Milestones Private Investment Advisors LLC
78 holdingsFiling period: 2026-03-31Current AUM: $122.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FXU | FIRST TR EXCHANGE-TRADED FD | 122.3K | $6.1M | $5.9M | 4.83% | +3.9K | 2026-03-31 |
| 2 | SMH | VANECK ETF TRUST | 15.6K | $6.0M | $8.4M | 6.86% | +514 | 2026-03-31 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 22.7K | $5.4M | $6.4M | 5.23% | +324 | 2026-03-31 |
| 4 | XLE | SELECT SECTOR SPDR TR | 72.3K | $4.4M | $4.3M | 3.51% | +1.8K | 2026-03-31 |
| 5 | TLT | ISHARES TR | 49.5K | $4.3M | $4.1M | 3.32% | +1.5K | 2026-03-31 |
| 6 | GARP | ISHARES TR | 60.6K | $3.9M | $4.8M | 3.92% | +2.5K | 2026-03-31 |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | 74.6K | $3.8M | $3.8M | 3.13% | +4.9K | 2026-03-31 |
| 8 | XLK | SELECT SECTOR SPDR TR | 28.5K | $3.8M | $5.0M | 4.07% | +1.1K | 2026-03-31 |
| 9 | FXG | FIRST TR EXCHANGE-TRADED FD | 58.1K | $3.7M | $3.8M | 3.06% | +1.5K | 2026-03-31 |
| 10 | XLY | SELECT SECTOR SPDR TR | 33.1K | $3.6M | $3.8M | 3.13% | +1.0K | 2026-03-31 |
| 11 | GLDM | WORLD GOLD TR | 34.6K | $3.2M | $2.8M | 2.26% | -2,162 | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 97.7K | $3.0M | $3.3M | 2.66% | -4,910 | 2026-03-31 |
| 13 | XLV | SELECT SECTOR SPDR TR | 19.5K | $2.9M | $3.2M | 2.58% | -1,255 | 2026-03-31 |
| 14 | FPE | FIRST TR EXCH TRADED FD III | 145.9K | $2.6M | $2.6M | 2.11% | +4.2K | 2026-03-31 |
| 15 | BSCS | INVESCO EXCH TRD SLF IDX FD | 126.6K | $2.6M | $2.6M | 2.09% | -2,631 | 2026-03-31 |
| 16 | BSCU | INVESCO EXCH TRD SLF IDX FD | 153.8K | $2.6M | $2.5M | 2.07% | -911 | 2026-03-31 |
| 17 | BSCR | INVESCO EXCH TRD SLF IDX FD | 131.0K | $2.6M | $2.6M | 2.09% | -3,468 | 2026-03-31 |
| 18 | BSCT | INVESCO EXCH TRD SLF IDX FD | 137.4K | $2.6M | $2.5M | 2.07% | -888 | 2026-03-31 |
| 19 | SPYG | SPDR SERIES TRUST | 25.4K | $2.5M | $3.0M | 2.42% | +1.8K | 2026-03-31 |
| 20 | BSJU | INVESCO EXCH TRD SLF IDX FD | 91.9K | $2.4M | $2.4M | 1.92% | +1.7K | 2026-03-31 |
| 21 | SPYV | SPDR SERIES TRUST | 38.6K | $2.2M | $2.4M | 1.95% | +3.0K | 2026-03-31 |
| 22 | DEED | FIRST TR EXCHNG TRADED FD VI | 97.5K | $2.1M | $2.0M | 1.67% | +4.2K | 2026-03-31 |
| 23 | FYX | FIRST TR EXCHANGE-TRADED ALP | 17.4K | $2.1M | $2.5M | 2.01% | +326 | 2026-03-31 |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | 28.8K | $2.0M | $2.3M | 1.90% | +555 | 2026-03-31 |
| 25 | ARKK | ARK ETF TR | 25.6K | $1.7M | $1.8M | 1.49% | -90 | 2026-03-31 |
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