Milestone Advisory Partners Incresed Positions in Q3 2023

Milestone Advisory Partners

  • $120 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
13.9K
+ 45.16%
$79.09 - $93.36 $1.1M - $1.3M
44.7K $4.04M
VFVA
Vanguard Wellington Fd U S Val

ETFs
14.5K
+ 25.44%
$98.19 - $107.17 $1.42M - $1.55M
71.3K $7.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.39K
+ 37.38%
$103.32 - $110.34 $867K - $925K
30.8K $3.18M
VUG
Vanguard Growth ETF

ETFs
3.7K
+ 18.21%
$269.56 - $293.5 $997K - $1.09M
24K $6.53M
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
9.12K
+ 32.84%
$63.3 - $67.98 $577K - $620K
36.9K $2.36M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
32.3K
+ 298.93%
$0.0 - $141.7 $0 - $4.58M
43.1K $1.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 4.59%
$70.63 - $75.66 $742K - $795K
239K $16.9M
IYM
Ishares Tr

ETFs
3.38K
+ 15.68%
$124.84 - $138.68 $422K - $469K
24.9K $3.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.73K
+ 15.38%
$93.72 - $101.39 $350K - $379K
28K $2.64M
VDC
Vanguard Consumer Staples ETF

ETFs
3.61K
+ 10.55%
$182.67 - $199.63 $659K - $720K
37.8K $6.91M
TDIV
First Trust Nasdaq Technology

ETFs
7.98K
+ 8.16%
$55.66 - $60.15 $444K - $480K
106K $5.93M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
562
+ 11.27%
$125.17 - $153.81 $70.3K - $86.4K
5.55K $820K
RGI
Invesco S&P 500 Equal Weight I

ETFs
73K
+ 462.36%
$37.94 - $207.84 $2.77M - $15.2M
88.8K $3.4M
IGV
Ishares Expanded Tech Software

ETFs
603
+ 6.91%
$334.35 - $367.01 $202K - $221K
9.33K $3.18M
IEZ
Ishares Tr

ETFs
2.09K
+ 12.58%
$20.14 - $25.39 $42K - $53K
18.7K $448K
RYT
Invesco S&P 500 Equal Weight T

ETFs
38.6K
+ 1052.73%
$0.0 - $301.97 $0 - $11.6M
42.2K $1.19M
RTM
Invesco S&P 500 Equal Weight M

ETFs
21.4K
+ 479.88%
$0.0 - $165.24 $0 - $3.53M
25.8K $801K
IAK
Ishares Tr

ETFs
708
+ 23.44%
$86.28 - $94.91 $61.1K - $67.2K
3.73K $341K
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.6K
+ 11.25%
$0.0 - $54.83 $0 - $87.9K
15.9K $803K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.14K
+ 3.22%
$72.38 - $76.06 $82.3K - $86.5K
36.5K $2.64M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
138
+ 4.3%
$93.72 - $104.07 $12.9K - $14.4K
3.35K $315K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 4.27%
$76.1 - $82.63 $96K - $104K
30.8K $2.37M
FBNC
First Bancorp

Financial Services
21
+ 0.13%
$27.26 - $35.45 $572 - $744
16.1K $454K
XLF
Financial Sector Spdr

ETFs
124
+ 0.15%
$33.17 - $35.6 $4.11K - $4.41K
82.9K $2.75M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7
+ 0.01%
$16.58 - $18.05 $116 - $126
51.9K $870K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.52K
+ 12.01%
$48.19 - $57.76 $169K - $203K
32.8K $1.59M
SOXX
Ishares Semiconductor ETF

ETFs
10
+ 0.46%
$459.31 - $535.64 $4.59K - $5.36K
2.17K $1.03M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
518
+ 0.56%
$58.79 - $64.1 $30.5K - $33.2K
93.5K $5.49M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$170.43 - $196.45 $170 - $196
15.4K $2.64M
RYU
Invesco S&P 500 Equal Weight U

ETFs
43.2K
+ 95.64%
$0.0 - $113.76 $0 - $4.91M
88.3K $4.44M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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