Milestone Investment Advisors LLC Portfolio Holdings
Q3 2025•125 long positions•$402.5M portfolio value
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Holding127 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $38.7M 9.62% | -$352.5K Sold | — 528.1K shares | 532.9K → 528.1K −$352.5K | -0.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $33.0M 8.21% | -$364.4K Sold | — 1.0M shares | 1.0M → 1.0M −$364.4K | -1.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.9M 6.68% | -$443.2K Sold | — 1.0M shares | 1.0M → 1.0M −$443.2K | -1.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.2M 5.01% | -$60.0K Sold | — 42.1K shares | 42.2K → 42.1K −$60.0K | -0.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.0M 4.48% | +$247.4K Bought | — 323.5K shares | 319.1K → 323.5K +$247.4K | +1.39% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $14.5M 3.6% | -$149.2K Sold | — 564.3K shares | 570.1K → 564.3K −$149.2K | -1.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.2M 3.02% | +$943.4K Bought | — 262.8K shares | 242.4K → 262.8K +$943.4K | +8.42% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $11.1M 2.75% | +$376.5K Bought | — 232.4K shares | 224.5K → 232.4K +$376.5K | +3.53% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $10.9M 2.72% | +$660.3K Bought | — 110.7K shares | 104.0K → 110.7K +$660.3K | +6.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.7M 2.66% | -$196.3K Sold | — 75.8K shares | 77.2K → 75.8K −$196.3K | -1.8% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.1M 2.51% | +$214.7K Bought | — 34.4K shares | 33.7K → 34.4K +$214.7K | +2.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.1M 2.5% | -$76.9K Sold | — 339.9K shares | 342.5K → 339.9K −$76.9K | -0.76% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.9M 2.45% | +$109.8K Bought | — 14.7K shares | 14.6K → 14.7K +$109.8K | +1.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.8M 2.44% | +$357.2K Bought | — 195.1K shares | 188.0K → 195.1K +$357.2K | +3.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.7M 2.41% | +$653.0K Bought | — 382.7K shares | 356.9K → 382.7K +$653.0K | +7.23% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.2M 2.28% | +$1.4M Bought | — 116.1K shares | 97.8K → 116.1K +$1.4M | +18.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.1M 2.25% | +$337.2K Bought | — 113.4K shares | 109.2K → 113.4K +$337.2K | +3.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.8M 2.18% | +$54.9K Bought | — 334.1K shares | 332.0K → 334.1K +$54.9K | +0.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.7M 2.16% | +$428.1K Bought | — 356.7K shares | 339.2K → 356.7K +$428.1K | +5.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.3M 1.57% | -$14.1K Sold | — 22.5K shares | 22.5K → 22.5K −$14.1K | -0.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.2M 1.54% | -$113.6K Sold | — 22.6K shares | 23.0K → 22.6K −$113.6K | -1.8% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.0M 1.49% | +$85.4K Bought | — 77.0K shares | 75.9K → 77.0K +$85.4K | +1.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 1.48% | -$780.8K Sold | — 217.7K shares | 246.3K → 217.7K −$780.8K | -11.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.5M 1.37% | +$506.7K Bought | — 150.5K shares | 136.7K → 150.5K +$506.7K | +10.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 1.33% | +$1.7M Bought | — 230.1K shares | 157.8K → 230.1K +$1.7M | +45.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.2M 1.29% | -$44.4K Sold | — 27.3K shares | 27.6K → 27.3K −$44.4K | -0.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.7M 1.17% | +$166.4K Bought | — 14.4K shares | 13.9K → 14.4K +$166.4K | +3.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 1.15% | -$1.8K Sold | — 48.7K shares | 48.7K → 48.7K −$1.8K | -0.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 1.13% | +$24.1K Bought | — 36.1K shares | 35.9K → 36.1K +$24.1K | +0.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 1.13% | +$190.9K Bought | — 95.4K shares | 91.4K → 95.4K +$190.9K | +4.39% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.7M 0.92% | -$5.4K Sold | — 19.8K shares | 19.9K → 19.8K −$5.4K | -0.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 0.89% | -$10.0K Sold | — 85.3K shares | 85.5K → 85.3K −$10.0K | -0.28% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.6M 0.888% | +$37.9K Bought | — 142.5K shares | 141.0K → 142.5K +$37.9K | +1.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 0.875% | -$403.2K Sold | — 79.7K shares | 88.9K → 79.7K −$403.2K | -10.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 0.872% | -$4.1K Sold | — 64.0K shares | 64.0K → 64.0K −$4.1K | -0.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.851% | -$10.2K Sold | — 46.6K shares | 46.8K → 46.6K −$10.2K | -0.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.721% | -$192.0K Sold | — 25.5K shares | 27.2K → 25.5K −$192.0K | -6.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.711% | -$636.2K Sold | — 27.3K shares | 33.3K → 27.3K −$636.2K | -18.19% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.5M 0.609% | +$137.8K Bought | — 26.1K shares | 24.7K → 26.1K +$137.8K | +5.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.486% | +$312.0K Bought | — 38.6K shares | 32.5K → 38.6K +$312.0K | +18.99% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.7M 0.434% | +$57.7K Bought | — 12.9K shares | 12.4K → 12.9K +$57.7K | +3.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.415% | -$159.0K Sold | — 27.7K shares | 30.3K → 27.7K −$159.0K | -8.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.408% | +$27.3K Bought | — 30.6K shares | 30.1K → 30.6K +$27.3K | +1.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.392% | +$153.3K Bought | — 26.4K shares | 23.8K → 26.4K +$153.3K | +10.76% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.387% | — | — 55.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.379% | -$70.4K Sold | — 8.6K shares | 9.0K → 8.6K −$70.4K | -4.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.342% | -$10.1K Sold | — 11.6K shares | 11.7K → 11.6K −$10.1K | -0.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.285% | +$7.6K Bought | — 15.6K shares | 15.5K → 15.6K +$7.6K | +0.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.258% | -$20.6K Sold | — 7.2K shares | 7.3K → 7.2K −$20.6K | -1.95% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $914.3K 0.227% | +$38.9K Bought | — 8.0K shares | 7.7K → 8.0K +$38.9K | +4.45% | — — | Q4 2022 Held for 2y 11m |
