MILESTONE ASSET MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Pittsburgh, PA
CIK
0001964722
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 87 303,908 INNOVATOR ETFS TR, BSCO, SFLR, BIL 13F-HR 1/23/2024 000108514624000416
Q3 2023 84 285,839 BSCN, SFLR, UJUL, DJUL 13F-HR 11/13/2023 000108514623004301
Q2 2023 65 226,668 BSCN, SPY, FTSM, UAPR 13F-HR 8/8/2023 000108514623003153
Q1 2023 73 175,028 BSCN, SPY, FTSM, SSO 13F-HR 5/8/2023 000175496023000147
Q4 2022 70 168,110 BSCN, SPY, FTSM, SPDN 13F-HR 2/6/2023 000175496023000063