Milestone Investment Advisors LLC Incresed Positions in Q1 2025

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
30.4K
+ 830.56%
$251.87 - $277.95 $7.65M - $8.44M
34K $8.8M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
30K
+ 78.46%
$98.43 - $98.88 $2.95M - $2.97M
68.2K $6.74M
SCHO
Schwab Short Term Us Treasury

ETFs
119K
+ 93.49%
$24.1 - $24.34 $2.86M - $2.89M
246K $5.99M
USFR
Wisdomtree Floating Rate Treas

ETFs
33.5K
+ 27.62%
$50.29 - $50.5 $1.68M - $1.69M
155K $7.78M
AVDE
American Centy ETF Tr Avantis

ETFs
18K
+ 24.4%
$60.63 - $68.55 $1.09M - $1.23M
91.8K $6.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.43K
+ 11.69%
$126.11 - $135.06 $1.06M - $1.14M
80.6K $10.4M
CGDV
Capital Group Divid Value ETF

ETFs
24.2K
+ 35.22%
$34.95 - $37.36 $847K - $905K
93K $3.31M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.4K
+ 5.92%
$44.41 - $45.98 $594K - $615K
239K $10.9M
FDVV
Fidelity High Dividend ETF

ETFs
17.5K
+ 5.98%
$48.86 - $52.28 $855K - $915K
310K $15.4M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
9.31K
+ 63.53%
$49.75 - $50.27 $463K - $468K
24K $1.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.59K
+ 1.14%
$45.56 - $47.23 $118K - $122K
230K $10.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.14K
+ 2.4%
$87.68 - $94.52 $100K - $108K
48.8K $4.57M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.93K
+ 2.97%
$77.7 - $78.94 $228K - $232K
102K $8.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.38K
+ 1.74%
$27.01 - $28.54 $118K - $125K
256K $7.16M
VRIG
Invesco Actively Managed ETF F

ETFs
11.4K
+ 9.61%
$25.06 - $25.19 $286K - $288K
130K $3.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
612
+ 0.87%
$73.78 - $76.59 $45.2K - $46.9K
71K $5.44M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3K
+ 30.4%
$49.69 - $50.76 $149K - $152K
12.9K $642K
IBB
Ishares Biotechnology ETF

ETFs
1.21K
+ 17.59%
$127.9 - $140.56 $155K - $170K
8.1K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 5.48%
$47.4 - $52.99 $52.7K - $58.9K
21.4K $1.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
905
+ 6.31%
$58.01 - $64.46 $52.5K - $58.3K
15.3K $947K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
808
+ 15.54%
$76.94 - $78.28 $62.2K - $63.3K
6.01K $470K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
508
+ 10.39%
$75.32 - $84.77 $38.3K - $43.1K
5.4K $440K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
282
+ 161.14%
$254.58 - $302.92 $71.8K - $85.4K
457 $116K
EUSB
Ishares Tr Esg Advanced Total

Technology
996
+ 11.75%
$42.05 - $43.43 $41.9K - $43.3K
9.48K $410K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
691
+ 35.13%
$55.47 - $61.45 $38.3K - $42.5K
2.66K $156K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
294
+ 14.27%
$38.89 - $41.6 $11.4K - $12.2K
2.35K $95K
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 13.82%
$551.42 - $612.93 $11.6K - $12.9K
173 $96K
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 28.0%
$75.7 - $80.01 $530 - $560
32 $2K
J P Morgan Exchange Traded F
4.12K
+ 4.38%
N/A
98.4K $0
Fidelity Covington Trust
105K
+ 452.38%
N/A
128K $0
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
1
+ 0.56%
$50.35 - $66.84 $50.4 - $66.8
178 $8K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3
+ 0.37%
$52.53 - $58.51 $158 - $176
815 $43K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.07%
$120.24 - $134.3 $240 - $269
2.88K $351K
IVV
Ishares Core S&P 500 ETF

ETFs
252
+ 1.3%
$554.06 - $615.85 $140K - $155K
19.7K $11.1M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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