Milestones Private Investment Advisors LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$145.4M

Holdings

120

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (120 positions)

#	Stock	Shares	Value	% Portfolio
101	EOGEOG RES INC	2,535	$266K	0.18%
102	AGGISHARES TR	2,625	$262K	0.18%
103	IJSISHARES TR	2,252	$256K	0.18%
104	CVXCHEVRON CORP NEW	1,637	$249K	0.17%
105	FIIGFIRST TR EXCHANGE-TRADED FD	11,505	$243K	0.17%
106	FEXFIRST TR EXCHANGE-TRADED ALP	2,033	$241K	0.17%
107	FSIGFIRST TR EXCHANGE-TRADED FD	12,539	$240K	0.17%
108	CMCSACOMCAST CORP NEW	7,906	$236K	0.16%
109	IMCGISHARES TR	2,884	$230K	0.16%
110	COPCONOCOPHILLIPS	2,422	$226K	0.16%
111	PWBINVESCO EXCHANGE TRADED FD T	1,766	$224K	0.15%
112	XOMEXXON MOBIL CORP	1,822	$219K	0.15%
113	IJRISHARES TR	1,830	$219K	0.15%
114	XLFSELECT SECTOR SPDR TR	3,873	$212K	0.15%
115	FTSLFIRST TR EXCHANGE-TRADED FD	4,533	$207K	0.14%
116	FEMBFIRST TR EXCH TRADED FD III	6,939	$206K	0.14%
117	PHOINVESCO EXCHANGE TRADED FD T	2,909	$204K	0.14%
118	XLUSELECT SECTOR SPDR TR	4,768	$203K	0.14%
119	BSCQINVESCO EXCH TRD SLF IDX FD	10,255	$200K	0.14%
120	VVRINVESCO SR INCOME TR	13,839	$45K	0.03%

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