Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $175.59 million in total holdings as of June 30, 2025.Main Line Retirement Advisors, LLC owns shares of 42 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.30% of the portfolio was purchased this quarter.About 15.87% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 42 new stocks and bought additional shares in 25 stocks.Main Line Retirement Advisors, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard International High Dividend Yield ETF $20,017,759Capital Group Dividend Value ETF $19,844,362Capital Group Core Plus Income ETF $17,993,758Capital Group Growth ETF $17,308,244Capital Group International Focus Equity ETF $17,132,579 Largest New Holdings this Quarter 33738R308 - First Trust BuyWrite Income ETF $955,130 Holding47103U209 - Small/Mid Cap Growth Alpha ETF $273,328 Holding11135F101 - Broadcom $251,758 Holding023135106 - Amazon.com $230,140 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 444,202 shares (about $17.54M)CAPITAL GROUP EQUITY ETF TR 477,357 shares (about $12.83M)Capital Group International Focus Equity ETF 57,421 shares (about $1.56M)Capital Group Growth ETF 33,381 shares (about $1.36M)Vanguard International High Dividend Yield ETF 16,260 shares (about $1.30M) Largest Sales this Quarter CAPITAL GROUP CONSERVATIVE E 505,224 shares (about $14.45M)First Trust Small Cap Core AlphaDEX Fund 109,139 shares (about $10.62M)Capital Group Core Plus Income ETF 16,526 shares (about $371.83K)SPDR Portfolio Short Term Treasury ETF 12,441 shares (about $364.40K)JPMorgan Equity Premium Income ETF 6,343 shares (about $360.60K) 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 PortfolioSectorVYMIVanguard International High Dividend Yield ETF$20,017,759$1,302,591 ▲7.0%249,87811.4%ETFCGDVCapital Group Dividend Value ETF$19,844,362$17,541,542 ▲761.7%502,51611.3%ETFCGCPCapital Group Core Plus Income ETF$17,993,758$371,835 ▼-2.0%799,72310.2%ETFCGGRCapital Group Growth ETF$17,308,244$1,356,938 ▲8.5%425,7879.9%ETFCGXUCapital Group International Focus Equity ETF$17,132,579$1,557,833 ▲10.0%631,4999.8%ETFCAPITAL GROUP EQUITY ETF TR$13,141,820$12,831,356 ▲4,133.0%488,9077.5%US SMALL AND MIDVUGVanguard Growth ETF$11,222,387$513,795 ▲4.8%25,5996.4%ETFVTVVanguard Value ETF$9,402,722$891,121 ▲10.5%53,2015.4%ETFBNDVanguard Total Bond Market ETF$8,906,738$105,144 ▲1.2%120,9665.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$8,628,574$373,063 ▲4.5%312,4034.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,524,005$364,397 ▼-5.3%222,7383.7%ETFBLVVanguard Long-Term Bond ETF$4,067,697$142,280 ▲3.6%58,4942.3%ETFFMBFirst Trust Managed Municipal ETF$2,596,875$101,185 ▲4.1%52,1251.5%ManufacturingCGMUCapital Group Municipal Income ETF$2,208,824$212,187 ▲10.6%82,7581.3%ETFTDToronto Dominion Bank$1,751,198$20,566 ▲1.2%23,8421.0%FinanceSUBiShares Short-Term National Muni Bond ETF$1,586,410$77,842 ▲5.2%14,9180.9%ETFMSFTMicrosoft$1,379,077$22,877 ▲1.7%2,7730.8%Computer and TechnologyFTHIFirst Trust BuyWrite Income ETF$955,130$955,130 ▲New Holding41,8000.5%ETFJEPIJPMorgan Equity Premium Income ETF$925,288$360,599 ▼-28.0%16,2760.5%ETFXOMExxon Mobil$913,605$1,294 ▲0.1%8,4750.5%EnergyCAPITAL GROUP INTERNATIONAL$864,509$369,406 ▲74.6%29,6980.5%SHSNVDANVIDIA$742,023$144,708 ▼-16.3%4,6970.4%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$739,426$281,833 ▼-27.6%16,5420.4%ETFAAPLApple$669,034$6,976 ▼-1.0%3,2610.4%Computer and TechnologyLLYEli Lilly and Company$661,916$16,372 ▲2.5%8490.4%MedicalGLDSPDR Gold Shares$495,3490.0%1,6250.3%FinanceFYXFirst Trust Small Cap Core AlphaDEX Fund$442,737$10,617,419 ▼-96.0%4,5510.3%ManufacturingCAPITAL GROUP CONSERVATIVE E$441,547$14,449,132 ▼-97.0%15,4390.3%SHSPSAPublic Storage$440,505$4,402 ▲1.0%1,5010.3%FinanceFNBF.N.B.$331,618$2,872 ▲0.9%22,7450.2%FinanceCAPITAL GROUP NEW GEOGRAPHY$322,6720.0%11,2000.2%SHSVXUSVanguard Total International Stock ETF$310,416$289,966 ▼-48.3%4,4930.2%ETFMMCMarsh & McLennan Companies$310,3070.0%1,4190.2%FinanceMETAMeta Platforms$308,984$3,687 ▲1.2%4190.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$284,539$828 ▲0.3%3,0940.2%ETFJSMDSmall/Mid Cap Growth Alpha ETF$273,328$273,328 ▲New Holding3,5200.2%ManufacturingINDSPacer Industrial Real Estate ETF$272,669$481 ▲0.2%7,3710.2%ETFIBMInternational Business Machines$256,540$1,474 ▲0.6%8700.1%Computer and TechnologyAVGOBroadcom$251,758$251,758 ▲New Holding9130.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$231,428$1,767 ▲0.8%4,0590.1%ETFAMZNAmazon.com$230,140$230,140 ▲New Holding1,0490.1%Retail/WholesaleJNJJohnson & Johnson$200,747$23,833 ▼-10.6%1,3140.1%MedicalJSMLSmall Cap Growth Alpha ETF$0$281,417 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$251,771 ▼-100.0%00.0%ETFLOWLowe's Companies$0$210,174 ▼-100.0%00.0%Retail/WholesaleIWMiShares Russell 2000 ETF$0$204,585 ▼-100.0%00.0%FinanceShowing 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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