$182 Million is the total value of MBA Advisors LLC's 131 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 14 | Q2 2024 | 5.3% |
| ISHARES TR | 14 | Q2 2024 | 4.5% |
| SCHWAB US DIVIDEND EQUITY ETF | 14 | Q2 2024 | 3.9% |
| SCHWAB STRATEGIC TR US LRG CAP ETF | 14 | Q2 2024 | 4.1% |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 14 | Q2 2024 | 3.8% |
| SCHWAB US MID-CAP ETF | 14 | Q2 2024 | 3.7% |
| APPLE INC | 14 | Q2 2024 | 3.5% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 14 | Q2 2024 | 4.0% |
| ISHARES TR | 14 | Q2 2024 | 3.5% |
| MICROSOFT CORP | 14 | Q2 2024 | 2.1% |
View MBA Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-08 |
View MBA Advisors LLC'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.