$102 Million is the total value of MRA Advisory Group's 103 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 4.7% |
| ISHARES TR | 12 | Q3 2023 | 3.4% |
| APPLE INC | 12 | Q3 2023 | 3.0% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 4.2% |
| ISHARES TR | 12 | Q3 2023 | 3.8% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.4% |
| EATON VANCE TAX ADVT DIV INC | 12 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 1.6% |
| ISHARES TR | 12 | Q3 2023 | 2.8% |
| AMAZON COM INC | 12 | Q3 2023 | 1.5% |
View MRA Advisory Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View MRA Advisory Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.