Milestone Advisory Partners

Milestone Advisory Partners as of June 30, 2020

Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 56 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 10.8 $18M 198k 93.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.2 $17M 278k 62.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.8 $17M 324k 51.75
Sirius Xm Holdings (SIRI) 8.5 $14M 783k 18.42
First Tr Exchange-traded Senior Ln Fd (FTSL) 8.1 $14M 305k 45.12
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.3 $11M 216k 49.68
Ishares Tr Msci Min Vol Etf (USMV) 5.2 $8.9M 146k 60.63
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 4.5 $7.6M 84k 90.94
First Tr Exchange-traded First Tr Enh New (FTSM) 3.6 $6.2M 103k 59.99
Ishares Tr U.s. Med Dvc Etf (IHI) 3.1 $5.3M 20k 264.76
First Tr Exchange-traded Nasd Tech Div (TDIV) 2.9 $4.9M 118k 41.72
Global X Fds Nasdaq 100 Cover (QYLD) 2.7 $4.6M 221k 21.00
Invesco Exchange Traded Fd T Dynmc Netwrng (KNCT) 2.6 $4.4M 67k 65.71
Ishares Tr Expanded Tech (IGV) 2.2 $3.8M 13k 284.22
Select Sector Spdr Tr Energy (XLE) 2.0 $3.4M 90k 37.85
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.7 $3.0M 54k 55.01
First Tr Nasdaq-100 Tech Ind Nas Clnedg Green (QCLN) 1.5 $2.6M 87k 29.72
Vanguard Index Fds Growth Etf (VUG) 1.5 $2.6M 13k 202.10
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 1.4 $2.4M 35k 67.34
Spdr Ser Tr S&p Biotech (XBI) 1.1 $1.9M 17k 111.97
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $1.8M 6.4k 279.14
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $1.7M 24k 69.45
Apple (AAPL) 0.7 $1.2M 3.3k 364.81
Pepsi (PEP) 0.7 $1.2M 7.2k 167.36
Ishares Tr Phlx Semicnd Etf (SOXX) 0.6 $1.0M 3.8k 270.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $920k 17k 54.11
First Ban (FBNC) 0.4 $677k 27k 25.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $675k 7.6k 88.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $599k 4.5k 134.43
Gilead Sciences (GILD) 0.3 $566k 7.4k 76.92
First Trust Portfolios SHS (QTEC) 0.3 $549k 5.0k 109.04
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $535k 2.00 267500.00
First Tr Exchange Traded Tech Alphadex (FXL) 0.3 $515k 6.2k 83.33
Southern Company (SO) 0.3 $464k 4.6k 101.13
Vaneck Vectors Etf Tr Amt Free Short M (SMB) 0.3 $431k 24k 18.03
First Tr Exchange Traded Utilities Alph (FXU) 0.2 $394k 15k 25.77
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $390k 28k 14.14
Johnson & Johnson (JNJ) 0.2 $379k 2.7k 140.53
Dominion Resources (D) 0.2 $375k 4.6k 81.15
Microsoft Corporation (MSFT) 0.2 $299k 1.5k 203.54
Duke Energy Corp Com New (DUK) 0.2 $298k 3.7k 79.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $289k 3.7k 78.73
Vaneck Vectors Etf Tr Amt Free Int Etf (ITM) 0.2 $276k 5.4k 50.94
Visa Com Cl A (V) 0.2 $270k 1.4k 192.86
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $256k 7.4k 34.59
Verizon Communications (VZ) 0.2 $256k 4.6k 55.07
FactSet Research Systems (FDS) 0.1 $246k 750.00 328.00
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $231k 3.4k 68.22
American Tower Reit (Principal) (AMT) 0.1 $120k 463.00 259.18
Realty Income (Principal) (O) 0.0 $82k 1.4k 59.42
EastGroup Properties (Principal) (EGP) 0.0 $42k 350.00 120.00
Weyerhaeuser Co Mtn Be Com New (Principal) (WY) 0.0 $36k 1.6k 22.50
Glaxosmithkline Sponsored Adr (Principal) 0.0 $25k 617.00 40.52
British Amern Tob Sponsored Adr (Principal) (BTI) 0.0 $23k 600.00 38.33
BP Sponsored Adr (Principal) (BP) 0.0 $12k 529.00 22.68
Carnival Corp Unit 99/99/9999 (Principal) (CCL) 0.0 $8.0k 500.00 16.00