Milestone Advisory Partners

Milestone Advisory Partners as of Sept. 30, 2020

Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 48 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 12.3 $20M 211k 93.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.2 $18M 289k 62.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.9 $17M 316k 55.30
First Tr Exchange-traded Senior Ln Fd (FTSL) 8.6 $14M 300k 46.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.8 $11M 204k 53.64
Ishares Tr Msci Usa Min Vol (USMV) 6.2 $9.9M 155k 63.73
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 3.7 $6.0M 63k 94.35
First Tr Exchange-traded First Tr Enh New (FTSM) 3.5 $5.7M 94k 60.02
Ishares Tr U.s. Med Dvc Etf (IHI) 3.5 $5.6M 19k 299.62
First Tr Exchange-traded Nasd Tech Div (TDIV) 3.0 $4.9M 111k 43.78
Invesco Exchange Traded Fd T Dynmc Netwrng (KNCT) 2.9 $4.6M 68k 68.42
Ishares Tr Expanded Tech (IGV) 2.6 $4.2M 13k 311.11
Spdr Gold Tr Gold Shs (GLD) 2.6 $4.2M 24k 177.11
First Tr Exchange-traded Nas Clnedg Green (QCLN) 2.2 $3.6M 81k 44.35
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.9 $3.0M 55k 55.60
Vanguard Index Fds Growth Etf (VUG) 1.7 $2.7M 12k 227.58
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 1.6 $2.5M 33k 76.44
Global X Fds Nasdaq 100 Cover (QYLD) 1.3 $2.1M 98k 21.56
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.0M 27k 75.49
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.2 $2.0M 82k 24.07
Ishares Tr Expnd Tec Sc Etf (IGM) 1.2 $1.9M 6.2k 309.00
Spdr Ser Tr S&p Biotech (XBI) 1.2 $1.9M 17k 111.42
Vanguard World Fds Consum Dis Etf (VCR) 1.1 $1.8M 7.6k 234.64
Apple (AAPL) 1.0 $1.6M 13k 115.82
Ishares Tr Phlx Semicnd Etf (SOXX) 0.7 $1.2M 3.8k 304.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.1M 20k 54.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $640k 2.00 320000.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $600k 4.5k 134.65
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $590k 5.0k 117.18
First Ban (FBNC) 0.4 $565k 27k 20.92
First Tr Exchange Traded Tech Alphadex (FXL) 0.3 $562k 6.2k 90.94
Gilead Sciences (GILD) 0.3 $465k 7.4k 63.20
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.3 $431k 24k 18.03
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $406k 28k 14.72
First Tr Exchange Traded Utilities Alph (FXU) 0.3 $405k 15k 26.49
Johnson & Johnson (JNJ) 0.3 $402k 2.7k 149.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $399k 4.5k 88.12
Dominion Resources (D) 0.2 $365k 4.6k 78.99
Duke Energy Corp Com New (DUK) 0.2 $330k 3.7k 88.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $297k 3.7k 80.90
Visa Com Cl A (V) 0.2 $280k 1.4k 200.00
Microsoft Corporation (MSFT) 0.2 $280k 1.3k 210.21
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.2 $278k 5.4k 51.31
Verizon Communications (VZ) 0.2 $277k 4.6k 59.58
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $270k 7.4k 36.49
FactSet Research Systems (FDS) 0.2 $251k 750.00 334.67
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $238k 3.4k 70.29
Amazon (AMZN) 0.1 $211k 67.00 3149.25