Milestone Investment Advisors LLC Portfolio Holdings

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

Milestone Investment Advisors LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $371 Million distributed in 125 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 $38M, Schwab Strategic Tr Us Large C with a value of $30.6M, Schwab Strategic Tr Us Large C with a value of $25.3M, Vanguard Growth ETF with a value of $18.5M, and Fidelity High Dividend ETF with a value of $16.6M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $349M 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.

Portfolio value $371 Million
ETFs: $370 Million
Healthcare: $8,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $371 Million
  • Prior Value $349 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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