Milestone Advisory Partners holdings history

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194 is the total number of securities Milestone Advisory Partners has owned. The longest Milestone Advisory Partners has owned a single stock is 24 quarters.

Milestone Advisory Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TDIV FIRST TR EXCHANGE-TRAD...24240.32%2.66%5.19%Q4 2017Q3 202324
IGV ISHARES TR24241.11%2.25%3.20%Q4 2017Q3 202324
IHI ISHARES TR24240.37%2.20%3.46%Q4 2017Q3 202324
ITOT ISHARES TR24240.93%1.71%2.71%Q4 2017Q3 202324
AAPL APPLE INC24240.46%1.10%2.71%Q4 2017Q3 202324
SOXX ISHARES TR24240.54%1.00%2.30%Q4 2017Q3 202324
BRKA BERKSHIRE HATHAWAY INC...24240.19%0.72%1.31%Q4 2017Q3 202324
FBNC FIRST BANCORP N C24240.35%0.59%0.84%Q4 2017Q3 202324
LQD ISHARES TR24240.29%0.49%0.65%Q4 2017Q3 202324
FXL FIRST TR EXCHANGE TRAD...24240.26%0.44%0.59%Q4 2017Q3 202324
QTEC FIRST TRUST PORTFOLIOS LP24240.30%0.44%0.61%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24240.17%0.27%0.39%Q4 2017Q3 202324
IJR ISHARES TR1490.14%1.75%6.77%Q4 2017Q3 202323
FTSL FIRST TR EXCHANGE-TRAD...22220.36%11.12%22.58%Q4 2017Q1 202322
SPLV INVESCO EXCH TRADED FD...22221.52%3.86%6.82%Q2 2018Q3 202322
PDP INVESCO EXCHANGE TRADE...22221.30%2.39%4.56%Q2 2018Q3 202322
PGX INVESCO EXCH TRADED FD...22220.20%0.25%0.32%Q2 2018Q3 202322
FBT FIRST TR EXCHANGE-TRAD...1030.14%0.20%0.28%Q4 2017Q3 202321
RYU INVESCO EXCHANGE TRADE...20203.09%4.77%7.65%Q4 2018Q3 202320
FDN FIRST TR EXCHANGE-TRAD...1010.48%1.64%20.44%Q4 2017Q3 202320
FMB FIRST TR EXCH TRADED F...20200.14%1.03%1.89%Q4 2018Q3 202320
V VISA INC1910.14%0.19%0.32%Q3 2018Q3 202320
ITM VANECK VECTORS ETF TR20200.14%0.17%0.23%Q4 2018Q3 202320
USMV ISHARES TR19191.54%2.79%6.16%Q1 2019Q3 202319
IGM ISHARES TR19190.47%1.01%2.15%Q1 2019Q3 202319
VYM VANGUARD WHITEHALL FDS...19190.17%0.72%2.65%Q1 2019Q3 202319
DUK DUKE ENERGY CORP NEW19190.16%0.26%0.49%Q1 2019Q3 202319
SMB VANECK VECTORS ETF TRUST19190.14%0.26%0.58%Q1 2018Q3 202219
MSFT MICROSOFT CORP1630.12%0.19%0.32%Q4 2017Q3 202319
FXU FIRST TR EXCHANGE TRAD...18180.14%0.29%0.46%Q2 2019Q3 202318
QYLD GLOBAL X FDS17170.22%1.57%7.76%Q3 2019Q3 202317
D DOMINION ENERGY INC17170.18%0.25%0.47%Q1 2019Q1 202317
GILD GILEAD SCIENCES INC16160.16%0.27%0.43%Q4 2019Q3 202316
FDS FACTSET RESH SYS INC1410.11%0.19%0.29%Q2 2019Q3 202316
