Milestone Advisory Partners [Rocket]

Holdings

Milestone Advisory Partners

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IGE	Common	30,155	-68,348	1,170,617,000	-2,687,746,000	1.06		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 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
SPDR SERIES TRUST	XOP	Common	4,986	-5,607	642,346,000	-709,215,000	0.58		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	228,816	-3,183	16,616,618,000	-356,429,000	15.04		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
Duke Energy CORP	DUK	COM	3,975	-1,483	356,717,000	-169,816,000	0.32	0.00	Hist	06/30/2023
VANGUARD ADMIRAL FUNDS	VIOG	Common	3,207	-1,803	317,878,000	-156,756,000	0.29		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
FIRST TR EXCH TRADED FD III	FMB	Common	10,630	-1,967	538,728,000	-102,909,000	0.49		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
iSHARES TRUST	IEZ	Common	16,590	-3,878	333,791,000	-61,651,000	0.30		Hist	06/30/2023
Maruniak Joyce	IAK	ETF	3,021	-206	265,516,000	-10,780,000	0.24		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
JPMORGAN CHASE & CO	JPM	Common	2,446	-10	355,746,000	35,705,000	0.32		Hist	06/30/2023
Apple Inc.	AAPL	Common	15,412	-244	2,989,504,000	407,848,000	2.71		Hist	06/30/2023

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