Milestone Advisory Partners

13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 8, 2023
Value $
$120M
Signature - Title
Winfred Norman Hasty - Managing Member / CCO
Location
103 Bradford Village Ct, Southern Pines, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 70 $120M +$21.9M -$772K +$21.1M SCHD, VFVA, VDC, VUG, TDIV 13F-HR 11/8/2023, 12:14 PM
Q2 2023 66 $110M +$10.4M -$11.8M -$1.45M SCHD, VDC, SPLV, VUG, TDIV 13F-HR 7/13/2023, 04:05 PM
Q1 2023 67 $108M +$11.6M -$39.3M -$27.7M SCHD, VDC, VFVA, TDIV, RSPU 13F-HR 5/12/2023, 11:58 AM
Q4 2022 70 $134M +$5.6M -$14.4M -$8.78M SCHD, STPZ, FTSL, VDC, VFVA 13F-HR 1/24/2023, 04:49 PM
Q3 2022 68 $133M +$28.8M -$12.1M +$16.7M STPZ, SCHD, FTSL, VDC, SPLV 13F-HR 10/12/2022, 11:29 AM
Q2 2022 71 $123M +$17.8M -$58.1M -$40.4M SCHD, FTSL, STPZ, SPLV, XLF 13F-HR 7/18/2022, 03:06 PM
Q1 2022 82 $181M +$30.3M -$36.3M -$6.01M FPE, FTSL, SCHD, XLF, RSPU 13F-HR 5/10/2022, 12:03 PM
Q4 2021 88 $198M +$34.4M -$17.2M +$17.1M FPE, FTSL, SCHD, XLF, FLTR 13F-HR 2/4/2022, 12:04 PM
Q3 2021 82 $170M +$8.34M -$22.9M -$14.6M SCHD, FTSL, XLF, SPLV, FLTR 13F-HR 11/9/2021, 12:38 PM
Q2 2021 85 $190M +$33.8M -$38.8M -$4.99M SCHD, FPE, FTSL, XLF, SPLV 13F-HR 8/13/2021, 02:53 PM
Q1 2021 84 $187M +$16M -$7.61M +$8.36M BIV, FPE, FTSL, SCHD, FLTR 13F-HR 4/27/2021, 06:24 PM
Q4 2020 55 $175M +$45.1M -$43.9M +$1.19M BIV, FPE, FTSL, SCHD, FLTR 13F-HR 1/25/2021, 03:41 PM
Q3 2020 48 $161M +$12.3M -$11.9M +$351K BIV, VGSH, SCHD, FTSL, SPLV 13F-HR 10/27/2020, 01:05 PM
Q2 2020 56 $154M +$82.1M -$52.4M +$29.7M BIV, VGSH, SCHD, FTSL, SPLV 13F-HR 7/31/2020, 11:56 AM
Q1 2020 39 $115M +$13.2M -$70.2M -$57M FTSM, FTSL, QYLD, RSPU, SPLV 13F-HR 7/31/2020, 11:55 AM
Q4 2019 57 $190M +$16.4M -$9.28M +$7.13M FPE, FTSM, FTSL, RSPU, RSP 13F-HR 7/31/2020, 11:54 AM
Q3 2019 54 $178M +$41.9M -$31M +$10.8M FPE, FTSM, FTSL, RSPU, RSP 13F-HR 8/4/2020, 03:52 PM
Q2 2019 55 $164M +$7.48M -$1.12M +$6.35M FTSM, FPE, FTSL, RSPU, FVD 13F-HR 8/4/2020, 03:50 PM
Q1 2019 50 $155M +$30.1M -$738K +$29.4M FTSM, FPE, FTSL, RSPU, FVD 13F-HR 8/4/2020, 03:50 PM
Q4 2018 42 $116M +$61M -$71.3M -$10.3M FTSM, FPE, FTSL, RSPU, FVD 13F-HR 8/4/2020, 03:47 PM
Q3 2018 46 $141M +$10.6M -$9.45M +$1.12M FTSL, FVD, IJR, IJH, RSP 13F-HR 8/4/2020, 03:46 PM
Q2 2018 46 $134M +$22.8M -$23.5M -$709K FTSL, HYLS, IJR, FVD, IJH 13F-HR 8/4/2020, 03:44 PM
Q1 2018 51 $134M +$11.9M -$12M -$108K FTSL, HYLS, FVD, FDD, IJR 13F-HR 8/4/2020, 03:42 PM
Q4 2017 48 $133M $0 $0 FTSL, IJR, FVD, RSP, FDD 13F-HR 8/4/2020, 03:41 PM