Hedge Fund Database

MILESTONE ASSET MANAGEMENT, LLC

Adviser information for MILESTONE ASSET MANAGEMENT, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,750 $445.8M
Non-Discretionary 0 $0
Total 2,750 $445.8M

Clients

Type Number RAUM
Individuals 852 $210.7M
HNW Individuals 230 $234.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $112,491
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $725,143
Other 0 $0
Type Number
No. of Non-RAUM Clients 11
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120519
SEC ERA File Number 801-120519
SEC CIK Numbers 1964722
SEC CRD Numbers 310441
Legal Entity Identifier None

Principal Office

8160 PERRY HIGHWAY
PITTSBURGH
PA
United States
Monday - Friday, 9-5
Tel: 412-643-3058, Fax: None

Websites

www.milestoneassetmanagement.com www.legacycapitalplanners.com/ www.westadvisorygroup.com/ hayesadvisorygroup.com/ www.milestoneam.com www.facebook.com/legacy-capital-planners-llc-1382364111980901/ twitter.com/legacy_capital www.youtube.com/@legacycapitalplanner www.linkedin.com/company/west-advisory-group/ www.facebook.com/westadvisorygroupus/ www.youtube.com/channel/uc0f2ul0px9dperiev4i0mkq www.linkedin.com/in/t-brian-hayes

Chief Compliance Officer

MICHAEL D. AUSHERMAN
MANAGING PARTNER
12410 MILESTONE CENTER DRIVE
SUITE 140
GERMANTOWN
MD
United States
Tel: 240-395-1060
(Full email address available in API data)

Regulatory Contact

WALTER WEST
MEMBER
8160 PERRY HWY
PITTSBURGH
PA
United States
Tel: 412-847-2040
(Full email address available in API data)

Industry Affiliates

HAYES ADVISORY GROUP, LLC Insurance company or agency
LEGACY CAPITAL PLANNERS, LLC Insurance company or agency
WEST ADVISORY GROUP Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WEST, WALTER, JOHN Individual – MEMBER, MANAGING PARTNER 07/2020 25-50%
HAYES, THOMAS, BRIAN Individual – MEMBER, MANAGING PARTNER 07/2020 25-50%
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017 Domestic Entity – MEMBER 07/2020 25-50%
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015 Domestic Entity – MEMBER 07/2020 25-50%
BAKER, RICHARD, TODD Individual THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017 TRUSTEE 07/2017
AUSHERMAN, MICHAEL, DAVID Individual THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015 TRUSTEE 06/2015
AUSHERMAN, MICHAEL, DAVID Individual – MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 07/2020 < 5%
BAKER, RICHARD, TODD Individual – MANAGING PARTNER 07/2020 < 5%

No. Employees, Historic

201002021202220232024202519 on 2/11/202119 on 2/16/202115 on 7/14/202115 on 7/14/202115 on 3/18/202215 on 9/27/202215 on 10/6/202215 on 11/7/202215 on 12/8/20227 on 3/15/20237 on 3/22/20237 on 4/4/20237 on 4/11/20237 on 4/11/20237 on 12/12/20237 on 1/8/20249 on 3/19/2024

RAUM, Historic

500M250M0202120222023202420252786603 on 2/11/20212786603 on 2/16/2021255369442 on 7/14/2021255369442 on 7/14/2021398495922 on 3/18/2022398495922 on 9/27/2022398495922 on 10/6/2022398495922 on 11/7/2022398495922 on 12/8/2022384400035 on 3/15/2023384400035 on 3/22/2023384400035 on 4/4/2023384400035 on 4/11/2023384400035 on 4/11/2023384400035 on 12/12/2023384400035 on 1/8/2024445758992 on 3/19/2024

