Milestones Private Investment Advisors LLC
13F Portfolio Filings
Most recent 13F
Q3 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
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