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Milestones Private Investment Advisors LLC

Portfolio Manager
Milestones Private Investment Advisors LLC
Performance
+0.91% (2026 Q1)
AUM (13F)
$113.51M
# of Holdings
78
Performance Rank
Allocation (Top 20)
63.15%

Milestones Private Investment Advisors LLC Holdings Map

Top 50 Milestones Private Investment Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FXU
FIRST TR EXCHANGE-TRADED FD
5.34%122.3K$6.1M
+3.29%(+3.89K)
2025-Q1: 0 shares2025-Q2: 127.1K shares2025-Q3: 126.5K shares2025-Q4: 118.4K shares2026-Q1: 122.3K shares
$41.74(+14.67%)
2026-03-31
SMH
VANECK ETF TRUST
5.26%15.6K$6.0M
+3.41%(+514)
2025-Q1: 0 shares2025-Q2: 18.9K shares2025-Q3: 18.8K shares2025-Q4: 15.1K shares2026-Q1: 15.6K shares
$249.69(+129.27%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
4.74%22.7K$5.4M
+1.45%(+324)
2025-Q1: 0 shares2025-Q2: 22.4K shares2025-Q3: 22.5K shares2025-Q4: 22.3K shares2026-Q1: 22.7K shares
$210.68(+39.63%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.9%72.3K$4.4M
+2.48%(+1.75K)
2025-Q1: 0 shares2025-Q2: 35.2K shares2025-Q3: 35.6K shares2025-Q4: 70.5K shares2026-Q1: 72.3K shares
$44.51(+29.47%)
2026-03-31
TLT
ISHARES TR
3.78%49.5K$4.3M
+3.12%(+1.50K)
2025-Q1: 0 shares2025-Q2: 53.7K shares2025-Q3: 54.7K shares2025-Q4: 48.0K shares2026-Q1: 49.5K shares
$89.12(-4.85%)
2026-03-31
GARP
ISHARES TR
3.41%60.6K$3.9M
+4.36%(+2.53K)
2025-Q1: 0 shares2025-Q2: 62.4K shares2025-Q3: 62.7K shares2025-Q4: 58.0K shares2026-Q1: 60.6K shares
$56.19(+37.57%)
2026-03-31
FDL
FIRST TR EXCHANGE-TRADED FD
3.34%74.6K$3.8M
+7.02%(+4.89K)
2025-Q1: 0 shares2025-Q2: 35.9K shares2025-Q3: 36.1K shares2025-Q4: 69.7K shares2026-Q1: 74.6K shares
$43.37(+13.97%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.34%28.5K$3.8M
+3.89%(+1.07K)
2025-Q1: 0 shares2025-Q2: 15.7K shares2025-Q3: 15.6K shares2025-Q4: 27.4K shares2026-Q1: 28.5K shares
$115.78(+52.74%)
2026-03-31
FXG
FIRST TR EXCHANGE-TRADED FD
3.26%58.1K$3.7M
+2.57%(+1.46K)
2025-Q1: 0 shares2025-Q2: 49.6K shares2025-Q3: 49.9K shares2025-Q4: 56.6K shares2026-Q1: 58.1K shares
$63.64(-4.16%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
3.18%33.1K$3.6M
+3.12%(+1.00K)
2025-Q1: 0 shares2025-Q2: 17.3K shares2025-Q3: 17.3K shares2025-Q4: 32.1K shares2026-Q1: 33.1K shares
$103.91(+14.25%)
2026-03-31

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