Main Line Retirement Advisors, LLC Portfolio Holdings by Sector
Main Line Retirement Advisors, LLC
- $131 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGCP VYMI CGXU CGGR CGDV FYX BND VTV 25 stocks |
$124,018
94.93% of portfolio
|
  22  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
TD 1 stocks |
$1,311
1.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,147
0.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$970
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$966
0.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$663
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$559
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$415
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FNB 1 stocks |
$300
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$298
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|