HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CAPITAL GRP FIXED INCM ETF T (CGCP) |
788,065 | +83,405 | $17,700 |
| CGCP | 788,065 | +83,405 | $17,700 |
| VANGUARD WHITEHALL FDS (VYMI) |
200,977 | +10,568 | $13,823 |
| VYMI | 200,977 | +10,568 | $13,823 |
| CAPITAL GROUP INTL FOCUS EQT |
484,659 | +26,066 | $12,495 |
| CGXU | 484,659 | +26,066 | $12,495 |
| CAPITAL GROUP GROWTH ETF (CGGR) |
342,685 | +14,840 | $10,962 |
| CGGR | 342,685 | +14,840 | $10,962 |
| CAPITAL GROUP DIVIDEND VALUE |
336,552 | +16,801 | $10,938 |
| CGDV | 336,552 | +16,801 | $10,938 |
| FIRST TR SML CP CORE ALPHA F (FYX) |
107,087 | +6,087 | $9,982 |
| FYX | 107,087 | +6,087 | $9,982 |
| VANGUARD BD INDEX FDS (BND) |
126,558 | +9,897 | $9,192 |
| BND | 126,558 | +9,897 | $9,192 |
| VANGUARD INDEX FDS (VTV) |
51,434 | +3,107 | $8,377 |
| VTV | 51,434 | +3,107 | $8,377 |
| VANGUARD INDEX FDS (VUG) |
21,303 | +1,212 | $7,333 |
| VUG | 21,303 | +1,212 | $7,333 |
| SPDR SER TR (SPTS) |
213,348 | +16,423 | $6,170 |
| SPTS | 213,348 | +16,423 | $6,170 |
| FIRST TR EXCH TRADED FD III (FMB) |
62,627 | +3,892 | $3,216 |
| FMB | 62,627 | +3,892 | $3,216 |
| VANGUARD BD INDEX FDS (BLV) |
41,560 | +3,334 | $3,006 |
| BLV | 41,560 | +3,334 | $3,006 |
| ISHARES TR (SUB) |
15,022 | +1,465 | $1,573 |
| SUB | 15,022 | +1,465 | $1,573 |
| TORONTO DOMINION BK ONT |
23,248 | UNCH | $1,404 |
| TD | 23,248 | UNCH | $1,404 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
22,423 | -1,064 | $1,297 |
| JEPI | 22,423 | -1,064 | $1,297 |
| MICROSOFT CORP |
2,873 | +390 | $1,209 |
| MSFT | 2,873 | +390 | $1,209 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
27,325 | -3,099 | $1,154 |
| FVD | 27,325 | -3,099 | $1,154 |
| EXXON MOBIL CORP |
8,463 | +8,463 | $984 |
| XOM | 8,463 | +8,463 | $984 |
| APPLE INC |
5,193 | +1,832 | $891 |
| AAPL | 5,193 | +1,832 | $891 |
| ELI LILLY & CO |
826 | UNCH | $643 |
| LLY | 826 | UNCH | $643 |
| NVIDIA CORPORATION |
591 | +11 | $534 |
| NVDA | 591 | +11 | $534 |
| VANGUARD STAR FDS (VXUS) |
8,417 | -5,301 | $508 |
| VXUS | 8,417 | -5,301 | $508 |
| PUBLIC STORAGE |
1,429 | +15 | $415 |
| PSA | 1,429 | +15 | $415 |
| WISDOMTREE TR |
14,776 | -2,955 | $342 |
| AGZD | 14,776 | -2,955 | $342 |
| SPDR GOLD TR (GLD) |
1,625 | +305 | $334 |
| GLD | 1,625 | +305 | $334 |
| VANGUARD BD INDEX FDS (BSV) |
4,114 | -4,036 | $315 |
| BSV | 4,114 | -4,036 | $315 |
| F N B CORP |
21,788 | +193 | $307 |
| FNB | 21,788 | +193 | $307 |
| MARSH & MCLENNAN COS INC |
1,417 | +208 | $292 |
| MMC | 1,417 | +208 | $292 |
 PACER FDS TR |
$285 | ||
| INDUSTRIAL RELET | 7,172 | +7,172 | $285 |
| SPDR SER TR (SPSM) |
6,152 | -1,601 | $265 |
| SPSM | 6,152 | -1,601 | $265 |
| ISHARES TR (IWR) |
3,043 | +8 | $256 |
| IWR | 3,043 | +8 | $256 |
| JOHNSON & JOHNSON |
1,525 | +77 | $241 |
| JNJ | 1,525 | +77 | $241 |
| ISHARES TR (IWM) |
1,014 | +3 | $213 |
| IWM | 1,014 | +3 | $213 |
| JANUS DETROIT STR TR |
3,470 | -780 | $210 |
| JSML | 3,470 | -780 | $210 |
| FIRST TR EXCH TRADED FD III (FSMB) |
10,493 | +91 | $208 |
| FSMB | 10,493 | +91 | $208 |
See Full List: All Stocks Held By Main Line Retirement Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Main Line Retirement Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $127,277 At 12/31/2023: $115,098 Main Line Retirement Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Main Line Retirement Advisors LLC 13F filings. Link to 13F filings: SEC filings |
