Mra Advisory Group Top Holdings and 13F Report (2025) About Mra Advisory GroupInvestment ActivityMra Advisory Group has $188.75 million in total holdings as of December 31, 2024.Mra Advisory Group owns shares of 123 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.52% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, Mra Advisory Group has purchased 119 new stocks and bought additional shares in 55 stocks.Mra Advisory Group sold shares of 40 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $27,548,204Invesco High Yield Bond Factor ETF $11,962,609Invesco Dow Jones Industrial Average Dividend ETF $11,435,308First Trust Low Duration Opportunities ETF $9,790,924SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $9,285,832 Largest New Holdings this Quarter Vanguard Utilities ETF $3,138,474 HoldingGlobal X U.S. Infrastructure Development ETF $3,128,167 HoldingPALANTIR TECHNOLOGIES INC $763,507 HoldingTesla $513,633 HoldingServiceNow $465,511 Holding Largest Purchases this Quarter Vanguard Utilities ETF 19,205 shares (about $3.14M)Global X U.S. Infrastructure Development ETF 77,411 shares (about $3.13M)PALANTIR TECHNOLOGIES INC 10,095 shares (about $763.51K)Axon Enterprise 1,255 shares (about $745.98K)Visa 2,089 shares (about $660.21K) Largest Sales this Quarter First Trust RBA American Industrial Renaissance ETF 45,353 shares (about $3.49M)NVIDIA 3,672 shares (about $493.11K)Amazon.com 2,097 shares (about $460.06K)Broadcom 1,695 shares (about $392.95K)Invesco Dow Jones Industrial Average Dividend ETF 6,989 shares (about $354.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMra Advisory Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,548,204$380,284 ▲1.4%46,79714.6%ETFIHYFInvesco High Yield Bond Factor ETF$11,962,609$588,277 ▲5.2%531,4356.3%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$11,435,308$354,439 ▼-3.0%225,4876.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$9,790,924$299,758 ▲3.2%201,1705.2%ManufacturingBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,285,832$291,022 ▲3.2%101,5624.9%ETFSRLNSPDR Blackstone Senior Loan ETF$8,704,762$593,902 ▲7.3%208,5974.6%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$8,292,534$301,449 ▲3.8%92,3754.4%ETFQUALiShares MSCI USA Quality Factor ETF$7,957,236$135,877 ▲1.7%44,6834.2%ETFMSFTMicrosoft$6,541,103$325,812 ▼-4.7%15,5193.5%Computer and TechnologyAAPLApple$5,482,201$182,056 ▼-3.2%21,8922.9%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$4,692,050$241,717 ▼-4.9%32,2812.5%ETFAMZNAmazon.com$4,248,889$460,057 ▼-9.8%19,3672.3%Retail/WholesaleNVDANVIDIA$4,010,559$493,111 ▼-10.9%29,8652.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$3,892,161$33,952 ▼-0.9%73,3682.1%SHS BEN INTMETAMeta Platforms$3,435,973$34,547 ▼-1.0%5,8681.8%Computer and TechnologySMHVanEck Semiconductor ETF$3,198,550$320,872 ▲11.2%13,2081.7%ManufacturingVPUVanguard Utilities ETF$3,138,474$3,138,474 ▲New Holding19,2051.7%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,128,167$3,128,167 ▲New Holding77,4111.7%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,860,350$3,494,006 ▼-55.0%37,1281.5%ManufacturingGOOGAlphabet$2,029,056$196,336 ▼-8.8%10,6551.1%Computer and TechnologyEVTEaton Vance Tax-Advantaged Dividend Income Fund$1,942,899$44,324 ▲2.3%80,7861.0%Financial ServicesAXONAxon Enterprise$1,905,081$745,983 ▲64.4%3,2051.0%AerospaceAVGOBroadcom$1,799,015$392,955 ▼-17.9%7,7601.0%Computer and TechnologyUNHUnitedHealth Group$1,749,046$202,319 ▼-10.4%3,4580.9%MedicalWMTWalmart$1,350,380$29,906 ▼-2.2%14,9460.7%Retail/WholesaleMAMastercard$1,307,020$95,315 ▲7.9%2,4820.7%Business ServicesVVisa$1,228,140$660,212 ▲116.2%3,8860.7%Business ServicesLLYEli Lilly and Company$1,181,449$271,038 ▲29.8%1,5300.6%MedicalJPMJPMorgan Chase & Co.