The Analysis of Milestones Private Investment Advisors LLC's Holdings
Currently, Milestones Private Investment Advisors LLC holds 120 types of securities in its portfolio with a total value $145.4M. In the most recent quarter, they have increased their positions in XLY (+14.8K shares, valued at $1.8M), XLK (+11.8K shares, valued at $1.7M), XLE (+34.9K shares, valued at $1.6M); decreased their positions in BSCQ (-119.3K shares, valued at $2.3M), SMH (-3.8K shares, valued at $1.4M), SCHD (-30.0K shares, valued at $822.1K); initiated new positions in AGG (+2.6K shares, valued at $262.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQM INVESCO EXCH TRADED FD TR II22.3K shares-0.52%2025-12-312026-01-26
SMH VANECK ETF TRUST15.1K shares-20.09%2025-12-312026-01-26 FXU FIRST TR EXCHANGE TRADED FD118.4K shares-6.45%2025-12-312026-01-26 TLT ISHARES TR48.0K shares-12.29%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR154.2K shares-1.53%2025-12-312026-01-26 GARP ISHARES TR58.0K shares-7.37%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR27.4K shares75.30%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR32.1K shares85.76%2025-12-312026-01-26 AAPL APPLE INC13.9K shares-0.74%2025-12-312026-01-26 FXG FIRST TR EXCHANGE TRADED FD56.6K shares13.61%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR20.7K shares-1.83%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR70.5K shares98.13%2025-12-312026-01-26 GLDM WORLD GOLD TR36.8K shares1.78%2025-12-312026-01-26 FDL FIRST TR EXCHANGE-TRADED FD69.7K shares92.90%2025-12-312026-01-26 MSFT MICROSOFT CORP6.1K shares1.03%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR102.6K shares-22.60%2025-12-312026-01-26 BSCS INVESCO EXCH TRD SLF IDX FD129.2K shares4.69%2025-12-312026-01-26 BSCR INVESCO EXCH TRD SLF IDX FD134.5K shares4.27%2025-12-312026-01-26 BSCU INVESCO EXCH TRD SLF IDX FD154.7K shares7.47%2025-12-312026-01-26 BSCT INVESCO EXCH TRD SLF IDX FD138.3K shares8.03%2025-12-312026-01-26 FPE FIRST TR EXCH TRADED FD III141.7K shares-9.34%2025-12-312026-01-26 SPYG SPDR SERIES TRUST23.6K shares-8.25%2025-12-312026-01-26 BSJU INVESCO EXCH TRD SLF IDX FD90.1K shares154.15%2025-12-312026-01-26 GLD SPDR GOLD TR5.6K shares-0.39%2025-12-312026-01-26 SPYV SPDR SERIES TRUST35.6K shares-7.65%2025-12-312026-01-26 DEED FIRST TR EXCHNG TRADED FD VI93.3K shares30.18%2025-12-312026-01-26 ARKK ARK ETF TR25.7K shares-11.57%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD28.3K shares31.91%2025-12-312026-01-26 FYX FIRST TR EXCHANGE-TRADED ALP17.1K shares15.91%2025-12-312026-01-26 ACWV ISHARES INC13.6K shares-1.76%2025-12-312026-01-26 DMBS DOUBLELINE ETF TRUST32.2K shares47.05%2025-12-312026-01-26 SHY ISHARES TR19.1K shares-4.79%2025-12-312026-01-26 USMV ISHARES TR16.4K shares-10.00%2025-12-312026-01-26 NVDA NVIDIA CORPORATION7.4K shares1.92%2025-12-312026-01-26 TIP ISHARES TR12.2K shares11.44%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR1.9K shares-3.72%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T20.5K shares4.53%2025-12-312026-01-26 INTU INTUIT1.8K shares0.17%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR46.9K shares-9.82%2025-12-312026-01-26 FCVT FIRST TR EXCHANGE-TRADED FD24.3K shares-19.53%2025-12-312026-01-26 IVV ISHARES TR1.5K shares0.00%2025-12-312026-01-26 AMGN AMGEN INC3.1K shares0.00%2025-12-312026-01-26 FMB FIRST TR EXCH TRADED FD III19.1K shares-0.56%2025-12-312026-01-26 ILCG ISHARES TR9.0K shares0.00%2025-12-312026-01-26 PAYX PAYCHEX INC8.2K shares-0.02%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.2.8K shares0.00%2025-12-312026-01-26 VTI VANGUARD INDEX FDS2.6K shares0.16%2025-12-312026-01-26 IVE ISHARES TR4.0K shares0.00%2025-12-312026-01-26 DGRW WISDOMTREE TR9.3K shares-5.08%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE1.6K shares1.32%2025-12-312026-01-26 WMT WALMART INC6.9K shares0.00%2025-12-312026-01-26 EVSM MORGAN STANLEY ETF TRUST15.2K shares2.39%2025-12-312026-01-26 USB US BANCORP DEL14.2K