Milestone Investment Advisors LLC
RIA/Wealth
Milestone Investment Advisors LLC is a RIA/Wealth based in Middleton, WI led by Daniel Peter Kauper, reporting $824.2M in AUM as of Q3 2025 with 100% ETF concentration and minimal technology exposure.
MemberDaniel Peter Kauper
- Portfolio Value
- $402.5M
- Positions
- 125
- Top Holding
- SPHQ at 9.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Milestone Investment Advisors LLC's portfolio (48.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $38.7M | 9.62% | -$352.5K Sold | — 528.1K shares | |
ETF ETF | $33.0M | 8.21% | -$364.4K Sold | — 1.0M shares | |
ETF ETF | $26.9M | 6.68% | -$443.2K Sold | — 1.0M shares | |
ETF ETF | $20.2M | 5.01% | -$60.0K Sold | — 42.1K shares | |
ETF ETF | $18.0M | 4.48% | +$247.4K Bought | — 323.5K shares | |
ETF ETF | $14.5M | 3.60% | -$149.2K Sold | — 564.3K shares | |
ETF ETF | $12.2M | 3.02% | +$943.4K Bought | — 262.8K shares | |
ETF ETF | $11.1M | 2.75% | +$376.5K Bought | — 232.4K shares | |
ETF ETF | $10.9M | 2.72% | +$660.3K Bought | — 110.7K shares | |
ETF ETF | $10.7M | 2.66% | -$196.3K Sold | — 75.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Milestone Investment Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+335.16% | |
+88.23% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-95.94% | |
-72.48% | |
-38.13% |
Analytics
Portfolio insights and performance metrics for Milestone Investment Advisors LLC
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