Milestones Private Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Milestones Private Investment Advisors LLC held in its portfolio 116 assets valued at $145,411,943 (i.e. $145.41M).
The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($5.65M), VANECK ETF TRUST ($5.42M), and FIRST TR EXCHANGE TRADED FD ($5.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Milestones Private Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 22335 | 5649062 | NASDAQ 100 ETF |
| VANECK ETF TRUST | 15055 | 5421757 | SEMICONDUCTR ETF |
| FIRST TR EXCHANGE TRADED FD | 118378 | 5328194 | UTILITIES ALPH |
| SPDR SERIES TRUST | 59178 | 4536961 | STATE STREET SPD |
| ISHARES TR | 47983 | 4182198 | 20 YR TR BD ETF |
| SELECT SECTOR SPDR TR | 36463 | 4173033 | STATE STREET CON |
| SCHWAB STRATEGIC TR | 154186 | 4044295 | US BRD MKT ETF |
| ISHARES TR | 58042 | 3952660 | MSCI USA QUALITY |
| SELECT SECTOR SPDR TR | 27431 | 3949241 | STATE STREET TEC |
| APPLE INC | 13920 | 3784317 | COM |
| FIRST TR EXCHANGE-TRADED FD | 79691 | 3550833 | SHS |
| FIRST TR EXCHANGE TRADED FD | 56639 | 3436855 | CONSUMR STAPLE |
| SELECT SECTOR SPDR TR | 20735 | 3209769 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 70524 | 3153128 | STATE STREET ENE |
| WORLD GOLD TR | 36806 | 3142128 | SPDR GLD MINIS |
| MICROSOFT CORP | 6084 | 2942472 | COM |
| SCHWAB STRATEGIC TR | 102615 | 2814729 | US DIVIDEND EQ |
| INVESCO EXCH TRD SLF IDX FD | 129203 | 2661578 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 134468 | 2654406 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 154698 | 2617492 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 138261 | 2604146 | BULETSHS 2029 |
| FIRST TR EXCH TRADED FD III | 141679 | 2581391 | PFD SECS INC ETF |
| INVESCO EXCH TRD SLF IDX FD | 90119 | 2352557 | BULLETSHS 2030 |
| SPDR GOLD TR | 5551 | 2199917 | GOLD SHS |
| FIRST TR EXCHANGE-TRADED ALP | 19101 | 2172242 | COM SHS |
| FIRST TR EXCHNG TRADED FD VI | 93272 | 2014675 | SECURITIZED PLUS |
| ARK ETF TR | 25694 | 1976382 | INNOVATION ETF |
| FIRST TR EXCHANGE TRADED FD | 28265 | 1963570 | RISNG DIVD ACHIV |
| ISHARES INC | 13561 | 1610411 | MSCI GBL MIN VOL |
| DOUBLELINE ETF TRUST | 32169 | 1597352 | MORTGAGE ETF |
| ISHARES TR | 19122 | 1583684 | 1 3 YR TREAS BD |
| ISHARES TR | 16382 | 1542543 | MSCI USA MIN VOL |
| NVIDIA CORPORATION | 7434 | 1386528 | COM |
| ISHARES TR | 12209 | 1341915 | TIPS BD ETF |
| INVESCO QQQ TR | 2156 | 1324398 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 1913 | 1304513 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 20533 | 1217225 | S&P 500 TOP 50 |
| INTUIT | 1753 | 1161392 | COM |
| SCHWAB STRATEGIC TR | 46931 | 1096789 | US AGGREGATE B |
| FIRST TR EXCHANGE-TRADED FD | 24328 | 1046948 | SSI STRG ETF |
| ISHARES TR | 1498 | 1026040 | CORE S&P500 ETF |
| AMGEN INC | 3124 | 1022516 | COM |
| FIRST TR EXCH TRADED FD III | 19087 | 976014 | MANAGD MUN ETF |
| ISHARES TR | 8955 | 931634 | MORNINGSTAR GRWT |
| PAYCHEX INC | 8170 | 916535 | COM |
| JPMORGAN CHASE & CO. | 2831 | 912205 | COM |
| VANGUARD INDEX FDS | 2556 | 856833 | TOTAL STK MKT |
| ISHARES TR | 3995 | 847220 | S&P 500 VAL ETF |
| WISDOMTREE TR | 9256 | 827764 | US QTLY DIV GRT |
| SPDR DOW JONES INDL AVERAGE | 1613 | 775159 | UT SER 1 |
| WALMART INC | 6899 | 768618 | COM |
| MORGAN STANLEY ETF TRUST | 15158 | 763508 | EATON VANCE SHRT |
