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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 FXU, SMH, QQQM, XLE, TLT, and represent 23.02% of Milestones Private Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: FDL, SMH, FXU, SPYG, SPYV, GARP, FCVT, XLK, TLT, XLY.
Reduced shares in these 10 stocks: SCHB, AAPL, XLG, INTU, MSFT, NVDA, AMGN, ILCG, PAYX, VTI.
Sold out of its positions in T, ABBV, GOOG, AMGN, BAC, CAT, CVX, CMCSA, STZ, SIXG.
Milestones Private Investment Advisors was a net seller of stock by $-32M.
Milestones Private Investment Advisors has $114M in assets under management (AUM), dropping by -21.94%.
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 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Utilities Alph (FXU)	5.3	$6.1M	+3%	122k	49.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	5.3	$6.0M	+3%	16k	383.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$5.4M		23k	237.62	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.9	$4.4M	+2%	72k	61.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.8	$4.3M	+3%	50k	86.69	View chart
Ishares Tr Msci Usa Quality (GARP)	3.4	$3.9M	+4%	61k	63.97	View chart
First Tr Exchange-traded SHS (FDL)	3.3	$3.8M	+7%	75k	50.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.3	$3.8M	+3%	29k	132.90	View chart
First Tr Exchange-traded Consumr Staple (FXG)	3.3	$3.7M	+2%	58k	63.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	3.2	$3.6M	+3%	33k	108.98	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.8	$3.2M	-5%	35k	92.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$3.0M	-4%	98k	30.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.5	$2.9M	-6%	20k	146.61	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.3	$2.6M	+2%	146k	17.75	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.3	$2.6M	-2%	127k	20.42	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.3	$2.6M		154k	16.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.3	$2.6M	-2%	131k	19.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.3	$2.6M		137k	18.66	View chart
Spdr Series Trust State Street Spd (SPYG)	2.2	$2.5M	+7%	25k	97.91	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	2.1	$2.4M		92k	25.59	View chart
Spdr Series Trust State Street Spd (SPYV)	1.9	$2.2M	+8%	39k	56.58	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	1.8	$2.1M	+4%	98k	21.33	View chart
First Tr Exchange-traded A Com Shs (FYX)	1.8	$2.1M		17k	119.35	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$2.0M		29k	68.28	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.5	$1.7M		26k	67.59	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$1.7M	-30%	3.9k	430.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.6M	+3%	20k	82.57	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.4	$1.6M	+2%	33k	49.38	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$1.3M	-3%	12k	110.36	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	1.1	$1.2M	+13%	28k	44.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$1.2M	-4%	1.8k	650.34	View chart
Apple (AAPL)	1.0	$1.2M	-67%	4.6k	253.81	View chart
Microsoft Corporation (MSFT)	1.0	$1.1M	-50%	3.0k	370.19	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.9	$970k		19k	50.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$954k	-23%	1.7k	577.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$940k	-75%	38k	25.10	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.8	$894k	-44%	7.5k	119.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$818k	-3%	3.9k	211.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$799k	-47%	8.6k	92.74	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.7	$764k		15k	50.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$757k	-22%	1.2k	653.21	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$750k		16k	47.54	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$745k		1.6k	463.19	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$740k		30k	24.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.6	$692k	+14%	7.4k	93.27	View chart
Applied Materials (AMAT)	0.6	$684k		2.0k	341.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$544k	-50%	23k	23.22	View chart
Stryker Corporation (SYK)	0.4	$507k		1.5k	328.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$469k	-40%	4.7k	100.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$449k		643.00	697.72	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$445k	-9%	8.9k	50.12	View chart
Principal Exchange Traded Active High Yl (YLD)	0.4	$402k	+13%	21k	18.96	View chart
Corning Incorporated (GLW)	0.4	$399k	-42%	2.9k	135.97	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$396k		13k	31.43	View chart
Travelers Companies (TRV)	0.3	$394k	-6%	1.4k	291.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$378k	-11%	23k	16.46	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$371k	-20%	7.9k	47.03	View chart
EOG Resources (EOG)	0.3	$365k		2.5k	144.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$352k	+9%	7.1k	49.81	View chart
Axis Cap Hldgs SHS (AXS)	0.3	$345k		3.4k	101.41	View chart
ConocoPhillips (COP)	0.3	$306k	-4%	2.3k	132.00	View chart
Wal-Mart Stores (WMT)	0.3	$298k	-65%	2.4k	124.28	View chart
Amazon (AMZN)	0.3	$296k	-34%	1.4k	208.27	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$291k	-16%	4.8k	60.44	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$288k	-5%	4.7k	61.64	View chart
Home Depot (HD)	0.2	$262k	-3%	796.00	328.89	View chart
International Business Machines (IBM)	0.2	$262k	-47%	1.1k	242.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$257k	-49%	2.8k	92.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$255k	-69%	868.00	294.16	View chart
Cisco Systems (CSCO)	0.2	$248k	-51%	3.2k	77.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$245k	-69%	2.8k	87.84	View chart
Nextera Energy (NEE)	0.2	$242k	-61%	2.6k	92.88	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$240k		12k	20.75	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$238k		13k	18.94	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$230k	+15%	8.0k	28.74	View chart
NVIDIA Corporation (NVDA)	0.2	$209k	-83%	1.2k	174.47	View chart
Oracle Corporation (ORCL)	0.2	$205k	-59%	1.4k	147.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$200k	-65%	697.00	287.56	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 2026 Q1 filed May 4, 2026
Milestones Private Investment Advisors 2025 Q4 filed Jan. 26, 2026
Milestones Private Investment Advisors 2025 Q3 filed Oct. 22, 2025

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