Main Line Retirement Advisors, LLC has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $129 Million distributed in 42 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 $18.3M, Vanguard Whitehall Fds Intl Hi with a value of $17.2M, Capital Group Intl Focus Equit with a value of $14.1M, Capital Group Growth ETF Shs C with a value of $13.4M, and First Tr Small Cap Core Alphad with a value of $10.2M.

Examining the 13F form we can see an increase of $678K in the current position value, from $128M to 129M.

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 $129 Million
ETFs: $121 Million
Technology: $2.58 Million
Financial Services: $2.06 Million
Energy: $1.01 Million
Healthcare: $926,000
Real Estate: $444,000
Communication Services: $238,000
Consumer Cyclical: $210,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $129 Million
  • Prior Value $128 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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