Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $194.86 million in total holdings as of September 30, 2025.Main Line Retirement Advisors, LLC owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.95% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 42 new stocks and bought additional shares in 29 stocks.Main Line Retirement Advisors, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Capital Group Dividend Value ETF $21,683,755Vanguard International High Dividend Yield ETF $21,424,652Capital Group International Focus Equity ETF $19,589,687Capital Group Growth ETF $19,297,275Capital Group Core Plus Income ETF $19,118,163 Largest New Holdings this Quarter 46654Q559 - J P MORGAN EXCHANGE TRADED F $3,400,493 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $229,767 Holding548661107 - Lowe's Companies $226,467 Holding14020X104 - Capital Group Global Growth Equity ETF $210,430 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 67,718 shares (about $3.40M)Capital Group U.S. Multi-Sector Income ETF 37,692 shares (about $1.05M)Capital Group Core Plus Income ETF 41,745 shares (about $948.45K)Capital Group International Focus Equity ETF 29,868 shares (about $884.69K)CAPITAL GROUP EQUITY ETF TR 28,488 shares (about $808.77K) Largest Sales this Quarter Toronto Dominion Bank 11,799 shares (about $943.33K)Eli Lilly and Company 23 shares (about $17.55K)iShares Short-Term National Muni Bond ETF 151 shares (about $16.12K)Capital Group Municipal Income ETF 536 shares (about $14.63K)First Trust Managed Municipal ETF 251 shares (about $12.73K) 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 PortfolioSectorCGDVCapital Group Dividend Value ETF$21,683,755$562,992 ▲2.7%515,91111.1%ETFVYMIVanguard International High Dividend Yield ETF$21,424,652$264,964 ▲1.3%253,00711.0%ETFCGXUCapital Group International Focus Equity ETF$19,589,687$884,690 ▲4.7%661,36710.1%ETFCGGRCapital Group Growth ETF$19,297,275$596,698 ▲3.2%439,3739.9%ETFCGCPCapital Group Core Plus Income ETF$19,118,163$948,447 ▲5.2%841,4689.8%ETFCAPITAL GROUP EQUITY ETF TR$14,688,848$808,775 ▲5.8%517,3957.5%US SMALL AND MIDVUGVanguard Growth ETF$12,467,042$189,447 ▲1.5%25,9946.4%ETFVTVVanguard Value ETF$10,401,616$480,209 ▲4.8%55,7765.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$9,715,141$1,045,954 ▲12.1%350,0955.0%ETFBNDVanguard Total Bond Market ETF$9,627,296$631,031 ▲7.0%129,4514.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$7,040,108$509,435 ▲7.8%240,1133.6%ETFBLVVanguard Long-Term Bond ETF$4,602,705$458,400 ▲11.1%64,9642.4%ETFJ P MORGAN EXCHANGE TRADED F$3,400,493$3,400,493 ▲New Holding67,7181.7%FLEXIBLE DEBT ETFMBFirst Trust Managed Municipal ETF$2,630,071$12,726 ▼-0.5%51,8741.3%ManufacturingCGMUCapital Group Municipal Income ETF$2,243,830$14,627 ▼-0.6%82,2221.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,576,826$16,124 ▼-1.0%14,7670.8%ETFMSFTMicrosoft$1,437,375$1,036 ▲0.1%2,7750.7%Computer and TechnologyFTHIFirst Trust BuyWrite Income ETF$991,0780.0%41,8000.5%ETFTDToronto Dominion Bank$962,841$943,333 ▼-49.5%12,0430.5%FinanceXOMExxon Mobil$956,852$1,240 ▲0.1%8,4860.5%EnergyJEPIJPMorgan Equity Premium Income ETF$946,691$17,358 ▲1.9%16,5800.5%ETFCAPITAL GROUP INTERNATIONAL$935,935$20,951 ▲2.3%30,3780.5%SHSNVDANVIDIA$876,3060.0%4,6970.4%Computer and TechnologyAAPLApple$830,780$509 ▲0.1%3,2630.4%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$768,126$3,237 ▲0.4%16,6120.4%ETFLLYEli Lilly and Company$630,331$17,552 ▼-2.7%8260.3%MedicalGLDSPDR Gold Shares$577,6390.0%1,6250.3%FinanceCAPITAL GROUP CONSERVATIVE E$481,268$16,410 ▲3.5%15,9840.2%SHSPSAPublic Storage$438,163$4,621 ▲1.1%1,5170.2%FinanceVXUSVanguard Total International Stock ETF$401,568$71,483 ▲21.7%5,4660.2%ETFFNBF.N.B.$369,099$2,674 ▲0.7%22,9110.2%FinanceCAPITAL GROUP NEW GEOGRAPHY$346,0800.0%11,2000.2%SHSMETAMeta Platforms$307,4830.0%4190.2%Computer and TechnologyAVGOBroadcom$301,3150.0%9130.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$299,708$966 ▲0.3%3,1040.2%ETFJSMDSmall/Mid Cap Growth Alpha ETF$294,788$502 ▲0.2%3,5260.2%ManufacturingMMCMarsh & McLennan Companies$286,206$202 ▲0.1%1,4200.1%FinanceINDSPacer Industrial Real Estate ETF$277,226$2,940 ▲1.1%7,4500.1%ETFIBMInternational Business Machines$247,151$1,693 ▲0.7%8760.1%Computer and TechnologyJNJJohnson & Johnson$245,184$1,484 ▲0.6%1,3220.1%MedicalVEAVanguard FTSE Developed Markets ETF$244,403$1,198 ▲0.5%4,0790.1%ETFAMZNAmazon.com$230,3290.0%1,0490.1%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$229,767$229,767 ▲New Holding4,9600.1%ETFLOWLowe's Companies$226,467$226,467 ▲New Holding9010.1%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$210,430$210,430 ▲New Holding6,1580.1%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$0$442,737 ▼-100.0%00.0%ManufacturingShowing 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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