Mba Advisors LLC Reduced Holdings in Q3 2025

Mba Advisors LLC

  • $231 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-1.35K
- 11.58%
$65.67 - $71.67 $88.7K - $96.8K
10.3K $683K
CRWD
Crowd Strike Holdings, Inc.

Technology
-58
- 5.69%
$412.46 - $514.1 $23.9K - $29.8K
962 $471K
RE
Everest Re Group LTD

Financial Services
-123
- 11.61%
N/A
936 $346K
CSCO
Cisco Systems, Inc.

Technology
-507
- 4.56%
$66.2 - $71.79 $33.6K - $36.4K
10.6K $725K
EMR
Emerson Electric CO

Industrials
-159
- 3.95%
$128.6 - $149.63 $20.4K - $23.8K
3.86K $506K
TMUS
T Mobile Us, Inc.

Communication Services
-95
- 5.6%
$226.02 - $259.01 $21.5K - $24.6K
1.6K $383K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-500
- 10.95%
$64.75 - $69.05 $32.4K - $34.5K
4.07K $280K
ABT
Abbott Laboratories

Healthcare
-29
- 0.91%
$120.51 - $136.62 $3.49K - $3.96K
3.16K $423K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 4.39%
$459.11 - $506.91 $35.8K - $39.5K
1.7K $854K
Ge Healthcare Technologies I
-12
- 0.33%
N/A
3.61K $0
VEA
Vanguard Ftse Developed Market

ETFs
-8
- 0.2%
$56.02 - $60.3 $448 - $482
4.09K $245K
D
Dominion Energy, Inc

Utilities
-26
- 0.73%
$56.32 - $62.1 $1.46K - $1.61K
3.54K $216K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2
- 0.14%
$182.33 - $194.5 $365 - $389
1.44K $280K
WMT
Walmart Inc.

Consumer Defensive
-84
- 1.6%
$94.4 - $104.27 $7.93K - $8.76K
5.17K $532K
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 2.27%
$194.44 - $206.51 $19.4K - $20.7K
4.31K $889K
IWR
Ishares Russell Mid Cap ETF

ETFs
-300
- 2.01%
$92.26 - $97.51 $27.7K - $29.3K
14.6K $1.41M
ORCL
Oracle Corp

Technology
-278
- 13.64%
$218.96 - $328.33 $60.9K - $91.3K
1.76K $494K
MSFT
Microsoft Corp

Technology
-151
- 2.33%
$491.09 - $535.64 $74.2K - $80.9K
6.34K $3.28M
GOOG
Alphabet Inc.

Communication Services
-246
- 14.04%
$175.16 - $255.24 $43.1K - $62.8K
1.51K $366K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.87%
$357.4 - $423.42 $5.36K - $6.35K
1.7K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3
- 0.04%
$132.9 - $142.03 $399 - $426
7.93K $1.12M
FNB
Fnb Corp

Financial Services
-40
- 0.1%
$14.75 - $16.79 $590 - $672
40.9K $658K
RTX
Raytheon Technologies Corp

Industrials
-156
- 3.59%
$144.19 - $167.33 $22.5K - $26.1K
4.2K $701K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.95%
$617.65 - $666.84 $9.26K - $10K
1.57K $1.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.05K
- 1.34%
$28.15 - $30.13 $29.7K - $31.8K
77.4K $2.29M
NVDA
Nvidia Corp

Technology
-1.16K
- 9.81%
$153.3 - $186.58 $177K - $216K
10.6K $1.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-524
- 2.58%
$108.97 - $121.65 $57.1K - $63.7K
19.8K $2.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-476
- 1.1%
$42.67 - $46.91 $20.3K - $22.3K
42.6K $1.99M
ABBV
Abb Vie Inc.

Healthcare
-405
- 7.2%
$184.85 - $231.54 $74.9K - $93.8K
5.22K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.51%
$282.78 - $316.06 $11.3K - $12.6K
7.87K $2.48M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.52K
- 1.91%
$59.61 - $63.09 $150K - $159K
129K $8.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.57K
- 1.91%
$23.82 - $25.84 $84.9K - $92.1K
183K $4.72M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.73K
- 2.44%
$84.28 - $89.46 $230K - $245K
109K $9.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-437
- 1.11%
$135.0 - $146.02 $59K - $63.8K
39.1K $5.69M
GOOGL
Alphabet Inc.

Communication Services
-9
- 0.1%
$174.36 - $254.72 $1.57K - $2.29K
9.05K $2.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.91K
- 0.98%
$24.46 - $26.5 $95.7K - $104K
396K $10.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.09K
- 1.88%
$28.92 - $32.19 $176K - $196K
318K $10.1M
AAPL
Apple Inc.

Technology
-525
- 3.08%
$202.38 - $256.87 $106K - $135K
16.5K $4.2M
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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