Members Advisory Group
Latest statistics and disclosures from Members Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHD, LQD, TLH, TLT, and represent 69.68% of Members Advisory Group's stock portfolio.
- Added to shares of these 7 stocks: LQD, ISCG, JEPI, TLT, TLH, XOM, VOT.
- Started 3 new stock positions in VOT, ISCG, XOM.
- Reduced shares in these 10 stocks: SCHO, QQQ, CDL, VTIP, SCHB, SCHD, BX, BA, , USFR.
- Sold out of its positions in BX, KRE, USFR.
- Members Advisory Group was a net buyer of stock by $243k.
- Members Advisory Group has $170M in assets under management (AUM), dropping by 9.69%.
- Central Index Key (CIK): 0001908587
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Members Advisory Group holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Members Advisory Group
SEC 13F filings are viewable for Members Advisory Group going back to 2021
- Members Advisory Group 2023 Q4 filed Feb. 9, 2024
- Members Advisory Group 2023 Q3 filed Nov. 13, 2023
- Members Advisory Group 2023 Q2 filed Aug. 4, 2023
- Members Advisory Group 2023 Q1 filed April 28, 2023
- Members Advisory Group 2022 Q4 filed Feb. 7, 2023
- Members Advisory Group 2022 Q3 filed Oct. 24, 2022
- Members Advisory Group 2022 Q2 filed Aug. 10, 2022
- Members Advisory Group 2022 Q1 filed May 6, 2022
- Members Advisory Group 2021 Q4 filed Feb. 11, 2022