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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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