The Analysis of Milestones Private Investment Advisors LLC's Holdings

Currently, Milestones Private Investment Advisors LLC holds 122 types of securities in its portfolio with a total value $146.4M. In the most recent quarter, they have increased their positions in GLD (+1.3K shares, valued at $446.1K), XLF (+3.9K shares, valued at $208.1K), XLU (+2.4K shares, valued at $207.9K); decreased their positions in SPY (-334 shares, valued at $222.5K), FCVT (-1.9K shares, valued at $80.1K), PAYX (-559 shares, valued at $70.9K); initiated new positions in XLF (+3.9K shares, valued at $208.1K), XLU (+2.4K shares, valued at $207.9K), XOM (+1.8K shares, valued at $205.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SMH VANECK ETF TRUST18.8K shares-0.21%2025-09-302025-10-22

FXU FIRST TR EXCHANGE TRADED FD126.5K shares-0.46%2025-09-302025-10-22

QQQM INVESCO EXCH TRADED FD TR II22.5K shares0.32%2025-09-302025-10-22

TLT ISHARES TR54.7K shares1.82%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR15.6K shares-0.07%2025-09-302025-10-22

XLY SELECT SECTOR SPDR TR17.3K shares-0.02%2025-09-302025-10-22

GARP ISHARES TR62.7K shares0.49%2025-09-302025-10-22

SCHB SCHWAB STRATEGIC TR156.6K shares3.11%2025-09-302025-10-22

Sponsored

SCHD SCHWAB STRATEGIC TR132.6K shares1.00%2025-09-302025-10-22

AAPL APPLE INC14.0K shares-1.49%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR35.6K shares1.01%2025-09-302025-10-22

FXG FIRST TR EXCHANGE TRADED FD49.9K shares0.51%2025-09-302025-10-22

MSFT MICROSOFT CORP6.0K shares-0.36%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR21.1K shares0.58%2025-09-302025-10-22

FPE FIRST TR EXCH TRADED FD III156.3K shares0.61%2025-09-302025-10-22

GLDM WORLD GOLD TR36.2K shares6.88%2025-09-302025-10-22

Sponsored

SPYG SPDR SERIES TRUST25.7K shares0.46%2025-09-302025-10-22

BSCR INVESCO EXCH TRD SLF IDX FD129.0K shares8.01%2025-09-302025-10-22

BSCS INVESCO EXCH TRD SLF IDX FD123.4K shares7.04%2025-09-302025-10-22

BSCQ INVESCO EXCH TRD SLF IDX FD129.6K shares8.12%2025-09-302025-10-22

ARKK ARK ETF TR29.1K shares0.37%2025-09-302025-10-22

BSCU INVESCO EXCH TRD SLF IDX FD143.9K shares8.63%2025-09-302025-10-22

BSCT INVESCO EXCH TRD SLF IDX FD128.0K shares7.37%2025-09-302025-10-22

SPYV SPDR SERIES TRUST38.6K shares1.05%2025-09-302025-10-22

Sponsored

GLD SPDR GOLD TR5.6K shares29.06%2025-09-302025-10-22

USMV ISHARES TR18.2K shares0.04%2025-09-302025-10-22

SHY ISHARES TR20.1K shares-1.39%2025-09-302025-10-22

ACWV ISHARES INC13.8K shares1.47%2025-09-302025-10-22

FYX FIRST TR EXCHANGE-TRADED ALP14.7K shares0.50%2025-09-302025-10-22

FDL FIRST TR EXCHANGE-TRADED FD36.1K shares0.59%2025-09-302025-10-22

DEED FIRST TR EXCHNG TRADED FD VI71.6K shares0.85%2025-09-302025-10-22

RDVY FIRST TR EXCHANGE TRADED FD21.4K shares3.73%2025-09-302025-10-22

Sponsored

NVDA NVIDIA CORPORATION7.3K shares-0.80%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR2.0K shares-14.39%2025-09-302025-10-22

QQQ INVESCO QQQ TR2.2K shares0.00%2025-09-302025-10-22

FCVT FIRST TR EXCHANGE-TRADED FD30.2K shares-5.83%2025-09-302025-10-22

SCHZ SCHWAB STRATEGIC TR52.0K shares4.22%2025-09-302025-10-22

TIP ISHARES TR11.0K shares0.39%2025-09-302025-10-22

INTU INTUIT1.8K shares0.11%2025-09-302025-10-22

XLG INVESCO EXCHANGE TRADED FD T19.6K shares7.87%2025-09-302025-10-22

Sponsored

DMBS DOUBLELINE ETF TRUST21.9K shares2.56%2025-09-302025-10-22

PAYX PAYCHEX INC8.2K shares-6.40%2025-09-302025-10-22

IVV ISHARES TR1.5K shares0.00%2025-09-302025-10-22

FMB FIRST TR EXCH TRADED FD III19.2K shares10.12%2025-09-302025-10-22

ORCL ORACLE CORP3.4K shares0.00%2025-09-302025-10-22

ILCG ISHARES TR9.0K shares0.00%2025-09-302025-10-22

BSJU INVESCO EXCH TRD SLF IDX FD35.5K shares2.76%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.2.8K shares0.00%2025-09-302025-10-22

Sponsored

AMGN AMGEN INC3.1K shares0.00%2025-09-302025-10-22

DGRW WISDOMTREE TR9.8K shares0.11%2025-09-302025-10-22

VTI VANGUARD INDEX FDS2.6K shares0.31%2025-09-302025-10-22

IVE ISHARES TR4.0K shares0.00%2025-09-302025-10-22

FLMI FRANKLIN TEMPLETON ETF TR30.5K shares13.70%2025-09-302025-10-22

IJK ISHARES TR7.8K shares0.00%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO4.9K shares0.23%2025-09-302025-10-22

