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
FXU
First Tr Exchange Traded Fd Ut

ETFs
127K
New
$37.86 - $43.29 $4.81M - $5.5M
127K $5.39B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
18.9K
New
$179.95 - $278.88 $3.4M - $5.26M
18.9K $5.26B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.4K
New
$171.4 - $227.1 $3.84M - $5.08M
22.4K $5.08B
TLT
Ishares Barclays 20+ Year Trea

ETFs
53.7K
New
$83.97 - $92.85 $4.51M - $4.99M
53.7K $4.74B
XLK
Technology Sector Spdr

ETFs
15.7K
New
$179.73 - $253.23 $2.81M - $3.97M
15.7K $3.97B
STLG
Ishares Factors Us Growth Styl

ETFs
62.4K
New
N/A
62.4K $3.76B
XLY
Select Sector Spdr Consumer Di

ETFs
17.3K
New
$176.34 - $218.59 $3.05M - $3.78M
17.3K $3.76B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
152K
New
$19.1 - $23.83 $2.9M - $3.62M
152K $3.62B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
131K
New
$24.32 - $27.87 $3.19M - $3.66M
131K $3.48B
FXG
First Tr Exchange Traded First

ETFs
49.6K
New
$61.21 - $66.04 $3.04M - $3.28M
49.6K $3.14B
XLE
Energy Sector Spdr

ETFs
35.2K
New
$76.44 - $94.13 $2.69M - $3.32M
35.2K $2.99B
AAPL
Apple Inc.

Technology
14.2K
New
$172.42 - $223.89 $2.45M - $3.19M
14.2K $2.92B
XLV
Select Sector Spdr Fund Health

ETFs
21K
New
$128.77 - $144.3 $2.7M - $3.03M
21K $2.83B
FPE
First Tr Pfd Secs & Income ETF

ETFs
155K
New
$16.93 - $17.81 $2.63M - $2.77M
155K $2.76B
SPYG
Spdr Portfolio

ETFs
25.6K
New
$71.83 - $95.32 $1.84M - $2.44M
25.6K $2.44B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
115K
New
$20.16 - $20.49 $2.32M - $2.36M
115K $2.36B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
119K
New
$19.49 - $19.66 $2.33M - $2.35M
119K $2.35B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
120K
New
$19.44 - $19.56 $2.33M - $2.34M
120K $2.34B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
119K
New
$18.28 - $18.7 $2.18M - $2.23M
119K $2.23B
BSCU
Invesco Exc Self Ind Tr

ETFs
133K
New
$16.31 - $16.78 $2.16M - $2.22M
133K $2.22B
GLDM
World Gold Trust

ETFs
33.8K
New
$58.96 - $67.97 $1.99M - $2.3M
33.8K $2.22B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
29K
New
$40.51 - $71.03 $1.17M - $2.06M
29K $2.03B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38.2K
New
$45.11 - $52.34 $1.72M - $2M
38.2K $2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18.2K
New
$85.42 - $94.39 $1.55M - $1.72M
18.2K $1.71B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20.4K
New
$82.21 - $83.12 $1.67M - $1.69M
20.4K $1.69B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.6K
New
$107.61 - $119.09 $1.46M - $1.62M
13.6K $1.61B
FDL
First Tr Morningstar Dividend

ETFs
35.9K
New
$38.19 - $43.19 $1.37M - $1.55M
35.9K $1.5B
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
71K
New
$20.72 - $21.36 $1.47M - $1.52M
71K $1.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.32K
New
$496.48 - $617.85 $1.15M - $1.43M
2.32K $1.43B
FYX
First Tr Small Cap Core Alphad

ETFs
14.7K
New
$79.22 - $97.28 $1.16M - $1.43M
14.7K $1.43B
INTU
Intuit Inc

Technology
1.75K
New
$544.07 - $787.63 $951K - $1.38M
1.75K $1.38B
GLD
Spdr Gold Trust

ETFs
4.32K
New
$273.71 - $316.29 $1.18M - $1.37M
4.32K $1.32B
RDVY
First Trust Rising Dividend Ac

ETFs
20.7K
New
$51.6 - $62.74 $1.07M - $1.3M
20.7K $1.3B
PAYX
Paychex Inc

Industrials
8.73K
New
$137.01 - $159.78 $1.2M - $1.4M
8.73K $1.27B
FCVT
First Tr Exchange Traded Fd Iv

ETFs
32.1K
New
$32.51 - $38.81 $1.04M - $1.25M
32.1K $1.25B
TIP
Ishares Tr Tips Bd ETF

ETFs
10.9K
New
$107.93 - $110.97 $1.18M - $1.21M
10.9K $1.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.17K
New
$416.06 - $551.64 $902K - $1.2M
2.17K $1.2B
NVDA
Nvidia Corp

Technology
7.35K
New
$94.31 - $157.99 $693K - $1.16M
7.35K $1.16B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
49.9K
New
$22.68 - $23.28 $1.13M - $1.16M
49.9K $1.16B
Doubleline ETF Trust
21.3K
New
N/A
21.3K $1.05B
XLG
Invesco Exchange Traded Fd Tr

ETFs
18.2K
New
$40.94 - $52.1 $746K - $949K
18.2K $949M
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
New
$498.8 - $620.9 $747K - $930K
1.5K $930M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
34.5K
New
N/A
34.5K $898M
AMGN
Amgen Inc

Healthcare
3.12K
New
$262.28 - $309.85 $819K - $968K
3.12K $872M
FMB
First Tr Exchange Traded Fd Ii

ETFs
17.4K
New
$49.12 - $50.93 $856K - $888K
17.4K $868M
ILCG
Ishares Morningstar Growth ETF
8.96K
New
N/A
8.96K $868M
JPM
Jpmorgan Chase & CO

Financial Services
2.83K
New
$210.28 - $289.91 $595K - $821K
2.83K $821M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.74K
New
$71.28 - $83.74 $694K - $816K
9.74K $816M
IVE
Ishares S&P 500 Value ETF

ETFs
4K
New
$168.34 - $195.42 $673K - $781K
4K $781M
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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