Milestones Private Investment Advisors LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 375 Woodcliff Drive in Fairport, New York.
The report details a portfolio consisting of 73 individual securities. The filing indicates that all positions are held in a sole capacity, with no shared voting or dispositive power reported for any of the holdings.
The largest positions in the portfolio are primarily composed of exchange-traded funds (ETFs). The top holdings include First Trust Exchange-Traded Fund Series I Rising Dividend Achievers (Ticker: FTDV), which is reported to hold 9,429,404 shares. Other significant ETF positions include First Trust Exchange-Traded Fund Series I SSI Strong (Ticker: FSST) with 1,351,354 shares, and First Trust Exchange-Traded Fund Series I Utilities AlphaDEX (Ticker: FUTY) with 373,100 shares.
Among the individual equities, Applied Materials Inc. is listed as the largest holding with 2,122 shares, followed by ConocoPhillips with 2,319 shares and Corning Inc. with 2,959 shares. Other notable individual stock positions include Microsoft Corporation (3,003 shares), NVIDIA Corporation (1,088 shares), and Stryker Corporation (1,544 shares).
