Mba Advisors LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $207 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $10.9M, Ishares Msci Intl Quality Fact with a value of $8.87M, Schwab Strategic Tr Us Large C with a value of $8.47M, Schwab Strategic Tr Us Large C with a value of $7.96M, and Wisdomtree Tr Us Quality Divid with a value of $7.93M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $195M to 207M.
Mba Advisors LLC is based out at Hermitage, PA
Below you can find more details about Mba Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$207 Million
ETFs: $155 Million
Technology: $14.8 Million
Healthcare: $6.11 Million
Financial Services: $6.03 Million
Industrials: $5.6 Million
Communication Services: $5.01 Million
Consumer Defensive: $4.91 Million
Energy: $4.61 Million
Other: $5.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
