Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $349 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ SCHG SCHX VUG FDVV SCHB IVV FBND 113 stocks |
$344,469
98.9% of portfolio
|
38
|
40
|
7
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,817
1.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|