MILESTONE ASSET MANAGEMENT, LLC

Q3 2025 13F Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Value
$529M
Value excl. options
$528M
Num holdings
225
Date filed
10/15/2025
Form type
13F-HR
Prev filing
8/5/2025
Next filing
1/28/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type