Holdings
Milestones Private Investment Advisors LLC
As of Sep 30, 2026, Milestones Private Investment Advisors LLC reported 73 positions worth US$123M. Largest: State Street SPDR Portfolio S&P 500 Growth ETF, First Trust Rising Dividend Achievers ETF and Invesco NASDAQ 100 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | 78,831 | US$9.7M | new | Sep 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 120K | US$9.43M | new | Sep 30, 2026 |
| Invesco NASDAQ 100 ETF | 29,219 | US$8.9M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 273K | US$8.88M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Value ETF | 140K | US$8.56M | new | Sep 30, 2026 |
| iShares MSCI USA Quality GARP ETF | 99,989 | US$8.53M | new | Sep 30, 2026 |
| First Trust Morningstar Dividend Leaders Index Fund | 133K | US$6.55M | new | Sep 30, 2026 |
| iShares 20+ Year Treasury Bond ETF | 49,656 | US$3.86M | new | Sep 30, 2026 |
| VanEck Semiconductor ETF | 4,674 | US$2.85M | new | Sep 30, 2026 |
| Invesco BulletShares 2027 Corporate Bond ETF | 131K | US$2.55M | new | Sep 30, 2026 |