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Company Main View
  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

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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (VFMV)1 Year Chart         VFMV Vanguard Us Minimum Volatil... 9 New $0.00 $3,921,000 40,768 3.26% 3,921,000 40,768 4.659    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 57 New $127.90 $262,000 2,071 0.22% 262,000 2,071 0.003    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 58 New $4.60 $254,000 6,009 0.21% 254,000 6,009 0.004    Closed - End Fund - Debt
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 67 New $205.44 $216,000 1,221 0.18% 216,000 1,221 0    Closed - End Fund - E...
      4 Records Found
  1    
Page 1 of 1
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