Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $395 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ SCHG SCHX VUG FDVV SCHB FBND JCPB 111 stocks |
$389,265
98.8% of portfolio
|
34
|
37
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,723
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|