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Home > Institutional Investor > Milestone Investment Advisors Llc > Profile

Instuitional Investor - Milestone Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Milestone Investment Advisors Llc
Portfolio Value $462,713,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 533,994 $48,112,839 10.4%
2.
Schwab Strategic Trust
 SCHD 1,003,833 $33,969,726 7.34%
3.
Schwab Strategic Trust
 SCHD 1,001,568 $29,476,133 6.37%
4.
Vanguard Index Fds - GROWTH ETF
 245,212 $21,122,534 4.56%
5.
Fidelity Covington Trust
 FENY 324,499 $19,564,074 4.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.