Milestone Investment Advisors LLC Incresed Positions in Q4 2024

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
216K
+ 2193.31%
$44.87 - $46.86 $9.7M - $10.1M
226K $10.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
37.6K
+ 7.19%
$65.67 - $69.79 $2.47M - $2.62M
561K $37.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
888K
+ 299.55%
$25.93 - $105.3 $23M - $93.5M
1.18M $33M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 2.28%
$378.79 - $428.11 $406K - $459K
48.2K $19.8M
FDVV
Fidelity High Dividend ETF

ETFs
37.4K
+ 14.68%
$49.66 - $52.63 $1.86M - $1.97M
292K $14.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.5K
+ 28.27%
$74.5 - $78.37 $1.16M - $1.22M
70.4K $5.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
408K
+ 214.94%
$22.01 - $66.82 $8.97M - $27.2M
597K $13.6M
SCHO
Schwab Short Term Us Treasury

ETFs
83.3K
+ 190.0%
$24.06 - $48.88 $2M - $4.07M
127K $3.06M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4.83K
+ 88.52%
$164.89 - $177.66 $796K - $857K
10.3K $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
875
+ 4.71%
$570.51 - $610.59 $499K - $534K
19.5K $11.5M
IGM
Ishares Expanded Tech Sector E

ETFs
2.97K
+ 8.9%
$94.19 - $106.95 $280K - $318K
36.4K $3.72M
VTI
Vanguard Total Stock Market Et

ETFs
1.16K
+ 7.66%
$280.04 - $302.45 $324K - $350K
16.3K $4.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 7.47%
$77.86 - $79.27 $534K - $543K
98.7K $7.7M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.62K
+ 10.46%
$98.41 - $98.98 $356K - $358K
38.2K $3.76M
VO
Vanguard Mid Cap ETF

ETFs
1.18K
+ 47.62%
$261.5 - $284.63 $308K - $336K
3.66K $965K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7.65K
+ 8.29%
$46.63 - $47.41 $357K - $363K
99.9K $4.66M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.36K
+ 171.85%
$42.39 - $44.29 $227K - $237K
8.48K $360K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.86K
+ 2.64%
$126.68 - $134.74 $235K - $250K
72.1K $9.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.16K
+ 40.79%
$58.88 - $64.8 $245K - $269K
14.3K $845K
SCHX
Schwab Strategic Tr Us Large C

ETFs
740K
+ 194.74%
$22.4 - $68.28 $16.6M - $50.5M
1.12M $26M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.58K
+ 32.27%
$49.74 - $50.43 $178K - $180K
14.7K $730K
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.2K
+ 119.56%
$25.33 - $51.16 $892K - $1.8M
64.7K $1.67M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.74K
+ 327.02%
$81.6 - $90.89 $142K - $158K
2.28K $195K
CGDV
Capital Group Divid Value ETF

ETFs
4.69K
+ 7.32%
$35.16 - $37.12 $165K - $174K
68.8K $2.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
+ 350.61%
$71.75 - $75.11 $83K - $86.9K
1.49K $106K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.28K
+ 116.06%
$61.87 - $64.86 $79.1K - $83K
2.38K $147K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
417
+ 1.59%
$80.84 - $86.4 $33.7K - $36K
26.6K $2.21M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.35K
+ 33.52%
$46.03 - $47.13 $62.3K - $63.8K
5.39K $249K
AIQ
Global X Funds Global X Artifi

ETFs
653
+ 2.96%
$36.57 - $40.57 $23.9K - $26.5K
22.7K $876K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
166
+ 2.33%
$100.18 - $109.1 $16.6K - $18.1K
7.29K $764K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.95K
+ 2.26%
$24.61 - $25.12 $171K - $175K
314K $7.75M
MEAR
Blackrock Short Maturity Munic

ETFs
499
+ 7.14%
$49.94 - $50.28 $24.9K - $25.1K
7.49K $374K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.07%
$124.61 - $133.96 $249 - $268
2.88K $370K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.7K
+ 208.89%
$25.79 - $80.4 $559K - $1.74M
32.1K $836K
AOA
Ishares Tr Core Aggressive All

ETFs
11
+ 78.57%
$76.61 - $79.88 $843 - $879
25 $1K
CGMS
Capital Grp Core Plus Income E
3.58K
+ 15.1%
N/A
27.3K $0
J P Morgan Exchange Traded F
19.4K
+ 25.97%
N/A
94.2K $0
Tcw ETF Trust
848
+ 11.11%
N/A
8.48K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
48
+ 0.49%
$50.02 - $51.24 $2.4K - $2.46K
9.86K $494K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.46K
+ 100.0%
$24.19 - $50.58 $108K - $225K
8.91K $216K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
1
+ 0.05%
$167.1 - $175.71 $167 - $176
2.06K $345K
FNDF
Schwab Fundamental Intl Large

ETFs
82
+ 1.13%
$32.92 - $37.15 $2.7K - $3.05K
7.31K $242K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.02%
$75.65 - $83.47 $75.7 - $83.5
4.89K $372K
FNDB
Schwab Fundamental U S Broad M

ETFs
33.9K
+ 189.22%
$23.07 - $70.32 $782K - $2.38M
51.8K $1.21M
IBB
Ishares Biotechnology ETF

ETFs
160
+ 2.38%
$131.21 - $148.85 $21K - $23.8K
6.89K $910K
VTV
Vanguard Value ETF

ETFs
64
+ 0.32%
$168.32 - $181.87 $10.8K - $11.6K
20.3K $3.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
168K
+ 201.55%
$26.93 - $84.95 $4.53M - $14.3M
252K $6.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
263K
+ 192.25%
$27.54 - $83.04 $7.25M - $21.9M
400K $11.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 2.27%
$98.47 - $109.35 $363K - $403K
166K $16.3M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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