Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ SCHG SCHX VUG XMHQ FDVV SCHB IVV 115 stocks |
$354,350
98.68% of portfolio
|
50
|
29
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,710
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$23
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|