No. Clients, Historic

2,0001,00002021202220232024202513 on 2/11/202113 on 2/16/2021881 on 7/14/2021881 on 7/14/2021961 on 3/18/2022961 on 9/27/2022961 on 10/6/2022961 on 11/7/2022961 on 12/8/20221087 on 3/15/20231087 on 3/22/20231087 on 4/4/20231087 on 4/11/20231087 on 4/11/20231087 on 12/12/20231087 on 1/8/20241082 on 3/19/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 932K 5K –
ABRDN HEALTHCARE INVESTORS SH BEN INT 231K 13K –
ADOBE INC COM 210K 378 –
ADVANCED MICRO DEVICES INC COM 954K 6K –
AIR PRODS & CHEMS INC COM 151K 584 –
AIR PRODS & CHEMS INC COM 393K 2K Brookstone Capital Management
AKAMAI TECHNOLOGIES INC COM 1M 12K –
AKAMAI TECHNOLOGIES INC COM 5K 52 Brookstone Capital Management
ALPHABET INC CAP STK CL A 600K 3K –
AMAZON COM INC COM 743K 4K –
AMERICAN EXPRESS CO COM 36K 156 Brookstone Capital Management
AMERICAN EXPRESS CO COM 4M 17K –
AMGEN INC COM 279K 893 –
AMN HEALTHCARE SVCS INC COM 474K 9K –
AMN HEALTHCARE SVCS INC COM 18K 343 Brookstone Capital Management
APPLE INC COM 48K 229 Brookstone Capital Management
APPLE INC COM 8M 36K –
ARISTA NETWORKS INC COM 2M 5K –
ARISTA NETWORKS INC COM 6K 16 Brookstone Capital Management
ARK ETF TR INNOVATION ETF 221K 5K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 Brookstone Capital Management
BERKSHIRE HATHAWAY INC DEL CL B NEW 834K 2K –
BOOKING HOLDINGS INC COM 388K 98 –
CARDINAL HEALTH INC COM 21K 213 Brookstone Capital Management
CARDINAL HEALTH INC COM 538K 5K –
CARETRUST REIT INC COM 698K 28K –
CARIBOU BIOSCIENCES INC COM 233K 142K –
CARMAX INC COM 239K 3K –
CATERPILLAR INC COM 1M 3K –
CATERPILLAR INC COM 9K 28 Brookstone Capital Management
CENCORA INC COM 19K 84 Brookstone Capital Management
CENCORA INC COM 731K 3K –
CHECK POINT SOFTWARE TECH LT ORD 1M 8K –
CHECK POINT SOFTWARE TECH LT ORD 5K 31 Brookstone Capital Management
CHEVRON CORP NEW COM 3M 18K –
CHEVRON CORP NEW COM 17K 109 Brookstone Capital Management
CINTAS CORP COM 5K 7 Brookstone Capital Management
CINTAS CORP COM 1M 2K –
CISCO SYS INC COM 20K 424 Brookstone Capital Management
CISCO SYS INC COM 2M 35K –
CONSOLIDATED EDISON INC COM 525K 6K –
CONSOLIDATED EDISON INC COM 429K 5K Brookstone Capital Management
CORCEPT THERAPEUTICS INC COM 44K 1K Brookstone Capital Management
CORCEPT THERAPEUTICS INC COM 2M 50K –
COSTCO WHSL CORP NEW COM 726K 854 –
CROWDSTRIKE HLDGS INC CL A 1M 3K –
DELL TECHNOLOGIES INC CL C 5K 37 Brookstone Capital Management
DELL TECHNOLOGIES INC CL C 1M 8K –
DIAGEO PLC SPON ADR NEW 251K 2K –
DISNEY WALT CO COM 493K 5K Brookstone Capital Management
DISNEY WALT CO COM 262K 3K –
EA SERIES TRUST BRIDGES CAP TACT 1M 52K –
ELEVANCE HEALTH INC COM 424K 782 –
ELI LILLY & CO COM 1M 1K –
ELI LILLY & CO COM 2K 2 Brookstone Capital Management
ENTERPRISE PRODS PARTNERS L COM 557K 19K –
ENTERPRISE PRODS PARTNERS L COM 5K 174 Brookstone Capital Management
EQUINOR ASA SPONSORED ADR 13K 449 Brookstone Capital Management
EQUINOR ASA SPONSORED ADR 781K 27K –
ETF SER SOLUTIONS LHA MKT ST TACTL 5M 142K –
ETF SER SOLUTIONS LHA MKT ST TACTL 173K 5K Brookstone Capital Management
ETFIS SER TR I VIRTUS PVT CR 378K 17K –
ETFIS SER TR I VIRTUS PVT CR 5K 221 Brookstone Capital Management
EXELIXIS INC COM 21K 940 Brookstone Capital Management
EXELIXIS INC COM 562K 25K –
EXXON MOBIL CORP COM 791K 7K –
EXXON MOBIL CORP COM 27K 235 Brookstone Capital Management
FIDELITY MERRIMACK STR TR TOTAL BD ETF 224K 5K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 347K 8K Brookstone Capital Management
FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 19K 310 Brookstone Capital Management
FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 431K 7K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 17K 305 Brookstone Capital Management
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 440K 8K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 142K 6K Brookstone Capital Management
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 3M 115K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 4M 71K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 26K 516 Brookstone Capital Management
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 292K 6K Brookstone Capital Management
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2M 48K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 366K 11K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 103K 3K Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 1M 35K Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 9M 377K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 39M 1M –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 665K 27K Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 10M 282K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 4M 118K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33K 963 Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 59K 2K Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 113K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 32K 961 Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33K 922 Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 26K 708 Brookstone Capital Management
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 6M 169K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 118K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 218K 5K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 276K 6K Brookstone Capital Management
GE AEROSPACE COM NEW 315K 2K –
GENERAL DYNAMICS CORP COM 1M 4K –
GENERAL DYNAMICS CORP COM 5K 16 Brookstone Capital Management
GILEAD SCIENCES INC COM 50K 733 Brookstone Capital Management
GILEAD SCIENCES INC COM 1M 21K –
GLOBAL X FDS NASDAQ 100 COVER 133K 8K Brookstone Capital Management
GLOBAL X FDS NASDAQ 100 COVER 320K 18K –
GLOBAL X FDS S&P 500 COVERED 157K 4K Brookstone Capital Management
GLOBAL X FDS S&P 500 COVERED 208K 5K –
HOME DEPOT INC COM 235K 683 –
HUBBELL INC COM 890K 2K –
HUBBELL INC COM 4K 12 Brookstone Capital Management
HUNTINGTON INGALLS INDS INC COM 5K 20 Brookstone Capital Management
HUNTINGTON INGALLS INDS INC COM 1M 4K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 46K 2K Brookstone Capital Management
INNOVATOR ETFS TRUST DEFINED WLT SHLD 3M 86K –
INNOVATOR ETFS TRUST EQUITY DEFI 2026 265K 10K –
INNOVATOR ETFS TRUST LADERD ALCTN PWR 2M 43K –
INNOVATOR ETFS TRUST LADERD ALCTN PWR 32K 750 Brookstone Capital Management
INNOVATOR ETFS TRUST QUITY MANAGD FLR 2M 62K –
