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.

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$454,000 0.38% of portfolio
16,140
Q3 2023 Added 0.13%

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
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