SCHD SCHWAB STRATEGIC TR14146.73%10.92%15.66%Q2 2020Q3 202314
VUG VANGUARD INDEX FDS14141.52%2.82%5.44%Q2 2020Q3 202314
QCLN FIRST TR NASDAQ-100 TE...14140.64%1.71%3.87%Q2 2020Q3 202314
PXQ INVESCO EXCHANGE TRADE...14140.21%1.16%3.34%Q2 2020Q3 202314
BND VANGUARD BD INDEX FDS14140.16%0.28%0.42%Q2 2020Q3 202314
PFF ISHARES TR14140.15%0.17%0.22%Q1 2018Q2 202114
FTSM FIRST TR EXCHANGE-TRAD...1210.13%10.26%26.48%Q4 2017Q3 202113
FPE FIRST TR EXCH TRADED F...530.26%9.67%18.07%Q4 2018Q4 202213
XLF SELECT SECTOR SPDR TR13131.22%3.68%5.76%Q3 2020Q3 202313
RGI INVESCO EXCHANGE TRADE...12120.19%1.89%2.92%Q4 2020Q3 202312
XLE SELECT SECTOR SPDR TR1011.72%2.36%3.36%Q2 2020Q3 202311
VTEB VANGUARD MUN BD FDS11110.33%0.87%1.28%Q2 2020Q4 202211
FVD FIRST TR VALUE LINE DI...10103.37%4.95%6.57%Q4 2017Q1 202010
VFVA VANGUARD WELLINGTON FD10100.95%3.46%5.93%Q2 2021Q3 202310
VGSH VANGUARD SCOTTSDALE FDS10100.17%3.02%11.16%Q1 2020Q2 202210
XLRE SELECT SECTOR SPDR TR730.18%1.89%2.38%Q3 2019Q2 202210
SDOG ALPS ETF TR10100.32%1.08%2.81%Q4 2017Q1 202010
SO SOUTHERN CO910.12%0.18%0.27%Q2 2020Q3 202310
BIV VANGUARD BD INDEX FDS990.17%5.33%12.29%Q2 2020Q2 20229
RDVY FIRST TR EXCHANGE TRAD...991.98%2.78%3.62%Q4 2017Q4 20199
FLTR VANECK VECTORS ETF TR990.20%2.76%5.04%Q4 2020Q4 20229
ITA ISHARES TR991.87%2.57%3.29%Q4 2017Q4 20199
IYR ISHARES TR990.36%0.42%0.48%Q4 2017Q4 20199
FXR FIRST TR EXCHANGE TRAD...990.20%0.24%0.26%Q4 2017Q4 20199
CVX CHEVRON CORP NEW990.17%0.21%0.25%Q4 2017Q4 20199
RTN RAYTHEON CO990.15%0.19%0.24%Q4 2017Q4 20199
IYW ISHARES TR990.16%0.18%0.19%Q4 2017Q4 20199
RTIX RTI SURGICAL INC880.14%0.28%0.36%Q4 2017Q3 20198
PEP PEPSICO INC710.12%0.25%0.71%Q2 2020Q3 20238
VGK VANGUARD INTL EQUITY I...440.12%0.17%0.23%Q2 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.14%0.16%0.17%Q2 2019Q1 20218
RSP INVESCO EXCHANGE TRADE...773.45%4.39%5.58%Q2 2018Q4 20197
IJH ISHARES TR772.81%4.35%5.63%Q4 2017Q2 20197
IGE ISHARES TR770.92%2.62%3.56%Q1 2022Q3 20237
IYM ISHARES TR770.19%1.58%3.43%Q1 2022Q3 20237
XOP SPDR SER TR770.58%1.15%1.83%Q1 2022Q3 20237
FIW FIRST TR EXCHANGE TRAD...770.21%0.91%1.57%Q1 2021Q3 20227
XBI SPDR SER TR770.21%0.88%1.71%Q2 2020Q4 20217
GRID FIRST TR EXCHANGE TRAD...770.16%0.71%1.17%Q1 2021Q3 20227
IEZ ISHARES TR770.30%0.65%1.43%Q1 2022Q3 20237
MA MASTERCARD INCORPORATED770.24%0.35%0.45%Q1 2022Q3 20237
