Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Milestones Private Investment Advisors Llc > Profile

Instuitional Investor - Milestones Private Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Milestones Private Investment Advisors Llc
Portfolio Value $145,411,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 22,335 $5,649,062 3.88%
2.
Market Vectors Etf Trust
 SMH 15,055 $5,421,757 3.73%
3.
First Trust Exchange-Traded Alphadex Fund
 118,378 $5,328,194 3.66%
4.
Ishares Trust
 IEF 47,983 $4,182,198 2.88%
5.
Schwab Strategic Trust
 FNDF 154,186 $4,044,295 2.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.