Milestone Advisory Partners

Milestone Advisory Partners as of Dec. 31, 2020

Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 55 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 10.6 $19M 200k 92.85
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 9.2 $16M 796k 20.19
First Tr Exchange-traded Senior Ln Fd (FTSL) 8.3 $15M 305k 47.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.7 $12M 184k 64.14
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 4.4 $7.8M 308k 25.29
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 4.0 $7.0M 80k 87.74
First Tr Exchange-traded Nas Clnedg Green (QCLN) 3.9 $6.8M 97k 70.23
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 3.5 $6.1M 61k 100.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.3 $5.9M 95k 61.60
Invesco Exchange Traded Fd T Dynmc Netwrng (KNCT) 3.3 $5.9M 69k 84.45
Ishares Tr Msci Usa Min Vol (USMV) 3.1 $5.5M 81k 67.88
Ishares Tr U.s. Med Dvc Etf (IHI) 3.1 $5.5M 17k 327.31
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.8 $5.0M 89k 56.23
Ishares Tr Expanded Tech (IGV) 2.7 $4.8M 14k 354.07
First Tr Exchange-traded Nasd Tech Div (TDIV) 2.2 $3.9M 79k 49.47
Select Sector Spdr Tr Sbi Int-finl (XLF) 2.2 $3.9M 132k 29.48
Vanguard Index Fds Growth Etf (VUG) 2.2 $3.9M 15k 253.33
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.0 $3.5M 44k 79.60
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.9 $3.3M 58k 56.73
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.8 $3.2M 87k 36.56
Spdr Ser Tr S&p Biotech (XBI) 1.7 $3.0M 21k 140.77
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.5 $2.6M 16k 157.99
Vanguard World Fds Consum Dis Etf (VCR) 1.4 $2.4M 8.9k 275.15
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.3M 27k 86.23
First Tr Exchange-traded First Tr Enh New (FTSM) 1.3 $2.3M 38k 60.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.2M 40k 55.19
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.7M 9.8k 178.33
Apple (AAPL) 1.0 $1.7M 13k 132.73
Ishares Tr Phlx Semicnd Etf (SOXX) 0.8 $1.4M 3.6k 379.08
First Tr Exchange-traded Dj Internt Idx (FDN) 0.8 $1.4M 6.4k 212.21
Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $1.2M 3.5k 349.86
First Ban (FBNC) 0.5 $915k 27k 33.85
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $853k 37k 22.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $696k 2.00 348000.00
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $695k 5.0k 138.03
First Tr Exchange Traded Tech Alphadex (FXL) 0.4 $691k 6.2k 111.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $616k 4.5k 138.24
First Tr Exchange Traded Utilities Alph (FXU) 0.2 $434k 15k 28.39
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.2 $433k 24k 18.11
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $421k 28k 15.26
Johnson & Johnson (JNJ) 0.2 $362k 2.3k 157.39
Dominion Resources (D) 0.2 $347k 4.6k 75.09
Duke Energy Corp Com New (DUK) 0.2 $341k 3.7k 91.52
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $328k 2.0k 168.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $320k 3.5k 91.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $312k 3.5k 88.09
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $311k 3.4k 91.85
Visa Com Cl A (V) 0.2 $306k 1.4k 218.57
Gilead Sciences (GILD) 0.2 $287k 4.9k 58.18
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $285k 7.4k 38.51
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.2 $282k 5.4k 52.05
Microsoft Corporation (MSFT) 0.2 $279k 1.3k 222.67
Verizon Communications (VZ) 0.2 $273k 4.6k 58.72
FactSet Research Systems (FDS) 0.1 $249k 750.00 332.00
Amazon (AMZN) 0.1 $218k 67.00 3253.73