Notify me when Milestone Investment Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 133 | $413,080,522 | +$13,344,086 | -$5,477,252 | +$7,866,834 | SPHQ, SCHG, SCHX, VUG, FDVV | 13F-HR | 11 Feb 2026, 10:42 |
| Q3 2025 | 125 | $402,531,352 | +$9,825,341 | -$10,910,485 | -$1,085,144 | SPHQ, SCHG, SCHX, VUG, FDVV | 13F-HR | 14 Nov 2025, 12:50 |
| Q2 2025 | 124 | $383,335,186 | +$13,503,466 | -$17,544,781 | -$4,041,315 | SPHQ, SCHG, SCHX, VUG, FDVV | 13F-HR | 13 Aug 2025, 16:55 |
| Q1 2025 | 126 | $360,259,843 | +$26,848,556 | -$23,928,280 | +$2,920,276 | SPHQ, SCHG, SCHX, VUG, FDVV | 13F-HR | 28 Apr 2025, 16:10 |
| Q4 2024 | 130 | $368,122,632 | +$102,676,377 | -$18,685,968 | +$83,990,409 | SPHQ, SCHG, SCHX, VUG, XMHQ | 13F-HR | 12 Feb 2025, 17:03 |
| Q3 2024 | 127 | $357,026,805 | +$13,007,591 | -$51,132,033 | -$38,124,442 | SPHQ, SCHG, SCHX, JCPB, VUG | 13F-HR | 30 Oct 2024, 15:34 |
| Q2 2024 | 132 | $376,086,419 | +$27,731,432 | -$27,414,748 | +$316,684 | SPHQ, SCHG, SCHX, VTI, VUG | 13F-HR | 13 Aug 2024, 14:18 |
| Q1 2024 | 128 | $370,811,341 | +$21,428,936 | -$19,645,795 | +$1,783,141 | SPHQ, SCHG, VTI, SCHX, XMHQ | 13F-HR | 14 May 2024, 14:18 |
| Q4 2023 | 125 | $344,167,165 | +$20,366,602 | -$58,049,521 | -$37,682,919 | SPHQ, VTI, SCHX, SCHG, OMFL | 13F-HR | 09 Feb 2024, 13:31 |
| Q3 2023 | 443 | $351,428,388 | +$49,986,365 | -$11,150,082 | +$38,836,283 | SPHQ, SCHX, VTI, SCHG, SCHD | 13F-HR | 08 Nov 2023, 10:37 |
| Q2 2023 | 120 | $322,973,256 | +$34,250,647 | -$49,696,964 | -$15,446,317 | SCHX, SPHQ, SCHD, SCHG, VTI | 13F-HR | 02 Aug 2023, 11:04 |
| Q1 2023 | 444 | $323,948,341 | +$48,767,172 | -$20,436,754 | +$28,330,418 | SCHD, SCHX, VTI, SCHG, USFR | 13F-HR | 16 May 2023, 14:57 |
| Q4 2022 | 121 | $285,282,882 | $0 | $0 | $0 | SCHD, USFR, SCHX, VTI, SCHG | 13F-HR | 15 Mar 2023, 15:58 |