Milestone Investment Advisors LLC Reduced Holdings in Q3 2025

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-28.6K
- 11.61%
$26.38 - $27.95 $755K - $799K
218K $5.94M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.06K
- 18.19%
$98.53 - $107.1 $597K - $649K
27.3K $2.86M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-9.13K
- 10.27%
$41.43 - $44.2 $378K - $403K
79.7K $3.52M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.72K
- 31.62%
$49.09 - $50.58 $281K - $289K
12.4K $623K
OMFL
Invesco Exchange Traded Self I

ETFs
-2.64K
- 8.7%
$57.41 - $60.45 $151K - $159K
27.7K $1.67M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-395
- 4.41%
$172.72 - $179.11 $68.2K - $70.7K
8.57K $1.53M
MEAR
Blackrock Short Maturity Munic

ETFs
-666
- 8.44%
$50.17 - $50.56 $33.4K - $33.7K
7.22K $364K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.69K
- 6.21%
$107.27 - $113.94 $181K - $193K
25.5K $2.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-158
- 72.48%
$192.76 - $203.86 $30.5K - $32.2K
60 $12K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.04K
- 11.68%
$24.69 - $25.26 $25.7K - $26.3K
7.87K $197K
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 35.71%
N/A
72 $13K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-62
- 19.5%
$60.96 - $64.31 $3.78K - $3.99K
256 $16K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-65
- 2.07%
$26.82 - $28.12 $1.74K - $1.83K
3.07K $85K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7
- 0.21%
$78.11 - $79.07 $547 - $553
3.38K $266K
CGMU
Capital Group Core Plus Income
-11K
- 38.13%
N/A
17.8K $0
J P Morgan Exchange Traded F
-91.7K
- 95.94%
N/A
3.88K $0
CGMS
Capital Grp Core Plus Income E
-354
- 1.54%
N/A
22.6K $0
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.52K
- 6.75%
$23.83 - $25.77 $60.1K - $65K
34.9K $897K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-12
- 0.4%
$62.49 - $64.56 $750 - $775
3K $192K
VOT
Vanguard Mid Cap Growth Index

ETFs
-5
- 0.26%
$282.75 - $294.19 $1.41K - $1.47K
1.94K $570K
USXF
Ishares Esg Advanced Msci Usa

Technology
-5
- 0.09%
$53.69 - $57.31 $268 - $287
5.75K $329K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-139
- 0.3%
$72.01 - $74.44 $10K - $10.3K
46.6K $3.43M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2
- 0.07%
$115.96 - $125.95 $232 - $252
3.05K $384K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-40
- 0.56%
$109.47 - $119.06 $4.38K - $4.76K
7.1K $841K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19
- 0.04%
$92.18 - $95.14 $1.75K - $1.81K
48.7K $4.63M
AIQ
Global X Funds Global X Artifi

ETFs
-372
- 2.55%
$43.2 - $49.66 $16.1K - $18.5K
14.2K $702K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-85
- 0.73%
$108.46 - $120.63 $9.22K - $10.3K
11.6K $1.38M
IBB
Ishares Biotechnology ETF

ETFs
-143
- 1.95%
$127.63 - $144.37 $18.3K - $20.6K
7.18K $1.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-234
- 0.85%
$181.56 - $190.33 $42.5K - $44.5K
27.3K $5.18M
VTV
Vanguard Value ETF

ETFs
-29
- 0.15%
$175.51 - $186.57 $5.09K - $5.41K
19.8K $3.7M
CGDV
Capital Group Divid Value ETF

ETFs
-237
- 0.28%
$39.59 - $42.21 $9.38K - $10K
85.3K $3.58M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-75
- 0.12%
$50.79 - $54.95 $3.81K - $4.12K
64K $3.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.39K
- 1.8%
$132.9 - $142.03 $185K - $198K
75.8K $10.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.59K
- 0.76%
$28.15 - $30.13 $73K - $78.2K
340K $10.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
-415
- 1.8%
$243.93 - $275.62 $101K - $114K
22.6K $6.18M
XLK
Technology Sector Spdr

ETFs
-50
- 0.22%
$250.97 - $282.66 $12.5K - $14.1K
22.5K $6.34M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.81K
- 0.9%
$70.77 - $73.59 $340K - $354K
528K $38.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.81K
- 1.02%
$23.82 - $25.84 $138K - $150K
564K $14.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.8K
- 1.62%
$24.46 - $26.5 $412K - $446K
1.02M $26.9M
VUG
Vanguard Growth ETF

ETFs
-125
- 0.3%
$433.97 - $484.08 $54.2K - $60.5K
42.1K $20.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-11.4K
- 1.09%
$28.92 - $32.19 $330K - $368K
1.04M $33M
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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