MILESTONE ASSET MANAGEMENT, LLC

Q1 2024 13F Detailed Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2024
Value ($000)
$349,950
Num holdings
286
Date filed
4/23/2024
Form type
13F-HR
Prev filing
1/23/2024
Next filing
7/19/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Brookstone Capital Management 028-15771