Milestone Advisory Partners 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001819679 · Southern Pines, NC

As of Sep 30, 2023, Milestone Advisory Partners reported 70 positions worth 20.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	239,323	6.9M	14.08%
VANGUARD US VALUE FACTOR ETF	VFVA	—	71,265	$7.1M	5.93%
VANGUARD CONSUMER STAPLES INDEX FUND	VDC	—	37,822	$6.9M	5.75%
VANGUARD GROWTH INDEX FUND	VUG	—	23,998	$6.5M	5.43%
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	TDIV	—	105,725	$5.9M	4.93%
INVESCO S&P 500 LOW VOLATILITY ETF	SPLV	—	93,468	$5.5M	4.57%
INVESCO EXCHANGE TRADED FD T	RSPU	—	88,278	$4.4M	3.69%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF	XLE	Equity	44,683	$4.0M	3.36%
VANGUARD US MINIMUM VOLATILITY ETF	VFMV	—	40,768	$3.9M	3.26%
INVESCO EXCHANGE TRADED FD T	—	—	88,763	$3.4M	2.83%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	30,823	$3.2M	2.65%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	IGV	—	9,330	$3.2M	2.65%
ISHARES US BASIC MATERIALS ETF	IYM	—	24,937	$3.2M	2.62%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF	XLU	—	47,701	$2.8M	2.34%
THE FINANCIAL SELECT SECTOR SPDR FUND	XLF	Equity	82,871	$2.7M	2.29%
ISHARES MSCI USA MIN VOL FACTOR ETF	USMV	—	36,469	$2.6M	2.20%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	28,017	$2.6M	2.19%
APPLE INC	AAPL	Technology	15,413	$2.6M	2.19%
ISHARES EXPANDED TECH SECTOR ETF	IGM	—	6,753	$2.6M	2.15%
INVESCO DORSEY WRIGHT MOMENTUM ETF	PDP	—	30,825	$2.4M	1.97%
ISHARES TR	JPXN	—	36,892	$2.4M	1.96%
INVESCO EXCHANGE TRADED FD T	RSPD	—	43,144	.8M	1.51%
ISHARES US MEDICAL DEVICES ETF	IHI	—	32,791	.6M	1.32%
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	RSPT	—	42,236	.2M	0.99%
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF	IGE	—	26,471	.1M	0.92%