Milestone Investment Advisors LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$368.1B

Holdings

130

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
SUSCISHARES TR
$68.2M
IJKISHARES TR
$55.3M
PRFZINVESCO EXCHANGE TRADED FD T
$54.6M
IWOISHARES TR
$50.5M
BNDXVANGUARD CHARLOTTE FDS
$48.8M
EFIVSPDR SER TR
$45.9M
DWXSPDR INDEX SHS FDS
$43.7M
MGCVANGUARD WORLD FD
$37.4M
AORISHARES TR
$31.8M
NDQINVESCO QQQ TR
$25.6M
ASMLASML HOLDING N V
$23.6M
VIGVANGUARD SPECIALIZED FUNDS
$21.9M
LCTUBLACKROCK ETF TRUST
$21.3M
XMLVINVESCO EXCH TRADED FD TR II
$20.8M
VOOVANGUARD INDEX FDS
$19.9M
MOATVANECK ETF TRUST
$13.4M
LCTDBLACKROCK ETF TRUST
$12.6M
IWNISHARES TR
$12.4M
SCHESCHWAB STRATEGIC TR
$11.3M
CNRGSPDR SER TR
$10.7M
ARKKARK ETF TR
$8.5M
GQ9SPDR GOLD TR
$7.7M
HYDBISHARES TR
$6.6M
VDCVANGUARD WORLD FD
$5.9M
GBTCGRAYSCALE BITCOIN TRUST ETF
$5.5M
XJHISHARES TR
$5.0M
SMHVANECK ETF TRUST
$4.6M
TOKECAMBRIA ETF TR
$3.2M
RSPEINVESCO EXCH TRADED FD TR II
$2.3M
AOAISHARES TR
$1.9M
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