Milestone Advisory Partners has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $120 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $16.9M, Vanguard Wellington Fd U S Val with a value of $7.13M, Vanguard Consumer Staples ETF with a value of $6.91M, Vanguard Growth ETF with a value of $6.53M, and First Trust Nasdaq Technology with a value of $5.93M.

Examining the 13F form we can see an increase of $9.76M in the current position value, from $110M to 120M.

Below you can find more details about Milestone Advisory Partners portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
ETFs: $110 Million
Financial Services: $3.27 Million
Technology: $3.17 Million
Healthcare: $966,000
Utilities: $570,000
Communication Services: $495,000
Industrials: $314,000
Energy: $249,000
Other: $430,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $120 Million
  • Prior Value $110 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 08, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Milestone Advisory Partners Portfolio

Follow Milestone Advisory Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.