Main Line Retirement Advisors, LLC Purchases in Q2 2025

Main Line Retirement Advisors, LLC

  • $150 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
444K
+ 761.74%
$31.93 - $39.49 $14.2M - $17.5M
503K $19.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
33.4K
+ 8.51%
$30.53 - $40.65 $1.02M - $1.36M
426K $17.3M
CGXU
Capital Group Intl Focus Equit

ETFs
57.4K
+ 10.0%
$21.44 - $27.35 $1.23M - $1.57M
631K $17.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
16.3K
+ 6.96%
$65.84 - $80.81 $1.07M - $1.31M
250K $20M
VUG
Vanguard Growth ETF

ETFs
1.17K
+ 4.8%
$329.49 - $438.4 $386K - $514K
25.6K $11.2M
VTV
Vanguard Value ETF

ETFs
5.04K
+ 10.47%
$153.67 - $176.74 $775K - $891K
53.2K $9.4M
FTHI
First Trust Exchange Traded Fd

ETFs
41.8K
New
$19.66 - $22.85 $822K - $955K
41.8K $955K
MSFT
Microsoft Corp

Technology
46
+ 1.69%
$354.56 - $497.45 $16.3K - $22.9K
2.77K $1.38M
TD
Toronto Dominion Bank

Financial Services
280
+ 1.19%
$55.71 - $73.45 $15.6K - $20.6K
23.8K $1.75M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3.52K
New
$62.52 - $78.19 $220K - $275K
3.52K $273K
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
New
$167.32 - $223.3 $176K - $234K
1.05K $230K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.43K
+ 1.19%
$72.02 - $73.82 $103K - $105K
121K $8.91M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.05K
+ 3.62%
$66.5 - $71.25 $136K - $146K
58.5K $4.07M
SUB
Ishares Short Term National Mu

ETFs
732
+ 5.16%
$104.77 - $106.34 $76.7K - $77.8K
14.9K $1.59M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.03K
+ 4.05%
$49.12 - $50.93 $99.8K - $103K
52.1K $2.6M
META
Meta Platforms, Inc.

Communication Services
5
+ 1.21%
$484.66 - $738.09 $2.42K - $3.69K
419 $309K
IBM
International Business Machines Corp

Technology
5
+ 0.58%
$221.03 - $294.78 $1.11K - $1.47K
870 $256K
FNB
Fnb Corp

Financial Services
197
+ 0.87%
$11.48 - $14.58 $2.26K - $2.87K
22.7K $331K
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.77%
$45.65 - $57.01 $1.42K - $1.77K
4.06K $231K
IWR
Ishares Russell Mid Cap ETF

ETFs
9
+ 0.29%
$74.88 - $91.97 $674 - $828
3.09K $284K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
13
+ 0.18%
$31.58 - $37.56 $411 - $488
7.37K $272K
CGMU
Capital Group Core Plus Income
7.95K
+ 10.63%
N/A
82.8K $0
Capital Group Equity ETF Tr
477K
+ 4132.96%
N/A
489K $0
CGMS
Capital Grp Core Plus Income E
13.5K
+ 4.52%
N/A
312K $0
Capital Group International
12.7K
+ 74.61%
N/A
29.7K $0
PSA
Public Storage

Real Estate
15
+ 1.01%
$266.31 - $309.77 $3.99K - $4.65K
1.5K $440K
LLY
Eli Lilly & CO

Healthcare
21
+ 2.54%
$713.71 - $898.95 $15K - $18.9K
849 $661K
XOM
Exxon Mobil Corp

Energy
12
+ 0.14%
$99.93 - $119.04 $1.2K - $1.43K
8.48K $913K
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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