$1,063,223$103,086 ▼-8.8%4,4350.6%FinancePEGPublic Service Enterprise Group$1,057,6460.0%12,5180.6%UtilitiesPDIPIMCO Dynamic Income Fund$1,049,562$44,053 ▲4.4%57,2280.6%Financial ServicesSPYSPDR S&P 500 ETF Trust$936,638$9,378 ▲1.0%1,5980.5%FinanceXOMExxon Mobil$874,647$46,147 ▲5.6%8,1310.5%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$816,212$84,221 ▲11.5%14,1880.4%ETFNFLXNetflix$812,804$46,344 ▼-5.4%9120.4%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$763,507$763,507 ▲New Holding10,0950.4%CL ANPOEnpro$740,3280.0%4,2930.4%Business ServicesHDHome Depot$661,069$60,309 ▼-8.4%1,6990.4%Retail/WholesaleHTDJohn Hancock Tax-Advantaged Dividend Income Fund$642,760$12,639 ▼-1.9%29,1900.3%Financial ServicesFTSLFirst Trust Senior Loan ETF$582,749$5,919 ▲1.0%12,6030.3%ManufacturingPGRProgressive$578,797$37,852 ▲7.0%2,4160.3%FinanceABBVAbbVie$559,238$27,544 ▲5.2%3,1470.3%MedicalCATCaterpillar$556,426$11,245 ▲2.1%1,5340.3%Industrial ProductsISRGIntuitive Surgical$531,133$30,783 ▲6.2%1,0180.3%MedicalVZVerizon Communications$523,573$13,116 ▼-2.4%13,0930.3%Computer and TechnologyTJXTJX Companies$523,235$19,571 ▼-3.6%4,3310.3%Retail/WholesaleTSLATesla$513,633$513,633 ▲New Holding1,2720.3%Auto/Tires/TrucksMDLZMondelez International$466,372$133,915 ▲40.3%7,8080.2%Consumer StaplesNOWServiceNow$465,511$465,511 ▲New Holding4390.2%Computer and TechnologyLMTLockheed Martin$462,153$6,804 ▲1.5%9510.2%AerospaceIBMInternational Business Machines$461,316$25,055 ▼-5.2%2,0990.2%Computer and TechnologyGOOGLAlphabet$460,189$62,469 ▼-12.0%2,4310.2%Computer and TechnologyTTTrane Technologies$448,770$81,997 ▼-15.4%1,2150.2%ConstructionKTOSKratos Defense & Security Solutions$447,906$447,906 ▲New Holding16,9790.2%AerospaceUPSUnited Parcel Service$426,857$145,775 ▼-25.5%3,3850.2%TransportationREGNRegeneron Pharmaceuticals$420,052$111,777 ▲36.3%5900.2%MedicalPFEPfizer$403,264$184,122 ▼-31.3%15,2000.2%MedicalIYHiShares U.S. Healthcare ETF$402,427$88,865 ▼-18.1%6,9060.2%ETFGEGeneral Electric$401,811$9,341 ▲2.4%2,4090.2%TransportationCOSTCostco Wholesale$401,341$121,868 ▲43.6%4380.2%Retail/WholesaleQQQInvesco QQQ$395,356$511 ▲0.1%7730.2%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$392,516$3,835 ▲1.0%9,2120.2%ETFCMCSAComcast$389,400$193,386 ▲98.7%10,3760.2%Consumer DiscretionaryCVXChevron$387,148$12,311 ▼-3.1%2,6730.2%Oils/EnergyJNJJohnson & Johnson$384,465$7,955 ▼-2.0%2,6580.2%MedicalPGProcter & Gamble$376,535$69,741 ▼-15.6%2,2460.2%Consumer StaplesTMUST-Mobile US$373,177$373,177 ▲New Holding1,6910.2%Computer and TechnologySMRNuScale Power$372,932$372,932 ▲New Holding20,7990.2%Computer and TechnologyMRKMerck & Co., Inc.$363,062$9,052 ▲2.6%3,6500.2%MedicalEQIXEquinix$360,944$34,869 ▼-8.8%3830.2%FinanceCSCOCisco Systems$353,747$16,992 ▲5.0%5,9750.2%Computer and TechnologyCBChubb$352,209$35,912 ▼-9.3%1,2750.2%FinanceVVXV2X$322,545$322,545 ▲New Holding6,7440.2%Business ServicesKOCoca-Cola$314,156$6,724 ▲2.2%5,0460.2%Consumer StaplesPHTPioneer High Income Fund$298,086$1,744 ▲0.6%38,4630.2%Financial ServicesDSIiShares MSCI KLD 400 Social ETF$295,250$15,104 ▲5.4%2,6780.2%ETFINTUIntuit$289,643$43,352 ▼-13.0%4610.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$281,3730.0%4940.1%ETFIVWiShares S&P 500 Growth ETF$278,600$203 ▲0.1%2,7440.1%ETFAMGNAmgen$269,249$28,932 ▲12.0%1,0330.1%MedicalSPYXSPDR S&P Fossil Fuel Reserves Free ETF$262,3690.0%5,4490.1%ETFSYFSynchrony Financial$259,675$40,170 ▼-13.4%3,9950.1%FinancePAYXPaychex$256,739$8,553 ▲3.4%1,8310.1%Business ServicesCRMSalesforce$254,759$80,908 ▼-24.1%7620.1%Computer and TechnologyPEPPepsiCo$244,712$3,802 ▲1.6%1,6090.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$239,8690.0%1,8800.1%ETFTSMTaiwan Semiconductor Manufacturing$238,106$238,106 ▲New Holding1,2060.1%Computer and TechnologyMCDMcDonald's$236,245$236,245 ▲New Holding8150.1%Retail/WholesaleCEGConstellation Energy$235,129$46,981 ▲25.0%1,0510.1%Oils/EnergyXLEEnergy Select Sector SPDR Fund$232,895$86 ▼0.0%2,7190.1%ETFPANWPalo Alto Networks$232,391$118,288 ▲103.7%1,2770.1%Computer and TechnologyADPAutomatic Data Processing$230,379$43,910 ▼-16.0%7870.1%Business ServicesVTIVanguard Total Stock Market ETF$226,921$580 ▲0.3%7830.1%ETFARISTA NETWORKS INC$224,597$224,597 ▲New Holding2,0320.1%COM SHSBMYBristol-Myers Squibb$224,216$35,126 ▼-13.5%3,9640.1%MedicalGDVThe Gabelli Dividend & Income Trust$221,421$72 ▼0.0%9,1690.1%Financial ServicesDOORDASH INC$220,626$220,626 ▲New Holding1,3150.1%CL AWFCWells Fargo & Company$219,245$219,245 ▲New Holding3,1210.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$215,863$943 ▲0.4%2,7460.1%ETFADIAnalog Devices$214,4420.0%1,0090.1%Computer and TechnologyShowing 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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