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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.97B
$731,000 0.34% of portfolio
8,637
Q2 2025 Added 0.56%
$5.61B
$596,000 0.28% of portfolio
40,920
Q2 2025 Reduced 0.01%
$8.94B
$513,000 0.24% of portfolio
9,015
Q2 2025 Added 0.95%

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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