Milestones Private Investment Advisors LLC New Holdings in Q2 2025

Milestones Private Investment Advisors LLC

  • $135 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
4.86K
New
$157.66 - $172.39 $767K - $838K
4.86K $775M
VTI
Vanguard Total Stock Market Et

ETFs
2.54K
New
$243.75 - $303.93 $620K - $773K
2.54K $773M
ORCL
Oracle Corp

Technology
3.41K
New
$122.82 - $218.63 $418K - $744K
3.41K $744M
META
Meta Platforms, Inc.

Communication Services
966
New
$484.66 - $738.09 $468K - $713K
966 $713M
IJK
Ishares S&P Midcap 400 Growth

ETFs
7.81K
New
$73.7 - $90.98 $576K - $711K
7.81K $711M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.59K
New
$376.48 - $440.65 $599K - $702K
1.59K $702M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.38K
New
$89.58 - $95.01 $661K - $701K
7.38K $701M
WMT
Walmart Inc.

Consumer Defensive
6.9K
New
$81.79 - $99.98 $564K - $690K
6.9K $675M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.8K
New
$22.92 - $28.05 $546K - $668K
23.8K $668M
FLMI
Franklin Dynamic Municipal Bon

ETFs
26.8K
New
$23.57 - $24.6 $631K - $659K
26.8K $650M
USB
Us Bancorp \De\

Financial Services
14.2K
New
$36.4 - $45.76 $516K - $649K
14.2K $642M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13.7K
New
$45.9 - $48.26 $631K - $663K
13.7K $642M
SYK
Stryker Corp

Healthcare
1.54K
New
$337.37 - $395.63 $521K - $611K
1.54K $611M
IBM
International Business Machines Corp

Technology
2.06K
New
$221.03 - $294.78 $455K - $607K
2.06K $607M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.35K
New
$160.0 - $195.62 $535K - $655K
3.35K $544M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.1K
New
$49.98 - $50.26 $507K - $510K
10.1K $508M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.94K
New
$101.93 - $128.63 $402K - $507K
3.94K $507M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.48K
New
$89.87 - $92.93 $493K - $510K
5.48K $505M
AMZN
Amazon Com Inc

Consumer Cyclical
2.22K
New
$167.32 - $223.3 $372K - $496K
2.22K $488M
NEE
Nextera Energy Inc

Utilities
6.73K
New
$64.11 - $75.0 $432K - $505K
6.73K $467M
CSCO
Cisco Systems, Inc.

Technology
6.59K
New
$53.19 - $69.38 $351K - $457K
6.59K $457M
FVD
First Tr Value Line Divid Inde

ETFs
9.96K
New
$40.62 - $45.12 $405K - $449K
9.96K $445M
ROBO
Robo Global Robotics And Autom

ETFs
7.31K
New
$43.89 - $59.78 $321K - $437K
7.31K $437M
SCHQ
Schwab Strategic Tr Long Term

ETFs
13.6K
New
$30.46 - $33.4 $414K - $454K
13.6K $434M
VGT
Vanguard Information Technolog

ETFs
643
New
$470.37 - $663.28 $302K - $426K
643 $426M
T
At&T Inc.

Communication Services
14.2K
New
$26.33 - $28.94 $373K - $410K
14.2K $410M
YLD
Principal Exchange Traded Fds

ETFs
20.8K
New
$18.16 - $19.37 $378K - $403K
20.8K $403M
TRV
Travelers Companies, Inc.

Financial Services
1.44K
New
$233.83 - $276.34 $337K - $398K
1.44K $385M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.7K
New
$20.42 - $25.3 $301K - $373K
14.7K $373M
AMAT
Applied Materials Inc

Technology
2.01K
New
$126.95 - $183.52 $255K - $368K
2.01K $367M
GOOGL
Alphabet Inc.

Communication Services
2.02K
New
$144.7 - $178.6 $292K - $360K
2.02K $355M
AXS
Axis Capital Holdings LTD

Financial Services
3.4K
New
$87.23 - $106.93 $297K - $364K
3.4K $353M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.12K
New
$48.5 - $49.35 $345K - $351K
7.12K $351M
XLP
Consumer Staples Sector Spdr

ETFs
4.33K
New
N/A
4.33K $350M
FV
First Trust Dorsey Wright Focu

ETFs
5.79K
New
$48.43 - $59.26 $280K - $343K
5.79K $343M
CAT
Caterpillar Inc

Industrials
850
New
$273.94 - $388.21 $233K - $330K
850 $330M
JNJ
Johnson & Johnson

Healthcare
2.08K
New
$146.36 - $159.82 $304K - $332K
2.08K $318M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.53K
New
$103.88 - $123.68 $263K - $313K
2.53K $313M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
5.79K
New
N/A
5.79K $306M
EOG
Eog Resources Inc

Energy
2.54K
New
$104.61 - $129.97 $265K - $329K
2.54K $303M
HD
Home Depot, Inc.

Consumer Cyclical
821
New
$335.24 - $380.78 $275K - $313K
821 $301M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.2K
New
$20.66 - $20.74 $294K - $295K
14.2K $295M
IYH
Ishares Tr

ETFs
5.12K
New
$53.97 - $60.17 $276K - $308K
5.12K $289M
CMCSA
Comcast Corp

Communication Services
7.9K
New
$32.84 - $36.72 $259K - $290K
7.9K $282M
GLW
Corning Inc

Technology
5.07K
New
$39.07 - $52.59 $198K - $266K
5.07K $266M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
11.3K
New
$20.85 - $24.04 $236K - $272K
11.3K $265M
PAVE
Global X Fds Us Infrastructure

ETFs
5.93K
New
$33.78 - $43.68 $200K - $259K
5.93K $258M
MRK
Merck & Co., Inc.

Healthcare
3.16K
New
$73.47 - $87.12 $232K - $275K
3.16K $250M
TDIV
First Trust Nasdaq Technology

ETFs
2.7K
New
$64.41 - $90.17 $174K - $244K
2.7K $244M
Activity Summary
Buys All Purchases 119 New Holdings 119 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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