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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$339,000 0.15% of portfolio
27,660
Q3 2024 Added 1.84%
$0
$227,000 0.1% of portfolio
20,000
Q1 2025 Added 8.7%
$0
$219,000 0.09% of portfolio
5,100
Q3 2025 New

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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