Main Line Retirement Advisors, LLC Incresed Positions in Q1 2025

Main Line Retirement Advisors, LLC

  • $129 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
10K
+ 4.48%
$67.08 - $76.14 $672K - $763K
234K $17.2M
CGCP
Capital Group Core Plus Income

ETFs
20.6K
+ 2.59%
$21.94 - $22.64 $452K - $467K
816K $18.3M
VTV
Vanguard Value ETF

ETFs
1.37K
+ 2.93%
$167.73 - $179.21 $230K - $246K
48.2K $8.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.07K
+ 1.76%
$71.17 - $73.66 $147K - $152K
120K $8.78M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.11K
+ 2.01%
$66.9 - $71.57 $74.5K - $79.7K
56.4K $3.98M
TD
Toronto Dominion Bank

Financial Services
303
+ 1.3%
$53.12 - $61.15 $16.1K - $18.5K
23.6K $1.41M
CGXU
Capital Group Intl Focus Equit

ETFs
9.59K
+ 1.7%
$24.48 - $26.59 $235K - $255K
574K $14.1M
XOM
Exxon Mobil Corp

Energy
11
+ 0.13%
$105.44 - $118.93 $1.16K - $1.31K
8.46K $1.01M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.41K
+ 0.6%
$28.92 - $29.24 $40.7K - $41.2K
235K $6.88M
CGDV
Capital Group Divid Value ETF

ETFs
1.19K
+ 2.08%
$34.95 - $37.36 $41.5K - $44.4K
58.3K $2.08M
JNJ
Johnson & Johnson

Healthcare
8
+ 0.55%
$142.06 - $167.7 $1.14K - $1.34K
1.47K $243K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26
+ 0.3%
$58.01 - $64.46 $1.51K - $1.68K
8.69K $539K
FVD
First Tr Value Line Divid Inde

ETFs
84
+ 0.37%
$42.61 - $45.51 $3.58K - $3.82K
22.8K $1.02M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
89
+ 1.22%
$34.17 - $38.11 $3.04K - $3.39K
7.36K $272K
PSA
Public Storage

Real Estate
15
+ 1.02%
$288.99 - $313.98 $4.33K - $4.71K
1.49K $444K
Capital Group Conservative E
12.9K
+ 2.54%
N/A
521K $0
CGMU
Capital Group Core Plus Income
1.05K
+ 1.43%
N/A
74.8K $0
CGMS
Capital Grp Core Plus Income E
17.9K
+ 6.39%
N/A
299K $0
META
Meta Platforms, Inc.

Communication Services
1
+ 0.24%
$576.36 - $736.67 $576 - $737
414 $238K
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.33%
$82.81 - $92.93 $828 - $929
3.09K $262K
FMB
First Tr Exchange Traded Fd Ii

ETFs
330
+ 0.66%
$50.17 - $51.45 $16.6K - $17K
50.1K $2.53M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.29%
$198.1 - $229.79 $594 - $689
1.03K $204K
FNB
Fnb Corp

Financial Services
198
+ 0.89%
$13.08 - $15.95 $2.59K - $3.16K
22.5K $303K
MSFT
Microsoft Corp

Technology
94
+ 3.57%
$375.39 - $447.2 $35.3K - $42K
2.73K $1.02M
AAPL
Apple Inc.

Technology
2
+ 0.06%
$209.68 - $247.1 $419 - $494
3.3K $731K
CGGR
Capital Group Growth ETF Shs C

ETFs
10.4K
+ 2.72%
$33.98 - $39.84 $353K - $414K
392K $13.4M
VUG
Vanguard Growth ETF

ETFs
329
+ 1.37%
$369.1 - $427.61 $121K - $141K
24.4K $9.06M
FYX
First Tr Small Cap Core Alphad

ETFs
637
+ 0.56%
$89.26 - $104.61 $56.9K - $66.6K
114K $10.2M
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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