9840.01%
212OWENS & MINOR INC NEW69073210212,000$33,6000.01%
213NVIDIA CORPORATIONNVDA65$12,1230.00%
214APPLE INCAAPL38$10,3310.00%
215MICROSOFT CORPMSFT20$9,6720.00%
216AMAZON COM INCAMZN24$5,5400.00%
217ALPHABET INCGOOG16$5,0080.00%
218BROADCOM INCAVGO12$4,1530.00%
219META PLATFORMS INCMETA6$3,9610.00%
220ALPHABET INCGOOG12$3,7660.00%
221TESLA INCTSLA8$3,5980.00%
222JPMORGAN CHASE & CO.VYLD7$2,2560.00%
223ELI LILLY & COLLY2$2,1490.00%
224BERKSHIRE HATHAWAY INC DELBRK-A4$2,0110.00%
225VISA INCV5$1,7540.00%
226EXXON MOBIL CORPXOM13$1,5640.00%
227WALMART INCWMT13$1,4480.00%
228ABBVIE INCABBV5$1,1420.00%
229GE AEROSPACE3696043013$9240.00%
230PALANTIR TECHNOLOGIES INCPLTR5$8890.00%
231GOLDMAN SACHS GROUP INCGSCE1$8790.00%
232COSTCO WHSL CORP NEW22160K1051$8620.00%
233PROCTER AND GAMBLE CO7427181096$8600.00%
234ADVANCED MICRO DEVICES INCAMD4$8570.00%
235NETFLIX INCNFLX9$8440.00%
236MERCK & CO INCMRK8$8420.00%
237RTX CORPORATIONRTX4$7340.00%
238PFIZER INCPFE29$7220.00%
239CISCO SYS INCCSCO9$6930.00%
240UNITEDHEALTH GROUP INCUNH2$6600.00%
241TJX COS INC NEW8725401094$6140.00%
242CHEVRON CORP NEWCVX4$6100.00%
243INTERNATIONAL BUSINESS MACHSINTR2$5920.00%
244CATERPILLAR INCCAT1$5730.00%
245MICRON TECHNOLOGY INCMU2$5710.00%
246SALESFORCE INCCRM2$5300.00%
247GILEAD SCIENCES INCGILD4$4910.00%
248DISNEY WALT CO2546871064$4550.00%
249VERTEX PHARMACEUTICALS INCVRTX1$4530.00%
250VERIZON COMMUNICATIONS INCVZ11$4480.00%
251BOEING COBA-PA2$4340.00%
252ROCKWELL AUTOMATION INCROK1$3890.00%
253AMERICAN EXPRESS COAXP1$3700.00%
254ADOBE INCADBE1$3500.00%
255BANK NEW YORK MELLON CORP0640581003$3480.00%
256QUALCOMM INCQCOM2$3420.00%
257AMGEN INCAMGN1$3270.00%
258STRATEGY INCSTRK2$3040.00%
259ARISTA NETWORKS INCANET2$2620.00%
260ALTRIA GROUP INCMO4$2310.00%
261WASTE MGMT INC DEL94106L1091$2200.00%
262LEIDOS HOLDINGS INCLDOS1$1800.00%
263LAM RESEARCH CORPLRCX1$1710.00%
264MARVELL TECHNOLOGY INCMRVL2$1700.00%
265VISTRA CORPVST1$1610.00%
266KINDER MORGAN INC DELEP-PC5$1370.00%
267ROBINHOOD MKTS INC7707001021$1130.00%
268BRISTOL-MYERS SQUIBB COCELG-RI2$1080.00%
269SUPER MICRO COMPUTER INCSMCI1$290.00%