13F Filings History of MILESTONE WEALTH, LLC

Latest 13F report
Q3 2022 - 16 Nov 2022
Value $
$52,922,000
Signature - Title
Amy Fogle - CEO
Location
Buffalo, NY
Summary
This page shows a list of all the recent 13F filings made by MILESTONE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MILESTONE WEALTH, LLC reported 219 stock holdings with total value $52,922,000 as of Q3 2022. Top holdings included GCOR, GSUS, GSSC, MORGAN STANLEY INST GLOB, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 219 $52,922,000 +$2,423,367 -$1,392,522 +$1,030,845 GCOR, GSUS, GSSC, MORGAN STANLEY INST GLOB, SPY Restatement 16 Nov 2022, 15:51
Q2 2022 225 $94,959,000 $0 GSLC, GCOR, GSUS, GSIE, GSSC 13F-HR 12 Aug 2022, 17:28
Q1 2022 184 $88,246,000 $0 GSLC, GCOR, GIGB, MORGAN STANLEY INST GLOB, MORGAN STANLEY INST GLOB 13F-HR 17 May 2022, 09:31
Q4 2021 234 $97,561,000 $0 GSLC, GCOR, GIGB, MORGAN STANLEY INST GLOB, MORGAN STANLEY INST GLOB 13F-HR 16 Feb 2022, 15:24