Milestones Private Investment Advisors LLC Sells in Q3 2025

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-559
- 6.4%
$126.69 - $147.99 $70.8K - $82.7K
8.17K $1.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
-334
- 14.39%
$617.65 - $666.84 $206K - $223K
1.99K $1.32B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-350
- 4.74%
$94.11 - $95.78 $32.9K - $33.5K
7.03K $673M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-284
- 1.39%
$82.38 - $83.0 $23.4K - $23.6K
20.1K $1.67B
YLD
Principal Exchange Traded Fds

ETFs
-870
- 4.18%
$19.14 - $19.46 $16.7K - $16.9K
19.9K $388M
T
At&T Inc.

Communication Services
-155
- 1.09%
$26.94 - $29.62 $4.18K - $4.59K
14K $396M
META
Meta Platforms, Inc.

Communication Services
-12
- 1.24%
$695.21 - $791.73 $8.34K - $9.5K
954 $701M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-208
- 2.92%
$49.05 - $49.99 $10.2K - $10.4K
6.91K $344M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-145
- 1.43%
$50.08 - $50.37 $7.26K - $7.3K
9.99K $502M
FEMB
First Tr ETF Emerging Markets

ETFs
-338
- 4.11%
$28.3 - $29.79 $9.57K - $10.1K
7.88K $231M
TDIV
First Trust Nasdaq Technology

ETFs
-10
- 0.37%
$89.27 - $100.33 $893 - $1K
2.69K $265M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-45
- 0.19%
$28.15 - $30.13 $1.27K - $1.36K
23.8K $704M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-1.87K
- 5.83%
$38.45 - $43.08 $72K - $80.7K
30.2K $1.29B
GOOG
Alphabet Inc.

Communication Services
-40
- 3.32%
$175.16 - $255.24 $7.01K - $10.2K
1.16K $284M
MSFT
Microsoft Corp

Technology
-22
- 0.36%
$491.09 - $535.64 $10.8K - $11.8K
6.02K $3.12B
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.99%
$174.36 - $254.72 $3.49K - $5.09K
2K $485M
NVDA
Nvidia Corp

Technology
-59
- 0.8%
$153.3 - $186.58 $9.04K - $11K
7.29K $1.36B
FXU
First Tr Exchange Traded Fd Ut

ETFs
-585
- 0.46%
$41.97 - $45.5 $24.6K - $26.6K
127K $5.75B
XLY
Select Sector Spdr Consumer Di

ETFs
-3
- 0.02%
$216.09 - $242.18 $648 - $727
17.3K $4.14B
XLK
Technology Sector Spdr

ETFs
-11
- 0.07%
$250.97 - $282.66 $2.76K - $3.11K
15.6K $4.41B
AAPL
Apple Inc.

Technology
-212
- 1.49%
$202.38 - $256.87 $42.9K - $54.5K
14K $3.57B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-39
- 0.21%
$275.84 - $326.36 $10.8K - $12.7K
18.8K $6.15B
Activity Summary
Buys All Purchases 55 New Holdings 3 Increased Positions 52 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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