Mba Advisors LLC Incresed Positions in Q2 2025

Mba Advisors LLC

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
39.3K
+ 90.75%
$52.31 - $63.72 $2.06M - $2.51M
82.6K $5.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
30.7K
+ 54.19%
$82.21 - $83.12 $2.53M - $2.55M
87.4K $7.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 3.57%
$22.27 - $29.21 $249K - $326K
324K $9.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.5K
+ 5.78%
$35.9 - $43.76 $484K - $589K
247K $10.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12K
+ 12.07%
$71.28 - $83.74 $859K - $1.01M
112K $9.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 3.83%
$19.6 - $24.44 $289K - $361K
400K $9.77M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17K
+ 15.05%
$51.14 - $57.0 $871K - $971K
130K $7.41M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.71K
+ 4.47%
$61.79 - $76.67 $229K - $285K
86.7K $6.6M
DFAE
Dimensional ETF Tr

ETFs
15.5K
+ 12.07%
$22.87 - $28.95 $354K - $448K
144K $4.17M
NVDA
Nvidia Corp

Technology
171
+ 1.47%
$94.31 - $157.99 $16.1K - $27K
11.8K $1.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.92K
+ 3.84%
$19.1 - $23.83 $132K - $165K
187K $4.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.68K
+ 16.21%
$91.43 - $91.74 $520K - $521K
40.7K $3.74M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.25K
+ 1.83%
$75.05 - $77.34 $244K - $251K
180K $14M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.57K
+ 24.87%
$65.84 - $80.81 $235K - $289K
17.9K $1.44M
META
Meta Platforms, Inc.

Communication Services
114
+ 6.7%
$484.66 - $738.09 $55.3K - $84.1K
1.82K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
442
+ 7.86%
$167.32 - $223.3 $74K - $98.7K
6.07K $1.33M
ASML
Asml Holding Nv

Technology
130
+ 12.8%
$595.37 - $815.24 $77.4K - $106K
1.15K $918K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.33K
+ 7.04%
$50.36 - $50.68 $218K - $220K
65.9K $3.34M
EMR
Emerson Electric CO

Industrials
1.11K
+ 38.13%
$94.15 - $133.33 $105K - $148K
4.02K $536K
GOOGL
Alphabet Inc.

Communication Services
76
+ 0.85%
$144.7 - $178.6 $11K - $13.6K
9.06K $1.6M
MRK
Merck & Co., Inc.

Healthcare
3.05K
+ 67.07%
$73.47 - $87.12 $224K - $265K
7.59K $600K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.66K
+ 12.0%
$37.51 - $45.52 $99.8K - $121K
24.8K $1.13M
VEU
Vanguard Ftse All World Ex Us

ETFs
136
+ 0.68%
$54.19 - $67.22 $7.37K - $9.14K
20K $1.35M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
217
+ 2.99%
$29.19 - $50.24 $6.33K - $10.9K
7.47K $375K
XLI
Industrial Sector Spdr

ETFs
294
+ 6.73%
$116.42 - $147.52 $34.2K - $43.4K
4.66K $687K
ERJ
Embraer S.A.

Industrials
85
+ 0.95%
$40.42 - $56.91 $3.44K - $4.84K
9.02K $513K
TSLA
Tesla, Inc.

Consumer Cyclical
98
+ 8.57%
$221.86 - $362.89 $21.7K - $35.6K
1.24K $394K
INDA
Ishares Msci India Index Fund

ETFs
1.09K
+ 16.1%
$49.13 - $55.86 $53.6K - $61K
7.87K $438K
PANW
Palo Alto Networks Inc

Technology
47
+ 2.05%
$152.44 - $204.64 $7.16K - $9.62K
2.34K $479K
BAC
Bank Of America Corp

Financial Services
538
+ 5.98%
$34.39 - $47.46 $18.5K - $25.5K
9.54K $451K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
333
+ 1.61%
$45.88 - $54.4 $15.3K - $18.1K
21K $1.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.9K
+ 6.29%
$24.32 - $27.87 $436K - $500K
303K $8.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
758
+ 6.43%
$90.85 - $102.31 $68.9K - $77.6K
12.5K $1.26M
IEFA
Ishares Tr

ETFs
130
+ 2.32%
$67.83 - $84.09 $8.82K - $10.9K
5.73K $478K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
266
+ 2.79%
$39.89 - $49.46 $10.6K - $13.2K
9.81K $485K
NFG
National Fuel Gas CO

Energy
48
+ 0.56%
$73.0 - $86.01 $3.5K - $4.13K
8.64K $731K
GD
General Dynamics Corp

Industrials
24
+ 1.03%
$247.68 - $291.66 $5.94K - $7K
2.35K $685K
BTI
British American Tobacco P.L.C.

Consumer Defensive
327
+ 5.69%
$39.43 - $49.34 $12.9K - $16.1K
6.08K $287K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
113
+ 1.45%
$114.78 - $133.31 $13K - $15.1K
7.93K $1.06M
EWJ
Ishares Msci Japan ETF

ETFs
184
+ 4.14%
$61.32 - $75.28 $11.3K - $13.9K
4.63K $347K
GOOG
Alphabet Inc.

Communication Services
7
+ 0.4%
$146.58 - $180.01 $1.03K - $1.26K
1.75K $310K
QCOM
Qualcomm Inc

Technology
124
+ 4.44%
$124.66 - $159.48 $15.5K - $19.8K
2.92K $464K
VGSH
Vanguard

ETFs
590
+ 4.36%
$58.32 - $58.95 $34.4K - $34.8K
14.1K $829K
PH
Parker Hannifin Corp

Industrials
2
+ 0.59%
$517.23 - $700.54 $1.03K - $1.4K
341 $238K
VEA
Vanguard Ftse Developed Market

ETFs
63
+ 1.56%
$45.65 - $57.01 $2.88K - $3.59K
4.1K $233K
SLI
Standard Lithium Ltd.

Basic Materials
6.5K
+ 28.26%
$1.11 - $1.96 $7.22K - $12.7K
29.5K $57K
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
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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