Milestones Private Investment Advisors LLC Q2 2025 Filing

Filed September 11, 2025

Portfolio Value

$135.0M

Holdings

119

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	ABBVABBVIE INC	1,291	$240K	0.18%
102	GEGE AEROSPACE	923	$238K	0.18%
103	FEMBFIRST TR EXCH TRADED FD III	8,214	$237K	0.18%
104	CVXCHEVRON CORP NEW	1,637	$234K	0.17%
105	BACBANK AMERICA CORP	4,925	$233K	0.17%
106	IMCGISHARES TR	2,884	$231K	0.17%
107	IJSISHARES TR	2,249	$224K	0.17%
108	FEXFIRST TR EXCHANGE-TRADED ALP	2,033	$224K	0.17%
109	FSIGFIRST TR EXCHANGE-TRADED FD	11,346	$217K	0.16%
110	COPCONOCOPHILLIPS	2,411	$216K	0.16%
111	FIIGFIRST TR EXCHANGE-TRADED FD	10,259	$215K	0.16%
112	GOOGALPHABET INC	1,204	$214K	0.16%
113	ABTABBOTT LABS	1,546	$210K	0.16%
114	PWBINVESCO EXCHANGE TRADED FD T	1,766	$207K	0.15%
115	FTSLFIRST TR EXCHANGE-TRADED FD	4,477	$205K	0.15%
116	BSCVINVESCO EXCH TRD SLF IDX FD	12,425	$205K	0.15%
117	PHOINVESCO EXCHANGE TRADED FD T	2,909	$203K	0.15%
118	IJRISHARES TR	1,830	$200K	0.15%
119	VVRINVESCO SR INCOME TR	13,839	$53K	0.04%

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