Long-term investor
Milestones Private Investment Advisors LLC @milestonesprivateinvestm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001726041).
Record
- Tracked since 2025-06-30 (448 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +9.7% · all +9.7%
- Max drawdown n/a · win rate 66% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R506 · 7.6% · long · since 2025-06-30
- 78464A409 · 7.4% · long · since 2025-06-30
- 46138G649 · 7.1% · long · since 2025-06-30
- 78464A508 · 6.7% · long · since 2025-06-30
- 46436E403 · 6.5% · long · since 2025-06-30
- 808524797 · 5.4% · long · since 2025-06-30
- 336917109 · 5.1% · long · since 2025-06-30
- 92189F676 · 4.5% · long · since 2025-06-30
- 464287432 · 3.4% · long · since 2025-06-30
- 33739E108 · 2.1% · long · since 2025-06-30
- 46138J643 · 2.0% · long · since 2025-06-30
- 46138J783 · 2.0% · long · since 2025-06-30