Milestone Advisory Partners

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Southern Pines, NC
CIK
0001819679
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 70 120,238 SCHD, VFVA, VDC, VUG 13F-HR 11/8/2023 000181967923000004
Q2 2023 66 110,482 SCHD, VDC, SPLV, VUG 13F-HR 7/13/2023 000181967923000003
Q1 2023 67 108,405 SCHD, VDC, VFVA, TDIV 13F-HR 5/12/2023 000181967923000002
Q4 2022 70 134,402 SCHD, STPZ, FTSL, VDC 13F-HR 1/24/2023 000181967923000001
Q3 2022 68 133,309 STPZ, SCHD, FTSL, VDC 13F-HR 10/12/2022 000181967922000004
Q2 2022 71 123,415 SCHD, FTSL, STPZ, SPLV 13F-HR 7/18/2022 000181967922000003
Q1 2022 82 185,405 FPE, FTSL, SCHD, XLF 13F-HR 5/10/2022 000181967922000002
Q4 2021 88 198,066 FPE, FTSL, SCHD, XLF 13F-HR 2/4/2022 000181967922000001
Q3 2021 82 170,173 SCHD, FTSL, XLF, SPLV 13F-HR 11/9/2021 000181967921000005
Q2 2021 85 189,679 SCHD, FPE, FTSL, XLF 13F-HR 8/13/2021 000181967921000004
Q1 2021 84 186,882 BIV, FPE, FTSL, SCHD 13F-HR 4/27/2021 000181967921000002
Q4 2020 55 175,379 BIV, FPE, FTSL, SCHD 13F-HR 1/25/2021 000181967921000001
Q3 2020 48 160,705 BIV, VGSH, SCHD, FTSL 13F-HR 10/27/2020 000181967920000012
Q2 2020 56 170,080 BIV, VGSH, SCHD, SIRI 13F-HR 7/31/2020 000181967920000003
Q1 2020 39 144,076 FDN, FTSM, FTSL, QYLD 13F-HR 7/31/2020 000181967920000002
Q4 2019 57 190,409 FPE, FTSM, FTSL, RYU 13F-HR 7/31/2020 000181967920000001
Q3 2019 54 177,551 FPE, FTSM, FTSL, RYU 13F-HR 8/4/2020 000181967920000011
Q2 2019 55 164,353 FTSM, FPE, FTSL, RYU 13F-HR 8/4/2020 000181967920000010
Q1 2019 50 154,988 FTSM, FPE, FTSL, RYU 13F-HR 8/4/2020 000181967920000009
Q4 2018 42 115,581 FTSM, FPE, FTSL, RYU 13F-HR 8/4/2020 000181967920000008
Q3 2018 46 141,038 FTSL, FVD, IJR, IJH 13F-HR 8/4/2020 000181967920000007
Q2 2018 46 134,476 FTSL, HYLS, IJR, FVD 13F-HR 8/4/2020 000181967920000006
Q1 2018 51 133,721 FTSL, HYLS, FVD, FDD 13F-HR 8/4/2020 000181967920000005
Q4 2017 48 133,497 FTSL, IJR, FVD, RSP.MX 13F-HR 8/4/2020 000181967920000004