Milestones Private Investment Advisors LLC
CIK
1726041
City
FAIRPORT
State / Country
NY
Top Portfolio Positions
24 positions ·
$15,512,157 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
34,644 | $3,211,152 | 20.70% | |
| GLD |
Spdr Gold Trust
|
3,850 | $1,656,616 | 10.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,819 | $1,182,968 | 7.63% | |
| AAPL |
Apple Inc.
Technology
|
4,583 | $1,163,119 | 7.50% | |
| MSFT |
Microsoft Corp
Technology
|
3,034 | $1,123,095 | 7.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,653 | $954,078 | 6.15% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
1,609 | $745,272 | 4.80% | |
| AMAT |
Applied Materials Inc /De
Technology
|
2,000 | $683,580 | 4.41% | |
| SYK |
Stryker Corp
Healthcare
|
1,544 | $507,342 | 3.27% | |
| GLW |
Corning Inc /Ny
Technology
|
2,934 | $398,935 | 2.57% |
Portfolio Trend
Holdings in HTD
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $267,618 | 11,311 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $280,512 | 11,311 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $264,564 | 11,311 | Shares | Sole | 2025-09-11 | |
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