MILESTONE ADVISORY PARTNERS
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RCD | 43K | $1.82M |
 | FBNC | 16K | $454.19K |
 | AAPL | 15K | $2.64M |
 | GILD | 5K | $354.54K |
 | DUK | 4K | $350.83K |
 | SO | 3K | $220.57K |
 | JNJ | 3K | $404.95K |
 | JPM | 2K | $354.72K |
 | XOM | 2K | $249.27K |
 | GOOGL | 2K | $266.95K |
 | ORCL | 2K | $201.25K |
 | GOOG | 2K | $229.42K |
 | V | 2K | $348.24K |
 | ABBV | 1K | $208.68K |
 | PEP | 1K | $220.27K |
 | MA | 1K | $498.85K |
 | MMC | 1K | $224.36K |
 | ROK | 1K | $314.46K |
 | MSFT | 1K | $326.17K |
 | MCD | 800 | $210.75K |
Ready Capital Corporation 9.00% Senior Notes due 2029
RCD
Shares Held
43K
Value
$1.82M
First Bancorp
FBNC
Shares Held
16K
Value
$454.19K
Apple Inc.
AAPL
Shares Held
15K
Value
$2.64M
Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$354.54K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$350.83K
The Southern Company
SO
Shares Held
3K
Value
$220.57K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$404.95K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$354.72K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$249.27K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$266.95K
Oracle Corporation
ORCL
Shares Held
2K
Value
$201.25K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$229.42K
Visa Inc.
V
Shares Held
2K
Value
$348.24K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$208.68K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$220.27K
Mastercard Incorporated
MA
Shares Held
1K
Value
$498.85K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$224.36K
Rockwell Automation, Inc.
ROK
Shares Held
1K
Value
$314.46K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$326.17K
McDonald's Corporation
MCD
Shares Held
800
Value
$210.75K