The Analysis of Milestone Investment Advisors LLC's Holdings
Currently, Milestone Investment Advisors LLC holds 125 types of securities in its portfolio with a total value $402.5M. In the most recent quarter, they have increased their positions in SCHF (+72.3K shares, valued at $1.7M), AVDE (+18.3K shares, valued at $1.4M), FBND (+20.4K shares, valued at $943.4K); decreased their positions in HELO (-91.7K shares, valued at $6.0M), SCHD (-28.6K shares, valued at $780.8K), XMHQ (-6.1K shares, valued at $636.2K); initiated new positions in XAR (+136 shares, valued at $32.0K), MUNI (+145 shares, valued at $7.6K), IZRL (+186 shares, valued at $5.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPHQ INVESCO EXCHANGE TRADED FD T528.1K shares-0.90%2025-09-302025-11-14
SCHG SCHWAB STRATEGIC TR1.0M shares-1.09%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR1.0M shares-1.62%2025-09-302025-11-14 VUG VANGUARD INDEX FDS42.1K shares-0.30%2025-09-302025-11-14 FDVV FIDELITY COVINGTON TRUST323.5K shares1.39%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR564.3K shares-1.02%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR262.8K shares8.42%2025-09-302025-11-14 JCPB J P MORGAN EXCHANGE TRADED F232.4K shares3.53%2025-09-302025-11-14 EMNT PIMCO ETF TR110.7K shares6.42%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS75.8K shares-1.80%2025-09-302025-11-14 VO VANGUARD INDEX FDS34.4K shares2.17%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR339.9K shares-0.76%2025-09-302025-11-14 IVV ISHARES TR14.7K shares1.12%2025-09-302025-11-14 USFR WISDOMTREE TR195.1K shares3.78%2025-09-302025-11-14 SUSB ISHARES TR382.7K shares7.23%2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR116.1K shares18.71%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS113.4K shares3.86%2025-09-302025-11-14 FNDX SCHWAB STRATEGIC TR334.1K shares0.63%2025-09-302025-11-14 SCHO SCHWAB STRATEGIC TR356.7K shares5.17%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR22.5K shares-0.22%2025-09-302025-11-14 IWY ISHARES TR22.6K shares-1.80%2025-09-302025-11-14 BIV VANGUARD BD INDEX FDS77.0K shares1.44%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR217.7K shares-11.61%2025-09-302025-11-14 FESM FIDELITY COVINGTON TRUST150.5K shares10.14%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR230.1K shares45.82%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T27.3K shares-0.85%2025-09-302025-11-14 VTI VANGUARD INDEX FDS14.4K shares3.65%2025-09-302025-11-14 USMV ISHARES TR48.7K shares-0.04%2025-09-302025-11-14 IGM ISHARES TR36.1K shares0.53%2025-09-302025-11-14 JSCP J P MORGAN EXCHANGE TRADED F95.4K shares4.39%2025-09-302025-11-14 VTV VANGUARD INDEX FDS19.8K shares-0.15%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE85.3K shares-0.28%2025-09-302025-11-14 VRIG INVESCO ACTIVELY MANAGED EXC142.5K shares1.07%2025-09-302025-11-14 IQLT ISHARES TR79.7K shares-10.27%2025-09-302025-11-14 SPYX SPDR SERIES TRUST64.0K shares-0.12%2025-09-302025-11-14 SPLV INVESCO EXCH TRADED FD TR II46.6K shares-0.30%2025-09-302025-11-14 SPGP INVESCO EXCHANGE TRADED FD T25.5K shares-6.21%2025-09-302025-11-14 XMHQ INVESCO EXCHANGE TRADED FD T27.3K shares-18.19%2025-09-302025-11-14 JUST GOLDMAN SACHS ETF TR26.1K shares5.96%2025-09-302025-11-14 SMMU PIMCO ETF TR38.6K shares18.99%2025-09-302025-11-14 SUSA ISHARES TR12.9K shares3.42%2025-09-302025-11-14 OMFL INVESCO EXCH TRD SLF IDX FD27.7K shares-8.70%2025-09-302025-11-14 FBCG FIDELITY COVINGTON TRUST30.6K shares1.69%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS26.4K shares10.76%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR55.8K shares0.00%2025-09-302025-11-14 LGLV SPDR SERIES TRUST8.6K shares-4.41%2025-09-302025-11-14 IJR ISHARES TR11.6K shares-0.73%2025-09-302025-11-14 VXUS VANGUARD STAR FDS15.6K shares0.67%2025-09-302025-11-14 IBB ISHARES TR7.2K shares-1.95%2025-09-302025-11-14 EFG ISHARES TR8.0K shares4.45%2025-09-302025-11-14 FNDB SCHWAB STRATEGIC TR34.9K shares-6.75%2025-09-302025-11-14 ESGV VANGUARD WORLD FD7.1K shares-0.56%2025-09-302025-11-14 AIQ GLOBAL X FDS14.2K shares-2.55%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR21.8K shares0.00%2025-09-302025-11-14 CGMS CAPITAL GRP FIXED