Mba Advisors LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $10.3M, Schwab Strategic Tr Us Large C with a value of $8.84M, Schwab Strategic Tr Us Large C with a value of $8.65M, Ishares Msci Intl Quality Fact with a value of $8.19M, and Wisdomtree Tr Us Quality Divid with a value of $7.88M.
Examining the 13F form we can see an decrease of $9.23M in the current position value, from $207M to 198M.
Mba Advisors LLC is based out at Hermitage, PA
Below you can find more details about Mba Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
ETFs: $152 Million
Technology: $14.1 Million
Financial Services: $5.25 Million
Healthcare: $4.86 Million
Consumer Defensive: $4.81 Million
Communication Services: $4.69 Million
Industrials: $3.98 Million
Energy: $3.73 Million
Other: $4.34 Million
Stock Holdings Table Market Cap. of $200 Billions or more
