Milestone Investment Advisors LLC

Business address
6702 Stonefield Road, Suite 201, Middleton, WI, 53562
Top securities (13F)
SPHQ, SCHG, SCHX, VUG, FDVV, SCHB, FBND, JCPB, EMNT, VYM, VO, SCHM, IVV, USFR, SUSB, AVDE, VCSH, FNDX, SCHO, and XLK
State of incorporation
WI
Fiscal year end
31 December
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Milestone Investment Advisors LLC has filed 13 SEC EDGAR filings since 15 Mar 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-23160
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-23160
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-23160
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-23160
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-23160
N-PX Open Document Open Filing 28 Aug 2024 28 Aug 2024 028-23160
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23160
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-23160
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-23160
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-23160
13F-HR Open Document Open Filing 02 Aug 2023 30 Jun 2023 028-23160
13F-HR Open Document Open Filing 16 May 2023 31 Mar 2023 028-23160
13F-HR Open Document Open Filing 15 Mar 2023 31 Dec 2022 028-23160