VIOG VANGUARD ADMIRAL FDS INC520.21%0.30%0.44%Q4 2021Q3 20237
JPM JPMORGAN CHASE & CO770.19%0.25%0.32%Q1 2022Q3 20237
ROK ROCKWELL AUTOMATION INC770.17%0.23%0.33%Q1 2022Q3 20237
TECH BIO-TECHNE CORP770.18%0.21%0.24%Q1 2021Q3 20227
MPWR MONOLITHIC PWR SYS INC770.12%0.16%0.19%Q1 2021Q3 20227
VDC VANGUARD WORLD FDS663.48%5.57%6.41%Q2 2022Q3 20236
VCR VANGUARD WORLD FDS661.11%2.77%4.26%Q3 2020Q4 20216
QQQ INVESCO QQQ TR660.17%1.74%2.87%Q2 2018Q3 20196
VFH VANGUARD WORLD FDS420.20%0.56%1.00%Q2 2021Q4 20226
ULTI ULTIMATE SOFTWARE GROU...660.23%0.26%0.29%Q4 2017Q1 20196
GOOGL ALPHABET INC330.16%0.20%0.22%Q1 2022Q3 20236
XOM EXXON MOBIL CORP420.13%0.18%0.21%Q1 2019Q3 20236
STPZ PIMCO ETF TR550.12%6.67%13.32%Q1 2022Q1 20235
XLU SELECT SECTOR SPDR TR552.34%3.41%4.19%Q3 2022Q3 20235
IAI ISHARES TR550.22%1.41%2.25%Q4 2017Q4 20185
FDIS FIDELITY COVINGTON TR410.74%1.18%1.47%Q3 2018Q4 20195
KRE SPDR SER TR410.26%0.39%0.64%Q2 2021Q3 20225
MCD MCDONALDS CORP410.16%0.18%0.22%Q2 2022Q3 20235
GOOG ALPHABET INC320.16%0.18%0.19%Q1 2022Q3 20235
ABT ABBOTT LABS320.13%0.18%0.20%Q1 2022Q2 20235
ABBV ABBVIE INC210.13%0.17%0.21%Q1 2022Q3 20235
SYNA SYNAPTICS INC550.12%0.17%0.24%Q1 2021Q1 20225
AXON AXON ENTERPRISE INC550.14%0.16%0.19%Q1 2021Q1 20225
ATRC ATRICURE INC550.13%0.14%0.16%Q1 2021Q1 20225
AMZN AMAZON COM INC550.11%0.12%0.13%Q3 2020Q3 20215
SHYF SHYFT GROUP INC550.11%0.12%0.14%Q1 2021Q1 20225
HYLS FIRST TR EXCHANGE TRAD...444.48%5.81%6.72%Q4 2017Q3 20184
VPL VANGUARD INTL EQUITY I...441.98%2.32%2.64%Q4 2020Q3 20214
QUAL ISHARES TR441.56%2.13%3.20%Q3 2018Q2 20194
TIP ISHARES TR440.81%1.74%3.86%Q1 2022Q4 20224
VFQY VANGUARD WELLINGTON FD440.16%1.72%2.34%Q2 2021Q1 20224
IYJ ISHARES TR441.50%1.55%1.64%Q4 2017Q3 20184
RYF INVESCO EXCHANGE TRADE...440.46%0.61%0.67%Q4 2022Q3 20234
FAN FIRST TR EXCHANGE-TRAD...440.17%0.60%0.98%Q1 2021Q4 20214
RTM INVESCO EXCHANGE TRADE...440.28%0.57%0.67%Q4 2022Q3 20234
IYK ISHARES TR220.14%0.34%0.70%Q3 2019Q1 20234
PEJ INVESCO EXCHANGE TRADE...440.16%0.27%0.33%Q2 2021Q1 20224
ITM VANECK VECTORS ETF TR440.23%0.26%0.28%Q4 2017Q3 20184
IAK ISHARES TR440.22%0.25%0.28%Q4 2022Q3 20234
HYD VANECK VECTORS ETF TR440.18%0.19%0.20%Q4 2017Q3 20184
DECK DECKERS OUTDOOR CORP440.17%0.19%0.21%Q1 2021Q4 20214
NTRA NATERA INC440.15%0.19%0.21%Q1 2021Q4 20214
