Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2024) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $145.86 million in total holdings as of September 30, 2024.Main Line Retirement Advisors, LLC owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 0.05% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 35 new stocks and bought additional shares in 29 stocks.Main Line Retirement Advisors, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $19,927,793Vanguard International High Dividend Yield ETF $15,800,155Capital Group International Focus Equity ETF $14,155,622Capital Group Dividend Value ETF $13,081,115Capital Group Growth ETF $12,604,584 Largest New Holdings this Quarter Meta Platforms $236,065 HoldingVanguard FTSE Developed Markets ETF $201,392 Holding Largest Purchases this Quarter Capital Group Core Plus Income ETF 43,711 shares (about $1.01M)Vanguard Total Bond Market ETF 13,109 shares (about $984.62K)Capital Group International Focus Equity ETF 25,218 shares (about $680.13K)First Trust Small Cap Core AlphaDEX Fund 6,685 shares (about $665.36K)SPDR Portfolio Short Term Treasury ETF 20,338 shares (about $598.14K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 638 shares (about $37.97K)iShares Short-Term National Muni Bond ETF 183 shares (about $19.43K)WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund 609 shares (about $13.65K)Eli Lilly and Company 4 shares (about $3.54K) 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$19,927,793$1,010,598 ▲5.3%861,92913.7%ETFVYMIVanguard International High Dividend Yield ETF$15,800,155$493,530 ▲3.2%215,20210.8%ETFCGXUCapital Group International Focus Equity ETF$14,155,622$680,130 ▲5.0%524,8659.7%ETFCGDVCapital Group Dividend Value ETF$13,081,115$588,105 ▲4.7%358,9779.0%ETFCGGRCapital Group Growth ETF$12,604,584$423,011 ▲3.5%362,3058.6%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$11,764,520$665,357 ▲6.0%118,2018.1%ManufacturingBNDVanguard Total Bond Market ETF$10,867,737$984,617 ▲10.0%144,6917.5%ETFVTVVanguard Value ETF$9,838,909$527,374 ▲5.7%56,3616.7%ETFVUGVanguard Growth ETF$8,975,345$533,653 ▲6.3%23,3786.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$7,048,357$598,139 ▲9.3%239,6594.8%ETFBLVVanguard Long-Term Bond ETF$3,581,454$310,375 ▲9.5%47,6452.5%ETFFMBFirst Trust Managed Municipal ETF$3,336,159$27,383 ▲0.8%64,2062.3%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,591,869$19,432 ▼-1.2%14,9911.1%ETFTDToronto-Dominion Bank$1,529,629$19,864 ▲1.3%24,1801.0%FinanceJEPIJPMorgan Equity Premium Income ETF$1,304,506$37,967 ▼-2.8%21,9210.9%ETFFVDFirst Trust Value Line Dividend Index Fund$1,254,578$5,095 ▲0.4%27,5790.9%ETFMSFTMicrosoft$1,125,765$20,656 ▲1.9%2,6160.8%Computer and TechnologyXOMExxon Mobil$989,409$1,289 ▲0.1%8,4410.7%Oils/EnergyAAPLApple$754,316$20,274 ▲2.8%3,2370.5%Computer and TechnologyLLYEli Lilly and Company$733,667$3,544 ▼-0.5%8280.5%MedicalNVDANVIDIA$648,556$98,358 ▲17.9%5,3410.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$551,593$2,331 ▲0.4%8,5200.4%ETFPSAPublic Storage$529,811$4,367 ▲0.8%1,4560.4%FinanceGLDSPDR Gold Shares$394,9730.0%1,6250.3%FinanceBSVVanguard Short-Term Bond ETF$326,540$787 ▲0.2%4,1500.2%ETFMMCMarsh & McLennan Companies$316,1190.0%1,4170.2%FinanceAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$315,175$13,654 ▼-4.2%14,0580.2%FinanceFNBF.N.B.$312,989$2,639 ▲0.9%22,1820.2%FinanceINDSPacer Industrial Real Estate ETF$312,136$1,645 ▲0.5%7,2100.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$282,616$1,229 ▲0.4%6,2100.2%ETFIWRiShares Russell Mid-Cap ETF$270,083$1,146 ▲0.4%3,0640.2%ETFJNJJohnson & Johnson$238,096$1,135 ▲0.5%1,4690.2%MedicalMETAMeta Platforms$236,065$236,065 ▲New Holding4120.2%Computer and TechnologyIWMiShares Russell 2000 ETF$225,311$663 ▲0.3%1,0200.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$224,179$743 ▲0.3%3,3210.2%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$213,049$1,561 ▲0.7%10,6470.1%ETFVEAVanguard FTSE Developed Markets ETF$201,392$201,392 ▲New Holding3,8140.1%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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