Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $127.22 million in total holdings as of March 31, 2024.Main Line Retirement Advisors, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.21% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 37 new stocks and bought additional shares in 25 stocks.Main Line Retirement Advisors, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $17,699,942Vanguard International High Dividend Yield ETF $13,823,037Capital Group International Focus Equity ETF $12,494,510Capital Group Growth ETF $10,962,498Capital Group Dividend Value ETF $10,937,950 Largest New Holdings this Quarter Exxon Mobil $983,795 Holding Largest Purchases this Quarter Capital Group Core Plus Income ETF 83,405 shares (about $1.87M)Exxon Mobil 8,463 shares (about $983.80K)Vanguard International High Dividend Yield ETF 10,568 shares (about $726.86K)Vanguard Total Bond Market ETF 9,897 shares (about $718.82K)Capital Group International Focus Equity ETF 26,066 shares (about $671.98K) Largest Sales this Quarter Vanguard Total International Stock ETF 5,301 shares (about $319.64K)Vanguard Short-Term Bond ETF 4,036 shares (about $309.47K)First Trust Value Line Dividend Index Fund 3,099 shares (about $130.87K)SPDR Portfolio S&P 500 ETF 1,850 shares (about $113.82K)SPDR Portfolio S&P 600 Small Cap ETF 1,601 shares (about $68.90K) 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$17,699,942$1,873,277 ▲11.8%788,06513.9%ETFVYMIVanguard International High Dividend Yield ETF$13,823,037$726,859 ▲5.6%200,97710.9%ETFCGXUCapital Group International Focus Equity ETF$12,494,510$671,982 ▲5.7%484,6599.8%ETFCGGRCapital Group Growth ETF$10,962,498$474,732 ▲4.5%342,6858.6%ETFCGDVCapital Group Dividend Value ETF$10,937,950$546,033 ▲5.3%336,5528.6%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$9,982,338$567,412 ▲6.0%107,0877.8%ManufacturingBNDVanguard Total Bond Market ETF$9,191,888$718,818 ▲8.5%126,5587.2%ETFVTVVanguard Value ETF$8,376,544$506,006 ▲6.4%51,4346.6%ETFVUGVanguard Growth ETF$7,332,635$417,179 ▲6.0%21,3035.8%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,170,019$474,953 ▲8.3%213,3484.9%ETFFMBFirst Trust Managed Municipal ETF$3,215,693$199,842 ▲6.6%62,6272.5%ManufacturingBLVVanguard Long-Term Bond ETF$3,006,003$241,146 ▲8.7%41,5602.4%ETFSUBiShares Short-Term National Muni Bond ETF$1,573,260$153,430 ▲10.8%15,0221.2%ETFTDToronto-Dominion Bank$1,403,7170.0%23,2481.1%FinanceJEPIJPMorgan Equity Premium Income ETF$1,297,384$61,563 ▼-4.5%22,4231.0%ETFMSFTMicrosoft$1,208,540$164,055 ▲15.7%2,8730.9%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,153,920$130,869 ▼-10.2%27,3250.9%ETFXOMExxon Mobil$983,795$983,795 ▲New Holding8,4630.8%Oils/EnergyAAPLApple$890,505$314,155 ▲54.5%5,1930.7%Computer and TechnologyLLYEli Lilly and Company$642,6900.0%8260.5%MedicalVXUSVanguard Total International Stock ETF$507,522$319,636 ▼-38.6%8,4170.4%ETFNVDANVIDIA$475,466$8,850 ▲1.9%5910.4%Computer and TechnologyPSAPublic Storage$414,505$4,351 ▲1.1%1,4290.3%FinanceAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$342,185$68,432 ▼-16.7%14,7760.3%FinanceGLDSPDR Gold Shares$334,295$62,745 ▲23.1%1,6250.3%FinanceBSVVanguard Short-Term Bond ETF$315,446$309,465 ▼-49.5%4,1140.2%ETFFNBF.N.B.$307,207$2,721 ▲0.9%21,7880.2%FinanceMMCMarsh & McLennan Companies$291,874$42,844 ▲17.2%1,4170.2%FinanceINDSPacer Industrial Real Estate ETF$285,091$2,465 ▲0.9%7,1720.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$264,771$68,904 ▼-20.7%6,1520.2%ETFIWRiShares Russell Mid-Cap ETF$255,908$673 ▲0.3%3,0430.2%ETFJNJJohnson & Johnson$241,290$12,183 ▲5.3%1,5250.2%MedicalIWMiShares Russell 2000 ETF$213,174$631 ▲0.3%1,0140.2%FinanceJSMLJanus Henderson Small Cap Growth Alpha ETF$209,866$47,174 ▼-18.4%3,4700.2%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$208,137$1,805 ▲0.9%10,4930.2%ETFSPLGSPDR Portfolio S&P 500 ETF$202,961$113,816 ▼-35.9%3,2990.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$0$722,894 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$205,267 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
