$108 Million is the total value of Milestone Advisory Partners's 67 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,256 | -100.0% | -0.20% | – |
| FLTR | Exit | VANECK ETF TRUSTig floating rate | $0 | – | -10,935 | -100.0% | -0.20% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -21,145 | -100.0% | -0.26% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -8,957 | -100.0% | -0.33% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -10,236 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.