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Milestone Advisory Partners

Latest statistics and disclosures from Milestone Advisory Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, VFVA, VDC, VUG, TDIV, and represent 36.13% of Milestone Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: VFMV, RSPN, RSPU, VFVA, RSPD, XLE, RSPT, VUG, VYM, SCHD.
Started 5 new stock positions in AMLP, ABBV, VFMV, VDE, IWM.
Reduced shares in these 4 stocks: XLU, ABT, IGE, QCLN.
Sold out of its position in ABT.
Milestone Advisory Partners was a net buyer of stock by $21M.
Milestone Advisory Partners has $120M in assets under management (AUM), dropping by 8.83%.
Central Index Key (CIK): 0001819679

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Positions held by Milestone Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 70 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	14.1	$17M	+4%	239k	70.76	View chart
Vanguard Wellington Us Value Factr (VFVA)	5.9	$7.1M	+25%	71k	100.08	View chart
Vanguard World Fds Consum Stp Etf (VDC)	5.7	$6.9M	+10%	38k	182.67	View chart
Vanguard Index Fds Growth Etf (VUG)	5.4	$6.5M	+18%	24k	272.31	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	4.9	$5.9M	+8%	106k	56.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	4.6	$5.5M		94k	58.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	3.7	$4.4M	+95%	88k	50.29	View chart
Select Sector Spdr Tr Energy (XLE)	3.4	$4.0M	+45%	45k	90.39	View chart
Vanguard Wellington Us Minimum (VFMV)	3.3	$3.9M	NEW	41k	96.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	2.8	$3.4M	+462%	89k	38.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$3.2M	+37%	31k	103.32	View chart
Ishares Tr Expanded Tech (IGV)	2.6	$3.2M	+6%	9.3k	341.26	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	2.6	$3.2M	+15%	25k	126.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.3	$2.8M	-10%	48k	58.93	View chart
Select Sector Spdr Tr Financial (XLF)	2.3	$2.7M		83k	33.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.2	$2.6M	+3%	37k	72.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.2	$2.6M	+15%	28k	94.19	View chart
Apple (AAPL)	2.2	$2.6M		15k	171.20	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.1	$2.6M	+11%	6.8k	382.18	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	2.0	$2.4M	+4%	31k	76.99	View chart
Ishares Tr Jpx Nikkei 400 (JPXN)	2.0	$2.4M	+32%	37k	64.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	1.5	$1.8M	+298%	43k	42.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.3	$1.6M	+12%	33k	48.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.0	$1.2M	+1052%	42k	28.15	View chart
Ishares Tr North Amern Nat (IGE)	0.9	$1.1M	-12%	27k	41.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$1.1M		2.00	531477.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.9	$1.0M		2.2k	473.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.7	$882k		5.5k	159.61	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.7	$870k		52k	16.77	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.7	$821k	+11%	5.5k	147.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.7	$804k	+11%	16k	50.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.7	$801k	+479%	26k	31.02	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.6	$774k	-8%	18k	42.63	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.6	$667k		4.6k	145.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$651k		6.4k	102.02	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.5	$634k		5.7k	111.14	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$520k		11k	48.88	View chart
Mastercard Incorporated Cl A (MA)	0.4	$499k		1.3k	395.91	View chart
First Ban (FBNC)	0.4	$454k		16k	28.14	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.4	$449k	+12%	19k	24.04	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.4	$437k		15k	28.56	View chart
Johnson & Johnson (JNJ)	0.3	$405k		2.6k	155.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$355k		2.4k	145.02	View chart
Gilead Sciences (GILD)	0.3	$355k		4.7k	74.94	View chart
Duke Energy Corp Com New (DUK)	0.3	$351k		4.0k	88.26	View chart
Visa Com Cl A (V)	0.3	$348k		1.5k	230.01	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.3	$342k	+23%	3.7k	91.65	View chart
FactSet Research Systems (FDS)	0.3	$328k		750.00	437.26	View chart
Microsoft Corporation (MSFT)	0.3	$326k		1.0k	315.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$319k		3.4k	94.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$316k		4.5k	69.78	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$316k	+4%	3.3k	94.31	View chart
Rockwell Automation (ROK)	0.3	$315k		1.1k	285.87	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$302k		28k	10.95	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$285k		2.0k	146.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$267k		2.0k	130.86	View chart
Vanguard World Fds Energy Etf (VDE)	0.2	$263k	NEW	2.1k	126.74	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$254k	NEW	6.0k	42.20	View chart
Exxon Mobil Corporation (XOM)	0.2	$249k		2.1k	117.58	View chart
Invesco Exchange Traded Fd T Next Gen Connect (KNCT)	0.2	$248k		3.3k	76.41	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$239k		5.4k	44.10	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$233k		4.0k	57.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$229k		1.7k	131.85	View chart
Marsh & McLennan Companies (MMC)	0.2	$224k		1.2k	190.30	View chart
Southern Company (SO)	0.2	$221k		3.4k	64.72	View chart
Pepsi (PEP)	0.2	$220k		1.3k	169.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$216k	NEW	1.2k	176.74	View chart
McDonald's Corporation (MCD)	0.2	$211k		800.00	263.44	View chart
Abbvie (ABBV)	0.2	$209k	NEW	1.4k	149.06	View chart
Oracle Corporation (ORCL)	0.2	$201k		1.9k	105.92	View chart

Past Filings by Milestone Advisory Partners

SEC 13F filings are viewable for Milestone Advisory Partners going back to 2020

Milestone Advisory Partners 2023 Q3 filed Nov. 8, 2023
Milestone Advisory Partners 2023 Q2 filed July 13, 2023
Milestone Advisory Partners 2023 Q1 filed May 12, 2023
Milestone Advisory Partners 2022 Q4 filed Jan. 24, 2023
Milestone Advisory Partners 2022 Q3 filed Oct. 12, 2022
Milestone Advisory Partners 2022 Q2 filed July 18, 2022
Milestone Advisory Partners 2022 Q1 filed May 10, 2022
Milestone Advisory Partners 2021 Q4 filed Feb. 4, 2022
Milestone Advisory Partners 2021 Q3 filed Nov. 9, 2021
Milestone Advisory Partners 2021 Q2 filed Aug. 13, 2021
Milestone Advisory Partners 2021 Q1 filed April 28, 2021
Milestone Advisory Partners 2020 Q4 filed Jan. 25, 2021
Milestone Advisory Partners 2020 Q3 filed Oct. 27, 2020
Milestone Advisory Partners 2017 Q4 filed Aug. 4, 2020
Milestone Advisory Partners 2018 Q1 filed Aug. 4, 2020
Milestone Advisory Partners 2018 Q2 filed Aug. 4, 2020

View all past filings

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