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Milestone Investment Advisors

Latest statistics and disclosures from Milestone Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, SCHG, SCHX, VUG, XMHQ, and represent 36.04% of Milestone Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$25M), SCHX (+$17M), FBND (+$9.7M), SCHB (+$9.3M), SCHM (+$7.3M), FNDX (+$5.7M), SCHD, AVDE, SPHQ, SCHO.
Started 6 new stock positions in EFIV, XMLV, AVDE, BNDX, XJH, FESM.
Reduced shares in these 10 stocks: JCPB (-$7.6M), DIHP, OMFL, USFR, , VFVA, SPGP, IWY, IQLT, ICLN.
Sold out of its positions in FENI, QCLN, Invesco S&p Midcap Low equities.
Milestone Investment Advisors was a net buyer of stock by $84M.
Milestone Investment Advisors has $368M in assets under management (AUM), dropping by 3.11%.
Central Index Key (CIK): 0001967018

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Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 130 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	10.2	$38M	+7%	561k	67.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.0	$33M	+299%	1.2M	27.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.1	$26M	+194%	1.1M	23.18	View chart
Vanguard Index Fds Growth Etf (VUG)	5.4	$20M	+2%	48k	410.44	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	4.4	$16M	+2%	166k	98.47	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.0	$15M	+14%	292k	49.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.7	$14M	+214%	597k	22.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$12M	+4%	20k	588.68	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$11M	+192%	400k	27.71	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.9	$11M	-41%	228k	46.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.8	$10M	+2193%	226k	44.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.5	$9.2M	+2%	72k	127.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.2	$8.2M	+230%	346k	23.68	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.1	$7.8M	+2%	314k	24.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$7.7M	+7%	99k	78.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$6.9M	+201%	252k	27.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.7	$6.4M	-5%	27k	235.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$6.1M	-20%	121k	50.32	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.6	$5.8M	+25%	94k	62.04	View chart
Select Sector Spdr Tr Technology (XLK)	1.5	$5.7M		25k	232.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$5.3M	+28%	70k	74.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$5.1M		29k	175.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$4.7M	+7%	16k	289.81	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.3	$4.7M	+8%	100k	46.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.2	$4.6M	-7%	123k	37.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$4.5M	NEW	74k	61.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$4.2M		48k	88.79	View chart
Pimco Etf Tr Enhancd Short (EMNT)	1.0	$3.8M	+10%	38k	98.41	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.0	$3.7M	+8%	36k	102.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.4M		20k	169.30	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.9	$3.4M		70k	48.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$3.3M	-2%	47k	70.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.9	$3.3M	-10%	31k	104.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$3.2M	+88%	175k	18.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$3.1M	+190%	127k	24.06	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.8	$3.0M	-4%	119k	25.11	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.7	$2.4M	-42%	45k	54.23	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$2.4M	+7%	69k	35.26	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.6	$2.2M		27k	83.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.2M		19k	115.22	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.5	$1.8M		15k	121.59	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.5	$1.7M	+88%	10k	165.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.7M	+119%	65k	25.86	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$1.2M	+189%	52k	23.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.1M	-4%	12k	96.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$971k	-2%	20k	47.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$965k	+47%	3.7k	264.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$911k	+2%	6.9k	132.21	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$876k	+2%	23k	38.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$846k	+40%	14k	58.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$836k	+208%	32k	26.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$765k	+2%	7.3k	104.89	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$748k	NEW	23k	32.35	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$744k	+15%	27k	27.28	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$730k	+32%	15k	49.84	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$635k	-33%	56k	11.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$554k		2.2k	253.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$544k		2.3k	240.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$494k		9.9k	50.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$459k	-2%	9.5k	48.33	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$445k		5.9k	75.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$435k	-2%	2.2k	198.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$402k		5.2k	77.26	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$374k	+7%	7.5k	49.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$372k		4.9k	76.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$371k		2.9k	128.83	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$360k	+171%	8.5k	42.48	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$345k		2.1k	168.05	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$337k		3.1k	110.25	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$337k		6.8k	49.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$334k		1.8k	189.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$279k	-6%	5.3k	52.47	View chart
Tcw Etf Trust Compounders Etf (GRW)	0.1	$279k	+11%	8.5k	32.86	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$249k	+33%	5.4k	46.20	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$246k		1.8k	137.78	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$243k		7.3k	33.21	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$219k		6.0k	36.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$216k	+100%	8.9k	24.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$208k		741.00	280.06	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$195k	+327%	2.3k	85.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$179k		1.4k	126.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$178k		1.0k	178.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$176k		1.3k	137.57	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$161k		4.0k	40.34	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$152k		2.4k	64.61	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$148k	+116%	2.4k	61.99	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$138k		3.3k	41.88	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$112k		2.0k	56.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$109k		1.1k	101.53	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$108k	-68%	4.6k	23.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$107k	+350%	1.5k	71.91	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$98k		3.6k	26.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$97k		300.00	322.16	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$94k	-97%	3.7k	25.23	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.0	$89k		2.2k	41.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$89k		152.00	586.09	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$84k		669.00	124.90	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.0	$82k	-83%	695.00	118.46	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$81k		2.1k	39.37	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$79k	-37%	2.0k	39.56	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$68k		3.0k	22.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$55k		608.00	90.98	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$55k		1.3k	41.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$51k		175.00	288.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$49k	NEW	994.00	49.05	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.0	$46k	NEW	812.00	56.51	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$44k		1.2k	34.96	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$37k		176.00	212.66	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$32k		555.00	57.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$26k		50.00	511.24	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$24k		34.00	693.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$22k		112.00	195.83	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$21k		333.00	64.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$21k	NEW	342.00	60.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$20k		37.00	538.81	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$13k		145.00	92.73	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$13k		290.00	43.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$12k		76.00	163.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$11k	-90%	423.00	26.63	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$11k		177.00	60.66	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$8.5k		150.00	56.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$7.7k		32.00	242.16	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$6.6k		140.00	47.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$5.9k		28.00	211.43	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$5.5k		74.00	74.03	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$5.0k	NEW	120.00	41.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$4.6k		19.00	242.21	View chart
Cambria Etf Tr Cannabis Etf (TOKE)	0.0	$3.2k		620.00	5.13	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$2.3k		87.00	26.46	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$1.9k	+78%	25.00	77.52	View chart

Past Filings by Milestone Investment Advisors

SEC 13F filings are viewable for Milestone Investment Advisors going back to 2022

Milestone Investment Advisors 2024 Q4 filed Feb. 12, 2025
Milestone Investment Advisors 2024 Q3 filed Oct. 30, 2024
Milestone Investment Advisors 2024 Q2 filed Aug. 13, 2024
Milestone Investment Advisors 2024 Q1 filed May 14, 2024
Milestone Investment Advisors 2023 Q4 filed Feb. 9, 2024
Milestone Investment Advisors 2023 Q3 filed Nov. 8, 2023
Milestone Investment Advisors 2023 Q2 filed Aug. 2, 2023
Milestone Investment Advisors 2023 Q1 filed May 16, 2023
Milestone Investment Advisors 2022 Q4 filed March 15, 2023

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