Milestones Private Investment Advisors LLC - Portfolio overview

Milestones Private Investment Advisors LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FXU - FIRST TR EXCHANGE-TRADED FD, 4.51%
2. SMH - VANECK ETF TRUST, 4.44%
3. QQQM - INVESCO EXCH TRADED FD TR II, 4.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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