Mba Advisors LLC Purchases in Q2 2025

Mba Advisors LLC

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLI
Standard Lithium Ltd.

Basic Materials
6.5K
+ 28.26%
$1.11 - $1.96 $7.22K - $12.7K
29.5K $57K
VEA
Vanguard Ftse Developed Market

ETFs
63
+ 1.56%
$45.65 - $57.01 $2.88K - $3.59K
4.1K $233K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.17%
$317.1 - $408.5 $317 - $409
592 $221K
XLU
Utilities Sector Spdr

ETFs
108
+ 3.32%
$73.09 - $82.77 $7.89K - $8.94K
3.36K $274K
T
At&T Inc.

Communication Services
15
+ 0.09%
$26.33 - $28.94 $395 - $434
16.4K $474K
JNJ
Johnson & Johnson

Healthcare
516
+ 9.29%
$146.36 - $159.82 $75.5K - $82.5K
6.07K $927K
XLP
Consumer Staples Sector Spdr

ETFs
86
+ 1.27%
N/A
6.85K $520K
PFE
Pfizer Inc

Healthcare
932
+ 5.15%
$21.59 - $24.84 $20.1K - $23.2K
19K $461K
WM
Waste Management Inc

Industrials
36
+ 2.05%
$216.47 - $242.1 $7.79K - $8.72K
1.8K $410K
Ishares Bitcoin Trust ETF
3.77K
New
N/A
3.77K $0
Morgan Stanley ETF Trust
1.69K
+ 15.23%
N/A
12.8K $0
O
Realty Income Corp

Real Estate
8
+ 0.17%
$52.27 - $58.52 $418 - $468
4.65K $268K
MO
Altria Group, Inc.

Consumer Defensive
140
+ 1.07%
$55.56 - $60.91 $7.78K - $8.53K
13.2K $773K
DUK
Duke Energy Corp

Utilities
55
+ 1.06%
$112.46 - $124.05 $6.19K - $6.82K
5.25K $619K
XLE
Energy Sector Spdr

ETFs
13
+ 0.47%
$76.44 - $94.13 $994 - $1.22K
2.77K $235K
VZ
Verizon Communications Inc

Communication Services
285
+ 1.38%
$41.67 - $45.62 $11.9K - $13K
21K $906K
BMY
Bristol Myers Squibb CO

Healthcare
776
+ 12.95%
$44.12 - $59.6 $34.2K - $46.2K
6.77K $313K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
254
+ 1.08%
$45.07 - $52.57 $11.4K - $13.4K
23.8K $1.16M
XLV
Select Sector Spdr Fund Health

ETFs
568
+ 3.72%
$128.77 - $144.3 $73.1K - $82K
15.9K $2.14M
PEP
Pepsico Inc

Consumer Defensive
107
+ 1.66%
$128.02 - $151.37 $13.7K - $16.2K
6.56K $865K
XOM
Exxon Mobil Corp

Energy
153
+ 1.23%
$99.93 - $119.04 $15.3K - $18.2K
12.6K $1.35M
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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