- New Purchases: BIV, SCHD, SIRI, PXQ, XLE, VUG, QCLN, XBI, PEP, VTEB, BND, SO, FDS, IJR, AMT, O, EGP, WY, GSK, BTI, BP, CCL,
- Added Positions: VGSH, USMV, SPLV, TDIV, FMB, BRK.A, IGM, ITOT, DUK,
- Reduced Positions: FTSM, FTSL, QYLD, IGV, IHI, GILD, AAPL,
- Sold Out: FDN, FVD, XLRE, SDOG, FBT,
For the details of Milestone Advisory Partners's stock buys and sells, go to https://www.gurufocus.com/guru/milestone+advisory+partners/current-portfolio/portfolio
These are the top 5 holdings of Milestone Advisory Partners- VANGUARD BD IDX FD (BIV) - 197,694 shares, 11.51% of the total portfolio. New Position
- Vanguard Short-Term Government Bond ETF (VGSH) - 278,360 shares, 10.82% of the total portfolio. Shares added by 1319.48%
- SCHWAB STRATEGIC T (SCHD) - 323,496 shares, 10.46% of the total portfolio. New Position
- Sirius XM Holdings Inc (SIRI) - 782,956 shares, 9.01% of the total portfolio. New Position
- First Trust Senior Loan Fund ETF (FTSL) - 304,585 shares, 8.59% of the total portfolio. Shares reduced by 45.77%
Milestone Advisory Partners initiated holding in VANGUARD BD IDX FD. The purchase prices were between $88.46 and $93.02, with an estimated average price of $91.14. The stock is now traded at around $94.33. The impact to a portfolio due to this purchase was 11.51%. The holding were 197,694 shares as of .
New Purchase: SCHWAB STRATEGIC T (SCHD)Milestone Advisory Partners initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $43.56 and $56.5, with an estimated average price of $50.55. The stock is now traded at around $54.92. The impact to a portfolio due to this purchase was 10.46%. The holding were 323,496 shares as of .
New Purchase: Sirius XM Holdings Inc (SIRI)Milestone Advisory Partners initiated holding in Sirius XM Holdings Inc. The purchase prices were between $4.48 and $6.52, with an estimated average price of $5.58. The stock is now traded at around $5.92. The impact to a portfolio due to this purchase was 9.01%. The holding were 782,956 shares as of .
New Purchase: Invesco Dynamic Networking ETF (PXQ)Milestone Advisory Partners initiated holding in Invesco Dynamic Networking ETF. The purchase prices were between $49.05 and $66.17, with an estimated average price of $59.62. The stock is now traded at around $73.69. The impact to a portfolio due to this purchase was 2.75%. The holding were 67,057 shares as of .
New Purchase: SELECT SECTOR SPDR (XLE)Milestone Advisory Partners initiated holding in SELECT SECTOR SPDR. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $37.04. The impact to a portfolio due to this purchase was 2.12%. The holding were 89,739 shares as of .
New Purchase: VANGUARD INDEX FDS (VUG)Milestone Advisory Partners initiated holding in VANGUARD INDEX FDS. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $220.41. The impact to a portfolio due to this purchase was 1.62%. The holding were 12,835 shares as of .
Added: Vanguard Short-Term Government Bond ETF (VGSH)Milestone Advisory Partners added to a holding in Vanguard Short-Term Government Bond ETF by 1319.48%. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 10.06%. The holding were 278,360 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Milestone Advisory Partners added to a holding in iShares Edge MSCI Min Vol USA by 173.18%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.74. The impact to a portfolio due to this purchase was 3.51%. The holding were 146,369 shares as of .
Added: Invesco S P 500 Low Volatility ETF (SPLV)Milestone Advisory Partners added to a holding in Invesco S P 500 Low Volatility ETF by 66.34%. The purchase prices were between $44.63 and $51.65, with an estimated average price of $49.13. The stock is now traded at around $53.65. The impact to a portfolio due to this purchase was 2.68%. The holding were 216,426 shares as of .
Added: First Trust NASDAQ Technology Dividend Index Fund (TDIV)Milestone Advisory Partners added to a holding in First Trust NASDAQ Technology Dividend Index Fund by 57.69%. The purchase prices were between $34.06 and $43, with an estimated average price of $39.24. The stock is now traded at around $44.49. The impact to a portfolio due to this purchase was 1.12%. The holding were 117,584 shares as of .
Added: First Trust Managed Municipal ETF (FMB)Milestone Advisory Partners added to a holding in First Trust Managed Municipal ETF by 89.64%. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $56.08. The impact to a portfolio due to this purchase was 0.87%. The holding were 53,722 shares as of .
Added: Berkshire Hathaway Inc (BRK.A)Milestone Advisory Partners added to a holding in Berkshire Hathaway Inc by 100.00%. The purchase prices were between $253501 and $302235, with an estimated average price of $274087. The stock is now traded at around $300330.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 2 shares as of .
Sold Out: FIRST TRUST EXCHAN (FDN)Milestone Advisory Partners sold out a holding in FIRST TRUST EXCHAN. The sale prices were between $117.99 and $172.68, with an estimated average price of $152.13.
Sold Out: FIRST TST VALUE LI (FVD)Milestone Advisory Partners sold out a holding in FIRST TST VALUE LI. The sale prices were between $26.08 and $32.95, with an estimated average price of $29.5.
Sold Out: SELECT SECTOR SPDR (XLRE)Milestone Advisory Partners sold out a holding in SELECT SECTOR SPDR. The sale prices were between $29.12 and $37.86, with an estimated average price of $33.76.
Sold Out: ALPS ETF TRUST (SDOG)Milestone Advisory Partners sold out a holding in ALPS ETF TRUST. The sale prices were between $29.5 and $41.87, with an estimated average price of $34.93.
Sold Out: FIRST TRUST EXCHAN (FBT)Milestone Advisory Partners sold out a holding in FIRST TRUST EXCHAN. The sale prices were between $127.11 and $171.8, with an estimated average price of $156.54.
Reduced: First Trust Enhanced Short Maturity ETF (FTSM)Milestone Advisory Partners reduced to a holding in First Trust Enhanced Short Maturity ETF by 76.07%. The sale prices were between $59.02 and $60.06, with an estimated average price of $59.69. The stock is now traded at around $60.07. The impact to a portfolio due to this sale was -14.83%. Milestone Advisory Partners still held 103,375 shares as of .
Reduced: First Trust Senior Loan Fund ETF (FTSL)Milestone Advisory Partners reduced to a holding in First Trust Senior Loan Fund ETF by 45.77%. The sale prices were between $41.79 and $46.3, with an estimated average price of $44.64. The stock is now traded at around $45.88. The impact to a portfolio due to this sale was -8.21%. Milestone Advisory Partners still held 304,585 shares as of .
Reduced: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)Milestone Advisory Partners reduced to a holding in Recon Capital NASDAQ-100 Covered Call ETF by 61.96%. The sale prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.74. The impact to a portfolio due to this sale was -5.3%. Milestone Advisory Partners still held 220,778 shares as of .
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