13F Filings History of MILESTONE ASSET MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$530,133,958
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 212 stock holdings with total value $530,133,958 as of Q4 2025. Top holdings included BUFR, FLRN, PULS, AAPL, and FLOT.

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Holdings Value

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

Name Holdings Value Location File Number
FIRST TRUST ADVISORS LP $137,596,160,748 Wheaton, IL 028-06487
ASSETMARK, INC $49,036,837,300 Concord, CA 028-11546
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
FOUNDATIONS INVESTMENT ADVISORS, LLC $7,624,732,644 Phoenix, AZ 028-18893
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 212 $530,133,958 +$162,873,536 -$161,185,909 +$1,687,627 BUFR, FLRN, PULS, AAPL, FLOT 13F-HR 28 Jan 2026, 14:49
Q3 2025 224 $528,064,478 +$177,370,224 -$141,641,554 +$35,728,670 FLRN, BUFR, PULS, TFLO, MSTB 13F-HR 15 Oct 2025, 15:22
Q2 2025 201 $473,252,507 +$160,798,680 -$181,662,534 -$20,863,854 PULS, BSJP, BUFR, FLRN, BUFD 13F-HR 05 Aug 2025, 15:11
Q1 2025 208 $468,801,293 +$205,103,608 -$179,094,311 +$26,009,297 LQDH, FLTR, BUFR, BSJP, FLRN 13F-HR 09 Apr 2025, 15:00
Q4 2024 219 $452,764,013 +$143,249,118 -$138,319,070 +$4,930,048 BUFR, BIL, XBIL, AAPL, SPY 13F-HR 23 Jan 2025, 11:19
Q3 2024 197 $444,551,914 +$98,418,276 -$67,147,746 +$31,270,530 BUFR, BIL, XBIL, BSCO, SPY 13F-HR 25 Oct 2024, 08:01
Q2 2024 190 $399,487,036 +$142,513,383 -$95,311,520 +$47,201,863 BUFR, BIL, XBIL, BSCO, SPY 13F-HR 19 Jul 2024, 14:22
Q1 2024 168 $349,949,985 +$220,852,947 -$186,670,929 +$34,182,018 BUFR, BSCO, GJAN, BALT, SPY 13F-HR 23 Apr 2024, 13:53
Q4 2023 86 $303,908,111 +$221,876,061 -$215,665,623 +$6,210,438 BALT, BSCO, BUFF, SFLR, BIL 13F-HR 23 Jan 2024, 17:22
Q3 2023 83 $285,839,194 +$128,519,296 -$66,643,922 +$61,875,374 BSCN, SFLR, UJUL, DJUL, SPY 13F-HR 13 Nov 2023, 15:31
Q2 2023 64 $226,667,713 +$105,237,537 -$58,970,670 +$46,266,867 BSCN, SPY, FTSM, UAPR, PAPR 13F-HR 08 Aug 2023, 11:31
Q1 2023 73 $175,028,166 +$54,667,092 -$49,102,791 +$5,564,301 BSCN, SPY, FTSM, SSO, MSTB 13F-HR 08 May 2023, 17:57
Q4 2022 70 $167,162,372 $0 $0 $0 BSCN, SPY, FTSM, SPDN, SSO 13F-HR 06 Feb 2023, 12:51