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CIK: 0001809416
Total reported value
$227.7M
$227.7M
40 檔
32.7%
According to the latest 13F quarterly dataset, Main Line Retirement Advisors, LLC managed an equity portfolio of $227.7M at the end of Q4 2024, spanning 40 distinct U.S. exchange-listed positions.
During Q4 2024, Main Line Retirement Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 11.64% | -0.09% | -7.69% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 10.00% | +0.28% | +3.90% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 9.35% | +0.12% | +5.44% | |
| 4 | CGXU | Cap Group Intl Focus | ETF-Other | 9.17% | +0.03% | +7.55% | |
| 5 | CGCV | Cap Group Conservative Eq | ETF-Other | 8.88% | -0.07% | — | |
| 6 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 7.53% | — | -4.36% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 6.52% | +0.26% | +3.08% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 5.56% | -0.04% | -18.81% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 5.22% | -0.05% | -16.99% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 5.05% | +0.02% | — | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.47% | +0.16% | -2.46% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.49% | — | +16.14% | |
| 13 | FMB | First Trust Managed Municipa | ETF-Other | 1.67% | -0.03% | -22.49% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.34% | -0.02% | +28.48% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.33% | +0.01% | -84.09% | |
| 16 | CGMU | Cap Group Municipal Income | ETF-Other | 1.31% | -0.13% | — | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.92% | +0.02% | +10.89% | |
| 18 | TD | Toronto-dominion Bank | Stock-Financials | 0.82% | -0.03% | -3.81% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.15% | +0.65% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 0.65% | -0.06% | -17.46% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.53% | EXIT | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.18% | +1.73% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.04% | +5.99% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | -0.04% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.01% | +1.69% | |
| 26 | PSA | Public Storage | Stock-Real Estate | 0.29% | -0.04% | +1.03% | |
| 27 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.27% | +0.06% | — | |
| 28 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.26% | — | — | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | — | — | |
| 30 | FNB | Fnb CORP | Stock-Financials | 0.22% | -0.02% | +0.76% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.20% | — | +0.07% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.18% | -0.01% | +0.45% | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.18% | -0.02% | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | -0.01% | +0.36% | |
| 35 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.17% | -0.01% | +0.82% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | +0.02% | +0.24% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | — | +0.29% | |
| 39 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.14% | — | +0.76% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | — | -0.48% |
According to official SEC Form 13F filings, Main Line Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $227.7M across 40 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGCP, VYMI, CGGR) accounted for 32.7% of total reported equity market value during Q4 2024.
During Q4 2024, Main Line Retirement Advisors, LLC's top holdings by market value included CGCP (11.6%)、VYMI (10.0%)、CGGR (9.3%). The largest single position, CGCP, represented 11.6% of total portfolio value.
In Q4 2024, Main Line Retirement Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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