0001819679-22-000002.txt : 20220510 0001819679-22-000002.hdr.sgml : 20220510 20220510120345 ACCESSION NUMBER: 0001819679-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22908455 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 03-31-2022 03-31-2022 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 05-10-2022 0 82 185405
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 245 2068 SH SOLE 0 0 2068 ABBVIE INC COM 00287Y109 234 1442 SH SOLE 0 0 1442 ALPHABET INC CAP STK CL C 02079K107 304 109 SH SOLE 0 0 109 ALPHABET INC CAP STK CL A 02079K305 317 114 SH SOLE 0 0 114 ALTRIA GROUP INC COM 02209S103 210 4025 SH SOLE 0 0 4025 APPLE INC COM 037833100 3069 17577 SH SOLE 0 0 17577 ATRICURE INC COM 04963C209 245 3730 SH SOLE 0 0 3730 AXON ENTERPRISE INC COM 05464C101 253 1834 SH SOLE 0 0 1834 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1058 2 SH SOLE 0 0 2 BIO-TECHNE CORP COM 09073M104 370 855 SH SOLE 0 0 855 COSTCO WHSL CORP NEW COM 22160K105 288 500 SH SOLE 0 0 500 DOMINION ENERGY INC COM 25746U109 612 7201 SH SOLE 0 0 7201 DUKE ENERGY CORP NEW COM NEW 26441C204 582 5209 SH SOLE 0 0 5209 FACTSET RESH SYS INC COM 303075105 326 750 SH SOLE 0 0 750 FIRST BANCORP N C COM 318910106 1107 26494 SH SOLE 0 0 26494 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 18391 966938 SH SOLE 0 0 966938 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2933 55275 SH SOLE 0 0 55275 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 1956 23204 SH SOLE 0 0 23204 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 520 15287 SH SOLE 0 0 15287 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 662 5702 SH SOLE 0 0 5702 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 1806 19196 SH SOLE 0 0 19196 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 3909 48854 SH SOLE 0 0 48854 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 291 1950 SH SOLE 0 0 1950 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 3971 67369 SH SOLE 0 0 67369 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 18252 387937 SH SOLE 0 0 387937 FIRST TR NASDAQ 100 TECH IND SHS 337345102 701 4594 SH SOLE 0 0 4594 GILEAD SCIENCES INC COM 375558103 322 5409 SH SOLE 0 0 5409 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1278 60938 SH SOLE 0 0 60938 GLOBAL X FDS US INFR DEV ETF 37954Y673 397 14029 SH SOLE 0 0 14029 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 374 27590 SH SOLE 0 0 27590 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5623 83806 SH SOLE 0 0 83806 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 6270 77390 SH SOLE 0 0 77390 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 299 6138 SH SOLE 0 0 6138 INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL 46137V274 7914 65440 SH SOLE 0 0 65440 INVESCO EXCHANGE TRADED FD T DYNMC NETWRNG 46137V688 980 10687 SH SOLE 0 0 10687 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 3117 16528 SH SOLE 0 0 16528 ISHARES TR NORTH AMERN NAT 464287374 5318 131481 SH SOLE 0 0 131481 ISHARES TR IBOXX INV CP ETF 464287242 772 6385 SH SOLE 0 0 6385 ISHARES TR TIPS BD ETF 464287176 7160 57481 SH SOLE 0 0 57481 ISHARES TR CORE S&P TTL STK 464287150 2420 23970 SH SOLE 0 0 23970 ISHARES TR ISHARES SEMICDTR 464287523 1359 2872 SH SOLE 0 0 2872 ISHARES TR EXPND TEC SC ETF 464287549 1306 3360 SH SOLE 0 0 3360 ISHARES TR CORE S&P SCP ETF 464287804 458 4246 SH SOLE 0 0 4246 ISHARES TR U.S. BAS MTL ETF 464287838 1159 7751 SH SOLE 0 0 7751 ISHARES TR U.S. MED DVC ETF 464288810 687 11271 SH SOLE 0 0 11271 ISHARES TR EXPANDED TECH 464287515 4032 11688 SH SOLE 0 0 11688 ISHARES TR MSCI USA MIN VOL 46429B697 5581 71947 SH SOLE 0 0 71947 ISHARES TR US OIL EQ&SV ETF 464288844 2516 130475 SH SOLE 0 0 130475 JOHNSON & JOHNSON COM 478160104 465 2625 SH SOLE 0 0 2625 JPMORGAN CHASE & CO COM 46625H100 362 2654 SH SOLE 0 0 2654 MASTERCARD INCORPORATED CL A 57636Q104 450 1260 SH SOLE 0 0 1260 MICROSOFT CORP COM 594918104 378 1226 SH SOLE 0 0 1226 MONOLITHIC PWR SYS INC COM 609839105 313 645 SH SOLE 0 0 645 PEPSICO INC COM 713448108 227 1358 SH SOLE 0 0 1358 PIMCO ETF TR 1-5 US TIP IDX 72201R205 229 4207 SH SOLE 0 0 4207 ROCKWELL AUTOMATION INC COM 773903109 308 1100 SH SOLE 0 0 1100 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 16238 205827 SH SOLE 0 0 205827 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3859 79869 SH SOLE 0 0 79869 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 9167 239230 SH SOLE 0 0 239230 SELECT SECTOR SPDR TR ENERGY 81369Y506 4567 59740 SH SOLE 0 0 59740 SHYFT GROUP INC COM 825698103 209 5774 SH SOLE 0 0 5774 SOUTHERN CO COM 842587107 247 3408 SH SOLE 0 0 3408 SPDR SER TR S&P REGL BKG 78464A698 1182 17156 SH SOLE 0 0 17156 SPDR SER TR S&P OILGAS EXP 78468R556 2599 19318 SH SOLE 0 0 19318 SYNAPTICS INC COM 87157D109 325 1628 SH SOLE 0 0 1628 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 256 5418 SH SOLE 0 0 5418 VANECK ETF TRUST INVESTMENT GRD 92189F486 1787 71183 SH SOLE 0 0 71183 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 264 15415 SH SOLE 0 0 15415 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 397 1839 SH SOLE 0 0 1839 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 564 7093 SH SOLE 0 0 7093 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1335 16295 SH SOLE 0 0 16295 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 381 1708 SH SOLE 0 0 1708 VANGUARD INDEX FDS GROWTH ETF 922908736 4269 14844 SH SOLE 0 0 14844 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 232 3719 SH SOLE 0 0 3719 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2369 45959 SH SOLE 0 0 45959 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 408 6883 SH SOLE 0 0 6883 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 235 1450 SH SOLE 0 0 1450 VANGUARD WELLINGTON FD US QUALITY 921935706 301 2588 SH SOLE 0 0 2588 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 6282 58863 SH SOLE 0 0 58863 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1048 9336 SH SOLE 0 0 9336 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1862 19939 SH SOLE 0 0 19939 VISA INC COM CL A 92826C839 336 1514 SH SOLE 0 0 1514