Milestone Investment Advisors LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$368.1M

Holdings

130

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
SUSCISHARES TR
$68K
IJKISHARES TR
$55K
PRFZINVESCO EXCHANGE TRADED FD T
$55K
IWOISHARES TR
$50K
BNDXVANGUARD CHARLOTTE FDS
$49K
EFIVSPDR SER TR
$46K
DWXSPDR INDEX SHS FDS
$44K
MGCVANGUARD WORLD FD
$37K
AORISHARES TR
$32K
NDQINVESCO QQQ TR
$26K
ASMLASML HOLDING N V
$24K
VIGVANGUARD SPECIALIZED FUNDS
$22K
LCTUBLACKROCK ETF TRUST
$21K
XMLVINVESCO EXCH TRADED FD TR II
$21K
VOOVANGUARD INDEX FDS
$20K
MOATVANECK ETF TRUST
$13K
LCTDBLACKROCK ETF TRUST
$13K
IWNISHARES TR
$12K
SCHESCHWAB STRATEGIC TR
$11K
CNRGSPDR SER TR
$11K
ARKKARK ETF TR
$9K
GQ9SPDR GOLD TR
$8K
HYDBISHARES TR
$7K
VDCVANGUARD WORLD FD
$6K
GBTCGRAYSCALE BITCOIN TRUST ETF
$5K
XJHISHARES TR
$5K
SMHVANECK ETF TRUST
$5K
TOKECAMBRIA ETF TR
$3K
RSPEINVESCO EXCH TRADED FD TR II
$2K
AOAISHARES TR
$2K
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