Milestone Investment Advisors LLC
CIK: 0001967018SEC EDGAR →
Portfolio Value
$413.1M
Holdings
133
As of
Q4 2025
New Positions
124
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 525,917 | $39.5M | 9.56% |
| 2 | SCHWAB STRATEGIC TR | 1,014,406 | $33.1M | 8.01% |
| 3 | SCHWAB STRATEGIC TR | 1,018,982 | $27.4M | 6.64% |
| 4 | VANGUARD INDEX FDS | 41,415 | $20.2M | 4.89% |
| 5 | FIDELITY COVINGTON TRUST | 319,792 | $18.1M | 4.39% |
| 6 | SCHWAB STRATEGIC TR | 541,444 | $14.2M | 3.44% |
| 7 | FIDELITY MERRIMACK STR TR | 275,916 | $12.7M | 3.08% |
| 8 | J P MORGAN EXCHANGE TRADED F | 238,293 | $11.3M | 2.73% |
| 9 | ISHARES TR | 16,085 | $11.0M | 2.67% |
| 10 | VANGUARD WHITEHALL FDS | 75,367 | $10.8M | 2.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 130 | $412.5M | 99.9% |
| Unknown | 3 | $495K | 0.1% |