Mba Advisors LLC Sells in Q3 2024

Mba Advisors LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-29.7K
- 42.45%
$113.41 - $125.62 $3.37M - $3.74M
40.3K $5.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.31K
- 23.51%
$75.47 - $83.18 $702K - $774K
30.3K $2.52M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16.6K
- 23.05%
$36.02 - $41.68 $598K - $692K
55.5K $2.29M
GOOGL
Alphabet Inc.

Communication Services
-140
- 1.27%
$148.65 - $191.18 $20.8K - $26.8K
10.9K $1.81M
MSFT
Microsoft Corp

Technology
-114
- 1.24%
$395.15 - $467.56 $45K - $53.3K
9.04K $3.89M
IWM
Ishares Russell 2000 ETF

ETFs
-1.08K
- 21.17%
$200.87 - $224.6 $217K - $242K
4.02K $886K
QCOM
Qualcomm Inc

Technology
-55
- 2.05%
$156.12 - $209.64 $8.59K - $11.5K
2.63K $446K
SPY
Spdr S&P 500 ETF Trust

ETFs
-274
- 11.11%
$517.38 - $573.86 $142K - $157K
2.19K $1.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.92K
- 13.15%
$75.32 - $84.37 $145K - $162K
12.7K $1.06M
AMD
Advanced Micro Devices Inc

Technology
-498
- 21.94%
$128.67 - $183.96 $64.1K - $91.6K
1.77K $290K
PFE
Pfizer Inc

Healthcare
-3.07K
- 20.28%
$27.7 - $31.39 $84.9K - $96.2K
12.1K $348K
AMZN
Amazon Com Inc

Consumer Cyclical
-51
- 0.75%
$161.02 - $200.0 $8.21K - $10.2K
6.72K $1.25M
MRK
Merck & Co., Inc.

Healthcare
-16
- 0.35%
$111.15 - $128.97 $1.78K - $2.06K
4.5K $511K
FNB
Fnb Corp

Financial Services
-4.38K
- 9.66%
$13.41 - $15.55 $58.7K - $68.1K
41K $577K
PG
Procter & Gamble CO

Consumer Defensive
-645
- 7.64%
$160.76 - $177.82 $104K - $115K
7.79K $1.35M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-580
- 3.9%
$44.66 - $49.15 $25.9K - $28.5K
14.3K $673K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-384
- 1.41%
$49.7 - $56.11 $19.1K - $21.5K
26.9K $1.48M
IEMG
Ishares Inc

ETFs
-418
- 5.68%
$53.64 - $53.64 $22.4K - $22.4K
6.95K $372K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.21K
- 8.83%
$66.31 - $74.08 $80.4K - $89.9K
12.5K $919K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-327
- 5.46%
$50.52 - $50.95 $16.5K - $16.7K
5.66K $287K
VZ
Verizon Communications Inc

Communication Services
-1.62K
- 9.82%
$38.89 - $45.0 $63.1K - $73K
14.9K $669K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-111
- 8.87%
$162.64 - $179.3 $18.1K - $19.9K
1.14K $204K
Ge Vernova Inc
-25
- 0.92%
N/A
2.68K $0
GD
General Dynamics Corp

Industrials
-80
- 3.34%
$279.51 - $308.09 $22.4K - $24.6K
2.31K $698K
NFLX
Netflix Inc

Communication Services
-5
- 1.61%
$598.55 - $722.26 $2.99K - $3.61K
305 $216K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-127
- 0.68%
$40.48 - $45.39 $5.14K - $5.76K
18.6K $818K
IEFA
Ishares Tr

ETFs
-258
- 4.37%
$70.09 - $78.74 $18.1K - $20.3K
5.65K $440K
VB
Vanguard Small Cap ETF

ETFs
-40
- 3.22%
$214.77 - $237.72 $8.59K - $9.51K
1.2K $285K
AMGN
Amgen Inc

Healthcare
-40
- 1.38%
$309.38 - $337.38 $12.4K - $13.5K
2.85K $918K
LMT
Lockheed Martin Corp

Industrials
-57
- 12.03%
$460.3 - $584.56 $26.2K - $33.3K
417 $243K
PEP
Pepsico Inc

Consumer Defensive
-57
- 0.82%
$161.9 - $179.3 $9.23K - $10.2K
6.91K $1.17M
VEA
Vanguard Ftse Developed Market

ETFs
-231
- 2.01%
$47.6 - $53.31 $11K - $12.3K
11.3K $595K
PM
Philip Morris International Inc.

Consumer Defensive
-518
- 10.92%
$101.25 - $127.45 $52.4K - $66K
4.22K $512K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-100
- 0.75%
$71.45 - $75.64 $7.15K - $7.56K
13.3K $996K
T
At&T Inc.

Communication Services
-429
- 2.92%
$18.21 - $22.28 $7.81K - $9.56K
14.3K $314K
RMD
Resmed Inc

Healthcare
-85
- 8.0%
$186.94 - $252.92 $15.9K - $21.5K
977 $238K
XLI
Industrial Sector Spdr

ETFs
-9
- 0.3%
$120.56 - $135.44 $1.09K - $1.22K
2.97K $402K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 1.19%
$488.01 - $604.18 $3.42K - $4.23K
579 $338K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-290
- 3.51%
$117.9 - $128.2 $34.2K - $37.2K
7.97K $1.02M
MDT
Medtronic PLC

Healthcare
-26
- 0.57%
$76.84 - $91.03 $2K - $2.37K
4.55K $409K
IVW
Ishares S&P 500 Growth ETF

ETFs
-538
- 1.62%
$84.77 - $97.13 $45.6K - $52.3K
32.7K $3.13M
KO
Coca Cola CO

Consumer Defensive
-606
- 5.02%
$62.69 - $73.01 $38K - $44.2K
11.5K $823K
CSCO
Cisco Systems, Inc.

Technology
-484
- 3.39%
$44.74 - $53.22 $21.7K - $25.8K
13.8K $734K
ORCL
Oracle Corp

Technology
-56
- 2.46%
$125.9 - $170.35 $7.05K - $9.54K
2.22K $378K
WMT
Walmart Inc.

Consumer Defensive
-169
- 3.03%
$66.91 - $81.4 $11.3K - $13.8K
5.41K $437K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-60
- 0.33%
$57.32 - $62.65 $3.44K - $3.76K
17.9K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
-152
- 1.31%
$194.9 - $224.8 $29.6K - $34.2K
11.5K $2.42M
CAT
Caterpillar Inc

Industrials
-35
- 2.27%
$316.8 - $391.12 $11.1K - $13.7K
1.5K $588K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2
- 0.01%
$56.47 - $63.69 $113 - $127
18.5K $1.16M
Activity Summary
Buys All Purchases 52 New Holdings 7 Increased Positions 45 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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