Members Advisory Group LLC Portfolio Holdings by Sector
Members Advisory Group LLC
- $256 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB VOO SCHG VTV JAAA IWR NEAR GLD 26 stocks |
$247,717
96.63% of portfolio
|
  11  
|
  15  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$5,336
2.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NBTB 1 stocks |
$1,399
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$416
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$384
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$266
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$260
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$229
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$203
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
WULF 1 stocks |
$143
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|