Milestone Advisory Partners
CIK 1819679 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- SCHD14.08%
- VFVA5.93%
- VDC5.75%
- VUG5.43%
- TDIV4.93%
- SPLV4.57%
- RSPU3.69%
- XLE3.36%
- VFMV3.26%
- RSPN2.83%
Share classes counted separately53.83%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $16.93M | 14.08% | 239.32K shares | — | ▾ | |
| 02 | VFVAVANGUARD U.S. VALUE FACTORUS VALUE FACTR View history and evidence | $7.13M | 5.93% | 71.27K shares | — | ▾ | |
| 03 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $6.91M | 5.75% | 37.82K shares | — | ▾ | |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.53M | 5.43% | 24.00K shares | — | ▾ | |
| 05 | TDIVFT NASDAQ TECH DVD INDEX FDNASD TECH DIV View history and evidence | $5.93M | 4.93% | 105.72K shares | — | ▾ | |
| 06 | SPLVINVESCO S&P 500 LOW VOLATILIS&P500 LOW VOL View history and evidence | $5.49M | 4.57% | 93.47K shares | — | ▾ | |
| 07 | RSPUINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL UTL View history and evidence | $4.44M | 3.69% | 88.28K shares | — | ▾ | |
| 08 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $4.04M | 3.36% | 44.68K shares | — | ▾ | |
| 09 | VFMVVANGUARD US MINIMUM VOLATILIUS MINIMUM View history and evidence | $3.92M | 3.26% | 40.77K shares | — | ▾ | |
| 10 | RSPNINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL IND View history and evidence | $3.40M | 2.83% | 88.76K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ABT ABBOTT LABORATORIES | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1819679 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120238080
}Research all 70 reported holdings.
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