Milestone Investment Advisors LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$413.1B
Holdings
133
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
IDUISHARES TR | $101.0M |
XJRISHARES TR | $92.0M |
IWMISHARES TR | $88.0M |
IJJISHARES TR | $87.0M |
SUSCISHARES TR | $70.0M |
EFIVSPDR SERIES TRUST | $67.0M |
NUSCNUSHARES ETF TR | $63.0M |
IMFLINVESCO EXCH TRD SLF IDX FD | $61.0M |
NDQINVESCO QQQ TR | $61.0M |
PRFZINVESCO EXCHANGE TRADED FD T | $60.0M |
IJKISHARES TR | $58.0M |
IWRISHARES TR | $54.0M |
MGCVANGUARD WORLD FD | $44.0M |
AORISHARES TR | $36.0M |
PPAINVESCO EXCHANGE TRADED FD T | $33.0M |
XARSPDR SERIES TRUST | $32.0M |
LCTUBLACKROCK ETF TRUST | $24.0M |
VOOVANGUARD INDEX FDS | $23.0M |
LCTDBLACKROCK ETF TRUST | $16.0M |
IWNISHARES TR | $13.0M |
SCHESCHWAB STRATEGIC TR | $13.0M |
XMLVINVESCO EXCH TRADED FD TR II | $13.0M |
GQ9SPDR GOLD TR | $12.0M |
IWDISHARES TR | $12.0M |
IBITISHARES BITCOIN TRUST ETF | $9.0M |
HYDBISHARES TR | $6.0M |
OMFSINVESCO EXCH TRD SLF IDX FD | $6.0M |
XJHISHARES TR | $5.0M |
IZRLARK ETF TR | $5.0M |
AOAISHARES TR | $4.0M |
EUADSPINNAKER ETF SERIES | $4.0M |
TOKECAMBRIA ETF TR | $3.0M |
RSPEINVESCO EXCH TRADED FD TR II | $2.0M |
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