Stock Taper

MILESTONE ADVISORY PARTNERS

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ready Capital Corporation Notes -15.12.29RCD43.14K$1.82M
First BancorpFBNC16.14K$454.19K
Apple Inc.AAPL15.41K$2.64M
Gilead Sciences, Inc.GILD4.73K$354.54K
Duke Energy CorporationDUK3.98K$350.83K
The Southern CompanySO3.41K$220.57K
Johnson & JohnsonJNJ2.6K$404.95K
JPMorgan Chase & Co.JPM2.45K$354.72K
Exxon Mobil CorporationXOM2.12K$249.27K
Alphabet Inc.GOOGL2.04K$266.95K
Oracle CorporationORCL1.9K$201.25K
Alphabet Inc.GOOG1.74K$229.42K
Visa Inc.V1.51K$348.24K
AbbVie Inc.ABBV1.4K$208.68K
PepsiCo, Inc.PEP1.3K$220.27K
Mastercard IncorporatedMA1.26K$498.85K
Rockwell Automation, Inc.ROK1.1K$314.46K
Microsoft CorporationMSFT1.03K$326.17K
McDonald's CorporationMCD800$210.75K
FactSet Research Systems Inc.FDS750$327.94K