Main Line Retirement Advisors, LLC Portfolio Holdings

Main Line Retirement Advisors, LLC

  • $129 Million
  • Q1 2025

Main Line Retirement Advisors, LLC has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $129 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $18.3M, Vanguard Whitehall Fds Intl Hi with a value of $17.2M, Capital Group Intl Focus Equit with a value of $14.1M, Capital Group Growth ETF Shs C with a value of $13.4M, and First Tr Small Cap Core Alphad with a value of $10.2M.

Examining the 13F form we can see an increase of $678K in the current position value, from $128M to 129M.

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 $129 Million
ETFs: $121 Million
Technology: $2.58 Million
Financial Services: $2.06 Million
Energy: $1.01 Million
Healthcare: $926,000
Real Estate: $444,000
Communication Services: $238,000
Consumer Cyclical: $210,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 14.25% of portfolio
816,249
Q1 2025 Added 2.59%
$0
$17.2 Million 13.38% of portfolio
233,618
Q1 2025 Added 4.48%
$0
$14.1 Million 10.92% of portfolio
574,078
Q1 2025 Added 1.7%
$0
$13.4 Million 10.45% of portfolio
392,406
Q1 2025 Added 2.72%
$0
$10.2 Million 7.96% of portfolio
113,690
Q1 2025 Added 0.56%
$0
$9.06 Million 7.04% of portfolio
24,427
Q1 2025 Added 1.37%
$0
$8.78 Million 6.83% of portfolio
119,538
Q1 2025 Added 1.76%
$0
$8.32 Million 6.47% of portfolio
48,159
Q1 2025 Added 2.93%
$0
$6.88 Million 5.35% of portfolio
235,179
Q1 2025 Added 0.6%
$0
$3.98 Million 3.09% of portfolio
56,448
Q1 2025 Added 2.01%
$0
$2.53 Million 1.96% of portfolio
50,094
Q1 2025 Added 0.66%
$0
$2.08 Million 1.62% of portfolio
58,314
Q1 2025 Added 2.08%
$0
$1.5 Million 1.16% of portfolio
14,186
Q1 2025 Reduced 26.34%
$127B
$1.41 Million 1.1% of portfolio
23,562
Q1 2025 Added 1.3%
$0
$1.29 Million 1.0% of portfolio
22,619
Q1 2025 Reduced 6.95%
$3.49T
$1.02 Million 0.8% of portfolio
2,727
Q1 2025 Added 3.57%
$424B
$1.01 Million 0.78% of portfolio
8,463
Q1 2025 Added 0.13%
$3.22T
$731,000 0.57% of portfolio
3,295
Q1 2025 Added 0.06%
$728B
$683,000 0.53% of portfolio
828
Q3 2024 Reduced 0.48%
$349B
$608,000 0.47% of portfolio
5,613
Q1 2025 Reduced 0.85%
$0
$539,000 0.42% of portfolio
8,690
Q1 2025 Added 0.3%
$107B
$468,000 0.36% of portfolio
1,625
Q1 2024 Added 23.11%
$52.7B
$444,000 0.35% of portfolio
1,486
Q1 2025 Added 1.02%
$114B
$346,000 0.27% of portfolio
1,419
Q1 2025 Added 0.07%
$4.81B
$303,000 0.24% of portfolio
22,548
Q1 2025 Added 0.89%
$0
$281,000 0.22% of portfolio
4,624
Q1 2025 Reduced 23.24%
$0
$272,000 0.21% of portfolio
7,358
Q1 2025 Added 1.22%
$0
$262,000 0.2% of portfolio
3,085
Q1 2025 Added 0.33%
$0
$251,000 0.2% of portfolio
6,177
Q1 2025 Reduced 0.98%
$1.5T
$238,000 0.19% of portfolio
414
Q1 2025 Added 0.24%
$402B
$243,000 0.19% of portfolio
1,470
Q1 2025 Added 0.55%
$239B
$215,000 0.17% of portfolio
865
Q1 2025 New
$0
$204,000 0.16% of portfolio
4,028
Q1 2025 New
$0
$204,000 0.16% of portfolio
1,026
Q1 2025 Added 0.29%
$141B
$210,000 0.16% of portfolio
901
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.43%
Capital Group New Geography
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.39%
Capital Group Equity ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
Capital Group Conservative E
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.54%
Capital Group International
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $129 Million
  • Prior Value $128 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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