Milestone Investment Advisors LLC Portfolio Holdings by Sector
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPHQ SCHG SCHX JCPB VUG XMHQ FDVV SCHB 112 stocks |
$345,717
98.77% of portfolio
|
  35  
|
  39  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,275
1.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$28
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|