Main Line Retirement Advisors, LLC Portfolio Holdings
Q3 2025•43 long positions•$176.8M portfolio value
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Holding44 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.7M 12.27% | +$563.0K Bought | — 515.9K shares | 502.5K → 515.9K +$563.0K | +2.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.4M 12.12% | +$265.0K Bought | — 253.0K shares | 249.9K → 253.0K +$265.0K | +1.25% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.6M 11.08% | +$884.7K Bought | — 661.4K shares | 631.5K → 661.4K +$884.7K | +4.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.3M 10.92% | +$596.7K Bought | — 439.4K shares | 425.8K → 439.4K +$596.7K | +3.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.1M 10.82% | +$948.4K Bought | — 841.5K shares | 799.7K → 841.5K +$948.4K | +5.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.5M 7.05% | +$189.4K Bought | — 26.0K shares | 25.6K → 26.0K +$189.4K | +1.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.4M 5.88% | +$480.2K Bought | — 55.8K shares | 53.2K → 55.8K +$480.2K | +4.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.7M 5.5% | +$1.0M Bought | — 350.1K shares | 312.4K → 350.1K +$1.0M | +12.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.6M 5.45% | +$631.0K Bought | — 129.5K shares | 121.0K → 129.5K +$631.0K | +7.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.0M 3.98% | +$509.4K Bought | — 240.1K shares | 222.7K → 240.1K +$509.4K | +7.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 2.6% | +$458.4K Bought | — 65.0K shares | 58.5K → 65.0K +$458.4K | +11.06% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 1.49% | -$12.7K Sold | — 51.9K shares | 52.1K → 51.9K −$12.7K | -0.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 1.27% | -$14.6K Sold | — 82.2K shares | 82.8K → 82.2K −$14.6K | -0.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.892% | -$16.1K Sold | — 14.8K shares | 14.9K → 14.8K −$16.1K | -1.01% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.4M 0.813% | +$1.0K Bought | 0.0% 2.8K shares | 2.8K → 2.8K +$1.0K | +0.07% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $991.1K 0.561% | — | — 41.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $962.8K 0.545% | -$943.3K Sold | 0.001% 12.0K shares | 23.8K → 12.0K −$943.3K | -49.49% | $136.49B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $956.9K 0.541% | +$1.2K Bought | 0.0% 8.5K shares | 8.5K → 8.5K +$1.2K | +0.13% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $946.7K 0.536% | +$17.4K Bought | — 16.6K shares | 16.3K → 16.6K +$17.4K | +1.87% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $935.9K 0.529% | +$21.0K Bought | — 30.4K shares | 29.7K → 30.4K +$21.0K | +2.29% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $876.3K 0.496% | — | 0.0% 4.7K shares | — | — | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $830.8K 0.47% | +$509.2 Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$509.2 | +0.06% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $768.1K 0.435% | +$3.2K Bought | — 16.6K shares | 16.5K → 16.6K +$3.2K | +0.42% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $630.3K 0.357% | -$17.6K Sold | 0.0% 826.0 shares | 849.0 → 826.0 −$17.6K | -2.71% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $577.6K 0.327% | — | — 1.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $481.3K 0.272% | +$16.4K Bought | — 16.0K shares | 15.4K → 16.0K +$16.4K | +3.53% | — — | Q4 2024 Held for 11 months | |
REIT - Industrial Real Estate | $438.2K 0.248% | +$4.6K Bought | 0.001% 1.5K shares | 1.5K → 1.5K +$4.6K | +1.07% | $50.7B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $401.6K 0.227% | +$71.5K Bought | — 5.5K shares | 4.5K → 5.5K +$71.5K | +21.66% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $369.1K 0.209% | +$2.7K Bought | 0.006% 22.9K shares | 22.7K → 22.9K +$2.7K | +0.73% | $5.8B Mid Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $346.1K 0.196% | — | — 11.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $307.5K 0.174% | — | 0.0% 419.0 shares | — | — | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $301.3K 0.17% | — | 0.0% 913.0 shares | — | — | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $299.7K 0.17% | +$965.6 Bought | — 3.1K shares | 3.1K → 3.1K +$965.6 | +0.32% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $294.8K 0.167% | +$501.6 Bought | — 3.5K shares | 3.5K → 3.5K +$501.6 | +0.17% | — — | Q2 2025 Held for 5 months | |
Insurance - Brokers Financial Services | $286.2K 0.162% | +$201.6 Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$201.6 | +0.07% | $99.1B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $277.2K 0.157% | +$2.9K Bought | — 7.5K shares | 7.4K → 7.5K +$2.9K | +1.07% | — — | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $247.2K 0.14% | +$1.7K Bought | 0.0% 876.0 shares | 870.0 → 876.0 +$1.7K | +0.69% | $262.84B Mega Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $245.2K 0.139% | +$1.5K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$1.5K | +0.61% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $244.4K 0.138% | +$1.2K Bought | — 4.1K shares | 4.1K → 4.1K +$1.2K | +0.49% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $230.3K 0.13% | — | 0.0% 1.0K shares | — | — | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $229.8K 0.13% | +$229.8K Bought | — 5.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $226.5K 0.128% | +$226.5K Bought | 0.0% 901.0 shares | — | — | $140.94B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $210.4K 0.119% | +$210.4K New | — 6.2K shares | 0 → 6.2K +$210.4K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | - — | -$442.7K Sold | — - shares | 4.6K → 0 −$442.7K | Sold | — — | Q4 2023 Held for 1y 11m |
