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| Happy Holidays!! thanks for using AUM13F!! |
| Milestone Asset Management LLC
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| CRD # | 310441 |
| SEC # | 801-120519 |
| CIK # | 0002063452, 0001964722 |
| AUM | $546.3 M (2025-05-27) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 412-643-3058 |
| Address | 8160 Perry Highway Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063452 0001964722 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.4 | ||
| Apple Inc | 8.3 | ||
| Nvidia Corp | 8.0 | ||
| SPDR Gold Trust | 6.9 | ||
| General Electric Co | 4.8 | ||
| Cintas Corp | 4.6 | ||
| Facebook Inc | 4.4 | ||
| Intuit Inc | 4.1 | ||
| Vistra Energy Corp | 4.1 | ||
| Taser International Inc | 4.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 281 | 320.5 |
| (b) Individuals (high net worth individuals) | 922 | 224.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,892 | 546.3 |
| By Discretionary | ||
| Discretionary | 2,892 | 546.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,892 | 546.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.3 | |
| Total | 2,892 | 546.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964722] | |
| 13F-HR | [0002063452] |
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|---|---|---|
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Outlook Wealth Advisors LLC
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Clean Yield Group Inc
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VT | 0.5 |
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5C Capital Management LLC
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NJ | 0.5 |
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Precedent Wealth Partners LLC
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TX | 0.5 |
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BCU Wealth Advisors LLC
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IL | 0.5 |