- New Purchases: PAVE, RGEN, POWI, SO, BL,
- Added Positions: IHI, IGM, BND, LQD, VUG, IGV, SOXX, SMB, PDP, VFVA, VTEB, D,
- Reduced Positions: FLTR, BIV, KRE, SCHD, VGK, USMV, XBI, MSFT, FMB, FTSM, AAPL, VGSH,
- Sold Out: FPE, FDN, ONLN, VAW, FBT, PFF, IIVI, HQY,
For the details of Milestone Advisory Partners's stock buys and sells, go to https://www.gurufocus.com/guru/milestone+advisory+partners/current-portfolio/portfolio
These are the top 5 holdings of Milestone Advisory Partners- Schwab US Dividend Equity ETF (SCHD) - 218,803 shares, 9.55% of the total portfolio. Shares reduced by 1.2%
- FIRST TR EXCHANGE (FTSL) - 315,492 shares, 8.87% of the total portfolio. Shares reduced by 0.38%
- Financial Select Sector SPDR (XLF) - 261,295 shares, 5.76% of the total portfolio. Shares reduced by 0.38%
- Invesco S&P 500 Low Volatility ETF (SPLV) - 157,497 shares, 5.63% of the total portfolio. Shares added by 0.69%
- VanEck Investment Grade Floating Rate ETF (FLTR) - 337,741 shares, 5.04% of the total portfolio. Shares reduced by 6.79%
Milestone Advisory Partners initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $28.820000. The impact to a portfolio due to this purchase was 0.32%. The holding were 21,399 shares as of 2021-09-30.
New Purchase: Repligen Corp (RGEN)Milestone Advisory Partners initiated holding in Repligen Corp. The purchase prices were between $194.77 and $324.21, with an estimated average price of $256.26. The stock is now traded at around $272.110000. The impact to a portfolio due to this purchase was 0.15%. The holding were 895 shares as of 2021-09-30.
New Purchase: Power Integrations Inc (POWI)Milestone Advisory Partners initiated holding in Power Integrations Inc. The purchase prices were between $78.23 and $110.16, with an estimated average price of $96.86. The stock is now traded at around $101.320000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,332 shares as of 2021-09-30.
New Purchase: Southern Co (SO)Milestone Advisory Partners initiated holding in Southern Co. The purchase prices were between $61.34 and $67.32, with an estimated average price of $64.37. The stock is now traded at around $63.305000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,408 shares as of 2021-09-30.
New Purchase: BlackLine Inc (BL)Milestone Advisory Partners initiated holding in BlackLine Inc. The purchase prices were between $105.62 and $126.23, with an estimated average price of $114.91. The stock is now traded at around $131.040000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,731 shares as of 2021-09-30.
Added: iShares U.S. Medical Devices ETF (IHI)Milestone Advisory Partners added to a holding in iShares U.S. Medical Devices ETF by 497.74%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.960000. The impact to a portfolio due to this purchase was 2.65%. The holding were 86,212 shares as of 2021-09-30.
Added: iShares Expanded Tech Sector ETF (IGM)Milestone Advisory Partners added to a holding in iShares Expanded Tech Sector ETF by 35.99%. The purchase prices were between $400.81 and $430.96, with an estimated average price of $416.88. The stock is now traded at around $444.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,493 shares as of 2021-09-30.
Added: Vanguard Total Bond Market ETF (BND)Milestone Advisory Partners added to a holding in Vanguard Total Bond Market ETF by 134.22%. The purchase prices were between $85.19 and $86.45, with an estimated average price of $85.93. The stock is now traded at around $85.920100. The impact to a portfolio due to this purchase was 0.24%. The holding were 8,296 shares as of 2021-09-30.
Added: iShares iBoxx USD Investment Grade Corporate Bond (LQD)Milestone Advisory Partners added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 54.34%. The purchase prices were between $132.51 and $135.62, with an estimated average price of $134.39. The stock is now traded at around $135.030000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,385 shares as of 2021-09-30.
Sold Out: First Trust Preferred Securities and Income ETF (FPE)Milestone Advisory Partners sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $20.32 and $20.61, with an estimated average price of $20.45.
Sold Out: First Trust Dow Jones Internet Index Fund (FDN)Milestone Advisory Partners sold out a holding in First Trust Dow Jones Internet Index Fund. The sale prices were between $235.18 and $252.25, with an estimated average price of $244.54.
Sold Out: ProShares Online Retail ETF (ONLN)Milestone Advisory Partners sold out a holding in ProShares Online Retail ETF. The sale prices were between $65.64 and $84.77, with an estimated average price of $72.91.
Sold Out: Vanguard Materials ETF (VAW)Milestone Advisory Partners sold out a holding in Vanguard Materials ETF. The sale prices were between $172.22 and $188.21, with an estimated average price of $180.96.
Sold Out: First Trust NYSE Arca Biotechnology Index Fund (FBT)Milestone Advisory Partners sold out a holding in First Trust NYSE Arca Biotechnology Index Fund. The sale prices were between $164.82 and $176.04, with an estimated average price of $170.82.
Sold Out: iShares U.S. Preferred Stock (PFF)Milestone Advisory Partners sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $38.25 and $39.19, with an estimated average price of $38.79.
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