Fund Holdings — Milestones Private Investment Advisors LLC

Total Portfolio Value
$113.51M
Total Bought
$5.21M
Total Sold
$36.66M
Net Transaction
-$31.45M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SELECT SECTOR SPDR TR
ST STR ENERG ETF
70,52472,276+1,7523,1534,4283.90%+1,275
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
118,378122,270+3,8925,3286,0635.34%+735
FIRST TR EXCHANGE-TRADED FD69,72974,621+4,8923,0923,7913.34%+699
VANECK ETF TRUST
SEMICONDUCTR ETF
15,05515,569+5145,4225,9695.26%+547
FIRST TR EXCHANGE-TRADED FD
CONSUMR STAPLE
56,63958,095+1,4563,4373,7023.26%+265
SCHWAB STRATEGIC TR102,61597,705-4,9102,8152,9982.64%+183
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
24,32827,583+3,2551,0471,2191.07%+172
APPLIED MATLS INC2,0062,000-65166840.60%+168
SPDR SERIES TRUST
ST STR P500VAL
35,62538,629+3,0042,0242,1861.93%+162
FIRST TR EXCHANGE-TRADED ALP
COM SHS
17,06817,394+3261,9312,0761.83%+145
ISHARES TR47,98349,480+1,4974,1824,2893.78%+107
EOG RES INC(EOG)2,5352,525-102663650.32%+99
CONOCOPHILLIPS(COP)2,4222,319-1032273060.27%+79
PIMCO ETF TR
0-5 HIGH YIELD
6,4797,421+9426146920.61%+78
WORLD GOLD TR(GLDM)36,80634,644-2,1623,1423,2112.83%+69
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
93,27297,485+4,2132,0152,0791.83%+65
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
18,66521,223+2,5583554020.35%+48
ISHARES TR19,12219,724+6021,5841,6291.43%+45
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
6,4617,068+6073233520.31%+29
DOUBLELINE ETF TRUST
MORTGAGE ETF
32,16932,887+7181,5971,6241.43%+27
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
6,9398,011+1,0722072300.20%+23
FIRST TR EXCH TRADED FD III141,679145,866+4,1872,5812,5892.28%+8
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
28,26528,820+5551,9641,9681.73%+4
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
29,71829,856+1387397400.65%+1
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
15,15815,212+547647630.67%-0
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
90,11991,865+1,7462,3532,3512.07%-2
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
12,53912,53902412370.21%-3
SCHWAB STRATEGIC TR12,58812,58803993960.35%-3
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
11,50511,568+632442400.21%-4
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
15,75115,774+237557500.66%-5
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
19,08719,156+699769700.85%-6
AXIS CAP HLDGS LTD
SHS
3,4003,40003643450.30%-19
HOME DEPOT INC(HD)823796-272832620.23%-21
TRAVELERS COMPANIES INC(TRV)1,4401,350-904183940.35%-24
SPDR SERIES TRUST
ST STR P500GRW
23,55325,381+1,8282,5132,4852.19%-28
ISHARES TR3,9953,875-1208478180.72%-29
STATE STR SPDR DOW JONES IND(DIA)1,6131,609-47757450.66%-30
ISHARES TR4,9294,679-2503212880.25%-32
STRYKER CORPORATION(SYK)1,5441,54405435070.45%-35
VANGUARD WORLD FD
INF TECH ETF
64364304854490.40%-36
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
138,261137,373-8882,6042,5632.26%-41
ISHARES TR12,20911,772-4371,3421,2991.14%-43
CORNING INC(GLW)5,0662,934-2,1324443990.35%-45
INVESCO SR INCOME TR(VVR)13,8390-13,839450—-45
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
9,7548,868-8864904440.39%-46
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
