Milestones Private Investment Advisors LLC

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2025 119 135,044 FXU, SMH, QQQM, TLT 13F-HR 9/11/2025 000108514625005742