shares0.00%2025-12-312026-01-26 IJK ISHARES TR7.8K shares0.00%2025-12-312026-01-26 FMHI FIRST TR EXCH TRADED FD III15.8K shares0.47%2025-12-312026-01-26 FLMI FRANKLIN TEMPLETON ETF TR29.7K shares-2.42%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR23.8K shares0.06%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO4.7K shares-2.75%2025-12-312026-01-26 ORCL ORACLE CORP3.4K shares0.00%2025-12-312026-01-26 META META PLATFORMS INC954 shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.0K shares0.00%2025-12-312026-01-26 HYS PIMCO ETF TR6.5K shares-7.82%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.00%2025-12-312026-01-26 NEE NEXTERA ENERGY INC6.8K shares0.21%2025-12-312026-01-26 SYK STRYKER CORPORATION1.5K shares0.00%2025-12-312026-01-26 XMMO INVESCO EXCHANGE TRADED FD T3.8K shares-3.90%2025-12-312026-01-26 AMAT APPLIED MATLS INC2.0K shares0.00%2025-12-312026-01-26 BOND PIMCO ETF TR5.5K shares0.07%2025-12-312026-01-26 CSCO CISCO SYS INC6.6K shares0.00%2025-12-312026-01-26 ROBO EXCHANGE TRADED CONCEPTS TRU7.3K shares0.10%2025-12-312026-01-26 AMZN AMAZON COM INC2.2K shares-9.91%2025-12-312026-01-26 GSY INVESCO ACTIVELY MANAGED EXC9.8K shares-2.39%2025-12-312026-01-26 CAT CATERPILLAR INC850 shares0.00%2025-12-312026-01-26 VGT VANGUARD WORLD FD643 shares-2.87%2025-12-312026-01-26 STZ CONSTELLATION BRANDS INC3.3K shares0.00%2025-12-312026-01-26 FVD FIRST TR EXCHANGE-TRADED FD10.0K shares0.00%2025-12-312026-01-26 GLW CORNING INC5.1K shares0.00%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR15.5K shares0.34%2025-12-312026-01-26 BSCV INVESCO EXCH TRD SLF IDX FD26.1K shares32.30%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON2.0K shares-4.71%2025-12-312026-01-26 SCHQ SCHWAB STRATEGIC TR12.6K shares-6.62%2025-12-312026-01-26 SIXG ETF SER SOLUTIONS5.8K shares-0.47%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-26 FV FIRST TR EXCHANGE TRADED FD5.8K shares0.00%2025-12-312026-01-26 AXS AXIS CAP HLDGS LTD3.4K shares0.00%2025-12-312026-01-26 YLD PRINCIPAL EXCHANGE TRADED FD18.7K shares-6.37%2025-12-312026-01-26 T AT&T INC14.0K shares0.16%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR4.3K shares0.12%2025-12-312026-01-26 IJJ ISHARES TR2.5K shares0.00%2025-12-312026-01-26 LMBS FIRST TR EXCHANGE-TRADED FD6.5K shares-6.47%2025-12-312026-01-26 IYH ISHARES TR4.9K shares-3.64%2025-12-312026-01-26 ABBV ABBVIE INC1.3K shares0.00%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE956 shares3.58%2025-12-312026-01-26 PAVE GLOBAL X FDS6.1K shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC823 shares-0.36%2025-12-312026-01-26 BAC BANK AMERICA CORP4.9K shares0.00%2025-12-312026-01-26 HTD HANCOCK JOHN TAX-ADVANTAGED11.3K shares0.00%2025-12-312026-01-26 EOG EOG RES INC2.5K shares0.00%2025-12-312026-01-26 AGG ISHARES TR2.6K sharesnew addition2025-12-312026-01-26 IJS ISHARES TR2.3K shares0.09%2025-12-312026-01-26 CVX CHEVRON CORP NEW1.6K shares0.00%2025-12-312026-01-26 FIIG FIRST TR EXCHANGE-TRADED FD11.5K shares11.73%2025-12-312026-01-26 FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-12-312026-01-26 FSIG FIRST TR EXCHANGE-TRADED FD12.5K shares10.51%2025-12-312026-01-26 CMCSA COMCAST CORP NEW7.9K shares0.13%2025-12-312026-01-26 IMCG ISHARES TR2.9K shares0.00%2025-12-312026-01-26 COP CONOCOPHILLIPS2.4K shares0.46%2025-12-312026-01-26 PWB INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-12-312026-01-26 IJR ISHARES TR1.8K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP1.8K shares-0.05%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR3.9K shares0.26%2025-12-312026-01-26 FTSL FIRST TR EXCHANGE-TRADED FD4.5K shares1.25%2025-12-312026-01-26 FEMB FIRST TR EXCH TRADED FD III6.9K shares-11.90%2025-12-312026-01-26 PHO INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR4.8K shares100.00%2025-12-312026-01-26 BSCQ INVESCO EXCH TRD SLF IDX FD10.3K shares-92.09%2025-12-312026-01-26 VVR INVESCO SR INCOME TR13.8K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available