0001819679-22-000003.txt : 20220718 0001819679-22-000003.hdr.sgml : 20220718 20220718150621 ACCESSION NUMBER: 0001819679-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221089063 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 06-30-2022 06-30-2022 false Milestone Advisory Partners

103 Bradford Village Ct Southern Pines NC 28387

13F HOLDINGS REPORT 028-20309 N Winfred Norman Hasty 910-691-6100 /s/ Winfred Norman Hasty Southern Pines NC 07-18-2022 0 71 123415 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 226 2050 SH SOLE 0 0 2050 ABBVIE INC COM 00287Y109 215 1400 SH SOLE 0 0 1400 ALPHABET INC CAP STK CL C 02079K107 238 109 SH SOLE 0 0 109 ALPHABET INC CAP STK CL A 02079K305 248 114 SH SOLE 0 0 114 APPLE INC COM 037833100 2439 17555 SH SOLE 0 0 17555 BERKSHIRE HATHAWAY INC DEL CL A 084670108 832 2 SH SOLE 0 0 2 BIO-TECHNE CORP COM 09073M104 302 855 SH SOLE 0 0 855 DOMINION ENERGY INC COM 25746U109 585 7201 SH SOLE 0 0 7201 DUKE ENERGY CORP NEW COM NEW 26441C204 571 5209 SH SOLE 0 0 5209 FACTSET RESH SYS INC COM 303075105 296 750 SH SOLE 0 0 750 FIRST BANCORP N C COM 318910106 944 26512 SH SOLE 0 0 26512 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1309 25726 SH SOLE 0 0 25726 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 736 42640 SH SOLE 0 0 42640 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 440 6026 SH SOLE 0 0 6026 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 317 4056 SH SOLE 0 0 4056 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 535 5702 SH SOLE 0 0 5702 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 506 15287 SH SOLE 0 0 15287 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 792 6106 SH SOLE 0 0 6106 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 14324 324593 SH SOLE 0 0 324593 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 655 13184 SH SOLE 0 0 13184 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 1295 24937 SH SOLE 0 0 24937 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 271 1950 SH SOLE 0 0 1950 FIRST TR NASDAQ 100 TECH IND SHS 337345102 526 4594 SH SOLE 0 0 4594 GILEAD SCIENCES INC COM 375558103 295 4731 SH SOLE 0 0 4731 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1203 68447 SH SOLE 0 0 68447 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 344 27590 SH SOLE 0 0 27590 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 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249 3408 SH SOLE 0 0 3408 SPDR SER TR S&P OILGAS EXP 78468R556 2260 18691 SH SOLE 0 0 18691 VANECK ETF TRUST INVESTMENT GRD 92189F486 1470 59628 SH SOLE 0 0 59628 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 264 15415 SH SOLE 0 0 15415 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 248 5418 SH SOLE 0 0 5418 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 342 4522 SH SOLE 0 0 4522 VANGUARD BD INDEX FDS INTERMED TERM 921937819 211 2695 SH SOLE 0 0 2695 VANGUARD INDEX FDS GROWTH ETF 922908736 3489 15501 SH SOLE 0 0 15501 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 527 10526 SH SOLE 0 0 10526 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 207 3518 SH SOLE 0 0 3518 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 210 1450 SH SOLE 0 0 1450 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 5179 56072 SH SOLE 0 0 56072 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 973 9472 SH SOLE 0 0 9472 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4292 22836 SH SOLE 0 0 22836 VISA INC COM CL A 92826C839 302 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