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MPIA
Milestones Private Investment Advisors Portfolio holdings
AUM
$126M
1-Year Est. Return
26.4%
This Fund
S&P 500
This Quarter
Est. Return
+7.94%
1 Year Est. Return
+26.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
94.66%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Utilities AlphaDEX Fund
FXU
|
+$5.28M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.68M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$4.58M |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$4.38M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$3.54M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.02% |
| 2 | Healthcare | 1.85% |
| 3 | Financials | 1.8% |
| 4 | Consumer Staples | 1.48% |
| 5 | Communication Services | 1.46% |
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Milestones Private Investment Advisors's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Milestones Private Investment Advisors, which disclosed 119 positions worth $135M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is First Trust Utilities AlphaDEX Fund: 127,120 shares worth $5.39M.
By sector, the portfolio is most concentrated in Technology at 9% of assets, followed by Healthcare and Financials.
- Milestones Private Investment Advisors's largest Q2 2025 buy was First Trust Utilities AlphaDEX Fund: 127,120 shares worth $5.39M.
- Milestones Private Investment Advisors's ten largest holdings make up 31% of its $135M portfolio in Q2 2025.
- Milestones Private Investment Advisors disclosed 119 positions in Q2 2025, its first 13F filing on record.
Based on Milestones Private Investment Advisors's 13F filing for Q2 2025, filed 11 Sep 2025.