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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 RDVY, SPYG, QQQM, SPYV, GARP, and represent 35.25% of Milestones Private Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY (+$7.2M), SPYG (+$6.2M), SPYV (+$6.1M), SCHD, GARP, FDL, FTGC, QQQM, VGT, IGM.
Started 4 new stock positions in IJR, IJJ, IGM, FTGC.
Reduced shares in these 10 stocks: FXU (-$5.5M), SMH, , , , XLY, , XLV, ARKK, GLDM.
Sold out of its positions in ARKK, FXG, FYX, XLE, XLK.
Milestones Private Investment Advisors was a net buyer of stock by $1.9M.
Milestones Private Investment Advisors has $126M in assets under management (AUM), dropping by 10.65%.
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 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	7.6	$9.5M	+307%	117k	81.06	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.4	$9.3M	+206%	78k	118.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.1	$8.9M	+29%	29k	302.97	View chart
Spdr Series Trust St Str P500val (SPYV)	6.7	$8.4M	+257%	138k	60.79	View chart
Ishares Tr Msci Us Garp Etf (GARP)	6.5	$8.2M	+63%	99k	82.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.4	$6.8M	+117%	213k	31.71	View chart
First Tr Exchange-traded SHS (FDL)	5.1	$6.4M	+75%	131k	48.66	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.5	$5.6M	-44%	8.6k	655.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.4	$4.3M		50k	86.42	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.1	$2.6M		147k	17.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$2.6M		126k	20.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.0	$2.5M		130k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.0	$2.5M		153k	16.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.0	$2.5M		136k	18.58	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.9	$2.4M		91k	25.81	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.8	$2.2M	NEW	83k	27.05	View chart
First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED)	1.7	$2.1M		99k	21.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.7M	+7%	21k	82.11	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.3	$1.6M		33k	49.09	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$1.6M	-43%	20k	79.42	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$1.5M	+14%	14k	109.43	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	1.2	$1.5M		27k	53.78	View chart
Applied Materials (AMAT)	1.2	$1.4M		2.0k	723.00	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.4M		3.8k	368.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$1.4M		1.8k	746.77	View chart
Apple (AAPL)	1.1	$1.3M		4.6k	289.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.2M		1.7k	736.40	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M		3.0k	373.04	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.8	$1.1M	-65%	6.6k	158.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$996k	-8%	34k	28.96	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$984k		19k	51.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$880k		3.9k	227.06	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.7	$865k	-3%	7.2k	120.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$850k	-2%	1.1k	748.89	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$841k		1.6k	522.39	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.6	$782k	-5%	8.1k	96.46	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.6	$765k		15k	50.31	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$762k		16k	48.49	View chart
Corning Incorporated (GLW)	0.6	$756k		3.0k	255.43	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$752k		30k	25.17	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.6	$736k	+6%	7.9k	93.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$610k	+693%	5.1k	119.52	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.4	$550k	-90%	11k	49.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$536k		23k	23.13	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$517k	-5%	4.4k	117.50	View chart
Stryker Corporation (SYK)	0.4	$486k		1.5k	314.84	View chart
Travelers Companies (TRV)	0.4	$446k		1.4k	330.12	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$445k		8.9k	50.15	View chart
Principal Exchange Traded Active High Yl (YLD)	0.3	$426k	+5%	22k	19.08	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$394k		13k	31.30	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$380k		7.9k	48.18	View chart
Cisco Systems (CSCO)	0.3	$375k		3.2k	117.46	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$365k		4.8k	75.88	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$364k	+3%	7.3k	49.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$363k	-3%	22k	16.39	View chart
Amazon (AMZN)	0.3	$329k	-2%	1.4k	238.34	View chart
EOG Resources (EOG)	0.3	$328k		2.5k	129.73	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$314k		4.7k	67.01	View chart
Axis Cap Hldgs SHS (AXS)	0.2	$306k	-16%	2.9k	107.44	View chart
International Business Machines (IBM)	0.2	$303k		1.1k	281.21	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$303k	-92%	2.6k	117.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$284k		868.00	327.33	View chart
Home Depot (HD)	0.2	$281k		796.00	352.68	View chart
Wal-Mart Stores (WMT)	0.2	$272k		2.4k	113.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$267k		2.8k	95.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$257k		2.8k	92.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$249k		697.00	357.37	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$246k	+5%	8.4k	29.22	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.2	$245k	+3%	13k	18.86	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.2	$242k		12k	20.71	View chart
ConocoPhillips (COP)	0.2	$241k		2.3k	103.96	View chart
NVIDIA Corporation (NVDA)	0.2	$240k		1.2k	200.06	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$231k	NEW	1.4k	163.58	View chart
Nextera Energy (NEE)	0.2	$228k		2.6k	87.77	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$208k	NEW	1.4k	147.73	View chart
Oracle Corporation (ORCL)	0.2	$204k		1.4k	146.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$203k	NEW	1.4k	148.31	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 Q2 filed July 24, 2026
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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