$134 Million is the total value of Milestone Advisory Partners's 70 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,200 | -100.0% | -0.16% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,280 | -100.0% | -0.16% | – |
| SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -13,952 | -100.0% | -0.17% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -645 | -100.0% | -0.18% | – |
| TECH | Exit | BIO-TECHNE CORP | $0 | – | -855 | -100.0% | -0.18% | – |
| GRID | Exit | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $0 | – | -4,056 | -100.0% | -0.23% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -5,825 | -100.0% | -0.26% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -6,026 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
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.