MILESTONE WEALTH, LLC current holdings: USA Other Stocks
MILESTONE WEALTH, LLC reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 8 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are TWITTER INC, NIKOLA CORP, CAREMAX INC.
- TWITTER INC: Country of operation —; Class COMMON STOCK; Shares 2,000; Value $88,000.
- NIKOLA CORP: Country of operation United States; Class COMMON STOCK; Shares 12,000; Value $42,000.
- CAREMAX INC: Country of operation United States; Class COMMON STOCK; Shares 5,000; Value $35,000.
- LIVENT CORP: Country of operation United States; Class COMMON STOCK; Shares 986; Value $30,000.
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 |
|---|---|---|---|---|---|---|
| TWITTER INC CUSIP 90184L102 | COMMON STOCK | 2,000 | $88,000 | 2022-09-30 | 2022-11-16 | |
| NIKOLA CORP CUSIP 654110105 | United States | COMMON STOCK | 12,000 | $42,000 | 2022-09-30 | 2022-11-16 |
| CAREMAX INC CUSIP 14171W103 | United States | COMMON STOCK | 5,000 | $35,000 | 2022-09-30 | 2022-11-16 |
| LIVENT CORP CUSIP 53814L108 | United States | COMMON STOCK | 986 | $30,000 | 2022-09-30 | 2022-11-16 |
| SVB FINL GROUP CUSIP 78486Q101 | United States | COMMON STOCK | 80 | $27,000 | 2022-09-30 | 2022-11-16 |
| BLACKROCK INC CUSIP 09247X101 | United States | COMMON STOCK | 25 | $14,000 | 2022-09-30 | 2022-11-16 |
| ROMEO POWER INC CUSIP 776153108 | COMMON STOCK | 20,000 | $8,000 | 2022-09-30 | 2022-11-16 | |
| FORWARD INDS INC CUSIP 349862300 | United States | COMMON STOCK | 1,500 | $2,000 | 2022-09-30 | 2022-11-16 |
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