Milestone Investment Advisors LLC Reduced Holdings in Q3 2024

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-77.1K
- 83.63%
$255.18 - $283.2 $19.7M - $21.8M
15.1K $4.28M
OMFL
Invesco Exchange Traded Self I

ETFs
-96.7K
- 55.29%
$47.65 - $52.99 $4.61M - $5.12M
78.2K $4.14M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-86.1K
- 14.13%
$61.47 - $67.36 $5.29M - $5.8M
523K $35.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50.1K
- 37.52%
$77.02 - $85.06 $3.86M - $4.26M
83.5K $7.06M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-53.6K
- 84.03%
$58.03 - $65.37 $3.11M - $3.51M
10.2K $659K
IWY
Ishares Tr Russell 200 Growth

ETFs
-14.5K
- 33.42%
$194.66 - $225.97 $2.83M - $3.29M
29K $6.37M
XLK
Technology Sector Spdr

ETFs
-2.23K
- 8.28%
$197.34 - $237.68 $439K - $529K
24.7K $5.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-28.3K
- 6.93%
$61.11 - $67.85 $1.73M - $1.92M
380K $25.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.47K
- 2.85%
$50.2 - $50.48 $224K - $226K
153K $7.66M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 6.72%
$94.31 - $103.26 $1.1M - $1.21M
162K $16.6M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.29K
- 6.41%
$84.03 - $98.62 $192K - $226K
33.4K $3.21M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-4.47K
- 4.63%
$46.16 - $47.63 $207K - $213K
92.2K $4.38M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-2.73K
- 68.59%
$34.35 - $39.16 $93.7K - $107K
1.25K $47K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-3.62K
- 20.11%
$23.68 - $26.26 $85.7K - $95K
14.4K $366K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.99K
- 39.72%
$25.45 - $29.53 $76K - $88.2K
4.53K $132K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.07K
- 13.09%
$91.37 - $101.65 $98K - $109K
7.12K $724K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.25K
- 3.45%
$96.3 - $106.49 $120K - $133K
34.9K $3.65M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.86K
- 7.92%
$31.67 - $39.16 $58.9K - $72.8K
21.6K $776K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.1K
- 13.18%
$33.67 - $37.71 $37K - $41.4K
7.23K $270K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-214
- 0.61%
$98.23 - $98.97 $21K - $21.2K
34.6K $3.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.58K
- 2.73%
$76.94 - $79.54 $198K - $205K
91.8K $7.29M
OMFS
Invesco Exchange Traded Self I

ETFs
-371
- 10.47%
$35.01 - $39.74 $13K - $14.7K
3.17K $125K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-29
- 4.55%
$84.81 - $93.54 $2.46K - $2.71K
608 $55K
CGMU
Capital Group Core Plus Income
-240
- 6.21%
N/A
3.63K $0
Invesco Exch Traded Fd Tr Ii
-20
- 5.52%
N/A
342 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 3.8%
$517.38 - $573.86 $3.1K - $3.44K
152 $87K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7
- 0.13%
$76.38 - $78.87 $535 - $552
5.22K $410K
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.1K
- 5.78%
$64.17 - $70.37 $70.6K - $77.4K
17.9K $1.26M
VOT
Vanguard Mid Cap Growth Index

ETFs
-53
- 2.35%
$218.05 - $243.47 $11.6K - $12.9K
2.2K $536K
VO
Vanguard Mid Cap ETF

ETFs
-20
- 0.8%
$237.84 - $263.83 $4.76K - $5.28K
2.48K $653K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-338
- 2.2%
$108.44 - $120.37 $36.7K - $40.7K
15K $1.81M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-33
- 0.6%
$151.63 - $169.74 $5K - $5.6K
5.45K $922K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-275
- 1.44%
$105.53 - $118.34 $29K - $32.5K
18.8K $2.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.52K
- 0.49%
$24.38 - $25.2 $37K - $38.2K
307K $7.72M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.99K
- 2.09%
$36.98 - $41.55 $73.4K - $82.5K
93.1K $3.83M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.17K
- 4.31%
$75.47 - $83.18 $466K - $513K
137K $11.4M
VUG
Vanguard Growth ETF

ETFs
-478
- 1.0%
$341.08 - $391.94 $163K - $187K
47.1K $18.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-220
- 0.17%
$37.37 - $41.82 $8.22K - $9.2K
132K $5.49M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-155
- 0.32%
$64.57 - $71.76 $10K - $11.1K
48.2K $3.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-314
- 1.05%
$162.83 - $179.16 $51.1K - $56.3K
29.7K $5.32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.51K
- 2.32%
$59.93 - $66.52 $270K - $300K
190K $12.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.71K
- 1.89%
$92.63 - $105.69 $529K - $603K
297K $30.9M
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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