Top 50 Milestones Private Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FXU | FIRST TR EXCHANGE-TRADED FD | 5.34% | 122.3K | $6.1M | +3.29%(+3.89K) | $41.74(+14.67%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 5.26% | 15.6K | $6.0M | +3.41%(+514) | $249.69(+129.27%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.74% | 22.7K | $5.4M | +1.45%(+324) | $210.68(+39.63%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.9% | 72.3K | $4.4M | +2.48%(+1.75K) | $44.51(+29.47%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.78% | 49.5K | $4.3M | +3.12%(+1.50K) | $89.12(-4.85%) | 2026-03-31 | |
| GARP | ISHARES TR | 3.41% | 60.6K | $3.9M | +4.36%(+2.53K) | $56.19(+37.57%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.34% | 74.6K | $3.8M | +7.02%(+4.89K) | $43.37(+13.97%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.34% | 28.5K | $3.8M | +3.89%(+1.07K) | $115.78(+52.74%) | 2026-03-31 | |
| FXG | FIRST TR EXCHANGE-TRADED FD | 3.26% | 58.1K | $3.7M | +2.57%(+1.46K) | $63.64(-4.16%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 3.18% | 33.1K | $3.6M | +3.12%(+1.00K) | $103.91(+14.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.80% | +47.38% |
| Top 20 Holdings Unweighted | +12.88% | +43.82% |
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