Sponsored

The Analysis of Milestones Private Investment Advisors LLC's Holdings & P&L

Currently, Milestones Private Investment Advisors LLC holds 77 types of securities in its portfolio with a total value $125.6M. In the most recent quarter, they have increased their positions in RDVY (+88.5K shares, valued at $7.2M), SPYG (+52.4K shares, valued at $6.2M), SPYV (+99.6K shares, valued at $6.1M); decreased their positions in FXU (-111.1K shares, valued at $5.5M), SMH (-7.0K shares, valued at $4.6M), XLY (-30.5K shares, valued at $3.6M); initiated new positions in FTGC (+82.6K shares, valued at $2.2M), IGM (+1.4K shares, valued at $230.6K), IJJ (+1.4K shares, valued at $207.7K).

1M P&L

+2.8M+2.44%

3M P&L

+1.9M+1.60%

HY P&L

+5.1M+4.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.6M

94.7%

2Consumer Electronics1.3M

1.1%

3Software - Infrastructure1.1M

1.0%

Top Industries by Stock Count

1N/A55 stocks

80.9%

2Oil & Gas E&P2 stocks

2.9%

3Internet Content & Information1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDVY FIRST TR EXCHANGE TRADED FD117.4K shares307.24%2026-06-302026-07-24

SPYG SPDR SERIES TRUST77.8K shares206.63%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II29.4K shares29.62%2026-06-302026-07-24

SPYV SPDR SERIES TRUST138.2K shares257.87%2026-06-302026-07-24

GARP ISHARES TR99.3K shares63.87%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR213.0K shares118.00%2026-06-302026-07-24

FDL FIRST TR EXCHANGE-TRADED FD131.0K shares75.57%2026-06-302026-07-24

SMH VANECK ETF TRUST8.6K shares-44.93%2026-06-302026-07-24

Sponsored

TLT ISHARES TR49.6K shares0.17%2026-06-302026-07-24

FPE FIRST TR EXCH TRADED FD III146.7K shares0.56%2026-06-302026-07-24

BSCS INVESCO EXCH TRD SLF IDX FD125.6K shares-0.73%2026-06-302026-07-24

BSCR INVESCO EXCH TRD SLF IDX FD129.7K shares-1.00%2026-06-302026-07-24

BSCU INVESCO EXCH TRD SLF IDX FD152.5K shares-0.84%2026-06-302026-07-24

BSCT INVESCO EXCH TRD SLF IDX FD136.4K shares-0.72%2026-06-302026-07-24

BSJU INVESCO EXCH TRD SLF IDX FD91.1K shares-0.82%2026-06-302026-07-24

FTGC FIRST TR EXCHANGE TRAD FD VI82.6K sharesnew addition2026-06-302026-07-24

Sponsored

DEED FIRST TR EXCHNG TRADED FD VI98.7K shares1.22%2026-06-302026-07-24

SHY ISHARES TR21.2K shares7.54%2026-06-302026-07-24

DMBS DOUBLELINE ETF TRUST32.9K shares-0.08%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR19.5K shares-43.65%2026-06-302026-07-24

TIP ISHARES TR13.5K shares14.36%2026-06-302026-07-24

FCVT FIRST TR EXCHANGE-TRADED FD27.2K shares-1.52%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC2.0K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR3.8K shares-0.03%2026-06-302026-07-24

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares0.00%2026-06-302026-07-24

AAPL APPLE INC4.6K shares0.02%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.7K shares0.06%2026-06-302026-07-24

MSFT MICROSOFT CORP3.0K shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR6.6K shares-66.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR34.4K shares-8.21%2026-06-302026-07-24

FMB FIRST TR EXCH TRADED FD III19.2K shares0.00%2026-06-302026-07-24

IVE ISHARES TR3.9K shares0.00%2026-06-302026-07-24

Sponsored

ACWV ISHARES INC7.2K shares-3.85%2026-06-302026-07-24

ISHARES TR ISHARES TR1.1K shares-2.07%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND1.6K shares0.00%2026-06-302026-07-24

USMV ISHARES TR8.1K shares-5.87%2026-06-302026-07-24

EVSM MORGAN STANLEY ETF TRUST15.2K shares0.00%2026-06-302026-07-24

FMHI FIRST TR EXCH TRADED FD III15.7K shares-0.38%2026-06-302026-07-24

GLW CORNING INC3.0K shares0.85%2026-06-302026-07-24

FLMI FRANKLIN TEMPLETON ETF TR29.9K shares0.00%2026-06-302026-07-24

Sponsored

HYS PIMCO ETF TR7.9K shares6.10%2026-06-302026-07-24

VGT VANGUARD WORLD FD5.1K shares693.78%2026-06-302026-07-24

FXU FIRST TR EXCHANGE-TRADED FD11.2K shares-90.88%2026-06-302026-07-24

SCHZ SCHWAB STRATEGIC TR23.2K shares-1.12%2026-06-302026-07-24

IJK ISHARES TR4.4K shares-5.58%2026-06-302026-07-24

SYK STRYKER CORPORATION1.5K shares0.00%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares0.00%2026-06-302026-07-24

GSY INVESCO ACTIVELY MANAGED EXC8.9K shares0.00%2026-06-302026-07-24

Sponsored

YLD PRINCIPAL EXCHANGE TRADED FD22.3K shares5.14%2026-06-302026-07-24

SCHQ SCHWAB STRATEGIC TR12.6K shares0.00%2026-06-302026-07-24

FVD FIRST TR EXCHANGE-TRADED FD7.9K shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC3.2K shares0.00%2026-06-302026-07-24

