Milestones Private Investment Advisors LLC Portfolio Holdings

Milestones Private Investment Advisors LLC

  • $135 Billion
  • Q2 2025

Milestones Private Investment Advisors LLC has filed its 13F form on September 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Ut with a value of $5.39B, Vaneck ETF Tr Semiconductor Et with a value of $5.26B, Invesco Exchange Traded Fd Tr with a value of $5.08B, Ishares Barclays 20+ Year Trea with a value of $4.74B, and Technology Sector Spdr with a value of $3.97B.

Examining the 13F form we can see an increase of $135B in the current position value.

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 $135 Billion
ETFs: $107 Billion
Technology: $10.9 Billion
Financial Services: $2.75 Billion
Healthcare: $2.5 Billion
Consumer Defensive: $1.99 Billion
Communication Services: $1.97 Billion
Industrials: $1.84 Billion
Consumer Cyclical: $789 Million
Other: $1.22 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186B
$1.38 Billion 1.02% of portfolio
1,748
Q2 2025 New
$48.8B
$1.27 Billion 0.94% of portfolio
8,731
Q2 2025 New
$151B
$872 Million 0.65% of portfolio
3,124
Q2 2025 New
$73.3B
$642 Million 0.48% of portfolio
14,189
Q2 2025 New
$147B
$611 Million 0.45% of portfolio
1,544
Q2 2025 New
$23.1B
$544 Million 0.4% of portfolio
3,346
Q2 2025 New
$140B
$467 Million 0.35% of portfolio
6,733
Q2 2025 New
$65.5B
$385 Million 0.29% of portfolio
1,440
Q2 2025 New
$146B
$367 Million 0.27% of portfolio
2,006
Q2 2025 New
$70.3B
$303 Million 0.22% of portfolio
2,535
Q2 2025 New
$147B
$282 Million 0.21% of portfolio
7,896
Q2 2025 New
$63.8B
$266 Million 0.2% of portfolio
5,066
Q2 2025 New
$120B
$216 Million 0.16% of portfolio
2,411
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 119 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Milestones Private Investment Advisors LLC Portfolio

Follow Milestones Private Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestones Private Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email