Mba Advisors LLC Portfolio Holdings

Mba Advisors LLC

$200 Million
Q1 2025

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 $50 Millions to $300 Millions

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

Summary

Portfolio
No. of Stocks 132
Current Value $200 Million
Prior Value $198 Million
Filing
Period Q1 2025
Filing Date April 28, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 73 stocks
Sold out of 0 stocks
Reduced holdings in 41 stocks

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