Main Line Retirement Advisors, LLC Portfolio Holdings by Sector
Main Line Retirement Advisors, LLC
- $128 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGCP VYMI CGGR CGXU FYX VUG BND VTV 23 stocks |
$120,722
94.35% of portfolio
|
  14  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
TD 1 stocks |
$1,238
0.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,109
0.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$909
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$850
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$824
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$760
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$440
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FNB 1 stocks |
$330
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$301
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$243
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$230
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|