Milestone Investment Advisors LLC Purchases in Q3 2025

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
18.3K
+ 18.71%
$73.24 - $79.04 $1.34M - $1.45M
116K $9.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
72.3K
+ 45.82%
$21.69 - $23.34 $1.57M - $1.69M
230K $5.36M
FDVV
Fidelity High Dividend ETF

ETFs
4.44K
+ 1.39%
$52.42 - $55.71 $233K - $247K
324K $18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.4K
+ 8.42%
$45.26 - $46.63 $923K - $951K
263K $12.2M
IVV
Ishares Core S&P 500 ETF

ETFs
164
+ 1.12%
$620.67 - $670.08 $102K - $110K
14.7K $9.87M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
25.8K
+ 7.23%
$25.0 - $25.33 $645K - $654K
383K $9.69M
VO
Vanguard Mid Cap ETF

ETFs
731
+ 2.17%
$279.83 - $293.74 $205K - $215K
34.4K $10.1M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
6.68K
+ 6.42%
$98.41 - $98.89 $657K - $660K
111K $10.9M
FNDX
Schwab Fundamental U S Large C

ETFs
2.09K
+ 0.63%
$24.38 - $26.34 $50.9K - $55K
334K $8.79M
IGM
Ishares Expanded Tech Sector E

ETFs
191
+ 0.53%
$110.96 - $127.67 $21.2K - $24.4K
36.1K $4.55M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.92K
+ 3.53%
$46.37 - $47.77 $367K - $378K
232K $11.1M
SCHO
Schwab Short Term Us Treasury

ETFs
17.5K
+ 5.17%
$24.23 - $24.42 $425K - $428K
357K $8.7M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
9.22K
+ 335.16%
$41.5 - $43.83 $383K - $404K
12K $524K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.22K
+ 3.86%
$78.96 - $80.04 $333K - $338K
113K $9.07M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.11K
+ 3.78%
$50.23 - $50.48 $357K - $359K
195K $9.81M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.17K
+ 18.99%
$50.09 - $50.73 $309K - $313K
38.6K $1.95M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1.47K
+ 5.96%
$87.95 - $94.49 $129K - $139K
26.1K $2.45M
VEA
Vanguard Ftse Developed Market

ETFs
2.56K
+ 10.76%
$56.02 - $60.3 $143K - $154K
26.4K $1.58M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.01K
+ 4.39%
$47.02 - $47.71 $189K - $191K
95.4K $4.54M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
509
+ 1.69%
$47.75 - $54.24 $24.3K - $27.6K
30.6K $1.64M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
425
+ 3.42%
$126.64 - $135.65 $53.8K - $57.7K
12.9K $1.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.09K
+ 1.44%
$76.16 - $78.59 $83.3K - $86K
77K $6.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
104
+ 0.67%
$68.24 - $73.73 $7.1K - $7.67K
15.6K $1.15M
EFG
Msci Eafe Growth ETF

ETFs
342
+ 4.45%
$106.99 - $114.46 $36.6K - $39.1K
8.03K $914K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.1K
+ 88.23%
$41.19 - $43.7 $45.4K - $48.2K
2.35K $100K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
515
+ 19.37%
$64.58 - $69.94 $33.3K - $36K
3.17K $220K
VRIG
Invesco Actively Managed ETF F

ETFs
1.51K
+ 1.07%
$25.04 - $25.16 $37.8K - $38K
142K $3.58M
EUSB
Ishares Tr Esg Advanced Total

Technology
827
+ 8.74%
$42.97 - $44.2 $35.5K - $36.6K
10.3K $451K
XAR
Spdr S&P Aerospace & Defense E

ETFs
136
New
$205.52 - $234.96 $28K - $32K
136 $31K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.04%
$134.94 - $145.86 $135 - $146
2.61K $380K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
3
+ 0.05%
$37.49 - $40.7 $112 - $122
5.93K $241K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
145
New
$50.9 - $52.37 $7.38K - $7.59K
145 $7K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
186
New
$26.14 - $29.18 $4.86K - $5.43K
186 $5K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3
+ 0.37%
$58.56 - $63.63 $176 - $191
820 $52K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.47%
$139.82 - $155.45 $140 - $155
214 $33K
AOA
Ishares Tr Core Aggressive All

ETFs
9
+ 27.27%
$82.71 - $88.14 $744 - $793
42 $3K
Tcw ETF Trust
18
+ 0.26%
N/A
7.05K $0
Fidelity Covington Trust
13.9K
+ 10.14%
N/A
151K $0
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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