BOOT BOOT BARN HLDGS INC440.12%0.18%0.23%Q1 2021Q4 20214
VIG VANGUARD SPECIALIZED F...220.13%0.17%0.21%Q1 2022Q1 20234
GNRC GENERAC HLDGS INC440.14%0.16%0.19%Q1 2021Q4 20214
CHDN CHURCHILL DOWNS INC440.14%0.16%0.18%Q1 2021Q4 20214
TXRH TEXAS ROADHOUSE INC440.14%0.16%0.17%Q1 2021Q4 20214
WAL WESTERN ALLIANCE BANCORP440.13%0.14%0.17%Q1 2021Q4 20214
VRNS VARONIS SYS INC440.11%0.13%0.16%Q1 2021Q4 20214
LMAT LEMAITRE VASCULAR INC440.12%0.13%0.15%Q1 2021Q4 20214
XSLV INVESCO EXCHNG TRADED ...211.49%3.88%5.13%Q2 2018Q4 20193
FTA FIRST TR LRG CP VL ALP...333.20%3.38%3.56%Q4 2017Q2 20183
IGN ISHARES TR331.26%1.40%1.60%Q1 2018Q3 20183
RCD INVESCO EXCHANGE TRADE...331.21%1.36%1.51%Q1 2023Q3 20233
IYT ISHARES TR210.15%0.91%1.32%Q4 2017Q3 20183
PAVE GLOBAL X FDS330.21%0.28%0.32%Q3 2021Q1 20223
NNC NUVEEN NORTH CAROLINA ...330.19%0.20%0.20%Q4 2017Q2 20183
DWAS INVESCO EXCHNG TRADED ...330.18%0.19%0.21%Q2 2019Q4 20193
SKYY FIRST TR EXCHANGE TRAD...330.12%0.19%0.22%Q2 2019Q4 20193
MMC MARSH & MCLENNAN COS INC210.10%0.16%0.20%Q4 2021Q3 20233
SPT SPROUT SOCIAL INC330.13%0.16%0.21%Q2 2021Q4 20213
WK WORKIVA INC330.13%0.15%0.18%Q2 2021Q4 20213
OMCL OMNICELL COM330.12%0.12%0.13%Q2 2021Q4 20213
IIVI II-VI INC210.11%0.12%0.13%Q1 2021Q4 20213
FDD FIRST TR STOXX EURO DI...225.50%5.70%5.90%Q4 2017Q1 20182
RSP RYDEX ETF TRUST225.23%5.38%5.54%Q4 2017Q1 20182
PDP POWERSHARES ETF TRUST221.79%1.85%1.91%Q4 2017Q1 20182
JPXN ISHARES TR221.66%1.81%1.96%Q2 2023Q3 20232
GLD SPDR GOLD TR221.00%1.80%2.60%Q3 2020Q4 20202
SPLV POWERSHARES ETF TR II220.95%1.02%1.10%Q4 2017Q1 20182
RYT INVESCO EXCHANGE TRADE...220.98%0.98%0.99%Q2 2023Q3 20232
PGX POWERSHARES ETF TR II220.30%0.32%0.34%Q4 2017Q1 20182
PZA POWERSHARES ETF TR II220.22%0.23%0.24%Q4 2017Q1 20182
VOT VANGUARD INDEX FDS220.20%0.21%0.21%Q4 2021Q1 20222
GXC SPDR INDEX SHS FDS220.18%0.19%0.20%Q1 2019Q2 20192
ORCL ORACLE CORP220.17%0.19%0.20%Q2 2023Q3 20232
FPX FIRST TR EXCHANGE TRAD...220.16%0.18%0.21%Q4 2017Q1 20182
COST COSTCO WHSL CORP NEW220.14%0.15%0.16%Q4 2021Q1 20222
IYC ISHARES TR220.14%0.14%0.14%Q3 2019Q4 20192
RGEN REPLIGEN CORP220.12%0.14%0.15%Q3 2021Q4 20212
PNC PNC FINL SVCS GROUP INC110.11%0.13%0.15%Q1 2018Q4 20192
BA BOEING CO220.12%0.13%0.13%Q2 2019Q3 20192
POWI POWER INTEGRATIONS INC220.11%0.12%0.14%Q3 2021Q4 20212
GSK GLAXOSMITHKLINE PLC110.02%0.04%0.07%Q1 2018Q2 20202
