Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE WEALTH LLC | 08-12-2022 | 06-30-2022 | 228 | 94,958,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COMPANIES INC | COMMON STOCK | 51 | $218,000 | 1,249 | 0.23 | 0.27 | -20 | -1.58 | 06-30-2022 |
| JPMORGAN CHASE & CO | COMMON STOCK | 52 | $211,000 | 1,874 | 0.22 | 0.05 | 1,500 | 401.07 | 06-30-2022 |
| VANGUARD S&P 500 ETF | UIT EXCHANGE TRADED | 53 | $199,000 | 575 | 0.21 | 0.20 | 0 | 0.00 | 06-30-2022 |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | 54 | $196,000 | 719 | 0.21 | 0.17 | 0 | 0.00 | 06-30-2022 |
