Main Line Retirement Advisors, LLC Incresed Positions in Q3 2024

Main Line Retirement Advisors, LLC

  • $146 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
16.1K
+ 4.71%
$32.96 - $36.48 $532K - $589K
359K $13.1M
CGCP
Capital Group Core Plus Income

ETFs
43.7K
+ 5.34%
$22.12 - $23.31 $967K - $1.02M
862K $19.9M
FYX
First Tr Small Cap Core Alphad

ETFs
6.69K
+ 5.99%
$89.32 - $100.62 $597K - $673K
118K $11.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.72K
+ 3.22%
$66.31 - $74.08 $446K - $498K
215K $15.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.1K
+ 9.96%
$71.45 - $75.64 $937K - $992K
145K $10.9M
CGXU
Capital Group Intl Focus Equit

ETFs
25.2K
+ 5.05%
$24.27 - $27.46 $612K - $692K
525K $14.2M
VTV
Vanguard Value ETF

ETFs
3.02K
+ 5.66%
$159.75 - $174.57 $483K - $527K
56.4K $9.84M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.2K
+ 3.47%
$30.71 - $34.79 $373K - $423K
362K $12.6M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 6.32%
$341.08 - $391.94 $474K - $545K
23.4K $8.98M
SPTS
Spdr Portfolio Short Term Trea

ETFs
20.3K
+ 9.27%
$28.75 - $29.46 $585K - $599K
240K $7.05M
TD
Toronto Dominion Bank

Financial Services
314
+ 1.32%
$54.54 - $64.56 $17.1K - $20.3K
24.2K $1.53M
FVD
First Tr Value Line Divid Inde

ETFs
112
+ 0.41%
$40.45 - $45.49 $4.53K - $5.09K
27.6K $1.25M
PSA
Public Storage

Real Estate
12
+ 0.83%
$283.13 - $365.01 $3.4K - $4.38K
1.46K $529K
AAPL
Apple Inc.

Technology
87
+ 2.76%
$207.23 - $234.82 $18K - $20.4K
3.24K $753K
NVDA
Nvidia Corp

Technology
810
+ 17.88%
$98.91 - $134.91 $80.1K - $109K
5.34K $648K
FMB
First Tr Exchange Traded Fd Ii

ETFs
527
+ 0.83%
$51.0 - $52.05 $26.9K - $27.4K
64.2K $3.34M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
38
+ 0.53%
$37.42 - $44.1 $1.42K - $1.68K
7.21K $312K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36
+ 0.42%
$58.03 - $65.37 $2.09K - $2.35K
8.52K $551K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
27
+ 0.44%
$41.02 - $46.01 $1.11K - $1.24K
6.21K $282K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.48%
$145.48 - $167.38 $1.02K - $1.17K
1.47K $238K
IWR
Ishares Russell Mid Cap ETF

ETFs
13
+ 0.43%
$79.92 - $88.19 $1.04K - $1.15K
3.06K $270K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.29%
$200.87 - $224.6 $603 - $674
1.02K $225K
XOM
Exxon Mobil Corp

Energy
11
+ 0.13%
$109.72 - $119.0 $1.21K - $1.31K
8.44K $989K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11
+ 0.33%
$60.84 - $67.51 $669 - $743
3.32K $224K
FNB
Fnb Corp

Financial Services
187
+ 0.85%
$13.41 - $15.55 $2.51K - $2.91K
22.2K $312K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.24%
$76.38 - $78.87 $764 - $789
4.15K $326K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
78
+ 0.74%
$19.74 - $20.07 $1.54K - $1.57K
10.6K $213K
MSFT
Microsoft Corp

Technology
48
+ 1.87%
$395.15 - $467.56 $19K - $22.4K
2.62K $1.13M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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