MILESTONE ADVISORY PARTNERS

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Milestone Advisory Partners is based out of Southern Pines. Milestone Advisory Partners is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $234,197,646 (Form ADV from 2020-05-06). Their last reported 13F filing for Q2 2020 included $170,080,000 in managed 13F securities and a top 10 holdings concentration of 70.17%. Milestone Advisory Partners's largest holding is Vanguard Intermediate-Term Bond ETF with shares held of 197,694. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $170.08 Million
  • Prior Market Value $144.076 Million
  • New Purchases22 stocks
  • Additional Purchases10 stocks
  • Sold out of5 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 70.17 %
  • Turnover % [1]:48.21%
  • Turnover Alt % [2]: 57.73 %
  • Time Held Top20:1.10 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time


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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MILESTONE ADVISORY PARTNERS, LLC
103 BRADFORD VILLAGE COURT
SOUTHERN PINES NC    28387
Country: United States

Business Phone: 910-691-6100
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 193
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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