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Milestones Private Investment Advisors

Latest statistics and disclosures from Milestones Private Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, SMH, FXU, TLT, SCHB, and represent 16.93% of Milestones Private Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XLY, XLK, XLE, FDL, BSJU, DMBS, RDVY, DEED, FXG, FYX.
Started 1 new stock position in AGG.
Reduced shares in these 10 stocks: BSCQ, SMH, SCHD, TLT, BSCP, FXU, GARP, FPE, , ARKK.
Sold out of its positions in ABT, TDIV, BSCP.
Milestones Private Investment Advisors was a net buyer of stock by $2.7M.
Milestones Private Investment Advisors has $145M in assets under management (AUM), dropping by -0.67%.
Central Index Key (CIK): 0001726041

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Positions held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Milestones Private Investment Advisors

Milestones Private Investment Advisors holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.9	$5.6M		22k	252.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.7	$5.4M	-20%	15k	360.13	View chart
First Tr Exchange Traded Utilities Alph (FXU)	3.7	$5.3M	-6%	118k	45.01	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.9	$4.2M	-12%	48k	87.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.8	$4.0M		154k	26.23	View chart
Ishares Tr Msci Usa Quality (GARP)	2.7	$4.0M	-7%	58k	68.10	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.7	$3.9M	+75%	27k	143.97	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.6	$3.8M	+85%	32k	119.41	View chart
Apple (AAPL)	2.6	$3.8M		14k	271.86	View chart
First Tr Exchange Traded Consumr Staple (FXG)	2.4	$3.4M	+13%	57k	60.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.2	$3.2M		21k	154.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.2	$3.2M	+98%	71k	44.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.2	$3.1M		37k	85.37	View chart
First Tr Exchange-traded SHS (FDL)	2.1	$3.1M	+92%	70k	44.34	View chart
Microsoft Corporation (MSFT)	2.0	$2.9M		6.1k	483.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$2.8M	-22%	103k	27.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.8	$2.7M	+4%	129k	20.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.8	$2.7M	+4%	135k	19.74	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.8	$2.6M	+7%	155k	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.8	$2.6M	+8%	138k	18.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.8	$2.6M	-9%	142k	18.22	View chart
Spdr Series Trust State Street Spd (SPYG)	1.7	$2.5M	-8%	24k	106.70	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.6	$2.4M	+154%	90k	26.11	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$2.2M		5.6k	396.31	View chart
Spdr Series Trust State Street Spd (SPYV)	1.4	$2.0M	-7%	36k	56.81	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	1.4	$2.0M	+30%	93k	21.60	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.4	$2.0M	-11%	26k	76.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$2.0M	+31%	28k	69.47	View chart
First Tr Exchange-traded A Com Shs (FYX)	1.3	$1.9M	+15%	17k	113.14	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.1	$1.6M		14k	118.75	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.1	$1.6M	+47%	32k	49.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$1.6M	-4%	19k	82.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$1.5M	-9%	16k	94.16	View chart
NVIDIA Corporation (NVDA)	1.0	$1.4M		7.4k	186.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$1.3M	+11%	12k	109.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.3M		2.2k	614.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.3M	-3%	1.9k	681.92	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.8	$1.2M	+4%	21k	59.28	View chart
Intuit (INTU)	0.8	$1.2M		1.8k	662.52	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.1M	-9%	47k	23.37	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.7	$1.0M	-19%	24k	43.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.0M		1.5k	684.94	View chart
Amgen (AMGN)	0.7	$1.0M		3.1k	327.31	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.7	$976k		19k	51.13	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$932k		9.0k	104.04	View chart
Paychex (PAYX)	0.6	$917k		8.2k	112.18	View chart
JPMorgan Chase & Co. (JPM)	0.6	$912k		2.8k	322.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$857k		2.6k	335.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$847k		4.0k	212.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$828k	-5%	9.3k	89.43	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$775k		1.6k	480.57	View chart
Wal-Mart Stores (WMT)	0.5	$769k		6.9k	111.41	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.5	$764k	+2%	15k	50.37	View chart
