MILESTONE WEALTH, LLC current holdings: USA Everything Else
MILESTONE WEALTH, LLC reported $0.01 billion in partnership units, exchange-traded notes and anything else (listed in the US), 12 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are MORGAN STANLEY INST GLOB, US TREASUR NT 0.7511/24, ASTRAZENECA PLC F.
- MORGAN STANLEY INST GLOB: Country of operation —; Class EQUITY FUNDS; Shares 129,003; Value $3,059,000.
- MORGAN STANLEY INST GLOB: Country of operation —; Class EQUITY FUNDS; Shares 260,903; Value $2,239,000.
- US TREASUR NT 0.7511/24: Country of operation United States; Class TREASURY; Shares 400,000; Value $372,000.
- ASTRAZENECA PLC F: Country of operation —; Class AMERICAN DEPOSITORY; Shares 2,000; Value $110,000.
Form 13F-HR as filed (SEC CIK 1904020): quarter ended 2022-09-30, filed 2022-11-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| MORGAN STANLEY INST GLOB CUSIP 61756E693 | EQUITY FUNDS | 129,003 | $3,059,000 | 2022-09-30 | 2022-11-16 | |
| MORGAN STANLEY INST GLOB CUSIP 61756E594 | EQUITY FUNDS | 260,903 | $2,239,000 | 2022-09-30 | 2022-11-16 | |
| US TREASUR NT 0.7511/24 CUSIP 91282CDH1 | United States | TREASURY | 400,000 | $372,000 | 2022-09-30 | 2022-11-16 |
| ASTRAZENECA PLC F CUSIP 046353108 | AMERICAN DEPOSITORY | 2,000 | $110,000 | 2022-09-30 | 2022-11-16 | |
| MORGAN STANLEY INST GROW CUSIP 61744J861 | United States | EQUITY FUNDS | 1,889 | $62,000 | 2022-09-30 | 2022-11-16 |
| VANGUARD ULTRA-SHORT-TER CUSIP 922031729 | BOND FUNDS | 3,781 | $37,000 | 2022-09-30 | 2022-11-16 | |
| LITHIUM AMERS CORP F CUSIP 53680Q207 | FOREIGN CANADIAN | 633 | $17,000 | 2022-09-30 | 2022-11-16 | |
| THORNBURG BETTER WORLD I CUSIP 885216697 | EQUITY FUNDS | 1,025 | $14,000 | 2022-09-30 | 2022-11-16 | |
| CYPRESS DEVELOPMENT F CUSIP 232749200 | FOREIGN CANADIAN | 10,000 | $9,000 | 2022-09-30 | 2022-11-16 | |
| MAGELLAN MIDSTREAM PA LP CUSIP 559080106 | LIMITED PARTNERSHP | 196 | $9,000 | 2022-09-30 | 2022-11-16 | |
| ACME LITHIUM INC F CUSIP 00472A106 | FOREIGN CANADIAN | 5,000 | $3,000 | 2022-09-30 | 2022-11-16 | |
| UNITED LITHIUM CORP NE F CUSIP 910797109 | FOREIGN CANADIAN | 10,965 | $2,000 | 2022-09-30 | 2022-11-16 |
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