Milestone Investment Advisors LLC - Q12026 Holdings

Milestone Investment Advisors LLC holds 139 stocks with a total portfolio value of $ 414M as of Q12026. In Q12026, Milestone Investment Advisors LLC added 9 new positions, increased stakes in 48 stocks, reduced 33 holdings, and fully exited 3 positions. The largest holding is Invesco Exchange Traded Fd T (SPHQ), representing 9.59% of the total portfolio.