The Analysis of Main Line Retirement Advisors, LLC's Holdings
Currently, Main Line Retirement Advisors, LLC holds 45 types of securities in its portfolio with a total value $194.9M. In the most recent quarter, they have increased their positions in JFLX (+67.7K shares, valued at $3.4M), CGMS (+37.7K shares, valued at $1.0M), CGCP (+41.7K shares, valued at $948.4K); decreased their positions in TD (-11.8K shares, valued at $943.3K), LLY (-23 shares, valued at $17.6K), SUB (-151 shares, valued at $16.1K); initiated new positions in JFLX (+67.7K shares, valued at $3.4M), SPSM (+5.0K shares, valued at $229.8K), LOW (+901 shares, valued at $226.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGDV CAPITAL GROUP DIVIDEND VALUE515.9K shares2.67%2025-09-302025-10-20
VYMI VANGUARD WHITEHALL FDS253.0K shares1.25%2025-09-302025-10-20 CGXU CAPITAL GROUP INTL FOCUS EQT661.4K shares4.73%2025-09-302025-10-20 CGGR CAPITAL GROUP GROWTH ETF439.4K shares3.19%2025-09-302025-10-20 CGCP CAPITAL GRP FIXED INCM ETF T841.5K shares5.22%2025-09-302025-10-20 CGMM CAPITAL GROUP EQUITY ETF TR517.4K shares5.83%2025-09-302025-10-20 VUG VANGUARD INDEX FDS26.0K shares1.54%2025-09-302025-10-20 VTV VANGUARD INDEX FDS55.8K shares4.84%2025-09-302025-10-20 CGMS CAPITAL GRP FIXED INCM ETF T350.1K shares12.07%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS129.5K shares7.01%2025-09-302025-10-20 SPTS SPDR SERIES TRUST240.1K shares7.80%2025-09-302025-10-20 BLV VANGUARD BD INDEX FDS65.0K shares11.06%2025-09-302025-10-20 JFLX J P MORGAN EXCHANGE TRADED F67.7K sharesnew addition2025-09-302025-10-20 FMB FIRST TR EXCH TRADED FD III51.9K shares-0.48%2025-09-302025-10-20 CGMU CAPITAL GRP FIXED INCM ETF T82.2K shares-0.65%2025-09-302025-10-20 SUB ISHARES TR14.8K shares-1.01%2025-09-302025-10-20 MSFT MICROSOFT CORP2.8K shares0.07%2025-09-302025-10-20 FTHI FIRST TR EXCHANGE TRADED FD41.8K shares0.00%2025-09-302025-10-20 TD TORONTO DOMINION BK ONT12.0K shares-49.49%2025-09-302025-10-20 XOM EXXON MOBIL CORP8.5K shares0.13%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F16.6K shares1.87%2025-09-302025-10-20 CGIC CAPITAL GROUP INTERNATIONAL30.4K shares2.29%2025-09-302025-10-20 NVDA NVIDIA CORPORATION4.7K shares0.00%2025-09-302025-10-20 AAPL APPLE INC3.3K shares0.06%2025-09-302025-10-20 FVD FIRST TR EXCHANGE-TRADED FD16.6K shares0.42%2025-09-302025-10-20 LLY ELI LILLY & CO826 shares-2.71%2025-09-302025-10-20 GLD SPDR GOLD TR1.6K shares0.00%2025-09-302025-10-20 CGCV CAPITAL GROUP CONSERVATIVE E16.0K shares3.53%2025-09-302025-10-20 PSA PUBLIC STORAGE OPER CO1.5K shares1.07%2025-09-302025-10-20 VXUS VANGUARD STAR FDS5.5K shares21.66%2025-09-302025-10-20 FNB F N B CORP22.9K shares0.73%2025-09-302025-10-20 CGNG CAPITAL GROUP NEW GEOGRAPHY11.2K shares0.00%2025-09-302025-10-20 META META PLATFORMS INC419 shares0.00%2025-09-302025-10-20 AVGO BROADCOM INC913 shares0.00%2025-09-302025-10-20 IWR ISHARES TR3.1K shares0.32%2025-09-302025-10-20 JSMD JANUS DETROIT STR TR3.5K shares0.17%2025-09-302025-10-20 MMC MARSH & MCLENNAN COS INC1.4K shares0.07%2025-09-302025-10-20 INDS PACER FDS TR7.5K shares1.07%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS876 shares0.69%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON1.3K shares0.61%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS4.1K shares0.49%2025-09-302025-10-20 AMZN AMAZON COM INC1.0K shares0.00%2025-09-302025-10-20 SPSM SPDR SERIES TRUST5.0K sharesnew addition2025-09-302025-10-20 LOW LOWES COS INC901 sharesnew addition2025-09-302025-10-20 CGGO CAPITAL GROUP GBL GROWTH EQT6.2K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available