Milestones Private Investment Advisors LLC Portfolio Holdings

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

Milestones Private Investment Advisors LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Semiconductor Et with a value of $6.15B, First Tr Exchange Traded Fd Ut with a value of $5.75B, Invesco Exchange Traded Fd Tr with a value of $5.55B, Ishares Barclays 20+ Year Trea with a value of $4.89B, and Technology Sector Spdr with a value of $4.41B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $135B to 146B.

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 $146 Billion
ETFs: $116 Billion
Technology: $12.1 Billion
Financial Services: $2.89 Billion
Healthcare: $2.61 Billion
Communication Services: $2.11 Billion
Consumer Defensive: $1.91 Billion
Industrials: $1.72 Billion
Energy: $972 Million
Other: $1.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.15 Billion 4.2% of portfolio
18,840
Q3 2025 Reduced 0.21%
$0
$5.75 Billion 3.93% of portfolio
126,535
Q3 2025 Reduced 0.46%
$0
$5.55 Billion 3.79% of portfolio
22,452
Q3 2025 Added 0.32%
$0
$4.89 Billion 3.34% of portfolio
54,705
Q3 2025 Added 1.82%
$0
$4.41 Billion 3.01% of portfolio
15,648
Q3 2025 Reduced 0.07%
$0
$4.14 Billion 2.83% of portfolio
17,294
Q3 2025 Reduced 0.02%
$0
$4.11 Billion 2.81% of portfolio
62,661
Q3 2025 Added 0.49%
$0
$4.03 Billion 2.75% of portfolio
156,588
Q3 2025 Added 3.11%
$0
$3.62 Billion 2.47% of portfolio
132,586
Q3 2025 Added 1.0%
$4.36T
$3.57 Billion 2.44% of portfolio
14,024
Q3 2025 Reduced 1.49%
$0
$3.18 Billion 2.17% of portfolio
35,594
Q3 2025 Added 1.01%
$3.92T
$3.12 Billion 2.13% of portfolio
6,022
Q3 2025 Reduced 0.36%
$0
$3.12 Billion 2.13% of portfolio
49,852
Q3 2025 Added 0.51%
$0
$2.94 Billion 2.01% of portfolio
21,122
Q3 2025 Added 0.58%
$0
$2.85 Billion 1.95% of portfolio
156,267
Q3 2025 Added 0.61%
$11.9B
$2.76 Billion 1.89% of portfolio
36,163
Q3 2025 Added 6.88%
$0
$2.54 Billion 1.74% of portfolio
128,959
Q3 2025 Added 8.01%
$0
$2.53 Billion 1.73% of portfolio
129,599
Q3 2025 Added 8.12%
$0
$2.54 Billion 1.73% of portfolio
123,413
Q3 2025 Added 7.04%
$0
$2.51 Billion 1.71% of portfolio
29,057
Q3 2025 Added 0.37%
$0
$2.43 Billion 1.66% of portfolio
143,946
Q3 2025 Added 8.63%
$0
$2.41 Billion 1.64% of portfolio
127,979
Q3 2025 Added 7.37%
$0
$2.13 Billion 1.46% of portfolio
38,577
Q3 2025 Added 1.05%
$128B
$1.98 Billion 1.35% of portfolio
5,573
Q3 2025 Added 29.06%
$0
$1.73 Billion 1.18% of portfolio
18,202
Q3 2025 Added 0.04%
$0
$1.67 Billion 1.14% of portfolio
20,085
Q3 2025 Reduced 1.39%
$0
$1.66 Billion 1.13% of portfolio
13,804
Q3 2025 Added 1.47%
$0
$1.6 Billion 1.1% of portfolio
14,725
Q3 2025 Added 0.5%
$0
$1.57 Billion 1.07% of portfolio
36,148
Q3 2025 Added 0.59%
$0
$1.53 Billion 1.05% of portfolio
71,649
Q3 2025 Added 0.85%
$0
$1.44 Billion 0.98% of portfolio
21,427
Q3 2025 Added 3.73%
$506B
$1.36 Billion 0.93% of portfolio
7,294
Q3 2025 Reduced 0.8%
$0
$1.32 Billion 0.9% of portfolio
1,987
Q3 2025 Reduced 14.39%
$0
$1.3 Billion 0.89% of portfolio
2,169
Q2 2025 New
$0
$1.29 Billion 0.88% of portfolio
30,234
Q3 2025 Reduced 5.83%
$0
$1.22 Billion 0.83% of portfolio
52,044
Q3 2025 Added 4.22%
$0
$1.22 Billion 0.83% of portfolio
10,956
Q3 2025 Added 0.39%
$185B
$1.2 Billion 0.82% of portfolio
1,750
Q3 2025 Added 0.11%
$0
$1.13 Billion 0.77% of portfolio
19,644
Q3 2025 Added 7.87%
Doubleline ETF Trust
-
$1.09 Billion 0.74% of portfolio
-
Q3 2025 Added 2.56%
$42.2B
$1.04 Billion 0.71% of portfolio
8,172
Q3 2025 Reduced 6.4%
$0
$1 Billion 0.68% of portfolio
1,498
Q2 2025 New
$0
$973 Million 0.66% of portfolio
19,195
Q3 2025 Added 10.12%
$693B
$958 Million 0.65% of portfolio
3,405
Q2 2025 New
-
$934 Million 0.64% of portfolio
-
Q2 2025 New
-
$928 Million 0.63% of portfolio
-
Q3 2025 Added 2.76%
$908B
$893 Million 0.61% of portfolio
2,831
Q2 2025 New
$156B
$882 Million 0.6% of portfolio
3,124
Q2 2025 New
$0
$867 Million 0.59% of portfolio
9,751
Q3 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $146 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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