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CIK: 0001967018
Total reported value
$462.7M
$462.7M
127 檔
27.9%
In Q3 2024, Milestone Investment Advisors LLC's U.S. equity holdings reached a combined market value of $462.7M, distributed across 127 disclosed stock positions.
During Q3 2024, Milestone Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.86% | +0.81% | -14.13% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.65% | +0.15% | -1.89% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.22% | +0.12% | -6.93% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.30% | -0.61% | +28.57% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.07% | +0.24% | -1.00% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.66% | +0.04% | -6.72% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.62% | -0.12% | +12.95% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.53% | +0.13% | -2.32% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.19% | +0.13% | -4.31% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | +0.07% | +22.89% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.52% | -0.18% | +0.81% | |
| 12 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.16% | -0.32% | -0.49% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.15% | -0.26% | -2.85% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.11% | +0.04% | +5.53% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.04% | -0.17% | -2.73% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.98% | -0.16% | -37.52% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.78% | -0.03% | -33.42% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.38% | -8.28% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.54% | -0.05% | -0.17% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.49% | -0.01% | -1.05% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.29% | -0.01% | +0.67% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.28% | — | +13.85% | |
| 23 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.23% | -0.08% | -4.63% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.22% | -0.13% | +0.34% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.20% | -0.21% | +41.64% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.04% | -83.63% | |
| 27 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.16% | — | -55.29% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | +0.04% | -2.09% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.02% | -0.03% | -3.45% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | — | +3.04% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.97% | -0.07% | -0.32% | |
| 32 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.96% | -0.25% | -0.61% | |
| 33 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.93% | +0.02% | +0.20% | |
| 34 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.90% | +0.20% | -6.41% | |
| 35 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.87% | -0.11% | -4.97% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-Other | 0.65% | +0.11% | +45.43% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.01% | -1.44% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.60% | -0.16% | +2.11% | |
| 39 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.60% | +0.05% | +0.86% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.51% | +0.02% | -2.20% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | +0.04% | — | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | — | — | |
| 43 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.35% | — | -5.78% | |
| 44 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.35% | — | +2.65% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.01% | +7.07% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.27% | +0.02% | +36.12% | |
| 47 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.26% | -0.08% | -0.60% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | +0.01% | — | |
| 49 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.23% | +0.03% | +4.37% | |
| 50 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.22% | — | -7.92% |
According to official SEC Form 13F filings, Milestone Investment Advisors LLC reported a total U.S. public equity portfolio value of $462.7M across 127 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, SCHG, SCHX) accounted for 27.9% of total reported equity market value during Q3 2024.
During Q3 2024, Milestone Investment Advisors LLC's top holdings by market value included SPHQ (9.9%)、SCHG (8.7%)、SCHX (7.2%). The largest single position, SPHQ, represented 9.9% of total portfolio value.
In Q3 2024, Milestone Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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