Milestone Asset Management, LLC
Milestone Asset Management, LLC is an SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm provides investment advisory services to a range of individual clients, including both high-net-worth and non-high-net-worth individuals, as well as a small number of business clients. As of May 2025, it manages over $546 million in assets. The team consists of approximately 11 employees, all of whom are investment professionals. Milestone's advisory focus is on long-term investment planning and portfolio management tailored to the needs of their clients.
Investment Strategy
Milestone Asset Management, LLC utilizes an adaptive portfolio management approach, focusing on long-term growth and capital preservation. Their investment philosophy stresses disciplined diversification across sectors and asset classes, with client portfolios allocated according to individual risk tolerance and financial goals. The firm invests in equities, ETFs, and other securities, often prioritizing large-cap technology and industry leaders, as reflected in significant holdings in companies like Microsoft, Apple, and Nvidia. All accounts are managed on a discretionary basis, giving the firm flexibility to adjust asset allocation as market conditions change.
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLRN | SPDR SERIES TRUST | 6.48% | $34.3M | 1,110,303 | $30.82 | $30.86 | +$1.7M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 6.37% | $33.7M | 1,007,902 | $27.75 | $33.42 | -$90.9K |
P PULS | PGIM ETF TR | 4.88% | $25.8M | 517,717 | $49.75 | $49.83 | -$16.9M |
T TFLO | ISHARES TR | 4.81% | $25.4M | 502,992 | $50.61 | $50.59 | +$16.0M |
M MSTB | ETF SER SOLUTIONS | 4.58% | $24.2M | 608,963 | $36.35 | $39.77 | +$19.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $532.9K | 8 | $666.18 | $666.18 | +8 | +$532.9K |