Stock Taper 
MILESTONE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 7.95K | $3.34M |
 JPMorgan Chase & Co. | JPM | 8.31K | $2.72M |
 The Procter & Gamble Company | PG | 9.16K | $1.34M |
 Deere & Company | DE | 9.16K | $5.81M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 9.31K | $926.52K |
 Workday, Inc. | WDAY | 9.56K | $1.17M |
 Netflix, Inc. | NFLX | 9.88K | $705.29K |
 Microsoft Corporation | MSFT | 10.37K | $3.87M |
 Gilead Sciences, Inc. | GILD | 10.51K | $1.33M |
 UnitedHealth Group Incorporated | UNH | 10.91K | $4.53M |
 International Business Machines Corporation | IBM | 11.24K | $3.16M |
 Visa Inc. | V | 11.38K | $3.9M |
 ServiceNow, Inc. | NOW | 11.81K | $1.17M |
 Pfizer Inc. | PFE | 11.92K | $287.15K |
 Expedia Group, Inc. | EXPE | 12.04K | $3.08M |
 Medtronic plc | MDT | 12.65K | $989.45K |
 Walmart Inc. | WMT | 13.15K | $1.49M |
 Lantheus Holdings, Inc. | LNTH | 13.86K | $1.54M |
 HealthEquity, Inc. | HQY | 14.81K | $1.34M |
 Vertiv Holdings Co | VRT | 16.16K | $5.41M |