Milestones Private Investment Advisors LLC Top Holdings and 13F Report (2026) About Milestones Private Investment Advisors LLCInvestment ActivityMilestones Private Investment Advisors LLC has $123.36 million in total holdings as of September 30, 2026.Milestones Private Investment Advisors LLC owns shares of 73 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.59% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, Milestones Private Investment Advisors LLC has purchased 77 new stocks and bought additional shares in 24 stocks.Milestones Private Investment Advisors LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $9,702,519First Trust Rising Dividend Achievers ETF $9,429,404Invesco NASDAQ 100 ETF $8,901,276Schwab US Dividend Equity ETF $8,882,739SPDR Portfolio S&P 500 Value ETF $8,564,068 Largest New Holdings this Quarter 41151J505 - Harbor Commodity All-Weather Strategy ETF $2,493,164 Holding Largest Purchases this Quarter Harbor Commodity All-Weather Strategy ETF 70,708 shares (about $2.49M)Schwab US Dividend Equity ETF 60,067 shares (about $1.95M)First Trust Rising Dividend Achievers ETF 3,075 shares (about $240.74K)SPDR Portfolio S&P 500 Growth ETF 1,004 shares (about $123.57K)SPDR Portfolio S&P 500 Value ETF 1,853 shares (about $113.27K) Largest Sales this Quarter VanEck Semiconductor ETF 3,900 shares (about $2.38M)Schwab US Broad Market ETF 8,103 shares (about $237.50K)First Trust Utilities AlphaDEX Fund 2,659 shares (about $116.78K)iShares MSCI Global Min Vol Factor ETF 575 shares (about $70.57K)Invesco BulletShares 2031 Corporate Bond ETF 3,877 shares (about $61.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMilestones Private Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$9,702,519$123,572 ▲1.3%78,8317.9%ETFRDVYFirst Trust Rising Dividend Achievers ETF$9,429,404$240,742 ▲2.6%120,4427.6%ETFQQQMInvesco NASDAQ 100 ETF$8,901,276$46,305 ▼-0.5%29,2197.2%ETFSCHDSchwab US Dividend Equity ETF$8,882,739$1,953,979 ▲28.2%273,0637.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,564,068$113,274 ▲1.3%140,0966.9%ETFSTLGiShares Factors US Growth Style ETF$8,525,062$62,240 ▲0.7%99,9896.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$6,547,149$113,248 ▲1.8%133,3165.3%ETFTLTiShares 20+ Year Treasury Bond ETF$3,862,244$7,000 ▲0.2%49,6563.1%ETFSMHVanEck Semiconductor ETF$2,846,466$2,375,100 ▼-45.5%4,6742.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,554,569$19,721 ▲0.8%130,7022.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,530,936$2,314 ▲0.1%125,7612.1%ETFFPEFirst Trust Preferred Securities and Income ETF$2,512,045$11,083 ▲0.4%147,3342.0%ETFHGERHarbor Commodity All-Weather Strategy ETF$2,493,164$2,493,164 ▲New Holding70,7082.0%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,463,839$18,382 ▼-0.7%135,3762.0%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,440,392$20,885 ▼-0.8%151,2012.0%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$2,342,804$76,774 ▲3.4%94,2021.9%ETFDEEDFirst Trust TCW Securitized Plus ETF$2,035,939$35,777 ▲1.8%100,4411.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,791,434$69,020 ▲4.0%22,0621.5%ETFGLDMSPDR Gold MiniShares Trust$1,570,460$33,940 ▼-2.1%19,1101.3%ETFDMBSDoubleLine Mortgage ETF$1,556,248$34,455 ▲2.3%33,6051.3%ETFMSFTMicrosoft$1,540,329$15,901 ▼-1.0%3,0031.2%TechnologyTIPiShares TIPS Bond ETF$1,510,869$110,282 ▲7.9%14,5221.2%ETFAAPLApple$1,500,830$25,641 ▼-1.7%4,5071.2%TechnologyGLDSPDR Gold Shares$1,465,8530.0%3,8491.2%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$1,351,354$19,755 ▲1.5%27,5671.1%ETFSPYSPDR S&P 500 ETF Trust$1,336,890$50,334 ▼-3.6%1,7531.1%ETFQQQInvesco QQQ$1,217,661$5,918 ▼-0.5%1,6461.0%ETFXLVHealth Care Select Sector SPDR Fund$1,141,888$26,274 ▲2.4%6,7800.9%ETFAMATApplied Materials$1,085,148$62,388 ▲6.1%2,1220.9%TechnologyFMBFirst Trust Managed Municipal ETF$887,085$29,721 ▼-3.2%18,5350.7%ETFIVViShares Core S&P 500 ETF$864,645$4,595 ▼-0.5%1,1290.7%ETFIVEiShares S&P 500 Value ETF$851,484$33,101 ▼-3.7%3,7300.