Milestones Private Investment Advisors LLC Incresed Positions in Q3 2025

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.26K
+ 29.06%
$300.96 - $355.47 $378K - $446K
5.57K $1.98B
GLDM
World Gold Trust

ETFs
2.33K
+ 6.88%
$64.73 - $76.45 $151K - $178K
36.2K $2.76B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
107
+ 0.37%
$68.94 - $86.3 $7.38K - $9.23K
29.1K $2.51B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
72
+ 0.32%
$225.11 - $247.9 $16.2K - $17.8K
22.5K $5.55B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.72K
+ 3.11%
$23.82 - $25.84 $113K - $122K
157K $4.03B
STLG
Ishares Factors Us Growth Styl

ETFs
306
+ 0.49%
N/A
62.7K $4.11B
SPYG
Spdr Portfolio

ETFs
118
+ 0.46%
$94.33 - $105.31 $11.1K - $12.4K
25.7K $2.68B
BSCU
Invesco Exc Self Ind Tr

ETFs
11.4K
+ 8.63%
$16.67 - $17.03 $191K - $195K
144K $2.43B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.57K
+ 8.01%
$19.61 - $19.79 $188K - $189K
129K $2.54B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.73K
+ 8.12%
$19.49 - $19.61 $190K - $191K
130K $2.53B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 7.87%
$51.78 - $57.89 $74.2K - $83K
19.6K $1.13B
FYX
First Tr Small Cap Core Alphad

ETFs
73
+ 0.5%
$96.35 - $111.0 $7.03K - $8.1K
14.7K $1.6B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
8.79K
+ 7.37%
$18.61 - $18.94 $164K - $166K
128K $2.41B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.12K
+ 7.04%
$20.41 - $20.67 $166K - $168K
123K $2.54B
TLT
Ishares Barclays 20+ Year Trea

ETFs
976
+ 1.82%
$85.01 - $90.35 $83K - $88.2K
54.7K $4.89B
RDVY
First Trust Rising Dividend Ac

ETFs
770
+ 3.73%
$62.38 - $67.29 $48K - $51.8K
21.4K $1.44B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.32K
+ 1.0%
$26.38 - $27.95 $34.7K - $36.8K
133K $3.62B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
400
+ 1.05%
$52.12 - $55.33 $20.8K - $22.1K
38.6K $2.13B
BSCV
Invesco ETF Self Indexed Fd Tr
7.29K
+ 58.66%
$16.39 - $16.83 $119K - $123K
19.7K $329M
XLV
Select Sector Spdr Fund Health

ETFs
121
+ 0.58%
$129.01 - $139.72 $15.6K - $16.9K
21.1K $2.94B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.19K
+ 36.45%
$20.66 - $20.74 $107K - $108K
19.4K $402M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.76K
+ 10.12%
$49.32 - $50.93 $87K - $89.8K
19.2K $973M
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.67K
+ 13.7%
$23.96 - $24.81 $87.9K - $91.1K
30.5K $754M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.94K
+ 14.1%
$45.92 - $47.76 $88.9K - $92.5K
15.7K $745M
Morgan Stanley ETF Trust
1.81K
+ 13.94%
N/A
14.8K $747M
FPE
First Tr Pfd Secs & Income ETF

ETFs
943
+ 0.61%
$17.81 - $18.39 $16.8K - $17.3K
156K $2.85B
VGT
Vanguard Information Technolog

ETFs
19
+ 2.95%
$656.44 - $753.15 $12.5K - $14.3K
662 $495M
FDL
First Tr Morningstar Dividend

ETFs
212
+ 0.59%
$41.96 - $44.59 $8.9K - $9.45K
36.1K $1.57B
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.31%
$303.93 - $329.86 $2.43K - $2.64K
2.55K $838M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.11K
+ 4.22%
$22.9 - $23.58 $48.3K - $49.7K
52K $1.22B
SCHA
Schwab Strategic Tr Us Small C

ETFs
705
+ 4.79%
$25.29 - $28.33 $17.8K - $20K
15.4K $431M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11
+ 0.11%
$84.28 - $89.46 $927 - $984
9.75K $867M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.05%
N/A
5.8K $357M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 9.0%
$211.65 - $238.24 $42.3K - $47.6K
2.42K $532M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
200
+ 1.47%
$116.29 - $120.92 $23.3K - $24.2K
13.8K $1.66B
NEE
Nextera Energy Inc

Utilities
16
+ 0.24%
$69.77 - $77.54 $1.12K - $1.24K
6.75K $509M
Doubleline ETF Trust
546
+ 2.56%
N/A
21.9K $1.09B
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.61%
$357.4 - $423.42 $1.79K - $2.12K
826 $335M
PAVE
Global X Fds Us Infrastructure

ETFs
171
+ 2.89%
$44.02 - $47.63 $7.53K - $8.14K
6.1K $290M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
605
+ 0.85%
$20.89 - $21.6 $12.6K - $13.1K
71.6K $1.53B
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
951
+ 2.76%
N/A
35.5K $928M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.04%
$98.99 - $112.2 $99 - $112
2.25K $249M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.04%
$92.18 - $95.14 $737 - $761
18.2K $1.73B
TIP
Ishares Tr Tips Bd ETF

ETFs
43
+ 0.39%
$109.11 - $111.88 $4.69K - $4.81K
11K $1.22B
BOND
Pimco Active Bond Exchange Tra

ETFs
4
+ 0.07%
$90.83 - $93.81 $363 - $375
5.49K $512M
First Tr Exchange Traded Fd
38
+ 0.37%
N/A
10.3K $219M
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.09%
N/A
4.33K $339M
FXG
First Tr Exchange Traded First

ETFs
254
+ 0.51%
$61.54 - $65.93 $15.6K - $16.7K
49.9K $3.12B
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$234.77 - $292.47 $235 - $292
2.06K $581M
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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