Mba Advisors LLC Incresed Positions in Q1 2025

Mba Advisors LLC

  • $200 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
39.5K
+ 28.71%
$73.78 - $76.59 $2.92M - $3.03M
177K $13.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
44.4K
+ 277.16%
$50.48 - $51.04 $2.24M - $2.26M
60.4K $3.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.5K
+ 5.69%
$36.91 - $41.03 $463K - $515K
233K $9.25M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.62K
+ 4.56%
$63.77 - $71.36 $231K - $258K
83K $5.72M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.44K
+ 8.05%
$56.17 - $59.71 $474K - $504K
113K $6.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.46K
+ 3.06%
$27.01 - $28.54 $228K - $241K
285K $7.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.65K
+ 19.53%
$85.29 - $92.57 $311K - $338K
22.3K $2.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.32K
+ 11.44%
$50.39 - $50.66 $318K - $320K
61.5K $3.12M
VZ
Verizon Communications Inc

Communication Services
4.88K
+ 30.95%
$37.81 - $46.49 $185K - $227K
20.7K $937K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.23K
+ 10.14%
$91.45 - $91.75 $295K - $296K
35.1K $3.22M
DFAE
Dimensional ETF Tr

ETFs
5.72K
+ 4.66%
$24.64 - $26.86 $141K - $154K
128K $3.32M
ABBV
Abb Vie Inc.

Healthcare
96
+ 1.67%
$169.2 - $216.66 $16.2K - $20.8K
5.84K $1.22M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.36K
+ 11.17%
$48.65 - $53.06 $115K - $125K
23.5K $1.22M
AMGN
Amgen Inc

Healthcare
170
+ 5.84%
$258.59 - $327.36 $44K - $55.7K
3.08K $959K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.81K
+ 3.29%
$81.83 - $82.73 $148K - $150K
56.7K $4.69M
PM
Philip Morris International Inc.

Consumer Defensive
107
+ 2.4%
$117.15 - $158.79 $12.5K - $17K
4.56K $724K
PFE
Pfizer Inc

Healthcare
7.33K
+ 67.95%
$25.01 - $27.13 $183K - $199K
18.1K $458K
XLV
Select Sector Spdr Fund Health

ETFs
227
+ 1.51%
$137.61 - $149.68 $31.2K - $34K
15.3K $2.23M
XOM
Exxon Mobil Corp

Energy
101
+ 0.82%
$105.44 - $118.93 $10.6K - $12K
12.4K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.39%
$442.66 - $534.52 $3.1K - $3.74K
1.79K $952K
CVX
Chevron Corp

Energy
225
+ 4.72%
$146.71 - $167.97 $33K - $37.8K
4.99K $834K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
706
+ 5.17%
$67.08 - $76.14 $47.4K - $53.8K
14.4K $1.06M
JNJ
Johnson & Johnson

Healthcare
68
+ 1.24%
$142.06 - $167.7 $9.66K - $11.4K
5.55K $920K
KO
Coca Cola CO

Consumer Defensive
143
+ 1.16%
$60.81 - $72.32 $8.7K - $10.3K
12.4K $891K
T
At&T Inc.

Communication Services
1.42K
+ 9.48%
$21.56 - $28.28 $30.6K - $40.1K
16.4K $463K
VEU
Vanguard Ftse All World Ex Us

ETFs
957
+ 5.06%
$56.51 - $62.98 $54.1K - $60.3K
19.9K $1.21M
DUK
Duke Energy Corp

Utilities
335
+ 6.89%
$105.87 - $121.97 $35.5K - $40.9K
5.2K $634K
ASML
Asml Holding Nv

Technology
202
+ 24.82%
$662.63 - $776.99 $134K - $157K
1.02K $673K
MO
Altria Group, Inc.

Consumer Defensive
82
+ 0.63%
$50.81 - $60.02 $4.17K - $4.92K
13.1K $783K
BND
Vanguard Bd Index Fd Inc Total

ETFs
982
+ 4.97%
$71.17 - $73.66 $69.9K - $72.3K
20.7K $1.52M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.44K
+ 2.5%
$78.0 - $84.37 $190K - $206K
99.8K $7.97M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.17%
$279.74 - $321.29 $1.68K - $1.93K
3.6K $1.13M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.11K
+ 5.28%
$39.65 - $43.35 $44.1K - $48.2K
22.2K $933K
WM
Waste Management Inc

Industrials
127
+ 7.78%
$200.54 - $233.78 $25.5K - $29.7K
1.76K $407K
MDT
Medtronic PLC

Healthcare
435
+ 11.98%
$79.84 - $94.5 $34.7K - $41.1K
4.07K $365K
ABT
Abbott Laboratories

Healthcare
75
+ 2.4%
$111.1 - $140.22 $8.33K - $10.5K
3.2K $423K
O
Realty Income Corp

Real Estate
726
+ 18.52%
$51.67 - $58.49 $37.5K - $42.5K
4.65K $269K
MMM
3 M CO

Industrials
97
+ 3.73%
$129.7 - $155.12 $12.6K - $15K
2.7K $396K
LLY
Eli Lilly & CO

Healthcare
41
+ 8.49%
$725.72 - $929.72 $29.8K - $38.1K
524 $432K
EWJ
Ishares Msci Japan ETF

ETFs
410
+ 10.16%
$65.24 - $71.7 $26.7K - $29.4K
4.45K $304K
BMY
Bristol Myers Squibb CO

Healthcare
120
+ 2.04%
$53.9 - $63.11 $6.47K - $7.57K
5.99K $365K
BTI
British American Tobacco P.L.C.

Consumer Defensive
100
+ 1.77%
$35.35 - $42.74 $3.54K - $4.27K
5.75K $237K
PANW
Palo Alto Networks Inc

Technology
300
+ 15.02%
$167.82 - $208.28 $50.3K - $62.5K
2.3K $391K
INDA
Ishares Msci India Index Fund

ETFs
664
+ 10.85%
$47.8 - $53.4 $31.7K - $35.5K
6.78K $349K
GD
General Dynamics Corp

Industrials
10
+ 0.43%
$241.94 - $272.58 $2.42K - $2.73K
2.33K $634K
EOG
Eog Resources Inc

Energy
70
+ 2.76%
$120.54 - $138.05 $8.44K - $9.66K
2.6K $333K
IEMG
Ishares Inc

ETFs
400
+ 5.75%
N/A
7.36K $394K
META
Meta Platforms, Inc.

Communication Services
74
+ 4.55%
$576.36 - $736.67 $42.7K - $54.5K
1.7K $980K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.04%
$158.56 - $176.26 $476 - $529
7.02K $1.2M
Activity Summary
Buys All Purchases 83 New Holdings 10 Increased Positions 73 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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