Mba Advisors LLC Incresed Positions in Q4 2024

Mba Advisors LLC

  • $198 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
234K
+ 306.25%
$25.93 - $105.3 $6.07M - $24.6M
310K $8.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.3K
+ 182.84%
$50.62 - $50.97 $524K - $527K
16K $811K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.46K
+ 20.7%
$91.29 - $91.8 $498K - $501K
31.8K $2.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.48K
+ 48.82%
$71.75 - $75.11 $465K - $486K
19.7K $1.42M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.74K
+ 16.3%
$50.37 - $50.6 $390K - $392K
55.2K $2.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
257K
+ 205.46%
$22.4 - $68.28 $5.75M - $17.5M
381K $8.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.87K
+ 48.03%
$46.48 - $51.32 $319K - $353K
21.2K $1.02M
IAU
Ishares Gold Trust

ETFs
6.65K
+ 4.97%
$48.37 - $52.65 $322K - $350K
141K $6.96M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.04K
+ 4.91%
$50.23 - $50.46 $203K - $204K
86.2K $4.34M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.53K
+ 1.21%
$55.86 - $60.21 $85.4K - $92.1K
128K $7.34M
XLI
Industrial Sector Spdr

ETFs
1.4K
+ 47.14%
$131.76 - $143.99 $184K - $202K
4.37K $575K
ASML
Asml Holding Nv

Technology
328
+ 67.49%
$658.43 - $872.27 $216K - $286K
814 $564K
ITOT
Ishares Core S&P Total U.S. St

ETFs
206
+ 0.51%
$124.26 - $134.12 $25.6K - $27.6K
40.5K $5.21M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.42K
+ 5.25%
$53.94 - $58.15 $76.3K - $82.3K
28.4K $1.6M
MO
Altria Group, Inc.

Consumer Defensive
983
+ 8.2%
$49.06 - $57.74 $48.2K - $56.8K
13K $678K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
247
+ 3.65%
$29.11 - $41.59 $7.19K - $10.3K
7.01K $259K
V
Visa Inc.

Financial Services
4
+ 0.31%
$273.87 - $320.91 $1.1K - $1.28K
1.3K $409K
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.28%
$79.1 - $95.7 $1.19K - $1.44K
5.43K $490K
BAC
Bank Of America Corp

Financial Services
207
+ 2.4%
$39.22 - $47.77 $8.12K - $9.89K
8.82K $387K
EMR
Emerson Electric CO

Industrials
41
+ 1.65%
$108.13 - $134.33 $4.43K - $5.51K
2.52K $312K
VV
Vanguard Large Cap ETF

ETFs
71
+ 2.68%
$260.27 - $280.65 $18.5K - $19.9K
2.72K $733K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.48K
+ 13.34%
$40.41 - $45.12 $100K - $112K
21.1K $853K
T
At&T Inc.

Communication Services
689
+ 4.83%
$21.22 - $23.88 $14.6K - $16.5K
15K $340K
PM
Philip Morris International Inc.

Consumer Defensive
233
+ 5.52%
$118.38 - $133.06 $27.6K - $31K
4.46K $536K
WM
Waste Management Inc

Industrials
112
+ 7.36%
$201.79 - $228.46 $22.6K - $25.6K
1.63K $329K
EOG
Eog Resources Inc

Energy
105
+ 4.32%
$118.22 - $136.54 $12.4K - $14.3K
2.53K $310K
XLE
Energy Sector Spdr

ETFs
203
+ 6.75%
$83.32 - $97.27 $16.9K - $19.7K
3.21K $275K
EWJ
Ishares Msci Japan ETF

ETFs
399
+ 10.97%
$66.18 - $71.84 $26.4K - $28.7K
4.04K $270K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.12K
+ 8.97%
$67.29 - $73.38 $75.6K - $82.5K
13.7K $926K
PH
Parker Hannifin Corp

Industrials
1
+ 0.3%
$621.74 - $709.46 $622 - $709
338 $214K
IEMG
Ishares Inc

ETFs
11
+ 0.16%
N/A
6.96K $373K
IBM
International Business Machines Corp

Technology
33
+ 0.59%
$204.9 - $238.04 $6.76K - $7.86K
5.61K $1.23M
VGSH
Vanguard

ETFs
127
+ 0.95%
$58.02 - $58.88 $7.37K - $7.48K
13.5K $788K
INDA
Ishares Msci India Index Fund

ETFs
491
+ 8.73%
$52.64 - $58.16 $25.8K - $28.6K
6.12K $322K
O
Realty Income Corp

Real Estate
291
+ 8.02%
$51.76 - $64.71 $15.1K - $18.8K
3.92K $209K
QCOM
Qualcomm Inc

Technology
133
+ 5.06%
$150.4 - $178.04 $20K - $23.7K
2.76K $424K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$114.45 - $127.21 $343 - $382
4.73K $546K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.05K
+ 3.0%
$57.53 - $60.83 $176K - $186K
105K $6.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
59.5K
+ 196.51%
$27.54 - $83.04 $1.64M - $4.94M
89.8K $2.49M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.49K
+ 5.03%
$43.84 - $48.76 $241K - $268K
115K $5.04M
VZ
Verizon Communications Inc

Communication Services
873
+ 5.86%
$39.6 - $45.21 $34.6K - $39.5K
15.8K $631K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.24%
$479.66 - $614.62 $480 - $615
418 $203K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.07K
+ 2.17%
$80.93 - $85.66 $168K - $177K
97.4K $7.88M
KO
Coca Cola CO

Consumer Defensive
845
+ 7.38%
$61.74 - $71.71 $52.2K - $60.6K
12.3K $765K
VEU
Vanguard Ftse All World Ex Us

ETFs
458
+ 2.48%
$57.29 - $63.1 $26.2K - $28.9K
18.9K $1.09M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
35
+ 0.3%
$99.2 - $108.47 $3.47K - $3.8K
11.8K $1.18M
GD
General Dynamics Corp

Industrials
4
+ 0.17%
$260.28 - $314.03 $1.04K - $1.26K
2.32K $610K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
186K
+ 205.24%
$26.93 - $84.95 $5M - $15.8M
276K $7.55M
DFAE
Dimensional ETF Tr

ETFs
5.18K
+ 4.41%
$25.36 - $28.15 $131K - $146K
123K $3.11M
Activity Summary
Buys All Purchases 61 New Holdings 8 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 1
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