Milestone Investment Advisors LLC Incresed Positions in Q3 2024

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
87.2K
+ 28.57%
$45.87 - $48.53 $4M - $4.23M
392K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
3.46K
+ 22.89%
$520.18 - $576.82 $1.8M - $2M
18.6K $10.7M
FDVV
Fidelity High Dividend ETF

ETFs
29.2K
+ 12.95%
$46.26 - $50.65 $1.35M - $1.48M
255K $12.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.1K
+ 41.64%
$74.26 - $78.84 $1.2M - $1.27M
54.9K $4.3M
CGDV
Capital Group Divid Value ETF

ETFs
20K
+ 45.43%
$32.96 - $36.48 $660K - $730K
64.1K $2.34M
FNDX
Schwab Fundamental U S Large C

ETFs
5.49K
+ 5.53%
$65.36 - $71.76 $359K - $394K
105K $7.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
567
+ 0.81%
$117.9 - $128.2 $66.8K - $72.7K
70.3K $9.01M
VTV
Vanguard Value ETF

ETFs
597
+ 3.04%
$159.75 - $174.57 $95.4K - $104K
20.2K $3.53M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
161
+ 0.34%
$83.76 - $91.82 $13.5K - $14.8K
47.8K $4.37M
IBB
Ishares Biotechnology ETF

ETFs
1.79K
+ 36.12%
$135.09 - $149.47 $241K - $267K
6.73K $979K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.03K
+ 57.08%
$49.69 - $50.5 $200K - $203K
11.1K $559K
VBR
Vanguard Small Cap Value ETF

ETFs
890
+ 65.88%
$179.99 - $201.6 $160K - $179K
2.24K $449K
MEAR
Blackrock Short Maturity Munic

ETFs
3.99K
+ 132.83%
$49.99 - $50.34 $199K - $201K
6.99K $351K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
142
+ 0.2%
$42.38 - $47.25 $6.02K - $6.71K
70.5K $3.33M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.47K
+ 104.46%
$43.59 - $49.35 $151K - $171K
6.79K $333K
ICLN
Ishares

ETFs
2.17K
+ 2.65%
$13.26 - $14.77 $28.7K - $32K
83.9K $1.23M
VEA
Vanguard Ftse Developed Market

ETFs
1.38K
+ 7.07%
$47.6 - $53.31 $65.7K - $73.6K
20.9K $1.1M
VB
Vanguard Small Cap ETF

ETFs
422
+ 22.92%
$214.77 - $237.72 $90.6K - $100K
2.26K $536K
VFVA
Vanguard Wellington Fd U S Val

ETFs
834
+ 24.08%
$111.27 - $122.66 $92.8K - $102K
4.3K $517K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
223
+ 0.86%
$73.78 - $81.92 $16.5K - $18.3K
26.2K $2.14M
SCHO
Schwab Short Term Us Treasury

ETFs
905
+ 2.11%
$47.93 - $49.06 $43.4K - $44.4K
43.8K $2.15M
AIQ
Global X Funds Global X Artifi

ETFs
922
+ 4.37%
$31.85 - $37.36 $29.4K - $34.4K
22K $818K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
949
+ 91.25%
$55.06 - $62.25 $52.3K - $59.1K
1.99K $122K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.07K
+ 48.18%
$38.89 - $42.97 $41.7K - $46.1K
3.3K $141K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
329
+ 8.87%
$44.93 - $47.34 $14.8K - $15.6K
4.04K $191K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.07%
$113.45 - $126.18 $227 - $252
2.88K $363K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
239
+ 27.69%
$61.6 - $65.13 $14.7K - $15.6K
1.1K $71K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
167
+ 1.73%
$50.15 - $51.27 $8.38K - $8.56K
9.81K $502K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
1
+ 0.02%
$33.64 - $37.25 $33.6 - $37.3
6.04K $224K
HYDB
Ishares Tr Edge High Yield Def

ETFs
40
+ 40.0%
$46.14 - $48.06 $1.85K - $1.92K
140 $6K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 3.7%
$201.77 - $221.32 $202 - $221
28 $6K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
1
+ 0.57%
$57.32 - $67.53 $57.3 - $67.5
177 $11K
AOA
Ishares Tr Core Aggressive All

ETFs
10
+ 250.0%
$72.11 - $79.05 $721 - $791
14 $1K
CGMS
Capital Grp Core Plus Income E
2.19K
+ 10.2%
N/A
23.7K $0
J P Morgan Exchange Traded F
9.1K
+ 13.85%
N/A
74.8K $0
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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