Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $371 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ SCHG SCHX VUG FDVV SCHB FBND JCPB 108 stocks |
$365,723
98.86% of portfolio
|
26
|
48
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,220
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
STE 1 stocks |
$8
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|