Milestone Advisory Partners

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

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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 68 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 13.3 $18M +115% 360k 49.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.7 $16M +12% 235k 66.43
First Tr Exchange-traded Senior Ln Fd (FTSL) 10.1 $13M -6% 304k 44.07
Vanguard World Fds Consum Stp Etf (VDC) 6.4 $8.5M +117% 50k 171.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 4.4 $5.8M -19% 101k 57.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 4.2 $5.6M NEW 85k 65.51
Invesco Exchange Traded Fd T S&p500 Eql Utl (RYU) 4.2 $5.6M +2% 52k 106.58
Vanguard Wellington Us Value Factr (VFVA) 3.7 $4.9M 57k 86.85
Select Sector Spdr Tr Financial (XLF) 3.2 $4.2M -29% 140k 30.36
Ishares Tr North Amern Nat (IGE) 3.0 $4.1M 117k 34.76
Vanguard Index Fds Growth Etf (VUG) 2.7 $3.6M +9% 17k 213.92
Select Sector Spdr Tr Energy (XLE) 2.5 $3.3M 46k 72.01
Ishares Tr Msci Usa Min Vol (USMV) 2.1 $2.9M 43k 66.10
Apple (AAPL) 1.8 $2.4M 17k 138.23

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Invesco Exchange Traded Fd T Dwa Momentum (PDP) 1.6 $2.2M -24% 32k 67.59
Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI) 1.5 $2.0M +815% 13k 154.89
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $1.9M 24k 79.56
Ishares Tr Expanded Tech (IGV) 1.4 $1.9M +49% 7.5k 250.10
First Tr Exchange-traded Nas Clnedg Green (QCLN) 1.4 $1.8M +26% 32k 56.97
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $1.5M +67% 16k 94.86
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $1.5M -35% 12k 124.75
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.2M -20% 12k 104.89
Ishares Tr Expnd Tec Sc Etf (IGM) 0.9 $1.2M +90% 4.3k 276.36
Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $1.1M +149% 24k 47.20
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.1M -13% 22k 48.70
First Ban (FBNC) 0.7 $971k 27k 36.60
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $919k 2.9k 318.88
Global X Fds Nasdaq 100 Cover (QYLD) 0.7 $868k -18% 56k 15.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $813k 2.00 406500.00
Vanguard World Fds Financials Etf (VFH) 0.6 $794k NEW 11k 74.44
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $771k 6.1k 126.27
Invesco Exchange Traded Fd T Dynmc Netwrng (PXQ) 0.6 $749k 11k 70.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $654k 6.4k 102.43
Dominion Resources (D) 0.4 $567k +13% 8.2k 69.14
Duke Energy Corp Com New (DUK) 0.4 $522k +7% 5.6k 93.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $507k 11k 48.17
First Tr Exchange Traded Tech Alphadex (FXL) 0.4 $494k 5.7k 86.64
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $482k 4.6k 104.92
First Tr Exchange Traded Utilities Alph (FXU) 0.4 $467k 15k 30.55
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $439k NEW 2.5k 175.25
First Tr Exchange Traded Wtr Etf (FIW) 0.3 $433k 6.0k 71.86
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $431k -25% 9.9k 43.65
Johnson & Johnson (JNJ) 0.3 $429k 2.6k 163.43
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.3 $406k -74% 28k 14.40
Mastercard Incorporated Cl A (MA) 0.3 $358k 1.3k 284.13
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $353k -50% 21k 16.69
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $343k NEW 5.8k 58.88
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $328k 28k 11.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $323k 4.5k 71.43
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $305k 4.1k 75.20
FactSet Research Systems (FDS) 0.2 $300k 750.00 400.00
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.2 $298k -81% 2.8k 108.25
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $295k 3.4k 87.12
Gilead Sciences (GILD) 0.2 $292k 4.7k 61.72
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $272k -81% 11k 24.87
Visa Com Cl A (V) 0.2 $269k 1.5k 177.68
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $257k 2.0k 131.79
JPMorgan Chase & Co. (JPM) 0.2 $256k 2.4k 104.66
Bio-techne Corporation (TECH) 0.2 $243k 855.00 284.21
Microsoft Corporation (MSFT) 0.2 $241k 1.0k 233.30
Rockwell Automation (ROK) 0.2 $237k 1.1k 215.45
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $236k 5.4k 43.56
Monolithic Power Systems (MPWR) 0.2 $234k 645.00 362.79
Southern Company (SO) 0.2 $232k 3.4k 68.08
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.2 $232k -9% 14k 16.63
Pepsi (PEP) 0.2 $222k 1.4k 163.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $218k +1900% 2.3k 95.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $212k +1918% 2.2k 96.36

Past Filings by Milestone Advisory Partners

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

View all past filings