MILESTONE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRBU | 232K | $368.56K |
 | NVDA | 87K | $16.14M |
 | AAPL | 79K | $21.42M |
 | WMT | 62K | $6.86M |
 | PLTR | 61K | $10.76M |
 | PFE | 55K | $1.36M |
 | PCRX | 51K | $1.32M |
 | KMI | 49K | $1.34M |
 | GILD | 49K | $5.96M |
 | KHC | 46K | $1.11M |
 | EPD | 45K | $1.45M |
 | BMY | 42K | $2.25M |
 | MPLX | 37K | $2.00M |
 | MO | 34K | $1.95M |
 | AMD | 33K | $7.08M |
 | RTX | 32K | $5.81M |
 | EXEL | 32K | $1.39M |
 | JPM | 30K | $9.78M |
 | ABBV | 26K | $5.94M |
 | CTRE | 26K | $924.43K |
Caribou Biosciences, Inc.
CRBU
Shares Held
232K
Value
$368.56K
NVIDIA Corporation
NVDA
Shares Held
87K
Value
$16.14M
Apple Inc.
AAPL
Shares Held
79K
Value
$21.42M
Walmart Inc.
WMT
Shares Held
62K
Value
$6.86M
Palantir Technologies Inc.
PLTR
Shares Held
61K
Value
$10.76M
Pfizer Inc.
PFE
Shares Held
55K
Value
$1.36M
Pacira BioSciences, Inc.
PCRX
Shares Held
51K
Value
$1.32M
Kinder Morgan, Inc.
KMI
Shares Held
49K
Value
$1.34M
Gilead Sciences, Inc.
GILD
Shares Held
49K
Value
$5.96M
The Kraft Heinz Company
KHC
Shares Held
46K
Value
$1.11M
Enterprise Products Partners L.P.
EPD
Shares Held
45K
Value
$1.45M
Bristol-Myers Squibb Company
BMY
Shares Held
42K
Value
$2.25M
MPLX Lp
MPLX
Shares Held
37K
Value
$2.00M
Altria Group, Inc.
MO
Shares Held
34K
Value
$1.95M
Advanced Micro Devices, Inc.
AMD
Shares Held
33K
Value
$7.08M
RTX Corporation
RTX
Shares Held
32K
Value
$5.81M
Exelixis, Inc.
EXEL
Shares Held
32K
Value
$1.39M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.78M
AbbVie Inc.
ABBV
Shares Held
26K
Value
$5.94M
CareTrust REIT, Inc.
CTRE
Shares Held
26K
Value
$924.43K