0001819679-21-000005.txt : 20211109
0001819679-21-000005.hdr.sgml : 20211109
20211109123815
ACCESSION NUMBER: 0001819679-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211109
DATE AS OF CHANGE: 20211109
EFFECTIVENESS DATE: 20211109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Milestone Advisory Partners
CENTRAL INDEX KEY: 0001819679
IRS NUMBER: 474364162
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20309
FILM NUMBER: 211391062
BUSINESS ADDRESS:
STREET 1: 103 BRADFORD VILLAGE CT
CITY: SOUTHERN PINES
STATE: NC
ZIP: 28387
BUSINESS PHONE: 9106916100
MAIL ADDRESS:
STREET 1: 103 BRADFORD VILLAGE CT
CITY: SOUTHERN PINES
STATE: NC
ZIP: 28387
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001819679
XXXXXXXX
09-30-2021
09-30-2021
false
Milestone Advisory Partners
103 Bradford Village Ct
Southern Pines
NC
28387
13F HOLDINGS REPORT
028-20309
N
Winfred Norman Hasty
Managing Member / CCO
910-691-6100
/s/ Winfred Norman Hasty
Southern Pines
NC
11-09-2021
0
82
170173
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
220
67
SH
SOLE
0
0
67
APPLE INC
COM
037833100
1673
11820
SH
SOLE
0
0
11820
ATRICURE INC
COM
04963C209
259
3730
SH
SOLE
0
0
3730
AXON ENTERPRISE INC
COM
05464C101
321
1834
SH
SOLE
0
0
1834
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
823
2
SH
SOLE
0
0
2
BIO-TECHNE CORP
COM
09073M104
414
855
SH
SOLE
0
0
855
BLACKLINE INC
COM
09239B109
204
1731
SH
SOLE
0
0
1731
BOOT BARN HLDGS INC
COM
099406100
332
3731
SH
SOLE
0
0
3731
CHURCHILL DOWNS INC
COM
171484108
314
1309
SH
SOLE
0
0
1309
DECKERS OUTDOOR CORP
COM
243537107
353
980
SH
SOLE
0
0
980
DOMINION ENERGY INC
COM
25746U109
374
5121
SH
SOLE
0
0
5121
DUKE ENERGY CORP NEW
COM NEW
26441C204
364
3726
SH
SOLE
0
0
3726
FACTSET RESH SYS INC
COM
303075105
296
750
SH
SOLE
0
0
750
FIRST BANCORP N C
COM
318910106
1138
26466
SH
SOLE
0
0
26466
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
3139
55275
SH
SOLE
0
0
55275
FIRST TR EXCHANGE TRADED FD
WTR ETF
33733B100
2584
30346
SH
SOLE
0
0
30346
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
33737A108
1937
20916
SH
SOLE
0
0
20916
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
759
6180
SH
SOLE
0
0
6180
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
33734X184
452
15287
SH
SOLE
0
0
15287
FIRST TR EXCHANGE-TRADED FD
GBL WND ENRG ETF
33736G106
1676
80174
SH
SOLE
0
0
80174
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
2932
46834
SH
SOLE
0
0
46834
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
33738R118
4588
81238
SH
SOLE
0
0
81238
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
224
3732
SH
SOLE
0
0
3732
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
15096
315492
SH
SOLE
0
0
315492
FIRST TR NASDAQ 100 TECH IND
SHS
337345102
795
5035
SH
SOLE
0
0
5035
GENERAC HLDGS INC
COM
368736104
324
792
SH
SOLE
0
0
792
GILEAD SCIENCES INC
COM
375558103
345
4940
SH
SOLE
0
0
4940
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
416
18867
SH
SOLE
0
0
18867
GLOBAL X FDS
US INFR DEV ETF
37954Y673
544
21399
SH
SOLE
0
0
21399
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
415
27590
SH
SOLE
0
0
27590
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
9582
157497
SH
SOLE
0
0
157497
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
46137V324
4151
22758
SH
SOLE
0
0
22758
INVESCO EXCHANGE TRADED FD T
DYNMC NETWRNG
46137V688
1261
13803
SH
SOLE
0
0
13803
