Fund HoldingsMilestones Private Investment Advisors LLC

Total Portfolio Value
$125.59M
Total Bought
$52.27M
Total Sold
$42.55M
Net Transaction
+$9.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
077,827+77,82709,2617.37%+9,261
SPDR SERIES TRUST
ST STR P500VAL
0138,243+138,24308,4046.69%+8,404
ISHARES TR099,259+99,25908,1946.52%+8,194
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
28,820117,367+88,5471,9689,5147.58%+7,546
SCHWAB STRATEGIC TR97,705212,996+115,2912,9986,7545.38%+3,757
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
22,65929,371+6,7125,3848,8997.09%+3,514
FIRST TR EXCHANGE-TRADED FD74,621131,010+56,3893,7916,3755.08%+2,584
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
082,589+82,58902,2341.78%+2,234
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
098,676+98,67602,1101.68%+2,110
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,624+6,62401,0510.84%+1,051
ISHARES TR
MSCI USA MIN ETF
08,105+8,10507820.62%+782
APPLIED MATLS INC2,0002,00006841,4461.15%+762
CORNING INC(GLW)2,9342,959+253997560.60%+357
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,586+2,58603030.24%+303
INVESCO QQQ TR1,6531,654+19541,2180.97%+264
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
012,999+12,99902450.20%+245
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
27,58327,164-4191,2191,4611.16%+242
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
011,660+11,66002410.19%+241
ISHARES TR01,410+1,41002310.18%+231
ISHARES TR01,406+1,40602080.17%+208
ISHARES TR01,366+1,36602030.16%+203
STATE STR SPDR S&P 500 ETF T(SPY)1,8191,81901,1831,3581.08%+175
ISHARES TR11,77213,462+1,6901,2991,4731.17%+174
APPLE INC(AAPL)04,584+4,58401,3261.06%+1,326
VANGUARD WORLD FD
INF TECH ETF
6435,104+4,4614496100.49%+161
CISCO SYS INC(CSCO)3,1953,19502483750.30%+127
ISHARES TR19,72421,212+1,4881,6291,7421.39%+113
STATE STR SPDR DOW JONES IND(DIA)1,6091,60907458410.67%+95
ISHARES TR1,1591,135-247578500.68%+93
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
4,8144,81402913650.29%+74
ISHARES TR3,8753,87508188800.70%+62
SCHWAB STRATEGIC TR034,389+34,38909960.79%+996
TRAVELERS COMPANIES INC(TRV)1,3501,35003944460.35%+52
ALPHABET INC(GOOG)69769702002490.20%+49
ISHARES TR4,6564,396-2604685170.41%+48
PIMCO ETF TR
0-5 HIGH YIELD
7,4217,874+4536927360.59%+44
INTERNATIONAL BUSINESS MACHS(IBM)1,0791,07902623030.24%+42
FIRST TR EXCH TRADED FD III145,866146,684+8182,5892,6232.09%+34
AMAZON COM INC(AMZN)1,4211,381-402963290.26%+33
NVIDIA CORPORATION(NVDA)01,201+1,20102400.19%+240
JPMORGAN CHASE & CO(JPM)0868+86802840.23%+284
ISHARES TR4,6794,67902883140.25%+25
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
21,22322,314+1,0914024260.34%+23
WISDOMTREE TR(WT)02,790+2,79002670.21%+267
HOME DEPOT INC(HD)79679602622810.22%+19
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
8,0118,424+4132302460.20%+16
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
19,15619,15609709840.78%+14
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
7,0687,317+2493523640.29%+12
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
15,77415,714-607507620.61%+12
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
29,85629,85607407510.60%+11
FIRST TR EXCHANGE-TRADED FD
SHS
7,8787,87803713800.30%+9
MICROSOFT CORP(MSFT)03,034+3,03401,1320.90%+1,132
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
15,21215,21207637650.61%+2
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
91,86591,115-7502,3512,3521.87%+1
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
8,8688,86804444450.35%0
PIMCO ETF TR
ACTIVE BD ETF
2,7832,78302572570.20%-0
ORACLE CORP(ORCL)1,3901,39002042040.16%-1
SCHWAB STRATEGIC TR12,58812,58803963940.31%-2
ISHARES TR49,48049,566+864,2894,2833.41%-6
SCHWAB STRATEGIC TR023,176+23,17605360.43%+536
DOUBLELINE ETF TRUST
MORTGAGE ETF
32,88732,861-261,6241,6131.28%-11
NEXTERA ENERGY INC(NEE)2,6002,60002412280.18%-13
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
22,95422,129-8253783630.29%-15
STRYKER CORPORATION(SYK)1,5441,54405074860.39%-21
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
126,572125,646-9262,5852,5592.04%-26
WALMART INC(WMT)2,4002,40002982720.22%-26
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
131,000129,693-1,3072,5712,5442.03%-27
ISHARES INC07,190+7,19008640.69%+864
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
137,373136,386-9872,5632,5332.02%-30
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
153,787152,495-1,2922,5712,5382.02%-33
EOG RES INC(EOG)2,5252,52503653280.26%-37
AXIS CAP HLDGS LTD
SHS
3,4002,850-5503453060.24%-39
CONOCOPHILLIPS(COP)2,3192,31903062410.19%-65
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
12,5390-12,5392370-237
SPDR GOLD TR(GLD)03,849+3,84901,4181.13%+1,418
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
11,5680-11,5682400-240
VANECK ETF TRUST
SEMICONDUCTR ETF
15,5698,574-6,9955,9695,6244.48%-346
ISHARES TR
MSCI USA MIN ETF
000000
WORLD GOLD TR(GLDM)34,64419,523-15,1213,2111,5511.23%-1,661
ARK ETF TR
INNOVATION ETF
25,6040-25,6041,7310-1,731
FIRST TR EXCHANGE-TRADED ALP
COM SHS
17,3940-17,3942,0760-2,076
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
97,4850-97,4852,0790-2,079
SPDR SERIES TRUST
ST STR P500VAL
38,6290-38,6292,1860-2,186
SPDR SERIES TRUST
ST STR P500GRW
25,3810-25,3812,4850-2,485
SELECT SECTOR SPDR TR
ST STR CARE ETF
19,4800-19,4802,8560-2,856
SELECT SECTOR SPDR TR
ST STR DISCR ETF
33,1270-33,1273,6100-3,610
FIRST TR EXCHANGE-TRADED FD
CONSUMR STAPLE
58,0950-58,0953,7020-3,702
SELECT SECTOR SPDR TR
ST STR TECHN ETF
28,4990-28,4993,7880-3,788
ISHARES TR60,5710-60,5713,8750-3,875
SELECT SECTOR SPDR TR
ST STR ENERG ETF
72,2760-72,2764,4280-4,428
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
122,27011,154-111,1166,0635500.44%-5,513
Page 1 of 1