Milestones Private Investment Advisors LLC 13F Holdings
CIK 0001726041 · FAIRPORT, NY
As of Sep 30, 2025, Milestones Private Investment Advisors LLC reported 122 positions worth
CIK 0001726041 · FAIRPORT, NY
As of Sep 30, 2025, Milestones Private Investment Advisors LLC reported 122 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF | SMH | — | 18,840 | $6.1M | 4.20% |
| FIRST TRUST UTILITIES ALPHADEX FUND | FXU | — | 126,535 | $5.8M | 3.93% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 22,452 | $5.5M | 3.79% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 54,705 | $4.9M | 3.34% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 15,648 | $4.4M | 3.01% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 17,294 | $4.1M | 2.83% |
| ISHARES MSCI USA QUALITY GARP ETF | GARP | — | 62,661 | $4.1M | 2.81% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 156,588 | $4.0M | 2.75% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 132,586 | $3.6M | 2.47% |
| APPLE INC | AAPL | Technology | 14,024 | $3.6M | 2.44% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 35,594 | $3.2M | 2.17% |
| FIRST TR EXCHANGE TRADED FD | — | — | 49,852 | $3.1M | 2.13% |
| MICROSOFT CORP | MSFT | Technology | 6,022 | $3.1M | 2.13% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 21,122 | $2.9M | 2.01% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 156,267 | $2.9M | 1.95% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 36,163 | $2.8M | 1.89% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 25,672 | $2.7M | 1.83% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 128,959 | $2.5M | 1.74% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 123,413 | $2.5M | 1.73% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 129,599 | $2.5M | 1.73% |
| ARK INNOVATION ETF | ARKK | — | 29,057 | $2.5M | 1.71% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | BSCU | — | 143,946 | $2.4M | 1.66% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 127,979 | $2.4M | 1.64% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 38,577 | $2.1M | 1.46% |
| SPDR GOLD TRUST | GQ9 | — | 5,573 | $2.0M | 1.35% |