Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPHQ SCHG SCHX VUG XMHQ JCPB SCHB SCHM 119 stocks |
$345,410
93.33% of portfolio
|
  44  
|
  43  
|
  10  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$24,666
6.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|