Milestones Private Investment Advisors LLC Portfolio Holdings by Sector
Milestones Private Investment Advisors LLC
- $135 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FXU SMH QQQM TLT XLK STLG XLY SCHB 72 stocks |
$106 Million
81.1% of portfolio
|
72
|
- |
72
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.75 Million
2.86% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.92 Million
2.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ MRK ABBV 4 stocks |
$1.68 Million
1.28% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$1.38 Million
1.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1.28 Million
0.98% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$1.27 Million
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.16 Million
0.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.05 Million
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$821,124
0.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$774,773
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$773,215
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV AXS 2 stocks |
$738,246
0.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA 2 stocks |
$691,898
0.53% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$674,584
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$642,052
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$606,756
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$544,327
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$519,574
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$487,704
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$467,377
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$457,492
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$367,238
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$329,979
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HTD VVR 2 stocks |
$317,148
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$301,011
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$266,421
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$237,571
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$234,402
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|