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  Name: Milestone Advisory Partners
  City: Southern Pines
  State: NC
  Zip: 28387
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $120,240,000
  Total Value Change : $9,754,000
  Securities Held Change : 4
   
All Securities Held : 70
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 32
  Unchanged Positions : 31
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLU)1 Year Chart         XLU SPDR Utilities Select 14 - $69.94 $2,811,000 47,701 2.34% -675,000 -5,566 0.005    Closed - End Fund - E...
   (IGE)1 Year Chart         IGE iShares S&P GSSI Nat Rscs In 25 - $0.00 $1,101,000 26,471 0.92% -70,000 -3,684 0.176    Closed - End Fund - E...
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 33 - $36.80 $774,000 18,151 0.64% -236,000 -1,585 0.097    N/A

      3 Records Found
  1    
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