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Southwest Airlines shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Southwest Airlines

Tip: Access up to 7 years of quarterly data

All positions including Southwest Airlines held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $19k 700 27.07
2023-03-31 $23k 700 32.54

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Southwest Airlines

Vanguard Group
Elliott Investment Management
PRIMECAP Management Company
Franklin Resources
State Street Corporation
BlackRock
Geode Capital Management
Ameriprise Financial
Jpmorgan Chase & Co
Goldman Sachs Group
Artisan Partners Limited Partnership
Susquehanna International
Arrowstreet Capital, Limited Partnership
UBS Group
Invesco

View all funds holding Southwest Airlines