Milestones Private Investment Advisors LLC Portfolio Holdings

Milestones Private Investment Advisors LLC

  • $135 Billion
  • Q2 2025

Milestones Private Investment Advisors LLC has filed its 13F form on September 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Ut with a value of $5.39B, Vaneck ETF Tr Semiconductor Et with a value of $5.26B, Invesco Exchange Traded Fd Tr with a value of $5.08B, Ishares Barclays 20+ Year Trea with a value of $4.74B, and Technology Sector Spdr with a value of $3.97B.

Examining the 13F form we can see an increase of $135B in the current position value.

Milestones Private Investment Advisors LLC is based out at Fairport, NY

Below you can find more details about Milestones Private Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $107 Billion
Technology: $10.9 Billion
Financial Services: $2.75 Billion
Healthcare: $2.5 Billion
Consumer Defensive: $1.99 Billion
Communication Services: $1.97 Billion
Industrials: $1.84 Billion
Consumer Cyclical: $789 Million
Other: $1.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.39 Billion 3.99% of portfolio
127,120
Q2 2025 New
$0
$5.26 Billion 3.9% of portfolio
18,879
Q2 2025 New
$0
$5.08 Billion 3.76% of portfolio
22,380
Q2 2025 New
$0
$4.74 Billion 3.51% of portfolio
53,729
Q2 2025 New
$0
$3.97 Billion 2.94% of portfolio
15,659
Q2 2025 New
$0
$3.76 Billion 2.79% of portfolio
62,355
Q2 2025 New
$0
$3.76 Billion 2.78% of portfolio
17,297
Q2 2025 New
$0
$3.62 Billion 2.68% of portfolio
151,864
Q2 2025 New
$0
$3.48 Billion 2.58% of portfolio
131,269
Q2 2025 New
$0
$3.14 Billion 2.32% of portfolio
49,598
Q2 2025 New
$3.73T
$3.01 Billion 2.23% of portfolio
6,044
Q2 2025 New
$0
$2.99 Billion 2.21% of portfolio
35,238
Q2 2025 New
$3.7T
$2.92 Billion 2.16% of portfolio
14,236
Q2 2025 New
$0
$2.83 Billion 2.1% of portfolio
21,001
Q2 2025 New
$0
$2.76 Billion 2.05% of portfolio
155,324
Q2 2025 New
$0
$2.44 Billion 1.8% of portfolio
25,554
Q2 2025 New
$0
$2.35 Billion 1.74% of portfolio
119,394
Q2 2025 New
$0
$2.34 Billion 1.73% of portfolio
119,865
Q2 2025 New
$0
$2.22 Billion 1.65% of portfolio
132,512
Q2 2025 New
$0
$2.23 Billion 1.65% of portfolio
119,190
Q2 2025 New
$10.6B
$2.22 Billion 1.64% of portfolio
33,834
Q2 2025 New
$0
$2.03 Billion 1.51% of portfolio
28,950
Q2 2025 New
$0
$2 Billion 1.48% of portfolio
38,177
Q2 2025 New
$0
$1.71 Billion 1.26% of portfolio
18,194
Q2 2025 New
$0
$1.69 Billion 1.25% of portfolio
20,369
Q2 2025 New
$0
$1.61 Billion 1.19% of portfolio
13,604
Q2 2025 New
$0
$1.5 Billion 1.11% of portfolio
71,044
Q2 2025 New
$0
$1.5 Billion 1.11% of portfolio
35,936
Q2 2025 New
$0
$1.43 Billion 1.06% of portfolio
2,321
Q2 2025 New
$0
$1.43 Billion 1.06% of portfolio
14,652
Q2 2025 New
$186B
$1.38 Billion 1.02% of portfolio
1,748
Q2 2025 New
$116B
$1.32 Billion 0.97% of portfolio
4,318
Q2 2025 New
$0
$1.3 Billion 0.96% of portfolio
20,657
Q2 2025 New
$48.8B
$1.27 Billion 0.94% of portfolio
8,731
Q2 2025 New
$0
$1.25 Billion 0.92% of portfolio
32,107
Q2 2025 New
$0
$1.2 Billion 0.89% of portfolio
10,913
Q2 2025 New
$0
$1.2 Billion 0.89% of portfolio
2,169
Q2 2025 New
$442B
$1.16 Billion 0.86% of portfolio
7,353
Q2 2025 New
$0
$1.16 Billion 0.86% of portfolio
49,935
Q2 2025 New
Doubleline ETF Trust
-
$1.05 Billion 0.78% of portfolio
-
Q2 2025 New
$0
$949 Million 0.7% of portfolio
18,211
Q2 2025 New
$0
$930 Million 0.69% of portfolio
1,498
Q2 2025 New
-
$898 Million 0.66% of portfolio
-
Q2 2025 New
$151B
$872 Million 0.65% of portfolio
3,124
Q2 2025 New
-
$868 Million 0.64% of portfolio
-
Q2 2025 New
$0
$868 Million 0.64% of portfolio
17,431
Q2 2025 New
$896B
$821 Million 0.61% of portfolio
2,831
Q2 2025 New
$0
$816 Million 0.6% of portfolio
9,740
Q2 2025 New
$0
$781 Million 0.58% of portfolio
3,995
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 119 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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