154,698153,787-9112,6172,5712.27%-46
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
26,08022,954-3,1264353780.33%-58
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
5,7894,814-9753642910.26%-73
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
129,203126,572-2,6312,6622,5852.28%-77
ISHARES TR58,04260,571+2,5293,9533,8753.41%-78
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
134,468131,000-3,4682,6542,5712.26%-84
FIRST TR EXCHANGE-TRADED FD
SHS
9,9627,878-2,0844593710.33%-89
STATE STR SPDR S&P 500 ETF T(SPY)1,9131,819-941,3051,1831.04%-122
SELECT SECTOR SPDR TR
ST STR TECHN ETF
27,43128,499+1,0683,9493,7883.34%-162
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
10,2550-10,2552010—-201
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,7680-4,7682040—-204
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
2,9090-2,9092050—-205
AMAZON COM INC(AMZN)2,1831,421-7625042960.26%-208
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
4,5330-4,5332080—-208
SELECT SECTOR SPDR TR
ST STR FINL ETF
3,8730-3,8732120—-212
EXXON MOBIL CORP1,8220-1,8222190—-219
ISHARES TR1,8300-1,8302200—-220
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
1,7660-1,7662240—-224
SELECT SECTOR SPDR TR
ST STR DISCR ETF
32,12633,127+1,0013,8363,6103.18%-226
ISHARES TR2,8840-2,8842300—-230
COMCAST CORP NEW(CCZ)7,9060-7,9062360—-236
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,0330-2,0332410—-241
ARK ETF TR
INNOVATION ETF
25,69425,604-901,9761,7311.52%-246
CHEVRON CORP NEW(CVX)1,6370-1,6372490—-249
PIMCO ETF TR
ACTIVE BD ETF
5,4912,783-2,7085112570.23%-254
ISHARES TR2,2520-2,2522560—-256
CISCO SYS INC(CSCO)6,5943,195-3,3995082480.22%-260
ISHARES TR2,6250-2,6252620—-262
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
22,33522,659+3245,6495,3844.74%-265
HANCOCK JOHN TAX-ADVANTAGED(HTD)11,3110-11,3112680—-268
ISHARES TR1,4981,159-3391,0267570.67%-269
BANK AMERICA CORP4,9250-4,9252710—-271
ISHARES TR7,8114,656-3,1557574680.41%-288
GLOBAL X FDS
US INFR DEV ETF
6,0960-6,0962910—-291
GE AEROSPACE(GE)9560-9562940—-294
ABBVIE INC(ABBV)1,2910-1,2912950—-295
NEXTERA ENERGY INC(NEE)6,7632,600-4,1635432410.21%-301
MERCK & CO INC(MRK)3,1590-3,1593330—-333
ISHARES TR2,5310-2,5313330—-333
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,3370-4,3373370—-337
INTERNATIONAL BUSINESS MACHS(IBM)2,0591,079-9806102620.23%-348
AT&T INC(T)14,0370-14,0373490—-349
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,73519,480-1,2553,2102,8562.52%-354
ALPHABET INC(GOOG)1,1640-1,1643650—-365
ETF SER SOLUTIONS
DEFIANCE SPACE A
5,7680-5,7683680—-368
INVESCO QQQ TR2,1561,653-5031,3249540.84%-370
JOHNSON & JOHNSON(JNJ)1,9820-1,9824100—-410
ALPHABET INC(GOOG)1,995697-1,2986242000.18%-424
SCHWAB STRATEGIC TR15,4910-15,4914410—-441
ORACLE CORP(ORCL)3,4051,390-2,0156642040.18%-459
CONSTELLATION BRANDS INC(STZ)3,3460-3,3464620—-462
WALMART INC(WMT)6,8992,400-4,4997692980.26%-470
CATERPILLAR INC(CAT)8500-8504870—-487
EXCHANGE TRADED CONCEPTS TRU7,3120-7,3125070—-507
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,7900-3,7905250—-525
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Milestones Private Investment Advisors LLC — 13F Holdings — Q1 2026 | TickerTrail