Main Line Retirement Advisors, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Million distributed in 35 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 $18.2M, Vanguard Whitehall Fds Intl Hi with a value of $14.3M, Capital Group Intl Focus Equit with a value of $12.9M, Capital Group Growth ETF Shs C with a value of $11.5M, and Capital Group Divid Value ETF with a value of $11.3M.

Examining the 13F form we can see an decrease of $127B in the current position value, from $127B to 131M.

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 $131 Million
ETFs: $124 Million
Technology: $2.37 Million
Financial Services: $1.91 Million
Energy: $970,000
Healthcare: $966,000
Real Estate: $415,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $131 Million
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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