# EDGAR Filing Document

**Accession Number:** 0001819679
**File Stem:** 0001819679-23-000001
**Filing Date:** 2023-1
**Character Count:** 10912
**Document Hash:** 82a8a30899707178059b5b7647eae4ac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001819679-23-000001.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001819679-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230124

**EFFECTIVENESS DATE**: 20230124

**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:** 23548710

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Milestone Advisory Partners<br>**Address:** 103 Bradford Village Ct<br>Southern Pines, NC 28387

**Form 13F File Number:** 028-20309

**CRD Number (if applicable):** 000277120

**SEC File Number (if applicable):** 801-106642

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Winfred Norman Hasty<br>**Title:** Managing Member / CCO<br>**Phone:** 910-691-6100

**Signature, Place, and Date of Signing:**

/s/ Winfred Norman Hasty  Southern Pines, NC  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $134402856

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 225070 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| ABBVIE INC | COM | 00287Y109 |  | 226254 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| APPLE INC | COM | 037833100 |  | 2141319 | 16481 | SH |  | SOLE |  | 0 | 0 | 16481 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 937422 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 318925 | 5201 | SH |  | SOLE |  | 0 | 0 | 5201 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 577671 | 5609 | SH |  | SOLE |  | 0 | 0 | 5609 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 233836 | 2120 | SH |  | SOLE |  | 0 | 0 | 2120 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 300908 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| FIRST BANCORP N C | COM | 318910106 |  | 549672 | 12831 | SH |  | SOLE |  | 0 | 0 | 12831 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 355236 | 21145 | SH |  | SOLE |  | 0 | 0 | 21145 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 586137 | 11697 | SH |  | SOLE |  | 0 | 0 | 11697 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 33734X184 |  | 507681 | 15287 | SH |  | SOLE |  | 0 | 0 | 15287 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 |  | 522018 | 5702 | SH |  | SOLE |  | 0 | 0 | 5702 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 12435259 | 278880 | SH |  | SOLE |  | 0 | 0 | 278880 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 |  | 300554 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 751954 | 6106 | SH |  | SOLE |  | 0 | 0 | 6106 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 |  | 470251 | 9842 | SH |  | SOLE |  | 0 | 0 | 9842 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 33733E500 |  | 991084 | 21002 | SH |  | SOLE |  | 0 | 0 | 21002 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 337345102 |  | 483473 | 4594 | SH |  | SOLE |  | 0 | 0 | 4594 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 406156 | 4731 | SH |  | SOLE |  | 0 | 0 | 4731 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 791117 | 49725 | SH |  | SOLE |  | 0 | 0 | 49725 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 3573224 | 55919 | SH |  | SOLE |  | 0 | 0 | 55919 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 308456 | 27590 | SH |  | SOLE |  | 0 | 0 | 27590 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 2226236 | 12488 | SH |  | SOLE |  | 0 | 0 | 12488 |
| INVESCO EXCHANGE TRADED FD T | DYNMC NETWRNG | 46137V688 |  | 754428 | 10687 | SH |  | SOLE |  | 0 | 0 | 10687 |
| INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 |  | 4643615 | 65357 | SH |  | SOLE |  | 0 | 0 | 65357 |
| INVESCO EXCHANGE TRADED FD T | S EQL MAT | 46137V316 |  | 369511 | 2329 | SH |  | SOLE |  | 0 | 0 | 2329 |
| INVESCO EXCHANGE TRADED FD T | S EQL UTL | 46137V274 |  | 5192022 | 44628 | SH |  | SOLE |  | 0 | 0 | 44628 |
| INVESCO EXCHANGE TRADED FD T | S EQL FIN | 46137V340 |  | 622202 | 11030 | SH |  | SOLE |  | 0 | 0 | 11030 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 1089520 | 10236 | SH |  | SOLE |  | 0 | 0 | 10236 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 |  | 255404 | 2047 | SH |  | SOLE |  | 0 | 0 | 2047 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 673171 | 6385 | SH |  | SOLE |  | 0 | 0 | 6385 |
| ISHARES TR | NORTH AMERN NAT | 464287374 |  | 4629100 | 113849 | SH |  | SOLE |  | 0 | 0 | 113849 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1869496 | 7307 | SH |  | SOLE |  | 0 | 0 | 7307 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 747809 | 2149 | SH |  | SOLE |  | 0 | 0 | 2149 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 1169280 | 4176 | SH |  | SOLE |  | 0 | 0 | 4176 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1962839 | 23147 | SH |  | SOLE |  | 0 | 0 | 23147 |
| ISHARES TR | U.S. INSRNCE ETF | 464288786 |  | 294948 | 3227 | SH |  | SOLE |  | 0 | 0 | 3227 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 517089 | 2550 | SH |  | SOLE |  | 0 | 0 | 2550 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 320451 | 3386 | SH |  | SOLE |  | 0 | 0 | 3386 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 1191972 | 22674 | SH |  | SOLE |  | 0 | 0 | 22674 |
| ISHARES TR | US OIL EQ ETF | 464288844 |  | 597861 | 28201 | SH |  | SOLE |  | 0 | 0 | 28201 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 3009094 | 41735 | SH |  | SOLE |  | 0 | 0 | 41735 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 463706 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 328009 | 2446 | SH |  | SOLE |  | 0 | 0 | 2446 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 438140 | 1260 | SH |  | SOLE |  | 0 | 0 | 1260 |
| MCDONALDS CORP | COM | 580135101 |  | 210824 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| MICROSOFT CORP | COM | 594918104 |  | 247734 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| PEPSICO INC | COM | 713448108 |  | 234858 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 16641070 | 333689 | SH |  | SOLE |  | 0 | 0 | 333689 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 283327 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 17852973 | 236338 | SH |  | SOLE |  | 0 | 0 | 236338 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 4002452 | 45758 | SH |  | SOLE |  | 0 | 0 | 45758 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 5437313 | 77125 | SH |  | SOLE |  | 0 | 0 | 77125 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 4690085 | 137137 | SH |  | SOLE |  | 0 | 0 | 137137 |
| SOUTHERN CO | COM | 842587107 |  | 243365 | 3408 | SH |  | SOLE |  | 0 | 0 | 3408 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 1631647 | 12008 | SH |  | SOLE |  | 0 | 0 | 12008 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 |  | 247115 | 5418 | SH |  | SOLE |  | 0 | 0 | 5418 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 272063 | 10935 | SH |  | SOLE |  | 0 | 0 | 10935 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 466907 | 2505 | SH |  | SOLE |  | 0 | 0 | 2505 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 324860 | 4522 | SH |  | SOLE |  | 0 | 0 | 4522 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3603264 | 16908 | SH |  | SOLE |  | 0 | 0 | 16908 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 206181 | 3719 | SH |  | SOLE |  | 0 | 0 | 3719 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 443282 | 8957 | SH |  | SOLE |  | 0 | 0 | 8957 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 220183 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 921935805 |  | 5473620 | 55474 | SH |  | SOLE |  | 0 | 0 | 55474 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1717076 | 15868 | SH |  | SOLE |  | 0 | 0 | 15868 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 |  | 269369 | 3256 | SH |  | SOLE |  | 0 | 0 | 3256 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 8009159 | 41808 | SH |  | SOLE |  | 0 | 0 | 41808 |
| VISA INC | COM CL A | 92826C839 |  | 314549 | 1514 | SH |  | SOLE |  | 0 | 0 | 1514 |

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