Mba Advisors LLC Incresed Positions in Q3 2025

Mba Advisors LLC

  • $231 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
8.02K
+ 7.14%
$61.62 - $72.77 $494K - $584K
120K $8.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.8K
+ 20.38%
$82.38 - $83.0 $1.47M - $1.48M
105K $8.73M
IQLT
Ishares Msci Intl Quality Fact

ETFs
20.2K
+ 8.2%
$41.43 - $44.2 $838K - $894K
267K $11.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11K
+ 6.1%
$76.16 - $78.59 $838K - $865K
191K $15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.5K
+ 20.13%
$50.53 - $50.82 $579K - $582K
68.4K $3.47M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.59K
+ 3.13%
$63.41 - $69.69 $164K - $180K
85.2K $5.83M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.15K
+ 2.47%
$74.68 - $80.26 $160K - $172K
88.9K $7.13M
DFAE
Dimensional ETF Tr

ETFs
3.26K
+ 2.27%
$28.84 - $31.84 $94.1K - $104K
147K $4.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.02K
+ 2.65%
$26.38 - $27.95 $212K - $224K
311K $8.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.74K
+ 5.18%
$55.61 - $57.37 $375K - $387K
137K $7.82M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.33K
+ 11.63%
$66.38 - $71.68 $155K - $167K
22.3K $1.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.38K
+ 6.65%
$50.47 - $50.74 $221K - $222K
70.2K $3.56M
MRK
Merck & Co., Inc.

Healthcare
2.2K
+ 29.03%
$77.6 - $87.37 $171K - $192K
9.79K $821K
ASML
Asml Holding Nv

Technology
30
+ 2.62%
$689.63 - $968.09 $20.7K - $29K
1.18K $1.14M
JNJ
Johnson & Johnson

Healthcare
59
+ 0.97%
$155.17 - $185.42 $9.16K - $10.9K
6.13K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.48%
$293.94 - $444.72 $1.76K - $2.67K
1.25K $554K
GD
General Dynamics Corp

Industrials
123
+ 5.23%
$293.92 - $341.0 $36.2K - $41.9K
2.47K $843K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.35%
$620.67 - $670.08 $5.59K - $6.03K
2.56K $1.71M
XLV
Select Sector Spdr Fund Health

ETFs
316
+ 1.99%
$129.01 - $139.72 $40.8K - $44.2K
16.2K $2.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
713
+ 3.4%
$53.81 - $57.52 $38.4K - $41K
21.7K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.19%
$57.75 - $67.68 $1.44K - $1.69K
13.2K $873K
TLT
Ishares Barclays 20+ Year Trea

ETFs
762
+ 3.52%
$85.01 - $90.35 $64.8K - $68.8K
22.4K $2M
MDT
Medtronic PLC

Healthcare
618
+ 15.72%
$87.67 - $95.74 $54.2K - $59.2K
4.55K $433K
CAT
Caterpillar Inc

Industrials
45
+ 5.83%
$390.92 - $477.15 $17.6K - $21.5K
817 $389K
CVX
Chevron Corp

Energy
153
+ 3.12%
$145.57 - $161.83 $22.3K - $24.8K
5.05K $784K
XOM
Exxon Mobil Corp

Energy
142
+ 1.13%
$105.83 - $117.22 $15K - $16.6K
12.7K $1.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
409
+ 4.17%
$49.43 - $54.52 $20.2K - $22.3K
10.2K $553K
LMT
Lockheed Martin Corp

Industrials
103
+ 23.2%
$410.74 - $499.21 $42.3K - $51.4K
547 $273K
SLI
Standard Lithium Ltd.

Basic Materials
7.3K
+ 24.75%
$2.03 - $3.78 $14.8K - $27.6K
36.8K $124K
PEP
Pepsico Inc

Consumer Defensive
63
+ 0.96%
$133.81 - $152.16 $8.43K - $9.59K
6.62K $929K
SQ
Block, Inc.

Technology
1.11K
+ 21.45%
N/A
6.29K $359K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
164
+ 2.2%
$49.31 - $57.77 $8.09K - $9.47K
7.63K $433K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.06%
$62.09 - $66.51 $621 - $665
16.9K $1.1M
DUK
Duke Energy Corp

Utilities
174
+ 3.31%
$116.31 - $125.93 $20.2K - $21.9K
5.43K $671K
O
Realty Income Corp

Real Estate
569
+ 12.23%
$56.13 - $60.79 $31.9K - $34.6K
5.22K $317K
BTI
British American Tobacco P.L.C.

Consumer Defensive
242
+ 3.98%
$46.69 - $59.27 $11.3K - $14.3K
6.32K $335K
BAC
Bank Of America Corp

Financial Services
149
+ 1.56%
$44.92 - $52.42 $6.69K - $7.81K
9.69K $499K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
509
+ 1.25%
$91.44 - $91.77 $46.5K - $46.7K
41.3K $3.79M
EWJ
Ishares Msci Japan ETF

ETFs
277
+ 5.98%
$71.69 - $81.49 $19.9K - $22.6K
4.91K $393K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.36%
$291.67 - $316.99 $3.79K - $4.12K
3.6K $1.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.87K
+ 7.87%
$46.51 - $50.07 $87K - $93.7K
25.7K $1.2M
ERJ
Embraer S.A.

Industrials
137
+ 1.52%
$47.39 - $61.02 $6.49K - $8.36K
9.15K $553K
BND
Vanguard Bd Index Fd Inc Total

ETFs
328
+ 1.63%
$72.57 - $74.72 $23.8K - $24.5K
20.4K $1.52M
PFE
Pfizer Inc

Healthcare
610
+ 3.2%
$23.29 - $25.88 $14.2K - $15.8K
19.6K $500K
XLI
Industrial Sector Spdr

ETFs
21
+ 0.45%
$147.94 - $154.99 $3.11K - $3.25K
4.68K $722K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
37
+ 0.3%
$101.12 - $106.18 $3.74K - $3.93K
12.6K $1.3M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
261
+ 1.05%
$45.07 - $47.56 $11.8K - $12.4K
25.1K $1.15M
VGSH
Vanguard

ETFs
444
+ 3.14%
$58.43 - $58.88 $25.9K - $26.1K
14.6K $857K
QCOM
Qualcomm Inc

Technology
25
+ 0.86%
$145.84 - $173.55 $3.65K - $4.34K
2.94K $489K
Activity Summary
Buys All Purchases 83 New Holdings 10 Increased Positions 73 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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