Fund Holdings — Milestones Private Investment Advisors LLC

Total Portfolio Value
$146.39M
Total Bought
$7.74M
Total Sold
$3.80M
Net Transaction
+$3.93M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANECK ETF TRUST
SEMICONDUCTR ETF
18,87918,840-395,2656,1494.20%+884
SPDR GOLD TR(GLD)4,3185,573+1,2551,3161,9811.35%+665
APPLE INC(AAPL)14,23614,024-2122,9213,5712.44%+650
WORLD GOLD TR(GLDM)33,83436,163+2,3292,2172,7651.89%+548
ARK ETF TR
INNOVATION ETF
28,95029,057+1072,0352,5081.71%+473
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
22,38022,452+725,0835,5483.79%+466
SELECT SECTOR SPDR TR
ST STR TECHN ETF
15,65915,648-113,9654,4113.01%+445
SCHWAB STRATEGIC TR151,864156,588+4,7243,6194,0262.75%+407
SELECT SECTOR SPDR TR
ST STR DISCR ETF
17,29717,294-33,7594,1442.83%+385
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
127,120126,535-5855,3875,7513.93%+364
ISHARES TR62,35562,661+3063,7654,1132.81%+348
SPDR SERIES TRUST
ST STR P500GRW
25,55425,672+1182,4362,6831.83%+247
ORACLE CORP(ORCL)3,4053,40507449580.65%+213
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
132,512143,946+11,4342,2242,4331.66%+209
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,863+3,86302080.14%+208
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,384+2,38402080.14%+208
EXXON MOBIL CORP01,823+1,82302050.14%+205
NVIDIA CORPORATION(NVDA)7,3537,294-591,1621,3610.93%+199
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
119,394128,959+9,5652,3462,5421.74%+196
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
119,865129,599+9,7342,3402,5351.73%+195
SELECT SECTOR SPDR TR
ST STR ENERG ETF
35,23835,594+3562,9893,1802.17%+191
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
18,21119,644+1,4339491,1300.77%+181
FIRST TR EXCHANGE-TRADED ALP
COM SHS
14,65214,725+731,4251,6051.10%+179
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
119,190127,979+8,7892,2292,4071.64%+178
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
115,296123,413+8,1172,3622,5391.73%+176
CORNING INC(GLW)5,0665,06602664160.28%+149
ISHARES TR53,72954,705+9764,7424,8893.34%+147
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
20,65721,427+7701,2961,4410.98%+145
SCHWAB STRATEGIC TR131,269132,586+1,3173,4793,6202.47%+141
SPDR SERIES TRUST
ST STR P500VAL
38,17738,577+4001,9982,1341.46%+136
ALPHABET INC(GOOG)2,0151,995-203554850.33%+130
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
12,42519,713+7,2882053290.22%+123
MICROSOFT CORP(MSFT)6,0446,022-223,0063,1192.13%+113
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,00121,122+1212,8312,9402.01%+109
INVESCO EXCH TRD SLF IDX FD14,24219,433+5,1912954020.27%+108
INVESCO QQQ TR2,1692,16901,1961,3020.89%+106
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
17,43119,195+1,7648689730.66%+105
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
26,78630,456+3,6706507540.52%+105
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
13,74015,677+1,9376427450.51%+103
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
12,99314,804+1,8116507470.51%+97
FIRST TR EXCH TRADED FD III155,324156,267+9432,7652,8501.95%+86
CATERPILLAR INC(CAT)85085003304060.28%+76
ISHARES TR1,4981,49809301,0030.68%+73
JPMORGAN CHASE & CO.(JPM)2,8312,83108218930.61%+72
ALPHABET INC(GOOG)1,2041,164-402142840.19%+70
VANGUARD WORLD FD
INF TECH ETF
643662+194264950.34%+68
JOHNSON & JOHNSON(JNJ)2,0802,08003183860.26%+68
ISHARES TR8,9558,95508689340.64%+66
FIRST TR EXCHANGE-TRADED FD35,93636,148+2121,5051,5691.07%+65
VANGUARD INDEX FDS2,5442,552+87738380.57%+64
SCHWAB STRATEGIC TR49,93552,044+2,1091,1601,2210.83%+61
ABBVIE INC(ABBV)1,2911,29102402990.20%+59
SCHWAB STRATEGIC TR14,73315,438+7053734310.29%+58
WISDOMTREE TR(WT)9,7409,751+118168670.59%+52
ETF SER SOLUTIONS
DEFIANCE SPACE A
5,7925,795+33063570.24%+52
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
32,10730,234-1,8731,2461,2930.88%+47
AMAZON COM INC(AMZN)2,2232,423+2004885320.36%+44
ISHARES TR3,9953,99507818250.56%+44
US BANCORP DEL(USB)14,18914,18906426860.47%+44
APPLIED MATLS INC2,0062,00603674110.28%+43
ISHARES INC13,60413,804+2001,6131,6551.13%+42
EXCHANGE TRADED CONCEPTS TRU7,3057,30504374790.33%+42
NEXTERA ENERGY INC(NEE)6,7336,749+164675090.35%+42
DOUBLELINE ETF TRUST
MORTGAGE ETF
21,33021,876+5461,0471,0870.74%+40
GE AEROSPACE(GE)92392302382780.19%+40
ISHARES TR7,8117,81107117490.51%+38
SPDR DOW JONES INDL AVERAGE(DIA)1,5921,59207027380.50%+37
SCHWAB STRATEGIC TR23,80123,756-456687040.48%+36
WALMART INC(WMT)6,8996,89906757110.49%+36
HOME DEPOT INC(HD)821826+53013350.23%+34
GLOBAL X FDS
US INFR DEV ETF
5,9256,096+1712582900.20%+32
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
71,04471,649+6051,5021,5321.05%+30
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
34,50835,459+9518989280.63%+30
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,9443,94405075330.36%+26
ISHARES TR2,2492,250+12242490.17%+25
ISHARES TR
MSCI USA MIN ETF
18,19418,202+81,7081,7321.18%+24
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
2,7022,692-102442650.18%+22
BANK AMERICA CORP4,9254,92502332540.17%+21
CHEVRON CORP NEW(CVX)1,6371,63702342540.17%+20
ISHARES TR10,91310,956+431,2011,2190.83%+18
ISHARES TR1,8301,83002002170.15%+17
TRAVELERS COMPANIES INC(TRV)1,4401,44003854020.27%+17
HANCOCK JOHN TAX-ADVANTAGED(HTD)11,31111,31102652810.19%+16
ISHARES TR2,5312,53103133280.22%+16
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
5,7895,78903433580.24%+15
FIRST TR EXCHANGE-TRADED FD
SHS
9,9629,96204454610.31%+15
MERCK & CO INC(MRK)3,1593,15902502650.18%+15
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
1,7661,76602072210.15%+14
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,0332,03302242370.16%+14
CONOCOPHILLIPS(COP)2,4112,41102162280.16%+12
ISHARES TR5,1155,11502893000.21%+11
AMGEN INC(AMGN)3,1243,12408728820.60%+9
ISHARES TR2,8842,88402312390.16%+7
PIMCO ETF TR
ACTIVE BD ETF
5,4835,487+45055120.35%+7
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
2,9092,90902032100.14%+6
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
10,25910,297+382152190.15%+3
SCHWAB STRATEGIC TR13,59813,480-1184344360.30%+2
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
11,34611,34602172180.15%+1
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
4,4774,47702052050.14%-0
ABBOTT LABS1,5461,54602102070.14%-3
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Milestones Private Investment Advisors LLC — 13F Holdings — Q3 2025 | TickerTrail