$133 Million is the total value of Milestone Advisory Partners's 68 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $5,583,000 | – | 85,229 | +100.0% | 4.19% | – |
VFH | New | VANGUARD WORLD FDSfinancials etf | $794,000 | – | 10,667 | +100.0% | 0.60% | – |
VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $439,000 | – | 2,505 | +100.0% | 0.33% | – |
KRE | New | SPDR SER TRs&p regl bkg | $343,000 | – | 5,825 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | 24 | Q3 2023 | 5.2% |
ISHARES TR | 24 | Q3 2023 | 3.2% |
ISHARES TR | 24 | Q3 2023 | 3.5% |
ISHARES TR | 24 | Q3 2023 | 2.7% |
APPLE INC | 24 | Q3 2023 | 2.7% |
ISHARES TR | 24 | Q3 2023 | 2.3% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 1.3% |
FIRST BANCORP N C | 24 | Q3 2023 | 0.8% |
ISHARES TR | 24 | Q3 2023 | 0.6% |
FIRST TR EXCHANGE TRADED FD | 24 | Q3 2023 | 0.6% |
View Milestone Advisory Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-08 |
13F-HR | 2023-07-13 |
13F-HR | 2023-05-12 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-04 |
13F-HR | 2021-11-09 |
13F-HR | 2021-08-13 |
View Milestone Advisory Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.