Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $151.79 million in total holdings as of December 31, 2024.Main Line Retirement Advisors, LLC owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 18.59% of the portfolio was purchased this quarter.About 12.15% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 37 new stocks and bought additional shares in 21 stocks.Main Line Retirement Advisors, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Capital Group Core Plus Income ETF $17,663,203Vanguard International High Dividend Yield ETF $15,177,969Capital Group Growth ETF $14,199,315Capital Group International Focus Equity ETF $13,925,967CAPITAL GROUP CONSERVATIVE E $13,476,136 Largest New Holdings this Quarter CAPITAL GROUP CONSERVATIVE E $13,476,136 HoldingCapital Group U.S. Multi-Sector Income ETF $7,664,458 HoldingCapital Group Municipal Income ETF $1,985,485 HoldingCAPITAL GROUP INTERNATIONAL $408,967 HoldingJanus Henderson Small Cap Growth Alpha ETF $394,873 Holding Largest Purchases this Quarter CAPITAL GROUP CONSERVATIVE E 507,767 shares (about $13.48M)Capital Group U.S. Multi-Sector Income ETF 280,955 shares (about $7.66M)Capital Group Municipal Income ETF 73,755 shares (about $1.99M)Capital Group International Focus Equity ETF 39,625 shares (about $977.55K)Capital Group Growth ETF 19,705 shares (about $732.44K) Largest Sales this Quarter Capital Group Dividend Value ETF 301,851 shares (about $10.64M)Vanguard Total Bond Market ETF 27,223 shares (about $1.96M)Vanguard Value ETF 9,574 shares (about $1.62M)Capital Group Core Plus Income ETF 66,289 shares (about $1.47M)First Trust Managed Municipal ETF 14,442 shares (about $736.69K) 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$17,663,203$1,471,615 ▼-7.7%795,64011.6%ETFVYMIVanguard International High Dividend Yield ETF$15,177,969$570,056 ▲3.9%223,60010.0%ETFCGGRCapital Group Growth ETF$14,199,315$732,435 ▲5.4%382,0109.4%ETFCGXUCapital Group International Focus Equity ETF$13,925,967$977,549 ▲7.5%564,4909.2%ETFCAPITAL GROUP CONSERVATIVE E$13,476,136$13,476,136 ▲New Holding507,7678.9%SHSFYXFirst Trust Small Cap Core AlphaDEX Fund$11,425,136$520,257 ▼-4.4%113,0537.5%ManufacturingVUGVanguard Growth ETF$9,890,748$295,516 ▲3.1%24,0986.5%ETFBNDVanguard Total Bond Market ETF$8,447,104$1,957,601 ▼-18.8%117,4685.6%ETFVTVVanguard Value ETF$7,920,983$1,620,867 ▼-17.0%46,7875.2%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$7,664,458$7,664,458 ▲New Holding280,9555.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,781,707$170,811 ▼-2.5%233,7714.5%ETFBLVVanguard Long-Term Bond ETF$3,786,579$526,227 ▲16.1%55,3352.5%ETFFMBFirst Trust Managed Municipal ETF$2,538,465$736,687 ▼-22.5%49,7641.7%ManufacturingSUBiShares Short-Term National Muni Bond ETF$2,031,566$450,299 ▲28.5%19,2601.3%ETFCGDVCapital Group Dividend Value ETF$2,014,270$10,643,305 ▼-84.1%57,1261.3%ETFCGMUCapital Group Municipal Income ETF$1,985,485$1,985,485 ▲New Holding73,7551.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,398,525$137,384 ▲10.9%24,3090.9%ETFTDToronto-Dominion Bank$1,238,311$49,034 ▼-3.8%23,2590.8%FinanceMSFTMicrosoft$1,109,741$7,165 ▲0.6%2,6330.7%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$993,370$210,169 ▼-17.5%22,7630.7%ETFXOMExxon Mobil$909,150$1,183 ▲0.1%8,4520.6%Oils/EnergyAAPLApple$824,680$14,024 ▲1.7%3,2930.5%Computer and TechnologyNVDANVIDIA$760,161$42,970 ▲6.0%5,6610.5%Computer and TechnologyLLYEli Lilly and Company$639,3100.0%8280.4%MedicalVXUSVanguard Total International Stock ETF$510,595$8,486 ▲1.7%8,6640.3%ETFPSAPublic Storage$440,439$4,491 ▲1.0%1,4710.3%FinanceCAPITAL GROUP INTERNATIONAL$408,967$408,967 ▲New Holding17,0080.3%SHSJSMLJanus Henderson Small Cap Growth Alpha ETF$394,873$394,873 ▲New Holding6,0240.3%ETFGLDSPDR Gold Shares$393,4610.0%1,6250.3%FinanceFNBF.N.B.$330,330$2,483 ▲0.8%22,3500.2%FinanceMMCMarsh & McLennan Companies$301,148$212 ▲0.1%1,4180.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$280,221$1,258 ▲0.5%6,2380.2%ETFCAPITAL GROUP NEW GEOGRAPHY$277,424$277,424 ▲New Holding11,2000.2%SHSIWRiShares Russell Mid-Cap ETF$271,864$973 ▲0.4%3,0750.2%ETFINDSPacer Industrial Real Estate ETF$256,578$2,083 ▲0.8%7,2690.2%ETFMETAMeta Platforms$242,090$586 ▲0.2%4130.2%Computer and TechnologyAMZNAmazon.com$230,140$230,140 ▲New Holding1,0490.2%Retail/WholesaleIWMiShares Russell 2000 ETF$226,088$663 ▲0.3%1,0230.1%FinanceFSMBFirst Trust Short Duration Managed Municipal ETF$212,835$1,607 ▲0.8%10,7280.1%ETFJNJJohnson & Johnson$211,455$1,012 ▼-0.5%1,4620.1%MedicalBSVVanguard Short-Term Bond ETF$0$326,540 ▼-100.0%00.0%ETFAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$0$315,175 ▼-100.0%00.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$0$224,179 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$201,392 ▼-100.0%00.0%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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