Milestone Advisory Partners

Milestone Advisory Partners as of March 31, 2021

Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 84 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 9.2 $17M 193k 88.73
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 8.6 $16M 798k 20.15
First Tr Exchange-traded Senior Ln Fd (FTSL) 7.9 $15M 308k 47.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.9 $15M 202k 72.92
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 3.9 $7.2M 285k 25.38
Select Sector Spdr Tr Sbi Int-finl (XLF) 3.8 $7.1M 209k 34.05
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 3.6 $6.7M 79k 85.13
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 3.5 $6.5M 63k 103.46
First Tr Exchange-traded Nas Clnedg Green (QCLN) 3.5 $6.5M 95k 68.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.9 $5.5M 90k 61.52
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $5.4M 78k 69.19
Ishares Tr U.s. Med Dvc Etf (IHI) 2.9 $5.4M 16k 330.35
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.7 $5.1M 88k 58.14
First Tr Exchange-traded Nasd Tech Div (TDIV) 2.6 $4.9M 91k 53.99
Ishares Tr Expanded Tech (IGV) 2.5 $4.7M 14k 341.41
Invesco Exchange Traded Fd T Dynmc Netwrng (KNCT) 2.4 $4.5M 55k 82.47
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.2 $4.2M 51k 81.66
Vanguard World Fds Consum Dis Etf (VCR) 2.2 $4.2M 14k 295.35
Vanguard Index Fds Growth Etf (VUG) 2.1 $3.9M 15k 257.05
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $3.6M 90k 39.49
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.8 $3.4M 19k 177.70
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.8 $3.4M 60k 56.43
Spdr Ser Tr S&p Biotech (XBI) 1.4 $2.6M 19k 135.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.4M 43k 54.64
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.3M 25k 91.60
Ishares Tr Phlx Semicnd Etf (SOXX) 0.8 $1.5M 3.6k 424.10
Apple (AAPL) 0.8 $1.5M 12k 122.13
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $1.3M 6.1k 218.15
Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $1.3M 3.6k 360.96
First Ban (FBNC) 0.6 $1.2M 27k 43.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $771k 2.00 385500.00
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $726k 5.0k 144.19
First Tr Exchange Traded Tech Alphadex (FXL) 0.4 $702k 6.2k 113.59
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $653k 11k 60.00
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $610k 27k 22.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $580k 4.5k 130.16
First Tr Exchange Traded Utilities Alph (FXU) 0.2 $456k 15k 29.83
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.2 $431k 24k 18.03
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $414k 28k 15.01
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $395k 5.0k 78.23
Johnson & Johnson (JNJ) 0.2 $378k 2.3k 164.35
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $367k 3.4k 108.39
Duke Energy Corp Com New (DUK) 0.2 $360k 3.7k 96.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $354k 3.5k 101.14
Dominion Resources (D) 0.2 $351k 4.6k 75.96
Natera (NTRA) 0.2 $333k 3.3k 101.65
Bio-techne Corporation (TECH) 0.2 $327k 855.00 382.46
Deckers Outdoor Corporation (DECK) 0.2 $324k 980.00 330.61
Maximus (MMS) 0.2 $322k 3.6k 89.00
Gilead Sciences (GILD) 0.2 $319k 4.9k 64.63
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $313k 2.0k 160.51
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.2 $310k 14k 22.54
Texas Roadhouse (TXRH) 0.2 $300k 3.1k 96.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $300k 3.5k 84.70
Churchill Downs (CHDN) 0.2 $298k 1.3k 227.65
Visa Com Cl A (V) 0.2 $296k 1.4k 211.43
Microsoft Corporation (MSFT) 0.2 $295k 1.3k 235.44
Neogenomics Com New (NEO) 0.2 $295k 6.1k 48.25
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $293k 3.4k 86.23
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $284k 7.4k 38.38
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.1 $278k 5.4k 51.31
Verizon Communications (VZ) 0.1 $270k 4.6k 58.08
Axon Enterprise (AXON) 0.1 $261k 1.8k 142.31
Penn National Gaming (PENN) 0.1 $260k 2.5k 104.75
Generac Holdings (GNRC) 0.1 $259k 792.00 327.02
Western Alliance Bancorporation (WAL) 0.1 $246k 2.6k 94.54
AtriCure (ATRC) 0.1 $244k 3.7k 65.42
Novanta (NOVT) 0.1 $239k 1.8k 132.12
Siteone Landscape Supply (SITE) 0.1 $235k 1.4k 170.41
Varonis Sys (VRNS) 0.1 $233k 4.5k 51.43
Boot Barn Hldgs (BOOT) 0.1 $232k 3.7k 62.18
FactSet Research Systems (FDS) 0.1 $231k 750.00 308.00
Monolithic Power Systems (MPWR) 0.1 $228k 645.00 353.49
LeMaitre Vascular (LMAT) 0.1 $227k 4.6k 48.84
Helen Of Troy (HELE) 0.1 $226k 1.1k 210.62
Ii-vi 0.1 $225k 3.3k 68.31
RBC Bearings Incorporated (RBC) 0.1 $221k 1.1k 196.79
Synaptics, Incorporated (SYNA) 0.1 $220k 1.6k 135.14
Brooks Automation (AZTA) 0.1 $216k 2.7k 81.48
Shyft Group (SHYF) 0.1 $215k 5.8k 37.24
Silicon Laboratories (SLAB) 0.1 $211k 1.5k 140.85
Amazon (AMZN) 0.1 $207k 67.00 3089.55
Intel Corporation (INTC) 0.1 $202k 3.2k 63.94
Exponent (EXPO) 0.1 $202k 2.1k 97.63