Main Line Retirement Advisors, LLC Portfolio Holdings

Main Line Retirement Advisors, LLC

  • $146 Million
  • Q3 2024

Main Line Retirement Advisors, LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 37 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 $19.9M, Vanguard Whitehall Fds Intl Hi with a value of $15.8M, Capital Group Intl Focus Equit with a value of $14.2M, Capital Group Divid Value ETF with a value of $13.1M, and Capital Group Growth ETF Shs C with a value of $12.6M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $131M to 146M.

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 $146 Million
ETFs: $138 Million
Technology: $2.53 Million
Financial Services: $2.16 Million
Energy: $989,000
Healthcare: $971,000
Real Estate: $529,000
Communication Services: $235,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.3B
$1.53 Million 1.05% of portfolio
24,180
Q3 2024 Added 1.32%
$3.3T
$1.13 Million 0.77% of portfolio
2,616
Q3 2024 Added 1.87%
$470B
$989,000 0.68% of portfolio
8,441
Q3 2024 Added 0.13%
$3.98T
$753,000 0.52% of portfolio
3,237
Q3 2024 Added 2.76%
$760B
$733,000 0.5% of portfolio
828
Q3 2024 Reduced 0.48%
$337B
$648,000 0.44% of portfolio
5,341
Q3 2024 Added 17.88%
$57.6B
$529,000 0.36% of portfolio
1,456
Q3 2024 Added 0.83%
$107B
$316,000 0.22% of portfolio
1,417
Q1 2024 Added 17.2%
$5.67B
$312,000 0.21% of portfolio
22,182
Q3 2024 Added 0.85%
$390B
$238,000 0.16% of portfolio
1,469
Q3 2024 Added 0.48%
$1.38T
$235,000 0.16% of portfolio
412
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $146 Million
  • Prior Value $131 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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