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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Milestone Investments Inc
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|---|---|
| CRD # | 47090 |
| SEC # | 801-123585 |
| CIK # | 0001317348, 0001639977, 0001687829, 0001951454, 0001578731 |
| AUM | $227.5 M (2025-02-05) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 704-716-2749 |
| Address | 10700 Sikes Place Charlotte, NC 28277-0729 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.6 | ||
| Amazon Com Inc | 8.0 | ||
| Broadcom Inc | 7.7 | ||
| Microsoft Corp | 7.3 | ||
| Alphabet Inc | 6.2 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 13.0 |
| (b) Individuals (high net worth individuals) | 20 | 26.8 |
| (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 | 20 | 187.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 227.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 134 | 227.5 |
| Total | 134 | 227.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.5 | |
| Total | 134 | 227.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317348] | |
| SC 13G | [0001317348] | |
| 10-K | [0001578731] | |
| 10-Q | [0001578731] | |
| 3 | [0001578731] | |
| 8-K | [0001578731] | |
| D | [0001639977] | |
| 3 | [0001687829] | |
| 4 | [0001687829] | |
| SC 13G | [0001687829] | |
| SC 13D | [0001951454] |
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