Mba Advisors LLC Portfolio Holdings

Mba Advisors LLC

$214 Million
Q2 2025

Mba Advisors LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Million distributed in 134 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 $14M, Ishares Msci Intl Quality Fact with a value of $10.7M, Schwab Strategic Tr Us Large C with a value of $9.77M, Schwab Strategic Tr Us Large C with a value of $9.47M, and Wisdomtree Tr Us Quality Divid with a value of $9.37M.

Examining the 13F form we can see an increase of $14M in the current position value, from $200M to 214M.

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 $214 Million

ETFs: $165 Million

Technology: $14.1 Million

Financial Services: $5.44 Million

Healthcare: $5.37 Million

Industrials: $5.37 Million

Communication Services: $5.28 Million

Consumer Defensive: $5.15 Million

Energy: $4.15 Million

Other: $4.99 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 134
Current Value $214 Million
Prior Value $200 Million
Filing
Period Q2 2025
Filing Date July 17, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 6 stocks
Additional Purchases 66 stocks
Sold out of 0 stocks
Reduced holdings in 49 stocks

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