Milestones Private Investment Advisors LLC

RIA/Wealth

Milestones Private Investment Advisors LLC is a RIA/Wealth based in Fairport, NY led by Mark Thomas Buscher, reporting $198.1M in AUM as of Q3 2025 with 79% ETF concentration.

Managing PartnerMark Thomas Buscher

Portfolio Value: $146.4M
Positions: 122
Top Holding: SMH at 4.2%
Last Reported: Q3 2025

Address375 Woodcliff Drive, Fairport, NY, 14450, United States

Top Holdings

Largest long holdings in Milestones Private Investment Advisors LLC's portfolio (31.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VanEck Semiconductor SMH	ETF ETF	$6.1M	4.20%	-$12.7K Sold	— 18.8K shares	Q2 2025 Held for 5 months
2 First Trust Utilities AlphaDEX Fund FXU	ETF ETF	$5.8M	3.93%	-$26.6K Sold	— 126.5K shares	Q2 2025 Held for 5 months
3 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$5.5M	3.79%	+$17.8K Bought	— 22.5K shares	Q2 2025 Held for 5 months
4 iShares 20+ Year Treasury Bond TLT	ETF ETF	$4.9M	3.34%	+$87.2K Bought	— 54.7K shares	Q2 2025 Held for 5 months
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$4.4M	3.01%	-$3.1K Sold	— 15.6K shares	Q2 2025 Held for 5 months
6 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$4.1M	2.83%	-$718.9 Sold	— 17.3K shares	Q2 2025 Held for 5 months
7 GARP iShares MSCI USA Quality GARP ETF GARP	ETF ETF	$4.1M	2.81%	+$20.1K Bought	— 62.7K shares	Q2 2025 Held for 5 months
8 Schwab U.S. Broad Market SCHB	ETF ETF	$4.0M	2.75%	+$121.5K Bought	— 156.6K shares	Q2 2025 Held for 5 months
9 Schwab US Dividend Equity SCHD	ETF ETF	$3.6M	2.47%	+$36.0K Bought	— 132.6K shares	Q2 2025 Held for 5 months
10 Apple AAPL	Consumer Electronics Technology	$3.6M	2.44%	-$54.0K Sold	0.00% 14.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Milestones Private Investment Advisors LLC's latest filing

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Market Value

$146.4M

Prior: $135.0M

Q/Q Change

+8.4%

+$11.3M

Net Flows % of MV

+1.99%

Turnover Ratio

1.43%

New Purchases

3 stocks

$621.5K

Added To

52 stocks

+$2.9M

Sold Out Of

0 stocks

Reduced Holdings

23 stocks

-$628.4K

Increased Positions

Position	Shares Δ	Change
1 Financial Select Sector SPDR Fund XLF	New	0 → 3.9K +$208.1K
2 Utilities Select Sector SPDR Fund XLU	New	0 → 2.4K +$207.9K
3 Exxon Mobil XOM	New	0 → 1.8K +$205.5K
4 Invesco BulletShares 2031 Corporate Bond BSCV	+58.66%	12.4K → 19.7K +$121.6K
5 Invesco BulletShares 2025 Corporate Bond BSCP	+36.45%	14.2K → 19.4K +$107.4K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P 500 ETF Trust SPY	-14.39%	2.3K → 2.0K −$222.5K
2 Paychex PAYX	-6.4%	8.7K → 8.2K −$70.9K
3 FCVT First Trust SSI Strategic Convertible Securities FCVT	-5.83%	32.1K → 30.2K −$80.1K
4 PIMCO 0-5 Year High Yield Corporate Bond Index Fund HYS	-4.74%	7.4K → 7.0K −$33.5K
5 Principal Active High Yield YLD	-4.18%	20.8K → 19.9K −$16.9K