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CIK: 0001602905
Total reported value
$2.8B
$2.8B
992 檔
24.4%
According to the latest 13F quarterly dataset, MCF Advisors LLC managed an equity portfolio of $2.8B at the end of Q4 2024, spanning 992 distinct U.S. exchange-listed positions.
During Q4 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 992 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.82% | -1.52% | -7.45% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.21% | -0.46% | +13.63% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.18% | +1.14% | +5.22% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.70% | -0.34% | -0.77% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.97% | -0.23% | +17.80% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.95% | +0.89% | +133.51% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.63% | -0.14% | +1.78% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.14% | -0.34% | -8.12% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | -0.13% | -1.66% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.61% | -0.19% | +11.72% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.39% | -0.08% | -4.21% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.17% | +0.35% | -4.50% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.01% | -0.71% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.33% | -1.09% | +5.88% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.10% | — | +10.44% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.03% | -0.06% | +199.95% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.93% | -0.08% | +0.78% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.04% | +1.41% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.92% | -0.05% | -0.33% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.03% | -0.09% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | -0.01% | -0.36% | |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.59% | -0.43% | EXIT | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.05% | -0.24% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | -0.07% | +6.92% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | +0.15% | +2.63% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.04% | -0.72% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.48% | -0.06% | +2.06% | |
| 28 | WSBC | Wesbanco Inc | Stock-Other | 0.39% | -0.01% | +17801.05% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.39% | -0.05% | +3.03% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -8.04% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | -0.04% | +1.44% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.25% | -0.03% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | -0.01% | -4.13% | |
| 34 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.23% | -0.02% | +1.35% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | — | +2.69% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.12% | +0.82% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.03% | -0.78% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.04% | -6.60% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | +3.17% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.02% | +3.44% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.02% | +13.19% | |
| 42 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.20% | -0.02% | +1.55% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.19% | -0.02% | +0.45% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.04% | -4.97% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | +0.02% | +73.36% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.18% | -0.01% | -0.29% | |
| 47 | MCO | Moody's CORP | Stock-Financials | 0.18% | -0.01% | -1.65% | |
| 48 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.17% | -0.05% | +1.54% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.05% | +0.88% | |
| 50 | HLMN | Hillman Solutions CORP | Stock-Other | 0.16% | -0.02% | -12.25% |
According to official SEC Form 13F filings, MCF Advisors LLC reported a total U.S. public equity portfolio value of $2.8B across 992 disclosed positions in Q4 2024.
During Q4 2024, MCF Advisors LLC's top holdings by market value included VOO (20.8%)、GOVT (8.2%)、IDEV (7.2%). The largest single position, VOO, represented 20.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, GOVT, IDEV) accounted for 24.4% of total reported equity market value during Q4 2024.
In Q4 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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