Mba Advisors LLC Portfolio Holdings

Mba Advisors LLC

$198 Million
Q4 2024

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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 128
Current Value $198 Million
Prior Value $207 Million
Filing
Period Q4 2024
Filing Date January 28, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 8 stocks
Additional Purchases 53 stocks
Sold out of 0 stocks
Reduced holdings in 53 stocks

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