StockDriftsStockDriftsTop 50 Milestone Advisory Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 14.08% | 239.3K | $16.9M | — | — | — | 2023-09-30 |
| VFVA | VANGUARD WELLINGTON FD | 5.93% | 71.3K | $7.1M | — | — | — | 2023-09-30 |
| VDC | VANGUARD WORLD FDS | 5.75% | 37.8K | $6.9M | — | — | — | 2023-09-30 |
| VUG | VANGUARD INDEX FDS | 5.43% | 24.0K | $6.5M | — | — | — | 2023-09-30 |
| TDIV | FIRST TR EXCHANGE-TRADED FD | 4.93% | 105.7K | $5.9M | — | — | — | 2023-09-30 |
| SPLV | INVESCO EXCH TRADED FD TR II | 4.57% | 93.5K | $5.5M | — | — | — | 2023-09-30 |
| RSPU | INVESCO EXCHANGE TRADED FD T | 3.69% | 88.3K | $4.4M | — | — | — | 2023-09-30 |
| XLE | SELECT SECTOR SPDR TR | 3.36% | 44.7K | $4.0M | — | — | — | 2023-09-30 |
| VFMV | VANGUARD WELLINGTON FD | 3.26% | 40.8K | $3.9M | — | — | — | 2023-09-30 |
| RSPN | INVESCO EXCHANGE TRADED FD T | 2.83% | 88.8K | $3.4M | — | — | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Milestone Advisory Partners reports $120.24M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (14.1%), VFVA (5.9%) and VDC (5.8%). Figures reflect the Q3 2023 filing.
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Holdings on this page are parsed from Milestone Advisory Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1819679). View Milestone Advisory Partners’s 13F filings on SEC