Mba Advisors LLC Sells in Q1 2025

Mba Advisors LLC

  • $200 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-58.4K
- 50.97%
$36.64 - $45.76 $2.14M - $2.67M
56.1K $2.11M
AAPL
Apple Inc.

Technology
-840
- 4.13%
$209.68 - $247.1 $176K - $208K
19.5K $4.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-7.74K
- 27.28%
$51.45 - $58.51 $398K - $453K
20.6K $1.07M
GE
General Electric CO

Industrials
-2.93K
- 42.97%
$168.59 - $212.13 $494K - $622K
3.89K $778K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.43K
- 6.36%
$92.45 - $106.69 $132K - $153K
21.1K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-264
- 0.65%
$120.29 - $134.6 $31.8K - $35.5K
40.2K $4.91M
IVV
Ishares Core S&P 500 ETF

ETFs
-291
- 9.49%
$554.06 - $615.85 $161K - $179K
2.78K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-177
- 13.41%
$222.15 - $428.22 $39.3K - $75.8K
1.14K $296K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.86K
- 2.07%
$25.58 - $29.24 $47.6K - $54.4K
87.9K $2.3M
SQ
Block, Inc.

Technology
-80
- 1.3%
$54.04 - $92.95 $4.32K - $7.44K
6.06K $346K
CINF
Cincinnati Financial Corp

Financial Services
-1K
- 33.11%
$133.67 - $147.81 $134K - $148K
2.02K $298K
GOOG
Alphabet Inc.

Communication Services
-135
- 7.18%
$156.06 - $207.71 $21.1K - $28K
1.75K $272K
IWR
Ishares Russell Mid Cap ETF

ETFs
-215
- 1.34%
$82.81 - $92.93 $17.8K - $20K
15.8K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.46%
$551.42 - $612.93 $5.51K - $6.13K
2.18K $1.22M
FNB
Fnb Corp

Financial Services
-26
- 0.06%
$13.08 - $15.95 $340 - $415
40.9K $550K
IVE
Ishares S&P 500 Value ETF

ETFs
-220
- 3.98%
$185.78 - $198.58 $40.9K - $43.7K
5.31K $1.01M
CAT
Caterpillar Inc

Industrials
-19
- 2.38%
$326.75 - $407.63 $6.21K - $7.74K
780 $257K
CRWD
Crowd Strike Holdings, Inc.

Technology
-121
- 10.03%
$308.86 - $455.36 $37.4K - $55.1K
1.09K $382K
WMT
Walmart Inc.

Consumer Defensive
-82
- 1.51%
$84.5 - $105.05 $6.93K - $8.61K
5.35K $469K
XLE
Energy Sector Spdr

ETFs
-454
- 14.13%
$85.7 - $93.96 $38.9K - $42.7K
2.76K $257K
MUB
Ishares National Muni Bond ETF

ETFs
-25
- 1.04%
$104.71 - $107.69 $2.62K - $2.69K
2.39K $252K
XLI
Industrial Sector Spdr

ETFs
-1
- 0.02%
$128.78 - $141.67 $129 - $142
4.37K $572K
Ge Vernova Inc
-746
- 43.7%
N/A
961 $0
XLP
Consumer Staples Sector Spdr

ETFs
-6
- 0.09%
N/A
6.77K $514K
XLU
Utilities Sector Spdr

ETFs
-95
- 2.83%
$74.7 - $80.27 $7.1K - $7.63K
3.26K $256K
VGSH
Vanguard

ETFs
-14
- 0.1%
$58.07 - $58.69 $813 - $822
13.5K $794K
JPM
Jpmorgan Chase & CO

Financial Services
-165
- 1.92%
$225.19 - $279.95 $37.2K - $46.2K
8.43K $2.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3
- 0.03%
$42.5 - $46.71 $128 - $140
9.54K $431K
V
Visa Inc.

Financial Services
-80
- 6.17%
$306.92 - $362.71 $24.6K - $29K
1.22K $426K
IEFA
Ishares Tr

ETFs
-30
- 0.53%
$69.57 - $78.65 $2.09K - $2.36K
5.6K $423K
CSCO
Cisco Systems, Inc.

Technology
-11
- 0.1%
$58.74 - $64.87 $646 - $714
11.5K $712K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-21
- 0.18%
$97.38 - $104.52 $2.04K - $2.19K
11.8K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-285
- 3.4%
$74.85 - $84.89 $21.3K - $24.2K
8.1K $662K
RTX
Raytheon Technologies Corp

Industrials
-322
- 6.81%
$114.1 - $135.66 $36.7K - $43.7K
4.4K $583K
TMUS
T Mobile Us, Inc.

Communication Services
-211
- 10.49%
$211.3 - $272.83 $44.6K - $57.6K
1.8K $480K
MPC
Marathon Petroleum Corp

Energy
-1
- 0.02%
$134.72 - $159.03 $135 - $159
6.37K $928K
IBM
International Business Machines Corp

Technology
-93
- 1.66%
$217.4 - $264.74 $20.2K - $24.6K
5.51K $1.37M
NFG
National Fuel Gas CO

Energy
-2
- 0.02%
$60.71 - $79.19 $121 - $158
8.59K $680K
GLD
Spdr Gold Trust

ETFs
-44
- 1.0%
$243.19 - $288.14 $10.7K - $12.7K
4.35K $1.25M
IAU
Ishares Gold Trust

ETFs
-1.09K
- 0.78%
$49.74 - $58.96 $54.4K - $64.4K
139K $8.22M
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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