EVSM MORGAN STANLEY ETF TRUST14.8K shares13.94%2025-09-302025-10-22

Sponsored

FMHI FIRST TR EXCH TRADED FD III15.7K shares14.10%2025-09-302025-10-22

DIA SPDR DOW JONES INDL AVERAGE1.6K shares0.00%2025-09-302025-10-22

WMT WALMART INC6.9K shares0.00%2025-09-302025-10-22

SCHM SCHWAB STRATEGIC TR23.8K shares-0.19%2025-09-302025-10-22

META META PLATFORMS INC954 shares-1.24%2025-09-302025-10-22

USB US BANCORP DEL14.2K shares0.00%2025-09-302025-10-22

HYS PIMCO ETF TR7.0K shares-4.74%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.05%2025-09-302025-10-22

Sponsored

SYK STRYKER CORPORATION1.5K shares0.00%2025-09-302025-10-22

XMMO INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2025-09-302025-10-22

AMZN AMAZON COM INC2.4K shares9.00%2025-09-302025-10-22

BOND PIMCO ETF TR5.5K shares0.07%2025-09-302025-10-22

NEE NEXTERA ENERGY INC6.7K shares0.24%2025-09-302025-10-22

GSY INVESCO ACTIVELY MANAGED EXC10.0K shares-1.43%2025-09-302025-10-22

VGT VANGUARD WORLD FD662 shares2.95%2025-09-302025-10-22

GOOGL ALPHABET INC2.0K shares-0.99%2025-09-302025-10-22

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU7.3K shares0.00%2025-09-302025-10-22

FVD FIRST TR EXCHANGE-TRADED FD10.0K shares0.00%2025-09-302025-10-22

CSCO CISCO SYS INC6.6K shares0.00%2025-09-302025-10-22

STZ CONSTELLATION BRANDS INC3.3K shares0.00%2025-09-302025-10-22

SCHQ SCHWAB STRATEGIC TR13.5K shares-0.87%2025-09-302025-10-22

SCHA SCHWAB STRATEGIC TR15.4K shares4.79%2025-09-302025-10-22

GLW CORNING INC5.1K shares0.00%2025-09-302025-10-22

AMAT APPLIED MATLS INC2.0K shares0.00%2025-09-302025-10-22

Sponsored

CAT CATERPILLAR INC850 shares0.00%2025-09-302025-10-22

TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-09-302025-10-22

BSCP INVESCO EXCH TRD SLF IDX FD19.4K shares36.45%2025-09-302025-10-22

T AT&T INC14.0K shares-1.09%2025-09-302025-10-22

YLD PRINCIPAL EXCHANGE TRADED FD19.9K shares-4.18%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON2.1K shares0.00%2025-09-302025-10-22

FV FIRST TR EXCHANGE TRADED FD5.8K shares0.00%2025-09-302025-10-22

SIXG ETF SER SOLUTIONS5.8K shares0.05%2025-09-302025-10-22

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD6.9K shares-2.92%2025-09-302025-10-22

XLP SELECT SECTOR SPDR TR4.3K shares0.09%2025-09-302025-10-22

HD HOME DEPOT INC826 shares0.61%2025-09-302025-10-22

BSCV INVESCO EXCH TRD SLF IDX FD19.7K shares58.66%2025-09-302025-10-22

IJJ ISHARES TR2.5K shares0.00%2025-09-302025-10-22

AXS AXIS CAP HLDGS LTD3.4K shares0.00%2025-09-302025-10-22

IYH ISHARES TR5.1K shares0.00%2025-09-302025-10-22

ABBV ABBVIE INC1.3K shares0.00%2025-09-302025-10-22

Sponsored

PAVE GLOBAL X FDS6.1K shares2.89%2025-09-302025-10-22

EOG EOG RES INC2.5K shares0.00%2025-09-302025-10-22

GOOG ALPHABET INC1.2K shares-3.32%2025-09-302025-10-22

HTD HANCOCK JOHN TAX-ADVANTAGED11.3K shares0.00%2025-09-302025-10-22

GE GE AEROSPACE923 shares0.00%2025-09-302025-10-22

TDIV FIRST TR EXCHANGE TRADED FD2.7K shares-0.37%2025-09-302025-10-22

MRK MERCK & CO INC3.2K shares0.00%2025-09-302025-10-22

CVX CHEVRON CORP NEW1.6K shares0.00%2025-09-302025-10-22

Sponsored

BAC BANK AMERICA CORP4.9K shares0.00%2025-09-302025-10-22

IJS ISHARES TR2.3K shares0.04%2025-09-302025-10-22

CMCSA COMCAST CORP NEW7.9K shares0.00%2025-09-302025-10-22

IMCG ISHARES TR2.9K shares0.00%2025-09-302025-10-22

FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-09-302025-10-22

FEMB FIRST TR EXCH TRADED FD III7.9K shares-4.11%2025-09-302025-10-22

COP CONOCOPHILLIPS2.4K shares0.00%2025-09-302025-10-22

PWB INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-09-302025-10-22

Sponsored

FIIG FIRST TR EXCHANGE-TRADED FD10.3K shares0.37%2025-09-302025-10-22

FSIG FIRST TR EXCHANGE-TRADED FD11.3K shares0.00%2025-09-302025-10-22

IJR ISHARES TR1.8K shares0.00%2025-09-302025-10-22

PHO INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2025-09-302025-10-22

XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-10-22

ABT ABBOTT LABS1.5K shares0.00%2025-09-302025-10-22

XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-10-22

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2025-09-302025-10-22

VVR INVESCO SR INCOME TR13.8K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available