BTI BRITISH AMERN TOB PLC110.01%0.03%0.05%Q1 2018Q2 20202
BP BP PLC110.01%0.01%0.02%Q1 2018Q2 20202
SIRI SIRIUS XM HOLDINGS INC118.48%8.48%8.48%Q2 2020Q2 20201
VFMV VANGUARD WELLINGTON FD113.26%3.26%3.26%Q3 2023Q3 20231
ITB ISHARES TR111.93%1.93%1.93%Q4 2017Q4 20171
ONLN PROSHARES TR110.41%0.41%0.41%Q2 2021Q2 20211
VAW VANGUARD WORLD FDS110.38%0.38%0.38%Q2 2021Q2 20211
VDE VANGUARD WORLD FDS110.22%0.22%0.22%Q3 2023Q3 20231
AMLP ALPS ETF TR110.21%0.21%0.21%Q3 2023Q3 20231
AGNC AGNC INVT CORP110.18%0.18%0.18%Q4 2017Q4 20171
IWM ISHARES TR110.18%0.18%0.18%Q3 2023Q3 20231
MMS MAXIMUS INC110.17%0.17%0.17%Q1 2021Q1 20211
NEO NEOGENOMICS INC110.16%0.16%0.16%Q1 2021Q1 20211
PENN PENN NATL GAMING INC110.14%0.14%0.14%Q1 2021Q1 20211
NOVT NOVANTA INC110.13%0.13%0.13%Q1 2021Q1 20211
SITE SITEONE LANDSCAPE SUPP...110.13%0.13%0.13%Q1 2021Q1 20211
MMU WESTERN ASST MNGD MUN ...110.12%0.12%0.12%Q4 2017Q4 20171
HELE HELEN OF TROY LTD110.12%0.12%0.12%Q1 2021Q1 20211
BL BLACKLINE INC110.12%0.12%0.12%Q3 2021Q3 20211
HQY HEALTHEQUITY INC110.12%0.12%0.12%Q2 2021Q2 20211
ROLL RBC BEARINGS INC110.12%0.12%0.12%Q1 2021Q1 20211
BRKS BROOKS AUTOMATION INC NEW110.12%0.12%0.12%Q1 2021Q1 20211
TREX TREX CO INC110.12%0.12%0.12%Q4 2021Q4 20211
MO ALTRIA GROUP INC110.11%0.11%0.11%Q1 2022Q1 20221
SLAB SILICON LABORATORIES INC110.11%0.11%0.11%Q1 2021Q1 20211
INTC INTEL CORP110.11%0.11%0.11%Q1 2021Q1 20211
EXPO EXPONENT INC110.11%0.11%0.11%Q1 2021Q1 20211
HYD VANECK VECTORS ETF TR110.11%0.11%0.11%Q4 2019Q4 20191
WING WINGSTOP INC110.10%0.10%0.10%Q4 2021Q4 20211
RDSB ROYAL DUTCH SHELL PLC110.10%0.10%0.10%Q1 2018Q1 20181
AMT AMERICAN TOWER CORP NEW110.07%0.07%0.07%Q2 2020Q2 20201
O REALTY INCOME CORP110.05%0.05%0.05%Q2 2020Q2 20201
EGP EASTGROUP PPTY INC110.02%0.02%0.02%Q2 2020Q2 20201
WY WEYERHAEUSER CO MTN BE110.02%0.02%0.02%Q2 2020Q2 20201
CCL CARNIVAL CORP110.01%0.01%0.01%Q2 2020Q2 20201
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The securities at the top of the list , including FIRST TR EXCHANGE-TRADED FD, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Milestone Advisory Partners.

The conviction is calculated by counting the number of quarters a security has been reported by Milestone Advisory Partners. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Milestone Advisory Partners owns currently or has owned in the past.