$146 Million is the total value of MBA Advisors LLC's 128 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 23.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQLT | Buy | ISHARES TRmsci intl qualty | $6,217,000 | -10.8% | 201,015 | +6.3% | 4.27% | -1.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $5,382,000 | +20.4% | 69,316 | +27.0% | 3.70% | +33.6% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $5,312,000 | +2542.8% | 44,508 | +2608.9% | 3.65% | +2844.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,149,000 | -5.7% | 71,884 | +3.8% | 3.54% | +4.6% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,990,000 | +51.6% | 60,269 | +52.6% | 3.43% | +68.2% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,666,000 | -4.0% | 81,410 | +6.6% | 3.21% | +6.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,512,000 | -12.8% | 71,923 | +5.5% | 3.10% | -3.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,319,000 | -17.2% | 96,716 | -0.2% | 2.97% | -8.2% |
| AAPL | Sell | APPLE INC | $4,273,000 | -22.1% | 31,251 | -0.5% | 2.94% | -13.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,243,000 | +34.1% | 84,703 | +34.6% | 2.92% | +48.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $4,145,000 | -0.8% | 120,819 | +6.5% | 2.85% | +10.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,790,000 | +7.8% | 37,277 | +13.5% | 2.60% | +19.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $3,706,000 | -9.0% | 33,166 | +9.6% | 2.55% | +1.0% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $3,087,000 | – | 55,677 | +100.0% | 2.12% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,874,000 | -18.2% | 49,561 | +5.5% | 1.98% | -9.2% |
| MSFT | Sell | MICROSOFT CORP | $2,587,000 | -17.2% | 10,073 | -0.6% | 1.78% | -8.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,560,000 | -4.2% | 73,624 | +6.4% | 1.76% | +6.2% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $2,405,000 | +5.7% | 75,589 | +12.7% | 1.65% | +17.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,322,000 | -7.9% | 37,203 | +5.4% | 1.60% | +2.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,232,000 | -4.3% | 17,404 | +2.2% | 1.53% | +6.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,136,000 | -21.4% | 35,395 | -0.6% | 1.47% | -12.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,054,000 | +2.0% | 29,284 | +8.3% | 1.41% | +13.2% |
| IVV | ISHARES TRcore s&p500 etf | $1,933,000 | -16.4% | 5,098 | 0.0% | 1.33% | -7.3% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,721,000 | -13.9% | 38,944 | +4.0% | 1.18% | -4.4% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,715,000 | -13.1% | 12,473 | -1.6% | 1.18% | -3.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,713,000 | -20.3% | 4,541 | -4.6% | 1.18% | -11.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,645,000 | -18.0% | 25,443 | -1.0% | 1.13% | -8.9% |
| XOM | Sell | EXXON MOBIL CORP | $1,476,000 | +3.2% | 17,234 | -0.5% | 1.01% | +14.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,396,000 | -6.2% | 9,711 | -0.3% | 0.96% | +4.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,392,000 | -22.1% | 6,154 | -7.6% | 0.96% | -13.5% |
| GLD | Buy | SPDR GOLD TR | $1,335,000 | -6.1% | 7,925 | +0.7% | 0.92% | +4.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $1,326,000 | -20.9% | 32,494 | -6.9% | 0.91% | -12.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,270,000 | -17.4% | 11,276 | -0.0% | 0.87% | -8.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,244,000 | -2.7% | 12,502 | +4.6% | 0.86% | +8.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,174,000 | -0.3% | 6,617 | -0.5% | 0.81% | +10.5% |
| EFA | ISHARES TRmsci eafe etf | $1,132,000 | -15.1% | 18,122 | 0.0% | 0.78% | -5.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,069,000 | -15.7% | 490 | +7.5% | 0.74% | -6.4% |
| TIG | Buy | TREAN INS GROUP INC | $1,056,000 | +36.8% | 169,500 | +3.0% | 0.73% | +51.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,026,000 | -9.9% | 10,089 | -0.6% | 0.70% | 0.0% |
| PEP | Sell | PEPSICO INC | $976,000 | -1.2% | 5,853 | -0.8% | 0.67% | +9.6% |
