Milestones Private Investment Advisors

Milestones Private Investment Advisors as of March 31, 2026

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