Miracle Mile Advisors, LLC
Miracle Mile Advisors, LLC is a Los Angeles-based investment advisory firm founded in 2007. The firm specializes in providing wealth management and advisory services primarily to high net worth individuals, individual investors, insurance companies, charitable organizations, pension and profit sharing plans, and businesses. With a team of approximately 76 employees, Miracle Mile Advisors offers customized portfolio management and financial planning solutions, serving clients across the United States.
Investment Strategy
Miracle Mile Advisors, LLC utilizes a client-centered, long-term approach focused on personalized portfolio construction to meet individual financial goals. The firm emphasizes diversification, risk management, and asset allocation tailored to each client's unique objectives. As a registered investment adviser, they operate with fiduciary responsibility, managing portfolios with discretion and offering independent, conflict-free advice. Their strategy aims to achieve risk-adjusted returns using a blend of equities, fixed income, and other investment vehicles, with regular rebalancing based on market conditions and the evolving needs of their clients.
Top Holdings
Equity Positions (800)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 4.53% | $302.4M | 12,987,719 | $20.02 | $23.28 | +$46.5M |
G GBIL | GOLDMAN SACHS ETF TR | 3.78% | $252.2M | 2,516,252 | $99.95 | $100.23 | -$24.8M |
B BND | VANGUARD BD INDEX FDS | 3.77% | $251.7M | 3,384,749 | $75.64 | $74.37 | +$31.5M |
S SPLG | SPDR SERIES TRUST | 3.28% | $219.1M | 2,796,205 | $78.32 | $78.34 | +$218.6M |
M MSFT | MICROSOFT CORP | 3.22% | $215.1M | 415,381 | $307.06 | $517.95 | +$7.6M |