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Milestone Advisory Partners Buys iShares U.S. Medical Devices ETF, Global X U.S. Infrastructure Development ETF, iShares Expanded Tech Sector ETF, Sells First Trust Preferred Securities and Income ETF, First Trust Dow Jones Internet Index Fund, ProShares

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Nov 09, 2021
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Investment company Milestone Advisory Partners (Current Portfolio) buys iShares U.S. Medical Devices ETF, Global X U.S. Infrastructure Development ETF, iShares Expanded Tech Sector ETF, Vanguard Total Bond Market ETF, iShares iBoxx USD Investment Grade Corporate Bond , sells First Trust Preferred Securities and Income ETF, First Trust Dow Jones Internet Index Fund, ProShares Online Retail ETF, Vanguard Materials ETF, First Trust NYSE Arca Biotechnology Index Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Milestone Advisory Partners. As of 2021Q3, Milestone Advisory Partners owns 82 stocks with a total value of $170 million. These are the details of the buys and sells.

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
  1. Schwab US Dividend Equity ETF (SCHD) - 218,803 shares, 9.55% of the total portfolio. Shares reduced by 1.2%
  2. FIRST TR EXCHANGE (FTSL) - 315,492 shares, 8.87% of the total portfolio. Shares reduced by 0.38%
  3. Financial Select Sector SPDR (XLF) - 261,295 shares, 5.76% of the total portfolio. Shares reduced by 0.38%
  4. Invesco S&P 500 Low Volatility ETF (SPLV) - 157,497 shares, 5.63% of the total portfolio. Shares added by 0.69%
  5. VanEck Investment Grade Floating Rate ETF (FLTR) - 337,741 shares, 5.04% of the total portfolio. Shares reduced by 6.79%
New Purchase: Global X U.S. Infrastructure Development ETF (PAVE)

Milestone Advisory Partners initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $28.820000. The impact to a portfolio due to this purchase was 0.32%. The holding were 21,399 shares as of 2021-09-30.

New Purchase: Repligen Corp (RGEN)

Milestone Advisory Partners initiated holding in Repligen Corp. The purchase prices were between $194.77 and $324.21, with an estimated average price of $256.26. The stock is now traded at around $272.110000. The impact to a portfolio due to this purchase was 0.15%. The holding were 895 shares as of 2021-09-30.

New Purchase: Power Integrations Inc (POWI)

Milestone Advisory Partners initiated holding in Power Integrations Inc. The purchase prices were between $78.23 and $110.16, with an estimated average price of $96.86. The stock is now traded at around $101.320000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,332 shares as of 2021-09-30.

New Purchase: Southern Co (SO)

Milestone Advisory Partners initiated holding in Southern Co. The purchase prices were between $61.34 and $67.32, with an estimated average price of $64.37. The stock is now traded at around $63.305000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,408 shares as of 2021-09-30.

New Purchase: BlackLine Inc (BL)

Milestone Advisory Partners initiated holding in BlackLine Inc. The purchase prices were between $105.62 and $126.23, with an estimated average price of $114.91. The stock is now traded at around $131.040000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,731 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Milestone Advisory Partners added to a holding in iShares U.S. Medical Devices ETF by 497.74%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.960000. The impact to a portfolio due to this purchase was 2.65%. The holding were 86,212 shares as of 2021-09-30.

Added: iShares Expanded Tech Sector ETF (IGM)

Milestone Advisory Partners added to a holding in iShares Expanded Tech Sector ETF by 35.99%. The purchase prices were between $400.81 and $430.96, with an estimated average price of $416.88. The stock is now traded at around $444.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,493 shares as of 2021-09-30.

Added: Vanguard Total Bond Market ETF (BND)

Milestone Advisory Partners added to a holding in Vanguard Total Bond Market ETF by 134.22%. The purchase prices were between $85.19 and $86.45, with an estimated average price of $85.93. The stock is now traded at around $85.920100. The impact to a portfolio due to this purchase was 0.24%. The holding were 8,296 shares as of 2021-09-30.

Added: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Milestone Advisory Partners added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 54.34%. The purchase prices were between $132.51 and $135.62, with an estimated average price of $134.39. The stock is now traded at around $135.030000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,385 shares as of 2021-09-30.

Sold Out: First Trust Preferred Securities and Income ETF (FPE)

Milestone Advisory Partners sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $20.32 and $20.61, with an estimated average price of $20.45.

Sold Out: First Trust Dow Jones Internet Index Fund (FDN)

Milestone Advisory Partners sold out a holding in First Trust Dow Jones Internet Index Fund. The sale prices were between $235.18 and $252.25, with an estimated average price of $244.54.

Sold Out: ProShares Online Retail ETF (ONLN)

Milestone Advisory Partners sold out a holding in ProShares Online Retail ETF. The sale prices were between $65.64 and $84.77, with an estimated average price of $72.91.

Sold Out: Vanguard Materials ETF (VAW)

Milestone Advisory Partners sold out a holding in Vanguard Materials ETF. The sale prices were between $172.22 and $188.21, with an estimated average price of $180.96.

Sold Out: First Trust NYSE Arca Biotechnology Index Fund (FBT)

Milestone Advisory Partners sold out a holding in First Trust NYSE Arca Biotechnology Index Fund. The sale prices were between $164.82 and $176.04, with an estimated average price of $170.82.

Sold Out: iShares U.S. Preferred Stock (PFF)

Milestone Advisory Partners sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $38.25 and $39.19, with an estimated average price of $38.79.



Here is the complete portfolio of Milestone Advisory Partners. Also check out:

1. Milestone Advisory Partners's Undervalued Stocks
2. Milestone Advisory Partners's Top Growth Companies, and
3. Milestone Advisory Partners's High Yield stocks
4. Stocks that Milestone Advisory Partners keeps buying
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