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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, VDC, SPLV, VUG, TDIV, and represent 36.74% of Milestone Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: SPLV, JPXN, RSPT, VUG, RSPN, VYM, IGM, VDC, TDIV, IGV.
Started 5 new stock positions in MMC, GOOG, JPXN, RSPT, ORCL.
Reduced shares in these 10 stocks: PDP, IGE, XLF, IYM, IYK, XOP, , USMV, FTSL, .
Sold out of its positions in ABBV, D, FTSL, IYK, STPZ, VIG.
Milestone Advisory Partners was a net seller of stock by $-1.4M.
Milestone Advisory Partners has $111M in assets under management (AUM), dropping by 1.92%.
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 66 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	15.0	$17M		229k	72.62	View chart
Vanguard World Fds Consum Stp Etf (VDC)	6.0	$6.7M	+4%	34k	194.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	5.3	$5.8M	+73%	93k	62.81	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$5.7M	+22%	20k	282.96	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	5.2	$5.7M	+5%	98k	58.66	View chart
Vanguard Wellington Us Value Factr (VFVA)	5.1	$5.7M		57k	99.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	4.5	$5.0M		45k	110.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.2	$3.5M		53k	65.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	2.9	$3.2M	+44%	16k	204.50	View chart
Ishares Tr Expanded Tech (IGV)	2.7	$3.0M	+8%	8.7k	345.91	View chart
Apple (AAPL)	2.7	$3.0M		15k	193.97	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	2.6	$2.9M	-23%	22k	133.05	View chart
Select Sector Spdr Tr Financial (XLF)	2.5	$2.8M	-24%	83k	33.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.4	$2.6M	-13%	35k	74.33	View chart
Select Sector Spdr Tr Energy (XLE)	2.3	$2.5M	-3%	31k	81.17	View chart
Invesco Exchange Traded Fd T Dwa Momentum (PDP)	2.2	$2.4M	-54%	30k	81.03	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.2	$2.4M	+20%	6.1k	392.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$2.4M	+31%	22k	106.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.2	$2.4M	+4%	24k	97.84	View chart
Ishares Tr Jpx Nikkei 400 (JPXN)	1.7	$1.8M	NEW	28k	66.00	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.5	$1.7M	+5%	29k	56.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	1.4	$1.5M	+5%	11k	137.92	View chart
Ishares Tr North Amern Nat (IGE)	1.1	$1.2M	-69%	30k	38.82	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$1.1M		2.2k	507.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.0	$1.1M	NEW	3.7k	294.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$1.0M		2.00	517810.00	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.9	$1.0M	-6%	20k	51.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.8	$921k		52k	17.75	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.8	$901k	-9%	5.5k	162.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.7	$730k		14k	51.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.7	$723k		4.5k	162.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$691k		6.4k	108.14	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.6	$676k		4.6k	147.16	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.6	$656k		5.7k	115.04	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.6	$642k	-52%	5.0k	128.83	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.5	$539k	-15%	11k	50.68	View chart
Mastercard Incorporated Cl A (MA)	0.4	$496k		1.3k	393.30	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.4	$486k		15k	31.79	View chart
First Ban (FBNC)	0.4	$480k		16k	29.75	View chart
Johnson & Johnson (JNJ)	0.4	$430k		2.6k	165.52	View chart
Gilead Sciences (GILD)	0.3	$365k		4.7k	77.07	View chart
Rockwell Automation (ROK)	0.3	$362k		1.1k	329.45	View chart
Visa Com Cl A (V)	0.3	$360k		1.5k	237.48	View chart
Duke Energy Corp Com New (DUK)	0.3	$357k	-27%	4.0k	89.74	View chart
JPMorgan Chase & Co. (JPM)	0.3	$356k		2.4k	145.44	View chart
Microsoft Corporation (MSFT)	0.3	$352k		1.0k	340.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$337k		3.4k	99.65	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.3	$334k	-18%	17k	20.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$329k		4.5k	72.69	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$318k	-35%	3.2k	99.12	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$314k		28k	11.37	View chart
FactSet Research Systems (FDS)	0.3	$301k		750.00	400.65	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$299k		2.0k	153.14	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.2	$266k	-6%	3.0k	87.89	View chart
Invesco Exchange Traded Fd T Dynmc Netwrng (PXQ)	0.2	$259k		3.3k	79.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$250k		5.4k	46.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$248k		4.0k	61.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$244k		2.0k	119.70	View chart
Pepsi (PEP)	0.2	$241k		1.3k	185.22	View chart
Southern Company (SO)	0.2	$239k		3.4k	70.25	View chart
McDonald's Corporation (MCD)	0.2	$239k		800.00	298.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$227k		2.1k	107.25	View chart
Oracle Corporation (ORCL)	0.2	$226k	NEW	1.9k	119.09	View chart
Abbott Laboratories (ABT)	0.2	$224k		2.1k	109.02	View chart
Marsh & McLennan Companies (MMC)	0.2	$222k	NEW	1.2k	188.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$211k	NEW	1.7k	120.97	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 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
Milestone Advisory Partners 2018 Q3 filed Aug. 4, 2020

View all past filings

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