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Home > Institutional Investor > Milestone Asset Management, Llc > 13F Holdings

Instuitional Investor - Milestone Asset Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Innovator Etfs Tr
 2,914,291 $83,261,294 27.39%
2.
Invesco Exch Trd Slf Idx Fd
 3,313,858 $69,209,938 22.77%
3.
Innovator Etfs Tr
 568,446 $22,783,316 7.49%
4.
Innovator Etfs Tr
 805,685 $22,019,371 7.24%
5.
Spdr Ser Tr
 157,527 $14,396,392 4.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)