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$829,954$11,697 ▲1.4%1,6320.7%ETFACWViShares MSCI Global Min Vol Factor ETF$811,859$70,570 ▼-8.0%6,6150.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$780,007$9,744 ▼-1.2%8,0050.6%ETFSCHBSchwab US Broad Market ETF$770,443$237,499 ▼-23.6%26,2860.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$729,902$17,463 ▲2.5%8,0670.6%ETFMORGAN STANLEY ETF TRUST$713,852$33,970 ▼-4.5%14,5210.6%EATON VANCE SHRTFMHIFirst Trust Municipal High Income ETF$671,853$32,920 ▼-4.7%14,9800.5%ETFFLMIFranklin Dynamic Municipal Bond ETF$666,649$29,593 ▼-4.3%28,5870.5%ETFVGTVanguard Information Technology ETF$641,4200.0%5,1040.5%ETFTRVTravelers Companies$481,2890.0%1,3500.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$479,873$1,973 ▼-0.4%4,3780.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$474,023$38,167 ▼-7.5%21,4490.4%ETFGLWCorning$454,9760.0%2,9590.4%TechnologyGSYInvesco Ultra Short Duration ETF$442,180$599 ▼-0.1%8,8560.4%ETFSYKStryker$425,2020.0%1,5440.3%HealthcareYLDPrincipal Active High Yield ETF$421,472$9,779 ▲2.4%22,8440.3%ETFCSCOCisco Systems$376,813$32,935 ▲9.6%3,5010.3%TechnologyFXUFirst Trust Utilities AlphaDEX Fund$373,100$116,783 ▼-23.8%8,4950.3%ETFFVDFirst Trust Value Line Dividend Index Fund$369,5570.0%7,8780.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$360,819$6,251 ▲1.8%7,4460.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$358,2540.0%12,5880.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$353,3240.0%4,8140.3%ETFEOGEOG Resources$347,8440.0%2,5250.3%EnergyAMZNAmazon.com$344,0760.0%1,3810.3%Consumer DiscretionaryIYHiShares U.S. Healthcare ETF$320,159$14,670 ▼-4.4%4,4740.3%ETFCOPConocoPhillips$290,2230.0%2,3190.2%EnergyBSCVInvesco BulletShares 2031 Corporate Bond ETF$287,830$61,139 ▼-17.5%18,2520.2%ETFJPMJPMorgan Chase & Co.$287,1600.0%8680.2%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$271,3000.0%2,7900.2%ETFAXSAxis Capital$268,4700.0%2,8500.2%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$258,495$22,965 ▼-8.2%2,3750.2%ETFWALMART INC$249,4080.0%2,4000.2%COMNVDANVIDIA$248,439$25,803 ▼-9.4%1,0880.2%TechnologyFEMBFirst Trust Emerging Markets Local Currency Bond ETF$246,096$6,180 ▲2.6%8,6410.2%ETFBONDPimco Total Return ETF$242,0930.0%2,7830.2%ETFGOOGLAlphabet$239,8240.0%6970.2%Communication ServicesFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$238,9220.0%12,9990.2%ETFIGMiShares Expanded Tech Sector ETF$238,3460.0%1,4100.2%ETFIBMInternational Business Machines$237,3040.0%1,0790.2%TechnologyFIRST TR EXCHANGE-TRADED FD$228,8860.0%11,6600.2%INTER GRADE ETFHDHome Depot$226,4540.0%7960.2%Consumer DiscretionaryFTGCFirst Trust Global Tactical Commodity Strategy Fund$0$2,234,032 ▼-100.0%00.0%ETFNEENextEra Energy$0$228,202 ▼-100.0%00.0%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$0$207,708 ▼-100.0%00.0%ETFORCLOracle$0$203,705 ▼-100.0%00.0%TechnologyIJRiShares Core S&P Small-Cap ETF$0$202,591 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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