Main Line Retirement Advisors, LLC Portfolio Holdings

Main Line Retirement Advisors, LLC

  • $150 Million
  • Q2 2025

Main Line Retirement Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $20M, Capital Group Divid Value ETF with a value of $19.8M, Capital Group Core Plus Income with a value of $18M, Capital Group Growth ETF Shs C with a value of $17.3M, and Capital Group Intl Focus Equit with a value of $17.1M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $129M to 150M.

Main Line Retirement Advisors, LLC is based out at Radnor, PA

Below you can find more details about Main Line Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
ETFs: $142 Million
Technology: $3.3 Million
Financial Services: $2.39 Million
Energy: $913,000
Healthcare: $861,000
Real Estate: $440,000
Communication Services: $309,000
Consumer Cyclical: $230,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.47B
$331,000 0.22% of portfolio
22,745
Q2 2025 Added 0.87%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $150 Million
  • Prior Value $129 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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