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
559
11101
SH
SOLE
0
0
11101
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
3877
43332
SH
SOLE
0
0
43332
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
46137V274
5811
56594
SH
SOLE
0
0
56594
ISHARES TR
IBOXX INV CP ETF
464287242
849
6385
SH
SOLE
0
0
6385
ISHARES TR
CORE S&P TTL STK
464287150
2303
23411
SH
SOLE
0
0
23411
ISHARES TR
MSCI USA MIN VOL
46429B697
5602
76217
SH
SOLE
0
0
76217
ISHARES TR
U.S. MED DVC ETF
464288810
5412
86212
SH
SOLE
0
0
86212
ISHARES TR
CORE S&P SCP ETF
464287804
370
3386
SH
SOLE
0
0
3386
ISHARES TR
EXPND TEC SC ETF
464287549
1814
4493
SH
SOLE
0
0
4493
ISHARES TR
ISHARES SEMICDTR
464287523
1446
3242
SH
SOLE
0
0
3242
ISHARES TR
EXPANDED TECH
464287515
5448
13650
SH
SOLE
0
0
13650
JOHNSON & JOHNSON
COM
478160104
371
2300
SH
SOLE
0
0
2300
LEMAITRE VASCULAR INC
COM
525558201
247
4648
SH
SOLE
0
0
4648
MICROSOFT CORP
COM
594918104
288
1023
SH
SOLE
0
0
1023
MONOLITHIC PWR SYS INC
COM
609839105
313
645
SH
SOLE
0
0
645
NATERA INC
COM
632307104
365
3276
SH
SOLE
0
0
3276
OMNICELL COM
COM
68213N109
214
1441
SH
SOLE
0
0
1441
POWER INTEGRATIONS INC
COM
739276103
231
2332
SH
SOLE
0
0
2332
REPLIGEN CORP
COM
759916109
259
895
SH
SOLE
0
0
895
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
16244
218803
SH
SOLE
0
0
218803
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3176
60979
SH
SOLE
0
0
60979
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4056
91256
SH
SOLE
0
0
91256
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
9806
261295
SH
SOLE
0
0
261295
SHYFT GROUP INC
COM
825698103
219
5774
SH
SOLE
0
0
5774
SOUTHERN CO
COM
842587107
211
3408
SH
SOLE
0
0
3408
SPDR SER TR
S&P BIOTECH
78464A870
464
3690
SH
SOLE
0
0
3690
SPDR SER TR
S&P REGL BKG
78464A698
571
8424
SH
SOLE
0
0
8424
SPROUT SOCIAL INC
COM CL A
85209W109
353
2893
SH
SOLE
0
0
2893
SYNAPTICS INC
COM
87157D109
293
1628
SH
SOLE
0
0
1628
TEXAS ROADHOUSE INC
COM
882681109
285
3125
SH
SOLE
0
0
3125
VANECK ETF TRUST
INVESTMENT GRD
92189F486
8579
337741
SH
SOLE
0
0
337741
VANECK ETF TRUST
VANECK SHRT MUNI
92189F528
981
54500
SH
SOLE
0
0
54500
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
278
5418
SH
SOLE
0
0
5418
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
709
8296
SH
SOLE
0
0
8296
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2601
29078
SH
SOLE
0
0
29078
VANGUARD INDEX FDS
GROWTH ETF
922908736
4218
14537
SH
SOLE
0
0
14537
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
244
3719
SH
SOLE
0
0
3719
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
4495
55464
SH
SOLE
0
0
55464
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1993
36381
SH
SOLE
0
0
36381
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
844
13748
SH
SOLE
0
0
13748
VANGUARD WELLINGTON FD
US VALUE FACTR
921935805
1903
19244
SH
SOLE
0
0
19244
VANGUARD WELLINGTON FD
US QUALITY
921935706
3974
34010
SH
SOLE
0
0
34010
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
362
3500
SH
SOLE
0
0
3500
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
7243
23366
SH
SOLE
0
0
23366
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
805
8694
SH
SOLE
0
0
8694
VARONIS SYS INC
COM
922280102
276
4530
SH
SOLE
0
0
4530
VISA INC
COM CL A
92826C839
312
1400
SH
SOLE
0
0
1400
WESTERN ALLIANCE BANCORP
COM
957638109
283
2602
SH
SOLE
0
0
2602
WORKIVA INC
COM CL A
98139A105
311
2204
SH
SOLE
0
0
2204