Milestones Private Investment Advisors LLC Incresed Positions in Q4 2025

Milestones Private Investment Advisors LLC

  • $145 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
33.6K
+ 92.9%
$42.27 - $43.9 $1.42M - $1.47M
69.7K $3.09B
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
54.7K
+ 154.15%
N/A
90.1K $2.35B
RDVY
First Trust Rising Dividend Ac

ETFs
6.84K
+ 31.91%
$65.02 - $68.31 $445K - $467K
28.3K $1.96B
Doubleline ETF Trust
10.3K
+ 47.05%
N/A
32.2K $1.6B
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
21.6K
+ 30.18%
$21.36 - $21.64 $462K - $468K
93.3K $2.01B
GLDM
World Gold Trust

ETFs
643
+ 1.78%
$76.32 - $86.69 $49.1K - $55.7K
36.8K $3.14B
FYX
First Tr Small Cap Core Alphad

ETFs
2.34K
+ 15.91%
$105.19 - $112.13 $246K - $263K
17.1K $1.93B
FXG
First Tr Exchange Traded First

ETFs
6.79K
+ 13.61%
$60.57 - $63.8 $411K - $433K
56.6K $3.44B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.3K
+ 8.03%
$18.77 - $18.93 $193K - $195K
138K $2.6B
BSCU
Invesco Exc Self Ind Tr

ETFs
10.8K
+ 7.47%
$16.86 - $17.02 $181K - $183K
155K $2.62B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.79K
+ 4.69%
$20.53 - $20.66 $119K - $120K
129K $2.66B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.51K
+ 4.27%
$19.7 - $19.78 $109K - $109K
134K $2.65B
BSCV
Invesco ETF Self Indexed Fd Tr
6.37K
+ 32.3%
$16.62 - $16.82 $106K - $107K
26.1K $435M
XLG
Invesco Exchange Traded Fd Tr

ETFs
889
+ 4.53%
$56.5 - $60.52 $50.2K - $53.8K
20.5K $1.22B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
21
+ 1.32%
$454.87 - $482.76 $9.55K - $10.1K
1.61K $775M
NEE
Nextera Energy Inc

Utilities
14
+ 0.21%
$78.18 - $86.03 $1.09K - $1.2K
6.76K $543M
ROBO
Robo Global Robotics And Autom

ETFs
7
+ 0.1%
$65.31 - $70.26 $457 - $492
7.31K $507M
NVDA
Nvidia Corp

Technology
140
+ 1.92%
$179.83 - $207.04 $25.2K - $29K
7.43K $1.39B
First Tr Exchange Traded Fd
1.21K
+ 11.73%
N/A
11.5K $244M
FSIG
First Tr ETF Iv LTD Duration I
1.19K
+ 10.51%
$19.18 - $19.31 $22.9K - $23K
12.5K $241M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.16%
$321.8 - $337.95 $1.29K - $1.35K
2.56K $857M
Morgan Stanley ETF Trust
354
+ 2.39%
N/A
15.2K $764M
GE
General Electric CO

Industrials
33
+ 3.58%
$291.49 - $314.28 $9.62K - $10.4K
956 $294M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15
+ 0.06%
$28.9 - $30.17 $434 - $453
23.8K $715M
SCHA
Schwab Strategic Tr Us Small C

ETFs
53
+ 0.34%
$27.17 - $28.65 $1.44K - $1.52K
15.5K $441M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
74
+ 0.47%
$47.55 - $48.22 $3.52K - $3.57K
15.8K $755M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.09%
$105.91 - $113.18 $212 - $226
2.25K $256M
XLF
Financial Sector Spdr

ETFs
10
+ 0.26%
$51.76 - $53.77 $518 - $538
3.87K $212M
FTSL
First Trust Senior Ln Fund

ETFs
56
+ 1.25%
$45.62 - $45.98 $2.55K - $2.57K
4.53K $208M
BOND
Pimco Active Bond Exchange Tra

ETFs
4
+ 0.07%
$93.0 - $94.55 $372 - $378
5.49K $511M
COP
Conocophillips

Energy
11
+ 0.46%
$85.66 - $95.46 $942 - $1.05K
2.42K $227M
XLP
Consumer Staples Sector Spdr

ETFs
5
+ 0.12%
N/A
4.34K $337M
XLU
Utilities Sector Spdr

ETFs
2.38K
+ 100.0%
$87.89 - $92.9 $210K - $221K
4.77K $204M
CMCSA
Comcast Corp

Communication Services
10
+ 0.13%
$26.98 - $31.09 $270 - $311
7.91K $236M
XLE
Energy Sector Spdr

ETFs
34.9K
+ 98.13%
$85.22 - $92.02 $2.98M - $3.21M
70.5K $3.15B
INTU
Intuit Inc

Technology
3
+ 0.17%
$641.79 - $683.39 $1.93K - $2.05K
1.75K $1.16B
T
At&T Inc.

Communication Services
22
+ 0.16%
$24.44 - $27.55 $538 - $606
14K $349M
MSFT
Microsoft Corp

Technology
62
+ 1.03%
$496.82 - $542.07 $30.8K - $33.6K
6.08K $2.94B
XLY
Select Sector Spdr Consumer Di

ETFs
14.8K
+ 85.76%
$228.75 - $242.18 $3.39M - $3.59M
32.1K $3.84B
XLK
Technology Sector Spdr

ETFs
11.8K
+ 75.3%
$278.39 - $304.13 $3.28M - $3.58M
27.4K $3.95B
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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