INNOVATOR ETFS TRUST QUITY MANAGD FLR 32K 1K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQT PWR BUF 428K 12K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 1M 31K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 457K 14K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 443K 15K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 261K 8K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 226K 6K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 37K 1K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQT ULTRA BFR 224K 7K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 609K 15K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 49K 1K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQTY PWR BF 37K 1K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQTY PWR BF 613K 17K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 172K 5K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 62K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 209K 6K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 448K 13K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 209K 6K Brookstone Capital Management
INNOVATOR ETFS TRUST US EQTY ULTRA B 3M 91K –
INTEL CORP COM 119K 4K Brookstone Capital Management
INTEL CORP COM 127K 4K –
INTERNATIONAL BUSINESS MACHS COM 3M 15K –
INTERNATIONAL BUSINESS MACHS COM 17K 99 Brookstone Capital Management
INVESCO DB US DLR INDEX TR BULLISH FD 5K 156 Brookstone Capital Management
INVESCO DB US DLR INDEX TR BULLISH FD 1M 37K –
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 44K 2K Brookstone Capital Management
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 4M 165K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 589K 28K Brookstone Capital Management
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 15M 717K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 11M 468K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 304K 13K Brookstone Capital Management
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 24K 147 Brookstone Capital Management
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 7K –
INVESCO QQQ TR UNIT SER 1 1M 3K –
INVESCO QQQ TR UNIT SER 1 80K 168 Brookstone Capital Management
IONQ INC COM 248K 35K –
IQVIA HLDGS INC COM 363K 2K –
ISHARES INC MSCI PAC JP ETF 1M 27K –
ISHARES INC MSCI PAC JP ETF 25K 576 Brookstone Capital Management
ISHARES SILVER TR ISHARES 2M 81K –
ISHARES SILVER TR ISHARES 28K 1K Brookstone Capital Management
ISHARES TR 20 YR TR BD ETF 110K 1K Brookstone Capital Management
ISHARES TR 20 YR TR BD ETF 155K 2K –
ISHARES TR 7-10 YR TRSY BD 770K 8K –
ISHARES TR 7-10 YR TRSY BD 29K 314 Brookstone Capital Management
ISHARES TR CONV BD ETF 456K 6K –
ISHARES TR CORE S&P MCP ETF 1K 25 Brookstone Capital Management
ISHARES TR CORE S&P MCP ETF 313K 5K –
ISHARES TR CORE S&P TTL STK 1M 10K –
ISHARES TR CORE S&P TTL STK 28K 232 Brookstone Capital Management
ISHARES TR CORE S&P500 ETF 580K 1K –
ISHARES TR CORE S&P500 ETF 3K 6 Brookstone Capital Management
ISHARES TR CORE TOTAL USD 44K 983 Brookstone Capital Management
ISHARES TR CORE TOTAL USD 4M 98K –
ISHARES TR CORE US AGGBD ET 287K 3K –
ISHARES TR GRWT ALLOCAT ETF 64K 1K Brookstone Capital Management
ISHARES TR GRWT ALLOCAT ETF 477K 8K –
ISHARES TR IBOXX INV CP ETF 51K 480 Brookstone Capital Management
ISHARES TR IBOXX INV CP ETF 4M 42K –
ISHARES TR LATN AMER 40 ETF 1M 45K –
ISHARES TR LATN AMER 40 ETF 22K 879 Brookstone Capital Management
ISHARES TR MODERT ALLOC ETF 824K 19K –
ISHARES TR MODERT ALLOC ETF 28K 662 Brookstone Capital Management
ISHARES TR MSCI INDIA ETF 2M 34K –
ISHARES TR MSCI USA MIN VOL 2K 21 Brookstone Capital Management
ISHARES TR MSCI USA MIN VOL 456K 5K –
ISHARES TR RUSSELL 2000 ETF 208K 1K –
ISHARES TR RUSSELL 2000 ETF 22K 110 Brookstone Capital Management
ISHARES TR S&P 500 VAL ETF 584K 3K –
ISHARES TR S&P 500 VAL ETF 4K 22 Brookstone Capital Management
ISHARES TR S&P MC 400VL ETF 866K 8K –
