Milestone Investment Advisors LLC Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$360.3M

Holdings

126

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
PRFZINVESCO EXCHANGE TRADED FD T
$50K
OMFSINVESCO EXCH TRD SLF IDX FD
$49K
DWXSPDR INDEX SHS FDS
$48K
IWRISHARES TR
$48K
EFIVSPDR SER TR
$44K
IWDISHARES TR
$41K
IEMGISHARES INC
$40K
MGCVANGUARD WORLD FD
$35K
AORISHARES TR
$32K
PPAINVESCO EXCHANGE TRADED FD T
$25K
VIGVANGUARD SPECIALIZED FUNDS
$22K
LCTUBLACKROCK ETF TRUST
$20K
XMLVINVESCO EXCH TRADED FD TR II
$20K
VOOVANGUARD INDEX FDS
$19K
LCTDBLACKROCK ETF TRUST
$13K
IEFISHARES TR
$13K
SCHESCHWAB STRATEGIC TR
$12K
IWNISHARES TR
$11K
GQ9SPDR GOLD TR
$9K
CNRGSPDR SER TR
$9K
ARKKARK ETF TR
$7K
HYDBISHARES TR
$7K
VDCVANGUARD WORLD FD
$6K
XJHISHARES TR
$5K
AOAISHARES TR
$2K
RSPEINVESCO EXCH TRADED FD TR II
$2K
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