Mba Advisors LLC Purchases in Q3 2024

Mba Advisors LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19.8K
+ 301.55%
$91.42 - $91.82 $1.81M - $1.82M
26.4K $2.42M
DFAE
Dimensional ETF Tr

ETFs
52.4K
+ 80.6%
$24.46 - $27.82 $1.28M - $1.46M
117K $3.22M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
25.1K
+ 29.91%
$42.22 - $48.62 $1.06M - $1.22M
109K $5.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.5K
+ 6.54%
$74.26 - $78.84 $631K - $670K
139K $10.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.5K
+ 7.65%
$63.46 - $71.43 $349K - $393K
77.3K $5.48M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.66K
+ 2.72%
$37.37 - $41.82 $212K - $237K
214K $8.87M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.61K
+ 6.72%
$44.83 - $47.42 $386K - $408K
137K $6.44M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.28K
+ 2.66%
$51.29 - $56.57 $168K - $185K
127K $7.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
219
+ 0.24%
$77.02 - $85.06 $16.9K - $18.6K
90.5K $7.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.06K
+ 9.51%
$81.31 - $83.29 $411K - $421K
58.2K $4.84M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.52K
+ 7.32%
$89.91 - $101.33 $136K - $154K
22.2K $2.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
919
+ 1.67%
$59.93 - $66.52 $55.1K - $61.1K
55.9K $3.72M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.77K
+ 6.17%
$50.2 - $50.48 $240K - $241K
82.2K $4.13M
O
Realty Income Corp

Real Estate
3.63K
New
$52.36 - $63.42 $190K - $230K
3.63K $230K
NKE
Nike, Inc.

Consumer Cyclical
2.58K
New
$71.09 - $89.44 $184K - $231K
2.58K $228K
SO
Southern CO

Utilities
2.43K
New
$77.0 - $90.52 $187K - $220K
2.43K $218K
PH
Parker Hannifin Corp

Industrials
337
New
$501.01 - $635.92 $169K - $214K
337 $212K
D
Dominion Energy, Inc

Utilities
3.64K
New
$48.01 - $58.53 $175K - $213K
3.64K $210K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.77K
New
$24.38 - $30.06 $165K - $203K
6.77K $201K
META
Meta Platforms, Inc.

Communication Services
50
+ 2.29%
$453.41 - $572.44 $22.7K - $28.6K
2.24K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 1.81%
$333.64 - $405.2 $14.7K - $17.8K
2.47K $1M
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.19%
$163.84 - $199.33 $1.97K - $2.39K
6.23K $1.23M
MMM
3 M CO

Industrials
463
+ 16.15%
$99.69 - $139.42 $46.2K - $64.6K
3.33K $455K
GLD
Spdr Gold Trust

ETFs
27
+ 0.5%
$215.56 - $246.98 $5.82K - $6.67K
5.44K $1.32M
XLV
Select Sector Spdr Fund Health

ETFs
51
+ 0.33%
$143.3 - $157.24 $7.31K - $8.02K
15.3K $2.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.36K
+ 5.23%
$50.25 - $50.74 $119K - $120K
47.5K $2.41M
DUK
Duke Energy Corp

Utilities
526
+ 11.73%
$99.35 - $117.71 $52.3K - $61.9K
5.01K $577K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.14%
$405.19 - $478.57 $1.22K - $1.44K
2.09K $962K
MO
Altria Group, Inc.

Consumer Defensive
1.01K
+ 9.15%
$45.95 - $54.71 $46.2K - $55K
12K $611K
JNJ
Johnson & Johnson

Healthcare
83
+ 1.52%
$145.48 - $167.38 $12.1K - $13.9K
5.55K $899K
BMY
Bristol Myers Squibb CO

Healthcare
684
+ 11.11%
$39.66 - $51.75 $27.1K - $35.4K
6.84K $353K
XOM
Exxon Mobil Corp

Energy
400
+ 2.63%
$109.72 - $119.0 $43.9K - $47.6K
15.6K $1.83M
VV
Vanguard Large Cap ETF

ETFs
108
+ 4.25%
$236.92 - $263.4 $25.6K - $28.4K
2.65K $697K
INDA
Ishares Msci India Index Fund

ETFs
679
+ 13.72%
$54.86 - $59.22 $37.2K - $40.2K
5.63K $329K
EWJ
Ishares Msci Japan ETF

ETFs
597
+ 19.64%
$63.12 - $72.99 $37.7K - $43.6K
3.64K $260K
ABT
Abbott Laboratories

Healthcare
95
+ 2.56%
$100.07 - $118.13 $9.51K - $11.2K
3.81K $433K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
164
+ 1.75%
$41.9 - $48.26 $6.87K - $7.91K
9.55K $457K
SLI
Standard Lithium Ltd.

Basic Materials
23K
New
$1.1 - $1.69 $25.3K - $38.9K
23K $37K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
500
+ 1.84%
$12.25 - $13.39 $6.13K - $6.7K
27.7K $370K
VGSH
Vanguard

ETFs
282
+ 2.15%
$57.74 - $59.13 $16.3K - $16.7K
13.4K $791K
WM
Waste Management Inc

Industrials
179
+ 13.34%
$196.96 - $223.45 $35.3K - $40K
1.52K $315K
V
Visa Inc.

Financial Services
33
+ 2.62%
$253.74 - $291.56 $8.37K - $9.62K
1.29K $355K
EOG
Eog Resources Inc

Energy
106
+ 4.56%
$117.9 - $132.65 $12.5K - $14.1K
2.43K $298K
BAC
Bank Of America Corp

Financial Services
107
+ 1.26%
$36.65 - $44.13 $3.92K - $4.72K
8.61K $341K
EMR
Emerson Electric CO

Industrials
41
+ 1.68%
$98.19 - $118.87 $4.03K - $4.87K
2.48K $271K
CVX
Chevron Corp

Energy
377
+ 6.44%
$137.88 - $161.97 $52K - $61.1K
6.23K $917K
IXC
Ishares Tr Global Energy ETF

ETFs
24
+ 0.42%
$38.94 - $42.35 $935 - $1.02K
5.73K $232K
XLE
Energy Sector Spdr

ETFs
56
+ 1.9%
$84.35 - $93.39 $4.72K - $5.23K
3.01K $264K
NVDA
Nvidia Corp

Technology
45
+ 0.39%
$98.91 - $134.91 $4.45K - $6.07K
11.6K $1.41M
Activity Summary
Buys All Purchases 52 New Holdings 7 Increased Positions 45 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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