Main Line Retirement Advisors, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 36 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 $17.7B, Vanguard Whitehall Fds Intl Hi with a value of $13.8B, Capital Group Intl Focus Equit with a value of $12.5B, Capital Group Growth ETF Shs C with a value of $11B, and Capital Group Divid Value ETF with a value of $10.9B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $115B to 127B.

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 $127 Billion
ETFs: $120 Billion
Technology: $2.57 Billion
Financial Services: $2 Billion
Energy: $984 Million
Healthcare: $884 Million
Real Estate: $415 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $127 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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