Milestone Investment Advisors LLC

Q4 2025 13F Holdings

Location
Middleton, WI
Holdings as of
12/31/2025
Value ($000)
$413,081
Num holdings
133
Date filed
2/11/2026
Form type
13F-HR
Prev filing
11/14/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type