Milestone Investment Advisors LLC Portfolio Holdings

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

Milestone Investment Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $360 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $37.6M, Schwab Strategic Tr Us Large C with a value of $33M, Schwab Strategic Tr Us Large C with a value of $26M, Vanguard Growth ETF with a value of $19.8M, and Invesco Exchange Traded Fd Tr with a value of $16.3M.

Examining the 13F form we can see an increase of $9.06M in the current position value, from $351M to 360M.

Milestone Investment Advisors LLC is based out at Middleton, WI

Below you can find more details about Milestone Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Million
ETFs: $359 Million
Technology: $23,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.6 Million 10.44% of portfolio
560,856
Q4 2024 Added 7.19%
$0
$33 Million 9.17% of portfolio
1,184,715
Q4 2024 Added 299.55%
$0
$26 Million 7.21% of portfolio
1,119,646
Q4 2024 Added 194.74%
$0
$19.8 Million 5.49% of portfolio
48,190
Q4 2024 Added 2.28%
$0
$16.3 Million 4.54% of portfolio
165,983
Q4 2024 Added 2.27%
$0
$14.6 Million 4.06% of portfolio
292,425
Q4 2024 Added 14.68%
$0
$13.6 Million 3.76% of portfolio
597,221
Q4 2024 Added 214.94%
$0
$11.5 Million 3.18% of portfolio
19,459
Q4 2024 Added 4.71%
$0
$11.1 Million 3.08% of portfolio
400,108
Q4 2024 Added 192.25%
$0
$10.5 Million 2.91% of portfolio
227,777
Q4 2024 Reduced 41.94%
$0
$10.1 Million 2.82% of portfolio
225,937
Q4 2024 Added 2,193.31%
$0
$9.2 Million 2.56% of portfolio
72,143
Q4 2024 Added 2.64%
$0
$8.19 Million 2.28% of portfolio
345,949
Q4 2024 Added 230.07%
$0
$7.75 Million 2.15% of portfolio
313,906
Q4 2024 Added 2.26%
$0
$7.7 Million 2.14% of portfolio
98,670
Q4 2024 Added 7.47%
$0
$6.88 Million 1.91% of portfolio
251,769
Q4 2024 Added 201.55%
$0
$6.1 Million 1.69% of portfolio
121,189
Q4 2024 Reduced 20.57%
$0
$5.69 Million 1.58% of portfolio
24,492
Q4 2024 Reduced 0.65%
$0
$5.26 Million 1.46% of portfolio
70,411
Q4 2024 Added 28.27%
$0
$5.1 Million 1.42% of portfolio
29,114
Q4 2024 Reduced 1.87%
$0
$4.71 Million 1.31% of portfolio
16,254
Q4 2024 Added 7.66%
$0
$4.66 Million 1.29% of portfolio
99,881
Q4 2024 Added 8.29%
$0
$4.56 Million 1.27% of portfolio
122,884
Q4 2024 Reduced 7.16%
$0
$4.53 Million 1.26% of portfolio
73,790
Q4 2024 New
$0
$4.23 Million 1.17% of portfolio
47,608
Q4 2024 Reduced 0.49%
$0
$3.76 Million 1.05% of portfolio
38,242
Q4 2024 Added 10.46%
$0
$3.72 Million 1.03% of portfolio
36,402
Q4 2024 Added 8.9%
$0
$3.44 Million 0.95% of portfolio
20,300
Q4 2024 Added 0.32%
$0
$3.37 Million 0.94% of portfolio
70,043
Q4 2024 Reduced 0.64%
$0
$3.3 Million 0.92% of portfolio
47,084
Q4 2024 Reduced 2.33%
$0
$3.27 Million 0.91% of portfolio
31,196
Q4 2024 Reduced 10.64%
$0
$3.24 Million 0.9% of portfolio
175,172
Q4 2024 Added 88.09%
$0
$3.06 Million 0.85% of portfolio
127,129
Q4 2024 Added 190.0%
$0
$2.98 Million 0.83% of portfolio
118,719
Q4 2024 Reduced 4.25%
$0
$2.45 Million 0.68% of portfolio
45,121
Q4 2024 Reduced 42.27%
$0
$2.43 Million 0.67% of portfolio
68,782
Q4 2024 Added 7.32%
$0
$2.21 Million 0.61% of portfolio
26,594
Q4 2024 Added 1.59%
$0
$2.16 Million 0.6% of portfolio
18,730
Q4 2024 Reduced 0.56%
$0
$1.82 Million 0.5% of portfolio
14,936
Q4 2024 Reduced 0.47%
$0
$1.7 Million 0.47% of portfolio
10,278
Q4 2024 Added 88.52%
$0
$1.67 Million 0.46% of portfolio
64,659
Q4 2024 Added 119.56%
$0
$1.21 Million 0.33% of portfolio
51,834
Q4 2024 Added 189.22%
$0
$1.12 Million 0.31% of portfolio
11,595
Q4 2024 Reduced 4.72%
$0
$965,000 0.27% of portfolio
3,655
Q4 2024 Added 47.62%
$0
$970,000 0.27% of portfolio
20,305
Q4 2024 Reduced 2.92%
$0
$910,000 0.25% of portfolio
6,890
Q4 2024 Added 2.38%
$0
$876,000 0.24% of portfolio
22,682
Q4 2024 Added 2.96%
$0
$836,000 0.23% of portfolio
32,069
Q4 2024 Added 208.89%
$0
$845,000 0.23% of portfolio
14,349
Q4 2024 Added 40.79%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $360 Million
  • Prior Value $351 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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