Main Line Retirement Advisors, LLC Incresed Positions in Q4 2024

Main Line Retirement Advisors, LLC

  • $128 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
19.7K
+ 5.44%
$34.49 - $39.24 $680K - $773K
382K $14.2M
VUG
Vanguard Growth ETF

ETFs
720
+ 3.08%
$378.79 - $428.11 $273K - $308K
24.1K $9.89M
SUB
Ishares Short Term National Mu

ETFs
4.27K
+ 28.48%
$104.94 - $106.2 $448K - $453K
19.3K $2.03M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.69K
+ 16.14%
$68.25 - $75.42 $525K - $580K
55.3K $3.79M
NVDA
Nvidia Corp

Technology
320
+ 5.99%
$117.0 - $148.88 $37.4K - $47.6K
5.66K $760K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.39K
+ 10.89%
$57.53 - $60.83 $137K - $145K
24.3K $1.4M
AAPL
Apple Inc.

Technology
56
+ 1.73%
$221.69 - $259.02 $12.4K - $14.5K
3.29K $824K
FNB
Fnb Corp

Financial Services
168
+ 0.76%
$13.56 - $17.29 $2.28K - $2.9K
22.4K $330K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.24%
$554.08 - $632.68 $554 - $633
413 $243K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.36%
$87.25 - $95.52 $960 - $1.05K
3.08K $271K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
81
+ 0.76%
$19.8 - $20.06 $1.6K - $1.62K
10.7K $212K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28
+ 0.45%
$44.33 - $49.55 $1.24K - $1.39K
6.24K $280K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.07%
$209.89 - $233.24 $210 - $233
1.42K $301K
MSFT
Microsoft Corp

Technology
17
+ 0.65%
$406.35 - $454.46 $6.91K - $7.73K
2.63K $1.11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
144
+ 1.69%
$58.88 - $64.8 $8.48K - $9.33K
8.66K $510K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
59
+ 0.82%
$34.66 - $42.95 $2.04K - $2.53K
7.27K $256K
XOM
Exxon Mobil Corp

Energy
11
+ 0.13%
$105.51 - $125.37 $1.16K - $1.38K
8.45K $909K
PSA
Public Storage

Real Estate
15
+ 1.03%
$289.33 - $360.21 $4.34K - $5.4K
1.47K $440K
CGXU
Capital Group Intl Focus Equit

ETFs
39.6K
+ 7.55%
$24.67 - $26.94 $978K - $1.07M
564K $13.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.4K
+ 3.9%
$67.29 - $73.38 $565K - $616K
224K $15.2M
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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