Milestone Advisory Partners Portfolio Holdings
Milestone Advisory Partners
- $120 Million
- Q3 2023
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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