Milestone Investment Advisors LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$402.5B
Holdings
125
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
PRFZINVESCO EXCHANGE TRADED FD T | $60K |
IJKISHARES TR | $58K |
IWRISHARES TR | $54K |
EFIVSPDR SERIES TRUST | $52K |
MGCVANGUARD WORLD FD | $43K |
AORISHARES TR | $36K |
PPAINVESCO EXCHANGE TRADED FD T | $33K |
XARSPDR SERIES TRUST | $32K |
LCTUBLACKROCK ETF TRUST | $24K |
VOOVANGUARD INDEX FDS | $23K |
XMLVINVESCO EXCH TRADED FD TR II | $16K |
LCTDBLACKROCK ETF TRUST | $16K |
VIGVANGUARD SPECIALIZED FUNDS | $16K |
SCHESCHWAB STRATEGIC TR | $14K |
IWNISHARES TR | $13K |
IWDISHARES TR | $12K |
GQ9SPDR GOLD TR | $11K |
MUNIPIMCO ETF TR | $8K |
HYDBISHARES TR | $7K |
OMFSINVESCO EXCH TRD SLF IDX FD | $6K |
IZRLARK ETF TR | $5K |
XJHISHARES TR | $5K |
TOKECAMBRIA ETF TR | $4K |
AOAISHARES TR | $4K |
RSPEINVESCO EXCH TRADED FD TR II | $3K |
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