Milestone Investment Advisors LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$413.1M
Holdings
133
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
IDUISHARES TR | $101K |
XJRISHARES TR | $92K |
IWMISHARES TR | $88K |
IJJISHARES TR | $87K |
SUSCISHARES TR | $70K |
EFIVSPDR SERIES TRUST | $67K |
NUSCNUSHARES ETF TR | $63K |
IMFLINVESCO EXCH TRD SLF IDX FD | $61K |
NDQINVESCO QQQ TR | $61K |
PRFZINVESCO EXCHANGE TRADED FD T | $60K |
IJKISHARES TR | $58K |
IWRISHARES TR | $54K |
MGCVANGUARD WORLD FD | $44K |
AORISHARES TR | $36K |
PPAINVESCO EXCHANGE TRADED FD T | $33K |
XARSPDR SERIES TRUST | $32K |
LCTUBLACKROCK ETF TRUST | $24K |
VOOVANGUARD INDEX FDS | $23K |
LCTDBLACKROCK ETF TRUST | $16K |
IWNISHARES TR | $13K |
SCHESCHWAB STRATEGIC TR | $13K |
XMLVINVESCO EXCH TRADED FD TR II | $13K |
GQ9SPDR GOLD TR | $12K |
IWDISHARES TR | $12K |
IBITISHARES BITCOIN TRUST ETF | $9K |
HYDBISHARES TR | $6K |
OMFSINVESCO EXCH TRD SLF IDX FD | $6K |
XJHISHARES TR | $5K |
IZRLARK ETF TR | $5K |
AOAISHARES TR | $4K |
EUADSPINNAKER ETF SERIES | $4K |
TOKECAMBRIA ETF TR | $3K |
RSPEINVESCO EXCH TRADED FD TR II | $2K |
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