ISHARES TR S&P MC 400VL ETF 14K 124 Brookstone Capital Management
ISHARES TR SHORT TREAS BD 16K 145 Brookstone Capital Management
ISHARES TR SHORT TREAS BD 3M 23K –
ISHARES TR SP SMCP600VL ETF 300K 3K –
ISHARES TR SP SMCP600VL ETF 13K 137 Brookstone Capital Management
ISHARES TR U.S. REAL ES ETF 247K 3K –
ISHARES TR U.S. REAL ES ETF 1K 16 Brookstone Capital Management
ISHARES TR US AER DEF ETF 670K 5K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 4M 72K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 29K 505 Brookstone Capital Management
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 4M 69K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 26K 466 Brookstone Capital Management
JPMORGAN CHASE & CO. COM 2M 8K –
KIMBERLY-CLARK CORP COM 35K 255 Brookstone Capital Management
KIMBERLY-CLARK CORP COM 1M 10K –
L3HARRIS TECHNOLOGIES INC COM 7K 31 Brookstone Capital Management
L3HARRIS TECHNOLOGIES INC COM 1M 5K –
LAM RESEARCH CORP COM 2M 2K –
LAM RESEARCH CORP COM 19K 18 Brookstone Capital Management
LANCASTER COLONY CORP COM 20K 105 Brookstone Capital Management
LANCASTER COLONY CORP COM 527K 3K –
LAUDER ESTEE COS INC CL A 5K 45 Brookstone Capital Management
LAUDER ESTEE COS INC CL A 1M 12K –
LEIDOS HOLDINGS INC COM 403K 3K –
LOCKHEED MARTIN CORP COM 22K 47 Brookstone Capital Management
LOCKHEED MARTIN CORP COM 3M 5K –
MAIN STR CAP CORP COM 3K 52 Brookstone Capital Management
MAIN STR CAP CORP COM 326K 6K –
MARRIOTT INTL INC NEW CL A 359K 1K –
MASTERCARD INCORPORATED CL A 323K 731 –
MCKESSON CORP COM 1M 2K –
MCKESSON CORP COM 33K 57 Brookstone Capital Management
META PLATFORMS INC CL A 4K 8 Brookstone Capital Management
META PLATFORMS INC CL A 963K 2K –
MICROSOFT CORP COM 9M 20K –
MICROSOFT CORP COM 60K 134 Brookstone Capital Management
MONOLITHIC PWR SYS INC COM 5K 6 Brookstone Capital Management
MONOLITHIC PWR SYS INC COM 1M 2K –
NORTHROP GRUMMAN CORP COM 5K 11 Brookstone Capital Management
NORTHROP GRUMMAN CORP COM 1M 2K –
NOVO-NORDISK A S ADR 775K 5K –
NOVO-NORDISK A S ADR 13K 91 Brookstone Capital Management
NVIDIA CORPORATION COM 26K 208 Brookstone Capital Management
NVIDIA CORPORATION COM 5M 40K –
OLD DOMINION FREIGHT LINE IN COM 5K 29 Brookstone Capital Management
OLD DOMINION FREIGHT LINE IN COM 1M 8K –
PACER FDS TR TRENDPILOT 100 280K 4K –
PACER FDS TR TRENDPILOT 100 238K 3K Brookstone Capital Management
PALANTIR TECHNOLOGIES INC CL A 1M 54K –
PEPSICO INC COM 206K 1K –
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 755K 52K –
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 11K 784 Brookstone Capital Management
PFIZER INC COM 1M 52K –
PFIZER INC COM 62K 2K Brookstone Capital Management
PIMCO ETF TR 0-5 HIGH YIELD 13K 141 Brookstone Capital Management
PIMCO ETF TR 0-5 HIGH YIELD 673K 7K –
PIMCO ETF TR ACTIVE BD ETF 8M 89K –
PIMCO ETF TR ACTIVE BD ETF 117K 1K Brookstone Capital Management
PIMCO ETF TR BROAD US TIPS 375K 7K –
PIMCO ETF TR BROAD US TIPS 7K 137 Brookstone Capital Management
PIMCO ETF TR ENHAN SHRT MA AC 23K 226 Brookstone Capital Management
PIMCO ETF TR ENHAN SHRT MA AC 3M 31K –
PIMCO ETF TR ENHNCD LW DUR AC 7K 73 Brookstone Capital Management
PIMCO ETF TR ENHNCD LW DUR AC 371K 4K –
PIMCO ETF TR INTER MUN BD ACT 275K 5K –
PIMCO ETF TR INV GRD CRP BD 1M 14K –
PIMCO ETF TR INV GRD CRP BD 27K 282 Brookstone Capital Management
PIMCO ETF TR MULTISECTOR BD 15K 581 Brookstone Capital Management
PIMCO ETF TR MULTISECTOR BD 825K 32K –
PIMCO STRATEGIC INCOME FD COM 1M 235K –
