Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $153.93 million in total holdings as of March 31, 2025.Main Line Retirement Advisors, LLC owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 40 new stocks and bought additional shares in 29 stocks.Main Line Retirement Advisors, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $18,324,796Vanguard International High Dividend Yield ETF $17,215,274CAPITAL GROUP CONSERVATIVE E $14,117,777Capital Group International Focus Equity ETF $14,053,432Capital Group Growth ETF $13,439,910 Largest New Holdings this Quarter 14022A102 - CAPITAL GROUP EQUITY ETF TR $275,930 Holding459200101 - International Business Machines $215,092 Holding548661107 - Lowe's Companies $210,174 Holding921943858 - Vanguard FTSE Developed Markets ETF $204,727 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 10,018 shares (about $738.22K)Capital Group U.S. Multi-Sector Income ETF 17,941 shares (about $489.79K)Capital Group Core Plus Income ETF 20,609 shares (about $462.67K)Capital Group Growth ETF 10,396 shares (about $356.06K)CAPITAL GROUP CONSERVATIVE E 12,896 shares (about $349.68K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 5,074 shares (about $535.82K)JPMorgan Equity Premium Income ETF 1,690 shares (about $96.57K)Janus Henderson Small Cap Growth Alpha ETF 1,400 shares (about $85.20K)NVIDIA 48 shares (about $5.20K)SPDR Portfolio S&P 600 Small Cap ETF 61 shares (about $2.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMain Line Retirement Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGCPCapital Group Core Plus Income ETF$18,324,796$462,672 ▲2.6%816,24911.9%ETFVYMIVanguard International High Dividend Yield ETF$17,215,274$738,225 ▲4.5%233,61811.2%ETFCAPITAL GROUP CONSERVATIVE E$14,117,777$349,675 ▲2.5%520,6639.2%SHSCGXUCapital Group International Focus Equity ETF$14,053,432$234,714 ▲1.7%574,0789.1%ETFCGGRCapital Group Growth ETF$13,439,910$356,063 ▲2.7%392,4068.7%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$10,242,294$57,387 ▲0.6%113,6906.7%ManufacturingVUGVanguard Growth ETF$9,057,993$121,999 ▲1.4%24,4275.9%ETFBNDVanguard Total Bond Market ETF$8,780,051$152,041 ▲1.8%119,5385.7%ETFVTVVanguard Value ETF$8,319,003$237,000 ▲2.9%48,1595.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$8,159,870$489,790 ▲6.4%298,8965.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,876,621$41,170 ▲0.6%235,1794.5%ETFBLVVanguard Long-Term Bond ETF$3,975,075$78,378 ▲2.0%56,4482.6%ETFFMBFirst Trust Managed Municipal ETF$2,525,854$16,639 ▲0.7%50,0941.6%ManufacturingCGDVCapital Group Dividend Value ETF$2,078,318$42,340 ▲2.1%58,3141.4%ETFCGMUCapital Group Municipal Income ETF$2,006,354$28,242 ▲1.4%74,8081.3%ETFSUBiShares Short-Term National Muni Bond ETF$1,498,051$535,818 ▼-26.3%14,1861.0%ETFTDToronto-Dominion Bank$1,412,309$18,162 ▲1.3%23,5620.9%FinanceJEPIJPMorgan Equity Premium Income ETF$1,292,434$96,565 ▼-7.0%22,6190.8%ETFMSFTMicrosoft$1,023,670$35,286 ▲3.6%2,7270.7%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,018,764$3,746 ▲0.4%22,8470.7%ETFXOMExxon Mobil$1,006,513$1,308 ▲0.1%8,4630.7%EnergyAAPLApple$731,892$444 ▲0.1%3,2950.5%Computer and TechnologyLLYEli Lilly and Company$683,9550.0%8280.4%MedicalNVDANVIDIA$608,293$5,202 ▼-0.8%5,6130.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$539,673$1,615 ▲0.3%8,6900.4%ETFGLDSPDR Gold Shares$468,2280.0%1,6250.3%FinancePSAPublic Storage$444,761$4,490 ▲1.0%1,4860.3%FinanceCAPITAL GROUP INTERNATIONAL$441,8680.0%17,0080.3%SHSMMCMarsh & McLennan Companies$346,157$244 ▲0.1%1,4190.2%FinanceFNBF.N.B.$303,269$2,663 ▲0.9%22,5480.2%FinanceCAPITAL GROUP NEW GEOGRAPHY$281,7920.0%11,2000.2%SHSJSMLJanus Henderson Small Cap Growth Alpha ETF$281,417$85,204 ▼-23.2%4,6240.2%ETFCAPITAL GROUP EQUITY ETF TR$275,930$275,930 ▲New Holding11,5500.2%US SMALL AND MIDINDSPacer Industrial Real Estate ETF$272,013$3,290 ▲1.2%7,3580.2%ETFIWRiShares Russell Mid-Cap ETF$262,422$851 ▲0.3%3,0850.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$251,771$2,486 ▼-1.0%6,1770.2%ETFJNJJohnson & Johnson$243,804$1,327 ▲0.5%1,4700.2%MedicalMETAMeta Platforms$238,356$576 ▲0.2%4140.2%Computer and TechnologyIBMInternational Business Machines$215,092$215,092 ▲New Holding8650.1%Computer and TechnologyLOWLowe's Companies$210,174$210,174 ▲New Holding9010.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$204,727$204,727 ▲New Holding4,0280.1%ETFIWMiShares Russell 2000 ETF$204,585$598 ▲0.3%1,0260.1%FinanceAMZNAmazon.com$0$230,140 ▼-100.0%00.0%Retail/WholesaleFSMBFirst Trust Short Duration Managed Municipal ETF$0$212,835 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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