Milestone Investment Advisors LLC Portfolio Holdings

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

Milestone Investment Advisors LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $351 Million distributed in 127 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 $35.2M, Schwab Strategic Tr Us Large C with a value of $30.9M, Schwab Strategic Tr Us Large C with a value of $25.8M, J P Morgan Exchange Traded Fd with a value of $18.9M, and Vanguard Growth ETF with a value of $18.1M.

Examining the 13F form we can see an decrease of $19.9M in the current position value, from $371M to 351M.

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 $351 Million
ETFs: $350 Million
Technology: $28,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $351 Million
  • Prior Value $371 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email