Main Line Retirement Advisors, LLC Portfolio Holdings

Main Line Retirement Advisors, LLC

  • $128 Million
  • Q4 2024

Main Line Retirement Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Million distributed in 40 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 $17.7M, Vanguard Whitehall Fds Intl Hi with a value of $15.2M, Capital Group Growth ETF Shs C with a value of $14.2M, Capital Group Intl Focus Equit with a value of $13.9M, and First Tr Small Cap Core Alphad with a value of $11.4M.

Examining the 13F form we can see an decrease of $17.9M in the current position value, from $146M to 128M.

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 $128 Million
ETFs: $121 Million
Technology: $2.69 Million
Financial Services: $1.87 Million
Energy: $909,000
Healthcare: $850,000
Real Estate: $440,000
Communication Services: $243,000
Consumer Cyclical: $230,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.45B
$330,000 0.26% of portfolio
22,350
Q4 2024 Added 0.76%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $128 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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