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CIK: 0001602905
Total reported value
$2.8B
$2.8B
1024 檔
22.9%
According to the latest 13F quarterly dataset, MCF Advisors LLC managed an equity portfolio of $2.8B at the end of Q2 2024, spanning 1024 distinct U.S. exchange-listed positions.
During Q2 2024, MCF Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1024 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.06% | -1.52% | -1.56% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 7.36% | -0.46% | +2.67% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.22% | +1.14% | +3.75% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.85% | -0.34% | -1.45% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.94% | -0.14% | +1.44% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.39% | -0.34% | +0.99% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.29% | +0.89% | +4.64% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.23% | -0.23% | +3.53% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.13% | +2.31% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.55% | +0.35% | +0.44% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.42% | -0.19% | +2.36% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.39% | -0.08% | +1.36% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.01% | +0.55% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.27% | -1.09% | +6.86% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.04% | +0.14% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.05% | -0.06% | -0.46% | |
| 17 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.05% | — | -0.05% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.08% | +0.82% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.93% | -0.05% | -1.21% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.03% | +0.10% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | -0.01% | -0.12% | |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.71% | — | +0.13% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.05% | +913.65% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +2.43% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | -0.07% | +18.61% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | +0.15% | +0.65% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.40% | -0.05% | +1.89% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | -1.78% | |
| 29 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.30% | -0.06% | +3.14% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | -0.04% | -5.44% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.25% | -6.84% | |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.25% | -0.43% | EXIT | |
| 33 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.25% | -0.02% | +1.02% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.04% | +5.75% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.12% | -0.17% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -0.37% | |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.21% | -0.02% | +1.19% | |
| 39 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.21% | -0.02% | +0.97% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | +3.22% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | +4.81% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.01% | -0.25% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.04% | +3.59% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.05% | +7.39% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.18% | -0.01% | +1.94% | |
| 46 | HLMN | Hillman Solutions CORP | Stock-Other | 0.18% | -0.02% | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | -0.01% | +0.53% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.02% | +5.67% | |
| 49 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.17% | -0.05% | +1.17% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.03% | +2.02% |
According to official SEC Form 13F filings, MCF Advisors LLC reported a total U.S. public equity portfolio value of $2.8B across 1024 disclosed positions in Q2 2024.
During Q2 2024, MCF Advisors LLC's top holdings by market value included VOO (22.1%)、GOVT (7.4%)、IDEV (7.2%). The largest single position, VOO, represented 22.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, GOVT, IDEV) accounted for 22.9% of total reported equity market value during Q2 2024.
In Q2 2024, MCF 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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