Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $370 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPHQ SCHG SCHX XMHQ OMFL VUG SCHD SCHB 116 stocks |
$338,840
92.51% of portfolio
|
  26  
|
  45  
|
  5  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$27,438
7.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|