Milestone Investment Advisors LLC Portfolio Holdings
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
Milestone Investment Advisors LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $371 Million distributed in 132 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 $38.7M, Schwab Strategic Tr Us Large C with a value of $30.5M, Schwab Strategic Tr Us Large C with a value of $26.2M, Vanguard Total Stock Market Et with a value of $24.7M, and Vanguard Growth ETF with a value of $17.8M.
Examining the 13F form we can see an increase of $1.22M in the current position value, from $370M to 371M.
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.