MA

Milestone Advisory Partners

13F
Milestone Advisory Partners
Last update 2023-11-13 70 Stocks (5 new)
Value $120.00 Mil Turnover 18 %
Countries:
Top Holdings: SCHD(14.08%)VFVA(5.93%)VDC(5.75%)VUG(5.43%)TDIV(4.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
Milestone Advisory Partners Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
239,323
16934.500
+4.59%
14.080
+0.62%
0.040
+2.10%
+11.03%
63147.158
 
VFVA 		Vanguard U.S. Value Factor ETF
71,265
7132.200
+25.44%
5.930
+1.20%
1.160
-1.66%
+6.83%
780.102
 
VDC 		Vanguard Consumer Staples ETF
37,822
6908.950
+10.55%
5.750
+0.55%
0.110
+2.42%
+11.32%
6636.928
 
VUG 		Vanguard Growth ETF
23,998
6534.900
+18.21%
5.430
+0.84%
0.010
+9.97%
+26.82%
133090.766
 
TDIV 		First Trust NASDAQ Technology Dividend Index Fund
105,725
5930.120
+8.16%
4.930
+0.37%
0.320
+7.17%
+24.54%
2889.884
 
SPLV 		Invesco S&P 500 Low Volatility ETF
93,468
5494.980
+0.56%
4.570
+0.03%
0.060
+5.42%
+14.00%
7495.147
 
RYU 		RYU
88,278
4439.500
+95.64%
3.690
+1.80%
-
+12.87%
+24.93%
0.000
 
XLE 		The Energy Select Sector SPDR Fund
44,683
4038.900
+45.16%
3.360
+1.05%
0.010
-5.15%
+5.01%
35055.259
 
VFMV 		Vanguard U.S. Minimum Volatility ETF
40,768
3920.560
New Holding
3.260
+3.26%
4.740
+2.87%
+15.64%
114.862
 
RGI 		RGI
88,763
3398.740
+462.36%
2.830
+2.33%
-
+9.40%
+18.79%
0.000
 

Milestone Advisory Partners's Historical Top Holdings Breakdowns

Milestone Advisory Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VFMV 		Vanguard U.S. Minimum Volatility ETF2023-09-30New Buy
+3.26%
●
96.17 ($99.48) 101.92
$120.97
21.60%
New holding
40,768
40,768
RGI 		RGI2023-09-30Add
+2.33%
●
37.94 ($63.9) 207.84
$189.57
196.67%
Add 462.36%
88,763
72,979
RYU 		RYU2023-09-30Add
+1.80%
●
50.12 ($62.66) 113.76
$109.80
75.23%
Add 95.64%
88,278
43,155
VFVA 		Vanguard U.S. Value Factor ETF2023-09-30Add
+1.20%
●
98.19 ($103.04) 107.17
$120.37
16.82%
Add 25.44%
71,265
14,452
RCD 		RCD2023-09-30Add
+1.13%
●
41.46 ($58.34) 141.7
$129.55
122.06%
Add 298.93%
43,144
32,329
XLE 		The Energy Select Sector SPDR Fund2023-09-30Add
+1.05%
●
79.09 ($87.5) 93.36
$88.04
0.62%
Add 45.16%
44,683
13,902
RYT 		RYT2023-09-30Add
+0.90%
●
27.64 ($67.08) 301.97
$282.01
320.41%
Add 1052.73%
42,236
38,572
VUG 		Vanguard Growth ETF2023-09-30Add
+0.84%
●
269.56 ($283.37) 293.5
$394.25
39.13%
Add 18.21%
23,998
3,697
VYM 		Vanguard High Dividend Yield Indx ETF2023-09-30Add
+0.72%
●
103.32 ($107.3) 110.34
$128.50
19.76%
Add 37.38%
30,823
8,387
SCHD 		Schwab US Dividend Equity ETF2023-09-30Add
+0.62%
●
70.63 ($73.61) 75.66
$28.18
-61.72%
Add 4.59%
239,323
10,507

Milestone Advisory Partners Total Holding History ($B)

To

Milestone Advisory Partners's Asset Allocation

To

Milestone Advisory Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Milestone Advisory Partners's Hypothetical Growth since 2023-09-30

Milestone Advisory Partners's Yearly Returns

Year Portfolio % % Excess Gain %

Milestone Advisory Partners's Holdings Heat Map

Size field:

Milestone Advisory Partners's Holdings Bubble Chart

Milestone Advisory Partners News

  • 1

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