Main Line Retirement Advisors

Main Line Retirement Advisors as of March 31, 2025

Portfolio Holdings for Main Line Retirement Advisors

Main Line Retirement Advisors holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 11.9 $18M 816k 22.45
Vanguard Whitehall Fds Intl High Etf (VYMI) 11.2 $17M 234k 73.69
Capital Group Conservative E SHS (CGCV) 9.2 $14M 521k 27.11
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 9.1 $14M 574k 24.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 8.7 $13M 392k 34.25
First Tr Sml Cp Core Alpha F Com Shs (FYX) 6.7 $10M 114k 90.09
Vanguard Index Fds Growth Etf (VUG) 5.9 $9.1M 24k 370.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $8.8M 120k 73.45
Vanguard Index Fds Value Etf (VTV) 5.4 $8.3M 48k 172.74
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 5.3 $8.2M 299k 27.30
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.5 $6.9M 235k 29.24
Vanguard Bd Index Fds Long Term Bond (BLV) 2.6 $4.0M 56k 70.42
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.6 $2.5M 50k 50.42
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.4 $2.1M 58k 35.64
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.3 $2.0M 75k 26.82
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.5M 14k 105.60
Toronto Dominion Bk Ont Com New (TD) 0.9 $1.4M 24k 59.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $1.3M 23k 57.14
Microsoft Corporation (MSFT) 0.7 $1.0M 2.7k 375.38
First Tr Value Line Divid In SHS (FVD) 0.7 $1.0M 23k 44.59
Exxon Mobil Corporation (XOM) 0.7 $1.0M 8.5k 118.93
Apple (AAPL) 0.5 $732k 3.3k 222.12
Eli Lilly & Co. (LLY) 0.4 $684k 828.00 826.03
NVIDIA Corporation (NVDA) 0.4 $608k 5.6k 108.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $540k 8.7k 62.10
Spdr Gold Tr Gold Shs (GLD) 0.3 $468k 1.6k 288.14
Public Storage (PSA) 0.3 $445k 1.5k 299.30
Capital Group International SHS (CGIC) 0.3 $442k 17k 25.98
Marsh & McLennan Companies 0.2 $346k 1.4k 243.94
F.N.B. Corporation (FNB) 0.2 $303k 23k 13.45
Capital Group New Geography SHS (CGNG) 0.2 $282k 11k 25.16
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $281k 4.6k 60.86
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $276k 12k 23.89
Pacer Fds Tr Industrial Relet (INDS) 0.2 $272k 7.4k 36.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $262k 3.1k 85.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $252k 6.2k 40.76
Johnson & Johnson (JNJ) 0.2 $244k 1.5k 165.85
Meta Platforms Cl A (META) 0.2 $238k 414.00 575.74
International Business Machines (IBM) 0.1 $215k 865.00 248.66
Lowe's Companies (LOW) 0.1 $210k 901.00 233.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $205k 4.0k 50.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $205k 1.0k 199.40