$168 Million is the total value of MILESTONE ASSET MANAGEMENT, LLC's 70 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 47.9% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 13.6% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 11.0% |
| PROSHARES TR | 4 | Q3 2023 | 5.8% |
| ETF SER SOLUTIONS | 4 | Q3 2023 | 4.3% |
| INNOVATOR ETFS TR | 4 | Q3 2023 | 1.9% |
| INNOVATOR ETFS TR | 4 | Q3 2023 | 1.5% |
| ETF SER SOLUTIONS | 4 | Q3 2023 | 1.0% |
| ISHARES TR | 4 | Q3 2023 | 1.1% |
| SPDR GOLD TR | 4 | Q3 2023 | 1.9% |
View MILESTONE ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.