MILESTONE ASSET MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$445M
Signature - Title
Walter J. West - Member & Managing Partner
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by MILESTONE ASSET MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MILESTONE ASSET MANAGEMENT, LLC reported 197 stock holdings with total value $445M as of Q3 2024. Top holdings included BUFR, BIL, XBIL, BSCO, and SPY.
Holdings Value

List of Other Managers Reporting for MILESTONE ASSET MANAGEMENT, LLC:

Name Holdings Value Location File Number
Morningstar Investment Services LLC $9.8B Chicago, IL 028-13657
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 197 $445M +$98.4M -$67.1M +$31.3M BUFR, BIL, XBIL, BSCO, SPY 13F-HR 10/25/2024, 08:01 AM
Q2 2024 190 $399M +$143M -$95.3M +$47.2M BUFR, BIL, XBIL, BSCO, SPY 13F-HR 7/19/2024, 02:22 PM
Q1 2024 168 $350M +$221M -$187M +$34.2M BUFR, BSCO, GJAN, BALT, SPY 13F-HR 4/23/2024, 01:53 PM
Q4 2023 86 $304M +$222M -$216M +$6.21M BALT, BSCO, BUFF, SFLR, BIL 13F-HR 1/23/2024, 05:22 PM
Q3 2023 83 $286M +$129M -$66.6M +$61.9M BSCN, SFLR, UJUL, DJUL, SPY 13F-HR 11/13/2023, 03:31 PM
Q2 2023 64 $227M +$105M -$59M +$46.3M BSCN, SPY, FTSM, UAPR, PAPR 13F-HR 8/8/2023, 11:31 AM
Q1 2023 73 $175M +$54.7M -$49.1M +$5.56M BSCN, SPY, FTSM, SSO, MSTB 13F-HR 5/8/2023, 05:57 PM
Q4 2022 70 $167M $0 $0 BSCN, SPY, FTSM, SPDN, SSO 13F-HR 2/6/2023, 12:51 PM