Milestone Investment Advisors LLC Reduced Holdings in Q1 2025

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-119K
- 71.53%
$89.18 - $104.04 $10.6M - $12.4M
47.3K $4.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-72.6K
- 6.12%
$24.91 - $29.02 $1.81M - $2.11M
1.11M $27.8M
VUG
Vanguard Growth ETF

ETFs
-3.1K
- 6.43%
$369.1 - $427.61 $1.14M - $1.33M
45.1K $16.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-39K
- 3.48%
$21.75 - $24.28 $848K - $947K
1.08M $23.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-15.9K
- 2.83%
$65.27 - $71.18 $1.04M - $1.13M
545K $36.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-25K
- 6.24%
$25.58 - $29.24 $639K - $730K
375K $9.83M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.16K
- 7.89%
$210.19 - $243.33 $453K - $525K
25.2K $5.31M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-34.6K
- 28.12%
$36.91 - $41.03 $1.28M - $1.42M
88.3K $3.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-12K
- 2.01%
$21.23 - $23.75 $255K - $285K
585K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
-2.36K
- 14.54%
$271.18 - $303.12 $641K - $717K
13.9K $3.82M
IGM
Ishares Expanded Tech Sector E

ETFs
-3.35K
- 9.21%
$90.67 - $108.46 $304K - $364K
33.1K $3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.24K
- 17.31%
$102.49 - $119.96 $332K - $389K
15.5K $1.62M
FNDX
Schwab Fundamental U S Large C

ETFs
-16.5K
- 4.78%
$23.03 - $25.01 $381K - $413K
329K $7.78M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 7.99%
$96.88 - $111.25 $242K - $277K
28.7K $2.87M
EFG
Msci Eafe Growth ETF

ETFs
-3.56K
- 30.71%
$96.1 - $106.37 $342K - $379K
8.03K $803K
FNDB
Schwab Fundamental U S Broad M

ETFs
-13.1K
- 25.34%
$22.52 - $24.48 $296K - $322K
38.7K $890K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-7.2K
- 7.21%
$46.45 - $47.26 $334K - $340K
92.7K $4.38M
OMFL
Invesco Exchange Traded Self I

ETFs
-4.09K
- 9.06%
$52.19 - $57.45 $213K - $235K
41K $2.19M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.93K
- 7.27%
$78.45 - $87.45 $152K - $169K
24.7K $1.96M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.68K
- 2.4%
$45.21 - $50.33 $75.9K - $84.5K
68.4K $3.13M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-575
- 3.85%
$113.22 - $126.36 $65.1K - $72.7K
14.4K $1.65M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-377
- 0.58%
$23.16 - $27.04 $8.73K - $10.2K
64.3K $1.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-251
- 0.86%
$169.43 - $182.84 $42.5K - $45.9K
28.9K $5M
AIQ
Global X Funds Global X Artifi

ETFs
-914
- 4.03%
$36.38 - $42.77 $33.3K - $39.1K
21.8K $791K
VBR
Vanguard Small Cap Value ETF

ETFs
-254
- 11.58%
$183.02 - $207.75 $46.5K - $52.8K
1.94K $361K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-141
- 1.93%
$96.93 - $109.51 $13.7K - $15.4K
7.15K $700K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-880
- 8.56%
$162.48 - $175.37 $143K - $154K
9.4K $1.64M
USXF
Ishares Esg Advanced Msci Usa

Technology
-394
- 5.81%
$46.38 - $52.65 $18.3K - $20.7K
6.38K $297K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.59K
- 21.74%
$32.9 - $37.45 $52.3K - $59.5K
5.72K $206K
OMFS
Invesco Exchange Traded Self I

ETFs
-695
- 34.89%
$36.43 - $41.61 $25.3K - $28.9K
1.3K $49K
VOT
Vanguard Mid Cap Growth Index

ETFs
-37
- 1.7%
$237.72 - $276.98 $8.8K - $10.2K
2.15K $524K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-1.26K
- 27.41%
$23.3 - $25.76 $29.4K - $32.5K
3.34K $82K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2
- 0.07%
$101.98 - $115.66 $204 - $231
3.06K $312K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-24
- 0.73%
$37.9 - $43.9 $910 - $1.05K
3.28K $125K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-99
- 1.64%
$35.66 - $38.5 $3.53K - $3.81K
5.93K $215K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-24
- 7.02%
$59.15 - $62.71 $1.42K - $1.51K
318 $19K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-4
- 0.07%
$46.06 - $46.94 $184 - $188
5.39K $249K
Tcw ETF Trust
-1.45K
- 17.09%
N/A
7.03K $0
CGMS
Capital Grp Core Plus Income E
-1.43K
- 5.24%
N/A
25.9K $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-11
- 0.46%
$61.23 - $63.33 $674 - $697
2.37K $149K
VTV
Vanguard Value ETF

ETFs
-381
- 1.88%
$167.73 - $179.21 $63.9K - $68.3K
19.9K $3.44M
EFV
Msci Eafe Value ETF

ETFs
-447
- 8.4%
$51.88 - $60.73 $23.2K - $27.1K
4.87K $287K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.1K
- 5.75%
$18.36 - $20.51 $185K - $207K
165K $3.27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-306
- 0.65%
$68.32 - $75.06 $20.9K - $23K
46.8K $3.5M
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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