Milestone Investment Advisors LLC - Portfolio overview

Milestone Investment Advisors LLC has 141 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Industrials.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 9.59%
2. SCHG - SCHWAB STRATEGIC TR, 7.19%
3. SCHX - SCHWAB STRATEGIC TR, 6.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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