Milestone Investment Advisors LLC Portfolio Holdings

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

Milestone Investment Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $395 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $38.7M, Schwab Strategic Tr Us Large C with a value of $33M, Schwab Strategic Tr Us Large C with a value of $26.9M, Vanguard Growth ETF with a value of $20.2M, and Fidelity High Dividend ETF with a value of $18M.

Examining the 13F form we can see an increase of $24.1M in the current position value, from $371M to 395M.

Milestone Investment Advisors LLC is based out at Middleton, WI

Below you can find more details about Milestone Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $395 Million
ETFs: $394 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.7 Million 9.8% of portfolio
528,111
Q3 2025 Reduced 0.9%
$0
$33 Million 8.36% of portfolio
1,035,586
Q3 2025 Reduced 1.09%
$0
$26.9 Million 6.8% of portfolio
1,020,133
Q3 2025 Reduced 1.62%
$0
$20.2 Million 5.11% of portfolio
42,070
Q3 2025 Reduced 0.3%
$0
$18 Million 4.56% of portfolio
323,525
Q3 2025 Added 1.39%
$0
$14.5 Million 3.67% of portfolio
564,322
Q3 2025 Reduced 1.02%
$0
$12.2 Million 3.08% of portfolio
262,772
Q3 2025 Added 8.42%
$0
$11.1 Million 2.8% of portfolio
232,417
Q3 2025 Added 3.53%
$0
$10.9 Million 2.77% of portfolio
110,687
Q3 2025 Added 6.42%
$0
$10.7 Million 2.71% of portfolio
75,826
Q3 2025 Reduced 1.8%
$0
$10.1 Million 2.56% of portfolio
34,415
Q3 2025 Added 2.17%
$0
$10.1 Million 2.55% of portfolio
339,866
Q3 2025 Reduced 0.76%
$0
$9.87 Million 2.5% of portfolio
14,743
Q3 2025 Added 1.12%
$0
$9.81 Million 2.48% of portfolio
195,120
Q3 2025 Added 3.78%
$0
$9.69 Million 2.45% of portfolio
382,698
Q3 2025 Added 7.23%
$0
$9.16 Million 2.32% of portfolio
116,096
Q3 2025 Added 18.71%
$0
$8.79 Million 2.22% of portfolio
334,109
Q3 2025 Added 0.63%
$0
$8.7 Million 2.2% of portfolio
356,741
Q3 2025 Added 5.17%
$0
$6.34 Million 1.6% of portfolio
22,492
Q3 2025 Reduced 0.22%
$0
$6.18 Million 1.56% of portfolio
22,581
Q3 2025 Reduced 1.8%
$0
$6.01 Million 1.52% of portfolio
76,971
Q3 2025 Added 1.44%
$0
$5.94 Million 1.5% of portfolio
217,657
Q3 2025 Reduced 11.61%
$0
$5.36 Million 1.36% of portfolio
230,121
Q3 2025 Added 45.82%
$0
$5.18 Million 1.31% of portfolio
27,319
Q3 2025 Reduced 0.85%
$0
$4.72 Million 1.2% of portfolio
14,393
Q3 2025 Added 3.65%
$0
$4.63 Million 1.17% of portfolio
48,715
Q3 2025 Reduced 0.04%
$0
$4.54 Million 1.15% of portfolio
95,445
Q3 2025 Added 4.39%
$0
$4.55 Million 1.15% of portfolio
36,104
Q3 2025 Added 0.53%
$0
$3.7 Million 0.94% of portfolio
19,849
Q3 2025 Reduced 0.15%
$0
$3.58 Million 0.91% of portfolio
85,281
Q3 2025 Reduced 0.28%
$0
$3.58 Million 0.91% of portfolio
142,479
Q3 2025 Added 1.07%
$0
$3.51 Million 0.89% of portfolio
63,973
Q3 2025 Reduced 0.12%
$0
$3.52 Million 0.89% of portfolio
79,728
Q3 2025 Reduced 10.27%
$0
$3.43 Million 0.87% of portfolio
46,627
Q3 2025 Reduced 0.3%
$0
$2.9 Million 0.73% of portfolio
25,526
Q3 2025 Reduced 6.21%
$0
$2.86 Million 0.72% of portfolio
27,266
Q3 2025 Reduced 18.19%
$0
$2.45 Million 0.62% of portfolio
26,130
Q3 2025 Added 5.96%
$0
$1.95 Million 0.49% of portfolio
38,646
Q3 2025 Added 18.99%
$0
$1.75 Million 0.44% of portfolio
12,870
Q3 2025 Added 3.42%
$0
$1.67 Million 0.42% of portfolio
27,692
Q3 2025 Reduced 8.7%
$0
$1.64 Million 0.42% of portfolio
30,589
Q3 2025 Added 1.69%
$0
$1.58 Million 0.4% of portfolio
26,351
Q3 2025 Added 10.76%
$0
$1.56 Million 0.39% of portfolio
55,772
Q2 2025 Reduced 13.24%
$0
$1.53 Million 0.39% of portfolio
8,572
Q3 2025 Reduced 4.41%
$0
$1.38 Million 0.35% of portfolio
11,586
Q3 2025 Reduced 0.73%
$0
$1.15 Million 0.29% of portfolio
15,642
Q3 2025 Added 0.67%
$0
$1.04 Million 0.26% of portfolio
7,182
Q3 2025 Reduced 1.95%
$0
$914,000 0.23% of portfolio
8,029
Q3 2025 Added 4.45%
$0
$897,000 0.23% of portfolio
34,863
Q3 2025 Reduced 6.75%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $395 Million
  • Prior Value $371 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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