Main Line Retirement Advisors, LLC Portfolio Holdings by Sector
Main Line Retirement Advisors, LLC
- $160 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV VYMI CGXU CGCP CGGR VTV BND VUG 24 stocks |
$151,805
94.6% of portfolio
|
  17  
|
  7  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,409
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,216
0.76% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$1,129
0.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$999
0.62% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
TD 1 stocks |
$989
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$872
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$503
0.31% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$420
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FNB 1 stocks |
$366
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$261
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$257
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$246
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|