Main Line Retirement Advisors, LLC Portfolio Holdings by Sector
Main Line Retirement Advisors, LLC
- $163 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV VYMI CGXU CGGR CGCP VUG VTV BND 23 stocks |
$154,689
94.88% of portfolio
|
  19  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,437
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,177
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
TD 1 stocks |
$962
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$956
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$875
0.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$830
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$438
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FNB 1 stocks |
$369
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$307
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$286
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$247
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$230
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$226
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|