Milestone Advisory Partners

Milestone Advisory Partners as of March 31, 2022

Portfolio Holdings for Milestone Advisory Partners

Milestone Advisory Partners holds 82 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 9.9 $18M 967k 19.02
First Tr Exchange-traded Senior Ln Fd (FTSL) 9.8 $18M 388k 47.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.8 $16M 206k 78.89
Select Sector Spdr Tr Financial (XLF) 4.9 $9.2M 239k 38.32
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 4.3 $7.9M 65k 120.94
Ishares Tr Tips Bd Etf (TIP) 3.9 $7.2M 58k 124.56
Vanguard Wellington Us Value Factr (VFVA) 3.4 $6.3M 59k 106.72
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 3.4 $6.3M 77k 81.02
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.0 $5.6M 84k 67.10
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $5.6M 72k 77.57
Ishares Tr North Amern Nat (IGE) 2.9 $5.3M 132k 40.45
Select Sector Spdr Tr Energy (XLE) 2.5 $4.6M 60k 76.45
Vanguard Index Fds Growth Etf (VUG) 2.3 $4.3M 15k 287.59
Ishares Tr Expanded Tech (IGV) 2.2 $4.0M 12k 344.97
First Tr Exchange-traded Nasd Tech Div (TDIV) 2.1 $4.0M 67k 58.94
First Tr Exchange-traded Nas Clnedg Green (QCLN) 2.1 $3.9M 49k 80.01
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.1 $3.9M 80k 48.32
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.7 $3.1M 17k 188.59
Apple (AAPL) 1.7 $3.1M 18k 174.60
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.6 $2.9M 55k 53.06
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.4 $2.6M 19k 134.54
Ishares Tr Us Oil Eq&sv Etf (IEZ) 1.4 $2.5M 131k 19.28
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.4M 24k 100.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.4M 46k 51.55
First Tr Exchange Traded Wtr Etf (FIW) 1.1 $2.0M 23k 84.30
Vanguard World Fds Financials Etf (VFH) 1.0 $1.9M 20k 93.38
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.0 $1.8M 19k 94.08
Vaneck Etf Trust Investment Grd (FLTR) 1.0 $1.8M 71k 25.10
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $1.4M 2.9k 473.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.3M 16k 81.93
Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $1.3M 3.4k 388.69
Global X Fds Nasdaq 100 Cover (QYLD) 0.7 $1.3M 61k 20.97
Spdr Ser Tr S&p Regl Bkg (KRE) 0.6 $1.2M 17k 68.90
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.6 $1.2M 7.8k 149.53
First Ban (FBNC) 0.6 $1.1M 27k 41.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.1M 2.00 529000.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.0M 9.3k 112.25
Invesco Exchange Traded Fd T Dynmc Netwrng (KNCT) 0.5 $980k 11k 91.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $772k 6.4k 120.91
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $701k 4.6k 152.59
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $687k 11k 60.95
First Tr Exchange Traded Tech Alphadex (FXL) 0.4 $662k 5.7k 116.10
Dominion Resources (D) 0.3 $612k 7.2k 84.99
Duke Energy Corp Com New (DUK) 0.3 $582k 5.2k 111.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $564k 7.1k 79.52
First Tr Exchange Traded Utilities Alph (FXU) 0.3 $520k 15k 34.02
Johnson & Johnson (JNJ) 0.3 $465k 2.6k 177.14
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $458k 4.2k 107.87
Mastercard Incorporated Cl A (MA) 0.2 $450k 1.3k 357.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $408k 6.9k 59.28
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $397k 1.8k 215.88
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $397k 14k 28.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $381k 1.7k 223.07
Microsoft Corporation (MSFT) 0.2 $378k 1.2k 308.32
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $374k 28k 13.56
Bio-techne Corporation (TECH) 0.2 $370k 855.00 432.75
JPMorgan Chase & Co. (JPM) 0.2 $362k 2.7k 136.40
Visa Com Cl A (V) 0.2 $336k 1.5k 221.93
FactSet Research Systems (FDS) 0.2 $326k 750.00 434.67
Synaptics, Incorporated (SYNA) 0.2 $325k 1.6k 199.63
Gilead Sciences (GILD) 0.2 $322k 5.4k 59.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $317k 114.00 2780.70
Monolithic Power Systems (MPWR) 0.2 $313k 645.00 485.27
Rockwell Automation (ROK) 0.2 $308k 1.1k 280.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $304k 109.00 2788.99
Vanguard Wellington Us Quality (VFQY) 0.2 $301k 2.6k 116.31
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.2 $299k 6.1k 48.71
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $291k 2.0k 149.23
Costco Wholesale Corporation (COST) 0.2 $288k 500.00 576.00
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $264k 15k 17.13
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $256k 5.4k 47.25
Axon Enterprise (AXON) 0.1 $253k 1.8k 137.95
Southern Company (SO) 0.1 $247k 3.4k 72.48
Abbott Laboratories (ABT) 0.1 $245k 2.1k 118.47
AtriCure (ATRC) 0.1 $245k 3.7k 65.68
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $235k 1.5k 162.07
Abbvie (ABBV) 0.1 $234k 1.4k 162.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $232k 3.7k 62.38
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $229k 4.2k 54.43
Pepsi (PEP) 0.1 $227k 1.4k 167.16
Altria (MO) 0.1 $210k 4.0k 52.17
Shyft Group (SHYF) 0.1 $209k 5.8k 36.20