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 |
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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 |
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Vanguard Growth ETF
| VUG | ETF | 20,301 | 3,664 | 5,744,371,000 | 1,594,438,000 | 5.20 | |
Hist
| 06/30/2023 |
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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 |
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FIRST TRUST EXCHANGE TRADED FUND
| TDIV | Common | 97,747 | 4,827 | 5,733,839,000 | 707,796,000 | 5.19 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGM | Common | 6,058 | 1,047 | 2,380,006,000 | 679,673,000 | 2.15 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 22,436 | 5,371 | 2,379,787,000 | 579,429,000 | 2.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGV | Common | 8,727 | 719 | 3,018,757,000 | 578,719,000 | 2.73 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDC | Common | 34,213 | 1,602 | 6,652,718,000 | 341,837,000 | 6.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 24,283 | 943 | 2,375,818,000 | 262,358,000 | 2.15 | |
Hist
| 06/30/2023 |
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VANGUARD WELLINGTON FUND
| VFVA | Common | 56,813 | 914 | 5,661,415,000 | 240,889,000 | 5.12 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RCD | Common | 10,815 | 559 | 1,491,605,000 | 180,273,000 | 1.35 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IHI | Common | 29,275 | 1,638 | 1,652,867,000 | 161,022,000 | 1.50 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGW | ETF | 2,159 | 10 | 1,095,174,000 | 139,578,000 | 0.99 | |
Hist
| 06/30/2023 |
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Global X Funds
| QYLD | Common | 51,873 | 7 | 920,747,000 | 31,239,000 | 0.83 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RYU | Common | 45,123 | 804 | 4,989,137,000 | -36,642,000 | 4.52 | |
Hist
| 06/30/2023 |
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FIRST BANCORP /NC/
| FBNC | COMMON | 16,119 | 23 | 479,536,000 | -92,205,000 | 0.43 | 0.04 |
Hist
| 06/30/2023 |
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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 |
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