Milestones Private Investment Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Fairport, NY
CIK
0001726041
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 120 145,411 QQQM, SMH, FXU, TLT 13F-HR 1/26/2026 000172604126000001
Q3 2025 122 146,387 SMH, FXU, QQQM, TLT 13F-HR 10/22/2025 000172604125000003
Q2 2025 119 135,044 FXU, SMH, QQQM, TLT 13F-HR 9/11/2025 000108514625005742