The Analysis of Main Line Retirement Advisors, LLC's Holdings
Currently, Main Line Retirement Advisors, LLC holds 37 types of securities in its portfolio with a total value $115.1M. In the most recent quarter, they have increased their positions in FYX (+101.0K shares, valued at $9.2M), TD (+11.2K shares, valued at $724.1K), SPAB (+28.2K shares, valued at $722.9K); decreased their positions in CGDV (-196.2K shares, valued at $5.9M), CGXU (-202.8K shares, valued at $4.8M), VYMI (-62.6K shares, valued at $4.2M); initiated new positions in FYX (+101.0K shares, valued at $9.2M), SPAB (+28.2K shares, valued at $722.9K), BSV (+8.2K shares, valued at $627.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGCP CAPITAL GRP FIXED INCM ETF T704.7K shares-16.26%2025-12-312026-01-20
VYMI VANGUARD WHITEHALL FDS190.4K shares-24.74%2025-12-312026-01-20 CGXU CAPITAL GROUP INTL FOCUS EQT458.6K shares-30.66%2025-12-312026-01-20 CGDV CAPITAL GROUP DIVIDEND VALUE319.8K shares-38.02%2025-12-312026-01-20 CGGR CAPITAL GROUP GROWTH ETF327.8K shares-25.38%2025-12-312026-01-20 FYX FIRST TR SML CP CORE ALPHA F101.0K sharesnew addition2025-12-312026-01-20 BND VANGUARD BD INDEX FDS116.7K shares-9.88%2025-12-312026-01-20 VTV VANGUARD INDEX FDS48.3K shares-13.36%2025-12-312026-01-20 VUG VANGUARD INDEX FDS20.1K shares-22.71%2025-12-312026-01-20 SPTS SPDR SER TR196.9K shares-17.99%2025-12-312026-01-20 FMB FIRST TR EXCH TRADED FD III58.7K shares13.23%2025-12-312026-01-20 BLV VANGUARD BD INDEX FDS38.2K shares-41.16%2025-12-312026-01-20 TD TORONTO DOMINION BK ONT23.2K shares93.04%2025-12-312026-01-20 SUB ISHARES TR13.6K shares-8.19%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED F23.5K shares41.66%2025-12-312026-01-20 FVD FIRST TR VALUE LINE DIVID IN30.4K shares83.14%2025-12-312026-01-20 MSFT MICROSOFT CORP2.5K shares-10.52%2025-12-312026-01-20 VXUS VANGUARD STAR FDS13.7K shares150.97%2025-12-312026-01-20 SPAB SPDR SER TR28.2K sharesnew addition2025-12-312026-01-20 AAPL APPLE INC3.4K shares3.00%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS8.2K sharesnew addition2025-12-312026-01-20 LLY ELI LILLY & CO826 shares0.00%2025-12-312026-01-20 PSA PUBLIC STORAGE1.4K shares-6.79%2025-12-312026-01-20 AGZD WISDOMTREE TR17.7K sharesnew addition2025-12-312026-01-20 SPSM SPDR SER TR7.8K shares56.31%2025-12-312026-01-20 INDS PACER FDS TR7.1K shares-4.56%2025-12-312026-01-20 FNB F N B CORP21.6K shares-5.74%2025-12-312026-01-20 SPYM SPDR SER TR5.1K sharesnew addition2025-12-312026-01-20 NVDA NVIDIA CORPORATION580 shares-87.65%2025-12-312026-01-20 GLD SPDR GOLD TR1.3K shares-18.77%2025-12-312026-01-20 JSML JANUS DETROIT STR TR4.3K sharesnew addition2025-12-312026-01-20 IWR ISHARES TR3.0K shares-2.22%2025-12-312026-01-20 MMC MARSH & MCLENNAN COS INC1.2K shares-14.86%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.4K shares9.53%2025-12-312026-01-20 FSMB FIRST TR EXCH TRADED FD III10.4K sharesnew addition2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR432 sharesnew addition2025-12-312026-01-20 IWM ISHARES TR1.0K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available