Mba Advisors LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $200 Million distributed in 132 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 $13.6M, Ishares Msci Intl Quality Fact with a value of $9.25M, Schwab Strategic Tr Us Large C with a value of $8.5M, Ishares Gold Trust with a value of $8.22M, and Wisdomtree Tr Us Quality Divid with a value of $7.97M.
Examining the 13F form we can see an increase of $2.41M in the current position value, from $198M to 200M.
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
$200 Million
ETFs: $153 Million
Technology: $12.9 Million
Financial Services: $5.69 Million
Healthcare: $5.55 Million
Consumer Defensive: $5.27 Million
Communication Services: $4.52 Million
Energy: $4.25 Million
Industrials: $4.19 Million
Other: $4.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
