Milestone Advisory Partners Portfolio Holdings by Sector

Milestone Advisory Partners

$120 Million
Q3 2023

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHD VFVA VDC VUG TDIV SPLV RYU XLE 47 stocks	$107,344 89.49% of portfolio	32	3	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYM 1 stocks	$3,150 2.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,638 2.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1,062 0.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD ABBV 3 stocks	$966 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$846 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO 2 stocks	$570 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$527 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$495 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FBNC 1 stocks	$454 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$354 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$327 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$314 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$249 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$224 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$220 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$210 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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