Mba Advisors LLC Portfolio Holdings

Mba Advisors LLC

$231 Million
Q3 2025

Mba Advisors LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $231 Million distributed in 142 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 $15M, Ishares Msci Intl Quality Fact with a value of $11.8M, Schwab Strategic Tr Us Large C with a value of $10.4M, Schwab Strategic Tr Us Large C with a value of $10.1M, and Wisdomtree Tr Us Quality Divid with a value of $9.71M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $214M to 231M.

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 $231 Million

ETFs: $176 Million

Technology: $15.9 Million

Financial Services: $6.23 Million

Healthcare: $6.09 Million

Communication Services: $5.91 Million

Industrials: $5.74 Million

Consumer Defensive: $5.13 Million

Energy: $4.54 Million

Other: $5.66 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 142
Current Value $231 Million
Prior Value $214 Million
Filing
Period Q3 2025
Filing Date October 28, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 10 stocks
Additional Purchases 73 stocks
Sold out of 0 stocks
Reduced holdings in 39 stocks

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