| MCD | Sell | MCDONALDS CORP | $943,000 | -0.5% | 3,819 | -0.3% | 0.65% | +10.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $906,000 | +19.8% | 6,418 | +10.4% | 0.62% | +33.1% |
| PFE | Buy | PFIZER INC | $895,000 | +1.4% | 17,069 | +0.1% | 0.62% | +12.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $871,000 | -12.2% | 17,746 | -0.6% | 0.60% | -2.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $871,000 | -17.3% | 20,915 | -8.4% | 0.60% | -8.1% |
| CVX | Sell | CHEVRON CORP NEW | $872,000 | -12.5% | 6,026 | -1.6% | 0.60% | -2.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $853,000 | -22.1% | 5,036 | -5.6% | 0.59% | -13.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $840,000 | -7.1% | 16,805 | +7.1% | 0.58% | +3.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $823,000 | -22.4% | 10,713 | -21.4% | 0.57% | -13.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $807,000 | -0.9% | 15,898 | -0.5% | 0.56% | +10.1% |
| ABBV | Sell | ABBVIE INC | $804,000 | -6.9% | 5,250 | -1.6% | 0.55% | +3.4% |
| AMGN | AMGEN INC | $756,000 | +0.7% | 3,106 | 0.0% | 0.52% | +11.8% | |
| KO | Sell | COCA COLA CO | $750,000 | +1.1% | 11,919 | -0.4% | 0.52% | +12.0% |
| CSCO | CISCO SYS INC | $731,000 | -23.5% | 17,151 | 0.0% | 0.50% | -15.2% | |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $713,000 | +16.5% | 7,790 | +16.4% | 0.49% | +29.3% |
| GENERAL ELECTRIC CO | $708,000 | -30.5% | 11,127 | 0.0% | 0.49% | -22.8% | ||
| PACW | Buy | PACWEST BANCORP DEL | $668,000 | +2.8% | 25,060 | +66.4% | 0.46% | +13.9% |
| SPDN | Buy | DIREXION SHS ETF TRdly s&p500 br 1x | $665,000 | +101.5% | 39,031 | +71.9% | 0.46% | +124.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $662,000 | -3.9% | 6,176 | +0.0% | 0.46% | +6.6% |
| HD | HOME DEPOT INC | $656,000 | -8.3% | 2,390 | 0.0% | 0.45% | +1.8% | |
| SH | New | PROSHARES TRshort s&p 500 ne | $653,000 | – | 39,554 | +100.0% | 0.45% | – |
| MUB | Buy | ISHARES TRnational mun etf | $632,000 | +1.8% | 5,944 | +5.0% | 0.43% | +12.7% |
| AMZN | Buy | AMAZON COM INC | $586,000 | -32.7% | 5,521 | +1967.8% | 0.40% | -25.2% |
| NFG | NATIONAL FUEL GAS CO | $570,000 | -3.9% | 8,628 | 0.0% | 0.39% | +6.8% | |
| MPC | MARATHON PETE CORP | $524,000 | -3.9% | 6,374 | 0.0% | 0.36% | +6.5% | |
| FNB | F N B CORP | $523,000 | -12.8% | 48,172 | 0.0% | 0.36% | -3.5% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $520,000 | -26.6% | 8,828 | -13.4% | 0.36% | -18.7% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $497,000 | -22.7% | 1,822 | 0.0% | 0.34% | -14.1% | |
| MRK | Buy | MERCK & CO INC | $475,000 | +11.2% | 5,209 | +0.1% | 0.33% | +23.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $454,000 | +2.7% | 4,600 | -2.1% | 0.31% | +13.9% |
| GD | GENERAL DYNAMICS CORP | $453,000 | -8.3% | 2,048 | 0.0% | 0.31% | +1.6% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $437,000 | +9.0% | 4,552 | +12.3% | 0.30% | +21.0% |
| INTC | Sell | INTEL CORP | $421,000 | -24.8% | 11,254 | -0.4% | 0.29% | -16.7% |
| DIS | Sell | DISNEY WALT CO | $416,000 | -36.8% | 4,408 | -8.2% | 0.29% | -29.9% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $409,000 | -27.4% | 5,669 | -23.6% | 0.28% | -19.5% |
| LLY | Buy | LILLY ELI & CO | $406,000 | +13.4% | 1,252 | +0.2% | 0.28% | +25.7% |
| Sell | SHELL PLCspon ads | $405,000 | -5.6% | 7,752 | -0.8% | 0.28% | +4.5% | |
| PNC | PNC FINL SVCS GROUP INC | $390,000 | -14.5% | 2,473 | 0.0% | 0.27% | -5.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $378,000 | +5.3% | 4,915 | 0.0% | 0.26% | +17.1% | |
| MMM | Sell | 3M CO | $374,000 | -13.8% | 2,889 | -0.8% | 0.26% | -4.5% |
| UNP | Sell | UNION PAC CORP | $371,000 | -27.0% | 1,740 | -6.4% | 0.26% | -19.0% |
| CINF | Sell | CINCINNATI FINL CORP | $359,000 | -34.2% | 3,015 | -24.9% | 0.25% | -26.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $354,000 | -53.0% | 2,783 | -41.3% | 0.24% | -47.9% |
| D | Sell | DOMINION ENERGY INC | $351,000 | -21.1% | 4,394 | -16.0% | 0.24% | -12.7% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $349,000 | -9.6% | 13,743 | -1.2% | 0.24% | +0.4% |
