News + Filings Holdings
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Milestone Advisory Partners
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Schwab US Dividend Equity ETF
| SCHD | common | 228,816 | -3,183 | 16,616,618,000 | -356,429,000 | 15.04 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VDC | Common | 34,213 | 1,602 | 6,652,718,000 | 341,837,000 | 6.02 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRADED FD TR II
| SPLV | Common | 92,950 | 39,449 | 5,838,190,000 | 2,499,728,000 | 5.28 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 20,301 | 3,664 | 5,744,371,000 | 1,594,438,000 | 5.20 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| TDIV | Common | 97,747 | 4,827 | 5,733,839,000 | 707,796,000 | 5.19 | |
Hist
| 06/30/2023 |
VANGUARD WELLINGTON FUND
| VFVA | Common | 56,813 | 914 | 5,661,415,000 | 240,889,000 | 5.12 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RYU | Common | 45,123 | 804 | 4,989,137,000 | -36,642,000 | 4.52 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 53,267 | 312 | 3,485,792,000 | -98,732,000 | 3.16 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RGI | Common | 15,784 | 4,879 | 3,227,828,000 | 1,181,614,000 | 2.92 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGV | Common | 8,727 | 719 | 3,018,757,000 | 578,719,000 | 2.73 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 15,412 | -244 | 2,989,504,000 | 407,848,000 | 2.71 | |
Hist
| 06/30/2023 |
iShares U.S. Basic Materials ETF
| IYM | common | 21,556 | -6,483 | 2,868,026,000 | -847,983,000 | 2.60 | |
Hist
| 06/30/2023 |
SSGA FUNDS MANAGEMENT INC
| XLF | Common | 82,747 | -27,161 | 2,789,401,000 | -744,141,000 | 2.52 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| USMV | Common | 35,332 | -5,502 | 2,626,228,000 | -344,037,000 | 2.38 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 30,781 | -1,101 | 2,498,494,000 | -142,292,000 | 2.26 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| PDP | Common | 29,563 | -35,543 | 2,395,490,000 | -2,550,613,000 | 2.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGM | Common | 6,058 | 1,047 | 2,380,006,000 | 679,673,000 | 2.15 | |
Hist
| 06/30/2023 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 22,436 | 5,371 | 2,379,787,000 | 579,429,000 | 2.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISI | Common | 24,283 | 943 | 2,375,818,000 | 262,358,000 | 2.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JPXN | Common | 27,771 | 27,771 | 1,832,886,000 | 1,832,886,000 | 1.66 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IHI | Common | 29,275 | 1,638 | 1,652,867,000 | 161,022,000 | 1.50 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RCD | Common | 10,815 | 559 | 1,491,605,000 | 180,273,000 | 1.35 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGE | Common | 30,155 | -68,348 | 1,170,617,000 | -2,687,746,000 | 1.06 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGW | ETF | 2,159 | 10 | 1,095,174,000 | 139,578,000 | 0.99 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RYT | Common | 3,664 | 3,664 | 1,077,546,000 | 1,077,546,000 | 0.98 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK.A | Common | 2 | 0 | 1,035,620,000 | 104,420,000 | 0.94 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| QCLN | Common | 19,736 | -1,266 | 1,009,694,000 | -87,240,000 | 0.91 | |
Hist
| 06/30/2023 |
Global X Funds
| QYLD | Common | 51,873 | 7 | 920,747,000 | 31,239,000 | 0.83 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND
| FDN | Common | 5,526 | -580 | 900,683,000 | -2,089,000 | 0.82 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RYF | Common | 14,251 | 0 | 729,789,000 | 10,541,000 | 0.66 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RTM | Common | 4,454 | 0 | 722,795,000 | -2,201,000 | 0.65 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| LQD | OPTIONS | 6,385 | 0 | 690,474,000 | -9,386,000 | 0.62 | |
Hist
| 06/30/2023 |
FIRST TR NASDAQ100 TECH INDE
| QTEC | SHS | 4,594 | 0 | 676,053,000 | 76,490,000 | 0.61 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
| FXL | Common | 5,702 | 0 | 655,958,000 | 56,165,000 | 0.59 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| XOP | Common | 4,986 | -5,607 | 642,346,000 | -709,215,000 | 0.58 | |
Hist
| 06/30/2023 |
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