| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 13.6% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 22.8% |
| PROSHARES TR | 7 | Q2 2024 | 5.8% |
| ETF SER SOLUTIONS | 7 | Q2 2024 | 4.3% |
| SPDR SER TR | 7 | Q2 2024 | 7.1% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 1.9% |
| MICROSOFT CORP | 7 | Q2 2024 | 2.9% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 1.5% |
| APPLE INC | 7 | Q2 2024 | 2.2% |
| ISHARES TR | 7 | Q2 2024 | 1.1% |
View MILESTONE ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-06 |
View MILESTONE ASSET MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.