Milestones Private Investment Advisors LLC Top Holdings and 13F Report (2025) About Milestones Private Investment Advisors LLCInvestment ActivityMilestones Private Investment Advisors LLC has $135.04 million in total holdings as of June 30, 2025.Milestones Private Investment Advisors LLC owns shares of 119 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Largest Holdings First Trust Utilities AlphaDEX Fund $5,387,346VanEck Semiconductor ETF $5,264,976Invesco NASDAQ 100 ETF $5,082,565iShares 20+ Year Treasury Bond ETF $4,741,584Technology Select Sector SPDR Fund $3,965,329 Sector AllocationMap of 500 Largest Holdings ofMilestones Private Investment Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFXUFirst Trust Utilities AlphaDEX Fund$5,387,346127,1204.0%ETFSMHVanEck Semiconductor ETF$5,264,97618,8793.9%ManufacturingQQQMInvesco NASDAQ 100 ETF$5,082,56522,3803.8%ETFTLTiShares 20+ Year Treasury Bond ETF$4,741,58453,7293.5%ETFXLKTechnology Select Sector SPDR Fund$3,965,32915,6592.9%ETFSTLGiShares Factors US Growth Style ETF$3,764,99562,3552.8%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$3,759,15717,2972.8%FinanceSCHBSchwab US Broad Market ETF$3,618,921151,8642.7%ETFSCHDSchwab US Dividend Equity ETF$3,478,629131,2692.6%ETFFXGFirst Trust Consumer Staples AlphaDEX Fund$3,138,56149,5982.3%ETFMSFTMicrosoft$3,006,1136,0442.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,988,53535,2382.2%ETFAAPLApple$2,920,71814,2362.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,830,75821,0012.1%ETFFPEFirst Trust Preferred Securities and Income ETF$2,764,767155,3242.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,435,80725,5541.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,362,412115,2961.7%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,346,086119,3941.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,339,757119,8651.7%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,228,850119,1901.7%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,223,559132,5121.6%ManufacturingGLDMSPDR Gold MiniShares Trust$2,216,80433,8341.6%FinanceARKKARK Innovation ETF$2,034,89628,9501.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,998,18438,1771.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,707,87118,1941.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,687,77520,3691.2%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$1,613,00613,6041.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,504,64035,9361.1%ETFDEEDFirst Trust TCW Securitized Plus ETF$1,501,87071,0441.1%ETFSPYSPDR S&P 500 ETF Trust$1,434,0302,3211.1%FinanceFYXFirst Trust Small Cap Core AlphaDEX Fund$1,425,34714,6521.1%ManufacturingINTUIntuit$1,376,4931,7481.0%Computer and TechnologyGLDSPDR Gold Shares$1,316,2564,3181.0%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$1,296,02020,6571.0%ManufacturingPAYXPaychex$1,269,9498,7310.9%Computer and TechnologyFCVTFirst Trust SSI Strategic Convertible Securities ETF$1,246,07332,1070.9%ETFTIPiShares TIPS Bond ETF$1,200,89110,9130.9%ETFQQQInvesco QQQ$1,196,4312,1690.9%FinanceNVDANVIDIA$1,161,7477,3530.9%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,160,48749,9350.9%ETFDMBSDoubleLine Mortgage ETF$1,046,66321,3300.8%ETFXLGInvesco S&P 500 Top 50 ETF$948,81318,2110.7%ETFIVViShares Core S&P 500 ETF$930,1081,4980.7%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$897,72634,5080.7%ETFAMGNAmgen$872,2523,1240.6%MedicalFMBFirst Trust Managed Municipal ETF$868,41217,4310.6%ManufacturingILCGiShares Morningstar Growth ETF$867,6988,9550.6%ETFJPMJPMorgan Chase & Co.$820,7352,8310.6%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$815,6289,7400.6%ManufacturingIVEiShares S&P 500 Value ETF$780,7033,9950.6%ETFPGProcter & Gamble$774,7734,8630.6%Consumer StaplesVTIVanguard Total Stock Market ETF$773,2152,5440.6%ETFORCLOracle$744,4353,4050.6%Computer and TechnologyMETAMeta Platforms$713,0149660.5%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$710,6857,8110.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$701,5151,5920.5%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$701,0797,3790.5%ETFWMTWalmart$674,5846,8990.5%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$667,63123,8010.5%ETFFLMIFranklin Dynamic Municipal Bond ETF$649,82826,7860.5%ETFMORGAN STANLEY ETF TRUST$649,65012,9930.5%EATON VANCE SHRTUSBU.S. Bancorp$642,05214,1890.5%FinanceFMHIFirst Trust Municipal High Income ETF$641,65813,7400.5%ManufacturingSYKStryker$610,8531,5440.5%MedicalIBMInternational Business Machines$606,7562,0580.4%Computer and TechnologySTZConstellation Brands$544,3273,3460.4%Consumer StaplesGSYInvesco Ultra Short Duration ETF$508,31910,1380.4%ETFXMMOInvesco S&P MidCap Momentum ETF$507,3723,9440.4%ETFPIMCO ETF TR$505,3875,4830.4%ACTIVE BD ETFAMZNAmazon.com$487,7042,2230.4%Retail/WholesaleNEENextEra Energy$467,3776,7330.3%UtilitiesCSCOCisco Systems$457,4926,5940.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$445,3019,9620.3%ETFROBOROBO Global Robotics & Automation ETF$436,7207,3050.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$433,64013,5980.3%ETFVGTVanguard Information Technology ETF$426,4896430.3%ETFTAT&T$410,09014,1700.3%Computer and TechnologyYLDPrincipal Active High Yield ETF$402,97320,8040.3%ETFTRVTravelers Companies$385,2581,4400.3%FinanceSCHASchwab US Small-Cap ETF$372,73514,7330.3%ETFAMATApplied Materials$367,2382,0060.3%Computer and TechnologyGOOGLAlphabet$355,1032,0150.3%Computer and TechnologyAXSAxis Capital$352,9883,4000.3%FinanceLMBSFirst Trust Low Duration Opportunities ETF$350,5147,1160.3%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$350,3984,3280.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$343,0565,7890.3%ManufacturingCATCaterpillar$329,9798500.2%IndustrialsJNJJohnson & Johnson$317,7202,0800.2%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$312,7802,5310.2%ETFFIVGDefiance Next Gen Connectivity ETF$305,5935,7920.2%ETFEOGEOG Resources$303,2112,5350.2%EnergyHDHome Depot$301,0118210.2%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$294,52314,2420.2%ETFIYHiShares U.S. Healthcare ETF$288,8955,1150.2%ETFCMCSAComcast$281,8087,8960.2%Consumer DiscretionaryGLWCorning$266,4215,0660.2%Computer and TechnologyHTDJohn Hancock Tax-Advantaged Dividend Income Fund$264,56011,3110.2%Financial ServicesPAVEGlobal X U.S. Infrastructure Development ETF$258,1915,9250.2%ETFMRKMerck & Co., Inc.$250,0663,1590.2%MedicalTDIVFirst Trust NASDAQ Technology Dividend Index Fund$243,6392,7020.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
