Milestone Investment Advisors LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$360.3B
Holdings
126
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PRFZINVESCO EXCHANGE TRADED FD T | 1,313 | $49.7M | 0.01% | |
| 102 | OMFSINVESCO EXCH TRD SLF IDX FD | 1,297 | $49.3M | 0.01% | |
| 103 | DWXSPDR INDEX SHS FDS | 1,249 | $47.9M | 0.01% | |
| 104 | IWRISHARES TR | 562 | $47.8M | 0.01% | |
| 105 | EFIVSPDR SER TR | 815 | $43.6M | 0.01% | |
| 106 | IWDISHARES TR | 218 | $41.0M | 0.01% | |
| 107 | IEMGISHARES INC | 735 | $39.7M | 0.01% | |
| 108 | MGCVANGUARD WORLD FD | 176 | $35.4M | 0.01% | |
| 109 | AORISHARES TR | 555 | $32.0M | 0.01% | |
| 110 | PPAINVESCO EXCHANGE TRADED FD T | 213 | $24.8M | 0.01% | |
| 111 | VIGVANGUARD SPECIALIZED FUNDS | 112 | $21.7M | 0.01% | |
| 112 | LCTUBLACKROCK ETF TRUST | 333 | $20.2M | 0.01% | |
| 113 | XMLVINVESCO EXCH TRADED FD TR II | 318 | $19.6M | 0.01% | |
| 114 | VOOVANGUARD INDEX FDS | 37 | $19.0M | 0.01% | |
| 115 | LCTDBLACKROCK ETF TRUST | 290 | $13.4M | 0.00% | |
| 116 | IEFISHARES TR | 135 | $12.9M | 0.00% | |
| 117 | SCHESCHWAB STRATEGIC TR | 423 | $11.7M | 0.00% | |
| 118 | IWNISHARES TR | 76 | $11.4M | 0.00% | |
| 119 | GQ9SPDR GOLD TR | 32 | $9.2M | 0.00% | |
| 120 | CNRGSPDR SER TR | 178 | $8.9M | 0.00% | |
| 121 | ARKKARK ETF TR | 150 | $7.1M | 0.00% | |
| 122 | HYDBISHARES TR | 140 | $6.6M | 0.00% | |
| 123 | VDCVANGUARD WORLD FD | 28 | $6.2M | 0.00% | |
| 124 | XJHISHARES TR | 120 | $4.7M | 0.00% | |
| 125 | AOAISHARES TR | 32 | $2.5M | 0.00% | |
| 126 | RSPEINVESCO EXCH TRADED FD TR II | 87 | $2.3M | 0.00% |
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