Main Line Retirement Advisors, LLC Incresed Positions in Q3 2025

Main Line Retirement Advisors, LLC

  • $163 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
29.9K
+ 4.73%
$26.49 - $29.62 $791K - $885K
661K $19.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
13.6K
+ 3.19%
$40.2 - $44.58 $546K - $606K
439K $19.3M
CGDV
Capital Group Divid Value ETF

ETFs
13.4K
+ 2.67%
$39.59 - $42.21 $530K - $565K
516K $21.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.13K
+ 1.25%
$79.76 - $85.78 $250K - $268K
253K $21.4M
VUG
Vanguard Growth ETF

ETFs
395
+ 1.54%
$433.97 - $484.08 $171K - $191K
26K $12.5M
CGCP
Capital Group Core Plus Income

ETFs
41.7K
+ 5.22%
$22.27 - $22.95 $930K - $958K
841K $19.1M
VTV
Vanguard Value ETF

ETFs
2.58K
+ 4.84%
$175.51 - $186.57 $452K - $480K
55.8K $10.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.49K
+ 7.01%
$72.57 - $74.72 $616K - $634K
129K $9.63M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.47K
+ 11.06%
$67.48 - $71.55 $437K - $463K
65K $4.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.4K
+ 7.8%
$29.12 - $29.34 $506K - $510K
240K $7.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
973
+ 21.66%
$68.24 - $73.73 $66.4K - $71.7K
5.47K $401K
MSFT
Microsoft Corp

Technology
2
+ 0.07%
$491.09 - $535.64 $982 - $1.07K
2.78K $1.44M
JNJ
Johnson & Johnson

Healthcare
8
+ 0.61%
$155.17 - $185.42 $1.24K - $1.48K
1.32K $245K
XOM
Exxon Mobil Corp

Energy
11
+ 0.13%
$105.83 - $117.22 $1.16K - $1.29K
8.49K $956K
FNB
Fnb Corp

Financial Services
166
+ 0.73%
$14.75 - $16.79 $2.45K - $2.79K
22.9K $369K
FVD
First Tr Value Line Divid Inde

ETFs
70
+ 0.42%
$44.73 - $46.86 $3.13K - $3.28K
16.6K $768K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
6
+ 0.17%
$77.5 - $86.87 $465 - $521
3.53K $294K
JEPI
J P Morgan Exchange Traded Fd

ETFs
304
+ 1.87%
$55.61 - $57.37 $16.9K - $17.4K
16.6K $946K
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.32%
$92.26 - $97.51 $923 - $975
3.1K $299K
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.49%
$56.02 - $60.3 $1.12K - $1.21K
4.08K $244K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
79
+ 1.07%
$35.44 - $37.64 $2.8K - $2.97K
7.45K $277K
Capital Group Equity ETF Tr
28.5K
+ 5.83%
N/A
517K $0
Capital Group International
680
+ 2.29%
N/A
30.4K $0
Capital Group Conservative E
545
+ 3.53%
N/A
16K $0
CGMS
Capital Grp Core Plus Income E
37.7K
+ 12.07%
N/A
350K $0
PSA
Public Storage

Real Estate
16
+ 1.07%
$271.94 - $298.09 $4.35K - $4.77K
1.52K $438K
IBM
International Business Machines Corp

Technology
6
+ 0.69%
$234.77 - $292.47 $1.41K - $1.75K
876 $247K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.07%
$196.15 - $217.83 $196 - $218
1.42K $286K
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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