0001819679-20-000003.txt : 20200731 0001819679-20-000003.hdr.sgml : 20200731 20200731115650 ACCESSION NUMBER: 0001819679-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 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: 201064651 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 06-30-2020 06-30-2020 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 07-31-2020 0 56 170080 INFORMATION TABLE 2 infotable.xml AMERICAN TOWER CORP NEW COM 03027X100 120 463 PRN SOLE 0 0 463 APPLE INC COM 037833100 1213 3325 SH SOLE 0 0 3325 BERKSHIRE HATHAWAY INC DEL CL A 084670108 535 2 SH SOLE 0 0 2 BP PLC SPONSORED ADR 055622104 12 529 PRN SOLE 0 0 529 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 23 600 PRN SOLE 0 0 600 CARNIVAL CORP UNIT 99/99/9999 143658300 8 500 PRN SOLE 0 0 500 DOMINION ENERGY INC COM 25746U109 375 4621 SH SOLE 0 0 4621 DUKE ENERGY CORP NEW COM NEW 26441C204 298 3726 SH SOLE 0 0 3726 EASTGROUP PPTY INC COM 277276101 42 350 PRN SOLE 0 0 350 FACTSET RESH SYS INC COM 303075105 246 750 SH SOLE 0 0 750 FIRST BANCORP N C COM 318910106 677 26980 SH SOLE 0 0 26980 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2955 53722 SH SOLE 0 0 53722 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 394 15287 SH SOLE 0 0 15287 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 515 6180 SH SOLE 0 0 6180 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 6201 103375 SH SOLE 0 0 103375 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 4906 117584 SH SOLE 0 0 117584 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 13743 304585 SH SOLE 0 0 304585 FIRST TR NASDAQ-100 TECH IND NAS CLNEDG GREEN 33733E500 2597 87395 SH SOLE 0 0 87395 FIRST TRUST PORTFOLIOS LP SHS 337345102 549 5035 SH SOLE 0 0 5035 GILEAD SCIENCES INC COM 375558103 566 7358 SH SOLE 0 0 7358 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 25 617 PRN SOLE 0 0 617 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 4636 220778 SH SOLE 0 0 220778 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 390 27590 SH SOLE 0 0 27590 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 10752 216426 SH SOLE 0 0 216426 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 2384 35402 SH SOLE 0 0 35402 INVESCO EXCHANGE TRADED FD T DYNMC NETWRNG 46137V688 4406 67057 SH SOLE 0 0 67057 INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL 46137V274 7618 83770 SH SOLE 0 0 83770 ISHARES TR PHLX SEMICND ETF 464287523 1030 3801 SH SOLE 0 0 3801 ISHARES TR CORE S&P TTL STK 464287150 1664 23960 SH SOLE 0 0 23960 ISHARES TR EXPND TEC SC ETF 464287549 1796 6434 SH SOLE 0 0 6434 ISHARES TR U.S. MED DVC ETF 464288810 5260 19867 SH SOLE 0 0 19867 ISHARES TR CORE S&P SCP ETF 464287804 231 3386 SH SOLE 0 0 3386 ISHARES TR EXPANDED TECH 464287515 3816 13426 SH SOLE 0 0 13426 ISHARES TR IBOXX INV CP ETF 464287242 599 4456 SH SOLE 0 0 4456 ISHARES TR PFD AND INCM SEC 464288687 256 7400 SH SOLE 0 0 7400 ISHARES TR MSCI MIN VOL ETF 46429B697 8874 146369 SH SOLE 0 0 146369 JOHNSON & JOHNSON COM 478160104 379 2697 SH SOLE 0 0 2697 MICROSOFT CORP COM 594918104 299 1469 SH SOLE 0 0 1469 PEPSICO INC COM 713448108 1211 7236 SH SOLE 0 0 7236 REALTY INCOME CORP COM 756109104 82 1380 PRN SOLE 0 0 1380 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 16741 323496 SH SOLE 0 0 323496 SELECT SECTOR SPDR TR ENERGY 81369Y506 3397 89739 SH SOLE 0 0 89739 SIRIUS XM HOLDINGS INC COM 82968B103 14421 782956 SH SOLE 0 0 782956 SOUTHERN CO COM 842587107 464 4588 SH SOLE 0 0 4588 SPDR SER TR S&P BIOTECH 78464A870 1890 16879 SH SOLE 0 0 16879 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 276 5418 SH SOLE 0 0 5418 VANECK VECTORS ETF TR AMT FREE SHORT M 92189F528 431 23905 SH SOLE 0 0 23905 VANGUARD BD INDEX FDS INTERMED TERM 921937819 18423 197694 SH SOLE 0 0 197694 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 675 7646 SH SOLE 0 0 7646 VANGUARD INDEX FDS GROWTH ETF 922908736 2594 12835 SH SOLE 0 0 12835 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 920 17002 SH SOLE 0 0 17002 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 17314 278360 SH SOLE 0 0 278360 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 289 3671 SH SOLE 0 0 3671 VERIZON COMMUNICATIONS INC COM 92343V104 256 4649 SH SOLE 0 0 4649 VISA INC COM CL A 92826C839 270 1400 SH SOLE 0 0 1400 WEYERHAEUSER CO MTN BE COM NEW 962166104 36 1600 PRN SOLE 0 0 1600