Us Bancorp Del Com New (USB)	0.5	$757k		14k	53.36	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$757k		7.8k	96.89	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$755k		16k	47.93	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$739k	-2%	30k	24.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$715k		24k	30.07	View chart
Procter & Gamble Company (PG)	0.5	$679k	-2%	4.7k	143.32	View chart
Oracle Corporation (ORCL)	0.5	$664k		3.4k	194.91	View chart
Meta Platforms Cl A (META)	0.4	$630k		954.00	660.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$624k		2.0k	313.00	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$614k	-7%	6.5k	94.82	View chart
International Business Machines (IBM)	0.4	$610k		2.1k	296.25	View chart
Nextera Energy (NEE)	0.4	$543k		6.8k	80.28	View chart
Stryker Corporation (SYK)	0.4	$543k		1.5k	351.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$525k	-3%	3.8k	138.48	View chart
Applied Materials (AMAT)	0.4	$516k		2.0k	256.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$511k		5.5k	93.08	View chart
Cisco Systems (CSCO)	0.3	$508k		6.6k	77.03	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.3	$507k		7.3k	69.31	View chart
Amazon (AMZN)	0.3	$504k	-9%	2.2k	230.82	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$490k	-2%	9.8k	50.25	View chart
Caterpillar (CAT)	0.3	$487k		850.00	572.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$485k	-2%	643.00	753.78	View chart
Constellation Brands Cl A (STZ)	0.3	$462k		3.3k	137.96	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$459k		10k	46.08	View chart
Corning Incorporated (GLW)	0.3	$444k		5.1k	87.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$441k		16k	28.48	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$435k	+32%	26k	16.69	View chart
Travelers Companies (TRV)	0.3	$418k		1.4k	290.06	View chart
Johnson & Johnson (JNJ)	0.3	$410k	-4%	2.0k	206.95	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$399k	-6%	13k	31.70	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.3	$368k		5.8k	63.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$365k		1.2k	313.85	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$364k		5.8k	62.92	View chart
Axis Cap Hldgs SHS (AXS)	0.3	$364k		3.4k	107.09	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$355k	-6%	19k	19.00	View chart
At&t (T)	0.2	$349k		14k	24.84	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$337k		4.3k	77.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$333k		2.5k	131.59	View chart
Merck & Co (MRK)	0.2	$333k		3.2k	105.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$323k	-6%	6.5k	49.99	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$321k	-3%	4.9k	65.10	View chart
Abbvie (ABBV)	0.2	$295k		1.3k	228.49	View chart
Ge Aerospace Com New (GE)	0.2	$295k	+3%	956.00	308.03	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$291k		6.1k	47.79	View chart
Home Depot (HD)	0.2	$283k		823.00	344.10	View chart
Bank of America Corporation (BAC)	0.2	$271k		4.9k	55.00	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.2	$268k		11k	23.66	View chart
EOG Resources (EOG)	0.2	$266k		2.5k	105.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$262k	NEW	2.6k	99.88	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$256k		2.3k	113.73	View chart
Chevron Corporation (CVX)	0.2	$250k		1.6k	152.41	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$244k	+11%	12k	21.20	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$241k		2.0k	118.62	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$241k	+10%	13k	19.19	View chart
Comcast Corp Cl A (CMCSA)	0.2	$236k		7.9k	29.89	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$230k		2.9k	79.84	View chart
ConocoPhillips (COP)	0.2	$227k		2.4k	93.61	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$225k		1.8k	127.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$220k		1.8k	120.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$219k		1.8k	120.32	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$212k		3.9k	54.76	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$208k		4.5k	45.88	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$207k	-11%	6.9k	29.80	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$205k		2.9k	70.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$204k	+100%	4.8k	42.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$201k	-92%	10k	19.57	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$45k		14k	3.27	View chart

Past Filings by Milestones Private Investment Advisors

SEC 13F filings are viewable for Milestones Private Investment Advisors going back to 2025

Milestones Private Investment Advisors 2025 Q4 filed Jan. 26, 2026
Milestones Private Investment Advisors 2025 Q3 filed Oct. 22, 2025

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