INCM ETF T22.6K shares-1.54%2025-09-302025-11-14 JMUB J P MORGAN EXCHANGE TRADED F12.4K shares-31.62%2025-09-302025-11-14 VB VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-11-14 VOT VANGUARD INDEX FDS1.9K shares-0.26%2025-09-302025-11-14 NULV NUSHARES ETF TR12.0K shares335.16%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR9.5K shares0.00%2025-09-302025-11-14 ESGD ISHARES TR5.4K shares0.00%2025-09-302025-11-14 LRGE LEGG MASON ETF INVT5.9K shares0.00%2025-09-302025-11-14 CGMU CAPITAL GRP FIXED INCM ETF T17.8K shares-38.13%2025-09-302025-11-14 EUSB ISHARES TR10.3K shares8.74%2025-09-302025-11-14 ESGG FLEXSHARES TR2.1K shares0.00%2025-09-302025-11-14 DSI ISHARES TR3.0K shares-0.07%2025-09-302025-11-14 ESGU ISHARES TR2.6K shares0.04%2025-09-302025-11-14 VXF VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-14 MEAR ISHARES U S ETF TR7.2K shares-8.44%2025-09-302025-11-14 USXF ISHARES TR5.8K shares-0.09%2025-09-302025-11-14 EFV ISHARES TR4.4K shares0.00%2025-09-302025-11-14 VBR VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-14 ESG FLEXSHARES TR1.8K shares0.00%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS3.4K shares-0.21%2025-09-302025-11-14 HELO J P MORGAN EXCHANGE TRADED F3.9K shares-95.94%2025-09-302025-11-14 FNDF SCHWAB STRATEGIC TR5.7K shares0.00%2025-09-302025-11-14 RAFE PIMCO EQUITY SER5.9K shares0.05%2025-09-302025-11-14 HYXF ISHARES TR5.1K shares-5.90%2025-09-302025-11-14 GRW TCW ETF TRUST7.1K shares0.26%2025-09-302025-11-14 VSGX VANGUARD WORLD FD3.2K shares19.37%2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR7.9K shares-11.68%2025-09-302025-11-14 QUAL ISHARES TR1.0K shares0.00%2025-09-302025-11-14 VCEB VANGUARD WORLD FD3.0K shares-0.40%2025-09-302025-11-14 IWP ISHARES TR1.3K shares0.00%2025-09-302025-11-14 PRF INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-09-302025-11-14 DMXF ISHARES TR2.4K shares0.00%2025-09-302025-11-14 NULG NUSHARES ETF TR1.5K shares0.00%2025-09-302025-11-14 IWO ISHARES TR457 shares0.00%2025-09-302025-11-14 IWF ISHARES TR311 shares0.00%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR1.0K shares0.00%2025-09-302025-11-14 IVW ISHARES TR1.1K shares0.00%2025-09-302025-11-14 VBK VANGUARD INDEX FDS388 shares0.00%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR173 shares0.00%2025-09-302025-11-14 IWB ISHARES TR300 shares0.00%2025-09-302025-11-14 DWX SPDR INDEX SHS FDS2.4K shares88.23%2025-09-302025-11-14 XJR ISHARES TR2.2K shares0.00%2025-09-302025-11-14 IJJ ISHARES TR669 shares0.00%2025-09-302025-11-14 IMFL INVESCO EXCH TRD SLF IDX FD3.1K shares-2.07%2025-09-302025-11-14 SUSC ISHARES TR3.0K shares0.00%2025-09-302025-11-14 NUSC NUSHARES ETF TR1.4K shares0.00%2025-09-302025-11-14 PRFZ INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2025-09-302025-11-14 IJK ISHARES TR608 shares0.00%2025-09-302025-11-14 IWR ISHARES TR562 shares0.00%2025-09-302025-11-14 EFIV SPDR SERIES TRUST820 shares0.37%2025-09-302025-11-14 MGC VANGUARD WORLD FD176 shares0.00%2025-09-302025-11-14 AOR ISHARES TR555 shares0.00%2025-09-302025-11-14 PPA INVESCO EXCHANGE TRADED FD T214 shares0.47%2025-09-302025-11-14 XAR SPDR SERIES TRUST136 sharesnew addition2025-09-302025-11-14 LCTU BLACKROCK ETF TRUST333 shares0.00%2025-09-302025-11-14 VOO VANGUARD INDEX FDS37 shares0.00%2025-09-302025-11-14 XMLV INVESCO EXCH TRADED FD TR II256 shares-19.50%2025-09-302025-11-14 LCTD BLACKROCK ETF TRUST296 shares0.00%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS72 shares-35.71%2025-09-302025-11-14 SCHE SCHWAB STRATEGIC TR423 shares0.00%2025-09-302025-11-14 IWN ISHARES TR76 shares0.00%2025-09-302025-11-14 IWD ISHARES TR60 shares-72.48%2025-09-302025-11-14 GLD SPDR GOLD TR32 shares0.00%2025-09-302025-11-14 MUNI PIMCO ETF TR145 sharesnew addition2025-09-302025-11-14 HYDB ISHARES TR140 shares0.00%2025-09-302025-11-14 OMFS INVESCO EXCH TRD SLF IDX FD135 shares0.00%2025-09-302025-11-14 IZRL ARK ETF TR186 sharesnew addition2025-09-302025-11-14 XJH ISHARES TR120 shares0.00%2025-09-302025-11-14 TOKE CAMBRIA ETF TR620 shares0.00%2025-09-302025-11-14 AOA ISHARES TR42 shares27.27%2025-09-302025-11-14 RSPE INVESCO EXCH TRADED FD TR II87 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available