| US BANCORP DEL | 14189 | 757125 | COM NEW |
| ISHARES TR | 7811 | 756772 | S&P MC 400GR ETF |
| FIRST TR EXCH TRADED FD III | 15751 | 755015 | MUNI HI INCM ETF |
| FRANKLIN TEMPLETON ETF TR | 29718 | 739087 | FRANKLIN DYN MUN |
| SCHWAB STRATEGIC TR | 23771 | 714800 | US MID-CAP ETF |
| PROCTER AND GAMBLE CO | 4740 | 679352 | COM |
| ORACLE CORP | 3405 | 663669 | COM |
| META PLATFORMS INC | 954 | 629751 | CL A |
| ALPHABET INC | 1995 | 624435 | CAP STK CL A |
| PIMCO ETF TR | 6479 | 614339 | 0-5 HIGH YIELD |
| INTERNATIONAL BUSINESS MACHS | 2059 | 609977 | COM |
| NEXTERA ENERGY INC | 6763 | 542910 | COM |
| STRYKER CORPORATION | 1544 | 542670 | COM |
| INVESCO EXCHANGE TRADED FD T | 3790 | 524823 | S&P MDCP MOMNTUM |
| APPLIED MATLS INC | 2006 | 515522 | COM |
| PIMCO ETF TR | 5491 | 511093 | ACTIVE BD ETF |
| CISCO SYS INC | 6594 | 507936 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 7312 | 506808 | ROBO GLB ETF |
| AMAZON COM INC | 2183 | 503880 | COM |
| INVESCO ACTIVELY MANAGED EXC | 9754 | 490139 | ULTRA SHRT DUR |
| CATERPILLAR INC | 850 | 486940 | COM |
| VANGUARD WORLD FD | 643 | 484681 | INF TECH ETF |
| CONSTELLATION BRANDS INC | 3346 | 461614 | CL A |
| CORNING INC | 5066 | 443579 | COM |
| SCHWAB STRATEGIC TR | 15491 | 441178 | US SML CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 26080 | 435399 | BULETSHS 2031 CP |
| TRAVELERS COMPANIES INC | 1440 | 417686 | COM |
| JOHNSON & JOHNSON | 1982 | 410175 | COM |
| SCHWAB STRATEGIC TR | 12588 | 399040 | LONG TERM US |
| ETF SER SOLUTIONS | 5768 | 368195 | DEFIANCE CONNECT |
| ALPHABET INC | 1164 | 365325 | CAP STK CL C |
| FIRST TR EXCHANGE TRADED FD | 5789 | 364242 | DORSEY WRT 5 ETF |
| AXIS CAP HLDGS LTD | 3400 | 364106 | SHS |
| PRINCIPAL EXCHANGE TRADED FD | 18665 | 354728 | ACTIVE HIGH YL |
| AT&T INC | 14037 | 348671 | COM |
| ISHARES TR | 2531 | 333053 | S&P MC 400VL ETF |
| MERCK & CO INC | 3159 | 332516 | COM |
| FIRST TR EXCHANGE-TRADED FD | 6461 | 322968 | FST LOW OPPT EFT |
| ISHARES TR | 4929 | 320878 | US HLTHCARE ETF |
| ABBVIE INC | 1291 | 294981 | COM |
| GE AEROSPACE | 956 | 294477 | COM NEW |
| GLOBAL X FDS | 6096 | 291310 | US INFR DEV ETF |
| HOME DEPOT INC | 823 | 283194 | COM |
| BANK AMERICA CORP | 4925 | 270875 | COM |
| HANCOCK JOHN TAX-ADVANTAGED | 11311 | 267614 | COM |
| EOG RES INC | 2535 | 266200 | COM |
| ISHARES TR | 2625 | 262185 | CORE US AGGBD ET |
| ISHARES TR | 2252 | 256131 | SP SMCP600VL ETF |
| CHEVRON CORP NEW | 1637 | 249495 | COM |
| FIRST TR EXCHANGE-TRADED FD | 11505 | 243906 | INTERMEDIATE DUR |
| FIRST TR EXCHANGE-TRADED FD | 12539 | 240623 | LIMITED DURATION |
| COMCAST CORP NEW | 7906 | 236310 | CL A |
| ISHARES TR | 2884 | 230259 | MRGSTR MD CP GRW |
| CONOCOPHILLIPS | 2422 | 226723 | COM |
| INVESCO EXCHANGE TRADED FD T | 1766 | 224476 | LARGE CAP GROWTH |
| ISHARES TR | 1830 | 219929 | CORE S&P SCP ETF |
| EXXON MOBIL CORP | 1822 | 219224 | COM |
| SELECT SECTOR SPDR TR | 3873 | 212103 | STATE STREET FIN |
| FIRST TR EXCHANGE-TRADED FD | 4533 | 207974 | SENIOR LN FD |
| FIRST TR EXCH TRADED FD III | 6939 | 206782 | EME MRK BD ETF |
| INVESCO EXCHANGE TRADED FD T | 2909 | 204821 | WATER RES ETF |
| SELECT SECTOR SPDR TR | 4768 | 203546 | STATE STREET UTI |
| INVESCO EXCH TRD SLF IDX FD | 10255 | 200742 | BULSHS 2026 CB |
| INVESCO SR INCOME TR | 13839 | 45254 | COM |
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