Main Line Retirement Advisors, LLC Purchases in Q4 2025

Main Line Retirement Advisors, LLC

  • $160 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
188K
+ 58.89%
$41.33 - $43.47 $7.78M - $8.19M
508K $21.8M
CGXU
Capital Group Intl Focus Equit

ETFs
210K
+ 45.9%
$29.32 - $31.03 $6.17M - $6.53M
669K $20.1M
VTV
Vanguard Value ETF

ETFs
28.6K
+ 59.11%
$182.87 - $189.72 $5.22M - $5.42M
76.9K $14.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
55.6K
+ 29.22%
$82.92 - $88.2 $4.61M - $4.91M
246K $21.5M
CGCP
Capital Group Core Plus Income

ETFs
131K
+ 18.53%
$22.64 - $22.98 $2.96M - $3M
835K $18.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
54.4K
+ 16.6%
$43.04 - $45.68 $2.34M - $2.49M
382K $16.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
31.5K
+ 82.46%
$70.19 - $72.57 $2.21M - $2.29M
69.7K $4.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
56.2K
+ 28.52%
$29.23 - $29.39 $1.64M - $1.65M
253K $7.41M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
23.2K
New
$50.37 - $50.58 $1.17M - $1.17M
23.2K $1.17M
XOM
Exxon Mobil Corp

Energy
8.5K
New
$110.64 - $119.78 $940K - $1.02M
8.5K $999K
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
+ 10.25%
$74.09 - $75.1 $886K - $898K
129K $9.54M
NVDA
Nvidia Corp

Technology
4.12K
+ 709.83%
$179.83 - $207.04 $740K - $852K
4.7K $876K
AVGO
Broadcom Inc.

Technology
993
New
$324.63 - $385.98 $322K - $383K
993 $340K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3.53K
New
$79.88 - $85.48 $282K - $302K
3.53K $287K
IBM
International Business Machines Corp

Technology
881
New
$275.97 - $314.98 $243K - $277K
881 $261K
VEA
Vanguard Ftse Developed Market

ETFs
4.15K
New
$59.18 - $62.09 $245K - $257K
4.15K $254K
META
Meta Platforms, Inc.

Communication Services
414
New
$609.01 - $751.67 $252K - $311K
414 $252K
GOOGL
Alphabet Inc.

Communication Services
911
New
$236.57 - $291.31 $216K - $265K
911 $251K
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
New
$213.04 - $254.0 $223K - $266K
1.05K $246K
CGGO
Capital Group Global Growth Eq

ETFs
6.23K
New
$33.63 - $35.51 $209K - $221K
6.23K $212K
MSFT
Microsoft Corp

Technology
295
+ 11.88%
$496.82 - $542.07 $147K - $160K
2.78K $1.41M
GLD
Spdr Gold Trust

ETFs
305
+ 23.11%
$354.79 - $403.15 $108K - $123K
1.63K $610K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
212
+ 17.54%
$176.58 - $207.02 $37.4K - $43.9K
1.42K $257K
PSA
Public Storage

Real Estate
120
+ 8.49%
$272.78 - $311.8 $32.7K - $37.4K
1.53K $420K
FNB
Fnb Corp

Financial Services
1.47K
+ 6.82%
$14.65 - $16.47 $21.6K - $24.3K
23.1K $366K
LLY
Eli Lilly & CO

Healthcare
20
+ 2.42%
$799.57 - $1025.28 $16K - $20.5K
846 $864K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
340
+ 4.78%
$36.84 - $39.77 $12.5K - $13.5K
7.45K $278K
IWR
Ishares Russell Mid Cap ETF

ETFs
82
+ 2.7%
$94.02 - $97.61 $7.71K - $8K
3.12K $294K
Capital Group New Geography
11.3K
New
N/A
11.3K $0
CGMU
Capital Group Core Plus Income
72.6K
New
N/A
72.6K $0
Capital Group Equity ETF Tr
522K
New
N/A
522K $0
CGMS
Capital Grp Core Plus Income E
317K
New
N/A
317K $0
Capital Group Conservative E
19.9K
New
N/A
19.9K $0
Vanguard Malvern Fds
93.8K
New
N/A
93.8K $0
Capital Group International
36.9K
New
N/A
36.9K $0
Activity Summary
Buys All Purchases 36 New Holdings 18 Increased Positions 18 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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