Milestone Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$357M
Signature - Title
Daniel Kauper - MANAGING MEMBER
Location
Middleton, WI
Summary
This page shows a list of all the recent 13F filings made by Milestone Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Milestone Investment Advisors LLC reported 127 stock holdings with total value $357M as of Q3 2024. Top holdings included SPHQ, SCHG, SCHX, JCPB, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 127 $357M +$13M -$51.1M -$38.1M SPHQ, SCHG, SCHX, JCPB, VUG 13F-HR 10/30/2024, 03:34 PM
Q2 2024 132 $376M +$27.7M -$27.4M +$317K SPHQ, SCHG, SCHX, VTI, VUG 13F-HR 8/13/2024, 02:18 PM
Q1 2024 128 $371M +$21.4M -$19.6M +$1.78M SPHQ, SCHG, VTI, SCHX, XMHQ 13F-HR 5/14/2024, 02:18 PM
Q4 2023 125 $344M +$20.4M -$58M -$37.7M SPHQ, VTI, SCHX, SCHG, OMFL 13F-HR 2/9/2024, 01:31 PM
Q3 2023 443 $351M +$50M -$11.2M +$38.8M SPHQ, SCHX, VTI, SCHG, SCHD 13F-HR 11/8/2023, 10:37 AM
Q2 2023 120 $323M +$34.3M -$49.7M -$15.4M SCHX, SPHQ, SCHD, SCHG, VTI 13F-HR 8/2/2023, 11:04 AM
Q1 2023 444 $324M +$48.8M -$20.4M +$28.3M SCHD, SCHX, VTI, SCHG, USFR 13F-HR 5/16/2023, 02:57 PM
Q4 2022 121 $285M $0 $0 SCHD, USFR, SCHX, VTI, SCHG 13F-HR 3/15/2023, 03:58 PM