PROCTER AND GAMBLE CO COM 5K 31 Brookstone Capital Management
PROCTER AND GAMBLE CO COM 1M 9K –
PROSHARES TR PSHS ULT S&P 500 5M 58K Brookstone Capital Management
PROSHARES TR PSHS ULT S&P 500 442K 5K –
RBB FD INC US TRSRY 6 MNTH 310K 6K Brookstone Capital Management
RBB FD INC US TRSRY 6 MNTH 28M 554K –
REALTY INCOME CORP COM 298K 6K –
REALTY INCOME CORP COM 30K 571 Brookstone Capital Management
RTX CORPORATION COM 477K 5K –
SALESFORCE INC COM 784K 3K –
SALESFORCE INC COM 4K 15 Brookstone Capital Management
SCHWAB CHARLES CORP COM 387K 5K –
SELECT SECTOR SPDR TR ENERGY 1K 13 Brookstone Capital Management
SELECT SECTOR SPDR TR ENERGY 695K 8K –
SELECT SECTOR SPDR TR FINANCIAL 256K 6K –
SELECT SECTOR SPDR TR FINANCIAL 1K 26 Brookstone Capital Management
SELECT SECTOR SPDR TR SBI CONS DISCR 239K 1K –
SELECT SECTOR SPDR TR SBI CONS DISCR 1K 6 Brookstone Capital Management
SELECT SECTOR SPDR TR SBI HEALTHCARE 729 5 Brookstone Capital Management
SELECT SECTOR SPDR TR SBI HEALTHCARE 845K 6K –
SELECT SECTOR SPDR TR SBI INT-UTILS 209K 3K –
SELECT SECTOR SPDR TR SBI MATERIALS 3K 35 Brookstone Capital Management
SELECT SECTOR SPDR TR SBI MATERIALS 242K 3K –
SPDR GOLD TR GOLD SHS 104K 483 Brookstone Capital Management
SPDR GOLD TR GOLD SHS 2M 10K –
SPDR S&P 500 ETF TR TR UNIT 1M 3K –
SPDR S&P 500 ETF TR TR UNIT 11M 20K Brookstone Capital Management
SPDR S&P 500 ETF TR TR UNIT 490 900 Brookstone Capital Management
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2K 3 Brookstone Capital Management
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 435K 813 –
SPDR SER TR BLOOMBERG 1-3 MO 417K 5K Brookstone Capital Management
SPDR SER TR BLOOMBERG 1-3 MO 28M 306K –
SPDR SER TR BLOOMBERG HIGH Y 5K 48 Brookstone Capital Management
SPDR SER TR BLOOMBERG HIGH Y 1M 11K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 45K 1K Brookstone Capital Management
SSGA ACTIVE ETF TR SPDR TR TACTIC 4M 111K –
STARBUCKS CORP COM 281K 4K –
T ROWE PRICE ETF INC ULTRA SHRT TRM 1M 23K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 457K 3K –
TESLA INC COM 46K 232 Brookstone Capital Management
TESLA INC COM 850K 4K –
TEXAS INSTRS INC COM 2M 11K –
TEXAS INSTRS INC COM 18K 90 Brookstone Capital Management
TJX COS INC NEW COM 328K 3K –
TRAVELERS COMPANIES INC COM 4M 18K –
TRAVELERS COMPANIES INC COM 35K 172 Brookstone Capital Management
UNITED STS GASOLINE FD LP UNITS 700K 10K –
UNITED STS GASOLINE FD LP UNITS 3K 39 Brookstone Capital Management
UNITEDHEALTH GROUP INC COM 44K 86 Brookstone Capital Management
UNITEDHEALTH GROUP INC COM 5M 9K –
VALE S A SPONSORED ADS 753K 67K –
VALE S A SPONSORED ADS 12K 1K Brookstone Capital Management
VANECK ETF TRUST BDC INCOME ETF 3K 167 Brookstone Capital Management
VANECK ETF TRUST BDC INCOME ETF 328K 19K –
VANECK ETF TRUST CLO ETF 1M 26K –
VANGUARD INDEX FDS GROWTH ETF 119K 319 Brookstone Capital Management
VANGUARD INDEX FDS GROWTH ETF 229K 611 –
VANGUARD INDEX FDS MID CAP ETF 318K 1K –
VANGUARD INDEX FDS MID CAP ETF 1K 6 Brookstone Capital Management
VANGUARD INDEX FDS VALUE ETF 103K 642 Brookstone Capital Management
VANGUARD INDEX FDS VALUE ETF 286K 2K –
VISA INC COM CL A 752K 3K –
WALMART INC COM 732K 11K –
WALMART INC COM 2K 33 Brookstone Capital Management
WASTE MGMT INC DEL COM 707K 3K –
WATERS CORP COM 4K 15 Brookstone Capital Management
WATERS CORP COM 978K 3K –
WISDOMTREE TR ITL HDG QTLY DIV 21K 457 Brookstone Capital Management
WISDOMTREE TR ITL HDG QTLY DIV 278K 6K –