FV FIRST TR EXCHANGE TRADED FD4.8K shares0.00%2026-06-302026-07-24

LMBS FIRST TR EXCHANGE-TRADED FD7.3K shares3.52%2026-06-302026-07-24

BSCV INVESCO EXCH TRD SLF IDX FD22.1K shares-3.59%2026-06-302026-07-24

AMZN AMAZON COM INC1.4K shares-2.81%2026-06-302026-07-24

Sponsored

EOG EOG RES INC2.5K shares0.00%2026-06-302026-07-24

IYH ISHARES TR4.7K shares0.00%2026-06-302026-07-24

AXS AXIS CAP HLDGS LTD2.9K shares-16.18%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR2.6K shares-92.19%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO868 shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC796 shares0.00%2026-06-302026-07-24

WMT WALMART INC2.4K shares0.00%2026-06-302026-07-24

Sponsored

DGRW WISDOMTREE TR2.8K shares0.00%2026-06-302026-07-24

BOND PIMCO ETF TR2.8K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC697 shares0.00%2026-06-302026-07-24

FEMB FIRST TR EXCH TRADED FD III8.4K shares5.16%2026-06-302026-07-24

FSIG FIRST TR EXCHANGE-TRADED FD13.0K shares3.67%2026-06-302026-07-24

FIIG FIRST TR EXCHANGE-TRADED FD11.7K shares0.80%2026-06-302026-07-24

COP CONOCOPHILLIPS2.3K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION1.2K shares0.17%2026-06-302026-07-24

Sponsored

IGM ISHARES TR1.4K sharesnew addition2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC2.6K shares0.00%2026-06-302026-07-24

IJJ ISHARES TR1.4K sharesnew addition2026-06-302026-07-24

ORACLE CORP ORACLE CORP1.4K shares0.00%2026-06-302026-07-24

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

307.24%

Shares117.4K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

206.63%

Shares77.8K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

29.62%

Shares29.4K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

257.87%

Shares138.2K

Event2026-06-30

Filed2026-07-24

GARP

ISHARES TR

63.87%

Shares99.3K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

118.00%

Shares213.0K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

75.57%

Shares131.0K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-44.93%

Shares8.6K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

0.17%

Shares49.6K

Event2026-06-30

Filed2026-07-24

FPE

FIRST TR EXCH TRADED FD III

0.56%

Shares146.7K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.73%

Shares125.6K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

-1.00%

Shares129.7K

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

-0.84%

Shares152.5K

Event2026-06-30

Filed2026-07-24

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.72%

Shares136.4K

Event2026-06-30

Filed2026-07-24

BSJU

INVESCO EXCH TRD SLF IDX FD

-0.82%

Shares91.1K

Event2026-06-30

Filed2026-07-24

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares82.6K

Event2026-06-30

Filed2026-07-24

DEED

FIRST TR EXCHNG TRADED FD VI

1.22%

Shares98.7K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

7.54%

Shares21.2K

Event2026-06-30

Filed2026-07-24

DMBS

DOUBLELINE ETF TRUST

-0.08%

Shares32.9K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

-43.65%

Shares19.5K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

14.36%

Shares13.5K

Event2026-06-30

Filed2026-07-24

FCVT

FIRST TR EXCHANGE-TRADED FD

-1.52%

Shares27.2K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.02%

Shares4.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-66.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

-8.21%

Shares34.4K

Event2026-06-30

Filed2026-07-24

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ACWV

ISHARES INC

-3.85%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-2.07%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-5.87%

Shares8.1K

Event2026-06-30

Filed2026-07-24

EVSM

MORGAN STANLEY ETF TRUST

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-24

FMHI

FIRST TR EXCH TRADED FD III

-0.38%

Shares15.7K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.85%

Shares3.0K

Event2026-06-30

Filed2026-07-24

FLMI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares29.9K

Event2026-06-30

Filed2026-07-24

HYS

PIMCO ETF TR

6.10%

Shares7.9K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

693.78%

Shares5.1K

Event2026-06-30

Filed2026-07-24

FXU

FIRST TR EXCHANGE-TRADED FD

-90.88%

Shares11.2K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB STRATEGIC TR

-1.12%

Shares23.2K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

-5.58%

Shares4.4K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

YLD

PRINCIPAL EXCHANGE TRADED FD

5.14%

Shares22.3K

Event2026-06-30

Filed2026-07-24

SCHQ

SCHWAB STRATEGIC TR

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TR EXCHANGE-TRADED FD

3.52%

Shares7.3K

Event2026-06-30

Filed2026-07-24

BSCV

INVESCO EXCH TRD SLF IDX FD

-3.59%

Shares22.1K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-2.81%

Shares1.4K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

AXS

AXIS CAP HLDGS LTD

-16.18%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-92.19%

Shares2.6K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.00%

Shares868

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.00%

Shares796

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares697

Event2026-06-30

Filed2026-07-24

FEMB

FIRST TR EXCH TRADED FD III

5.16%

Shares8.4K

Event2026-06-30

Filed2026-07-24

FSIG

FIRST TR EXCHANGE-TRADED FD

3.67%

Shares13.0K

Event2026-06-30

Filed2026-07-24

FIIG

FIRST TR EXCHANGE-TRADED FD

0.80%

Shares11.7K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available