| ABT | Sell | ABBOTT LABS | $349,000 | -9.6% | 3,212 | -1.5% | 0.24% | +0.4% |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $342,000 | – | 19,873 | +100.0% | 0.24% | – |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $333,000 | -17.8% | 3,811 | -3.2% | 0.23% | -8.8% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $328,000 | -10.6% | 27,900 | 0.0% | 0.22% | -0.9% | |
| UNH | UNITEDHEALTH GROUP INC | $323,000 | +0.6% | 629 | 0.0% | 0.22% | +11.6% | |
| CAT | CATERPILLAR INC | $323,000 | -19.7% | 1,805 | 0.0% | 0.22% | -10.8% | |
| BAC | Sell | BK OF AMERICA CORP | $320,000 | -25.4% | 10,295 | -1.1% | 0.22% | -17.3% |
| T | Buy | AT&T INC | $314,000 | -11.3% | 14,967 | +0.0% | 0.22% | -1.4% |
| SO | SOUTHERN CO | $315,000 | -1.6% | 4,412 | 0.0% | 0.22% | +9.1% | |
| TMUS | Buy | T-MOBILE US INC | $313,000 | +5.0% | 2,325 | +0.1% | 0.22% | +16.2% |
| NKE | Sell | NIKE INCcl b | $305,000 | -24.7% | 2,985 | -0.8% | 0.21% | -16.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $304,000 | -53.3% | 5,166 | -53.0% | 0.21% | -48.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $284,000 | -23.5% | 3,714 | +9.4% | 0.20% | -15.2% |
| MDT | Sell | MEDTRONIC PLC | $284,000 | -25.3% | 3,161 | -7.6% | 0.20% | -17.0% |
| ED | CONSOLIDATED EDISON INC | $281,000 | +0.7% | 2,951 | 0.0% | 0.19% | +11.6% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $273,000 | -19.7% | 3,813 | -14.3% | 0.19% | -10.9% |
| VB | VANGUARD INDEX FDSsmall cp etf | $268,000 | -17.0% | 1,522 | 0.0% | 0.18% | -8.0% | |
| QCOM | Buy | QUALCOMM INC | $262,000 | +20.7% | 2,053 | +44.4% | 0.18% | +34.3% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $259,000 | -38.3% | 1,097 | -24.6% | 0.18% | -31.5% |
| CMCSA | COMCAST CORP NEWcl a | $258,000 | -16.0% | 6,566 | 0.0% | 0.18% | -6.8% | |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $245,000 | – | 4,842 | +100.0% | 0.17% | – |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $244,000 | -13.2% | 14,517 | 0.0% | 0.17% | -3.4% | |
| WMT | Sell | WALMART INC | $243,000 | -19.5% | 1,996 | -1.7% | 0.17% | -10.7% |
| VLO | New | VALERO ENERGY CORP | $243,000 | – | 2,283 | +100.0% | 0.17% | – |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $242,000 | -13.3% | 1,636 | 0.0% | 0.17% | -4.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $242,000 | -24.1% | 4,455 | -4.1% | 0.17% | -16.2% |
| EOG | EOG RES INC | $240,000 | -7.3% | 2,172 | 0.0% | 0.16% | +3.1% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $237,000 | -23.1% | 3,220 | -7.7% | 0.16% | -14.7% |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $237,000 | – | 5,007 | +100.0% | 0.16% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $236,000 | -16.6% | 13,482 | +0.1% | 0.16% | -7.4% |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $231,000 | -5.7% | 11,245 | 0.0% | 0.16% | +4.6% | |
| DD | DUPONT DE NEMOURS INC | $230,000 | -24.6% | 4,147 | 0.0% | 0.16% | -16.4% | |
| FB | New | META PLATFORMS INCcl a | $229,000 | – | 1,420 | +100.0% | 0.16% | – |
| IXC | Sell | ISHARES TRglobal energ etf | $225,000 | -13.1% | 6,654 | -7.2% | 0.16% | -3.1% |
| RMD | Sell | RESMED INC | $223,000 | -19.2% | 1,062 | -6.6% | 0.15% | -10.5% |
| GOOG | ALPHABET INCcap stk cl c | $217,000 | -21.7% | 99 | 0.0% | 0.15% | -13.4% | |
| O | REALTY INCOME CORP | $216,000 | -1.4% | 3,160 | 0.0% | 0.15% | +8.8% | |
| ORCL | ORACLE CORP | $213,000 | -15.5% | 3,042 | 0.0% | 0.15% | -6.4% | |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $175,000 | -16.7% | 10,073 | -10.7% | 0.12% | -7.7% |
| FCF | FIRST COMWLTH FINL CORP PA | $145,000 | -11.6% | 10,828 | 0.0% | 0.10% | -2.0% | |
| RVT | ROYCE VALUE TR INC | $140,000 | -17.6% | 10,000 | 0.0% | 0.10% | -8.6% | |
| NMZ | Sell | NUVEEN MUN HIGH INCOME OPPOR | $132,000 | -11.4% | 11,248 | -1.9% | 0.09% | -1.1% |
| GRAB HOLDINGS LIMITEDclass a ord | $25,000 | -28.6% | 10,000 | 0.0% | 0.02% | -22.7% | ||
| Exit | GOLDMAN SACHS BDC INC 4.5 04/01/2022convertible | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| HFRO | Exit | HIGHLAND INCOME FD HIGHLAND INCOMEcef | $0 | – | -11,000 | -100.0% | -0.08% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $0 | – | -1,968 | -100.0% | -0.13% | – |
| CTVA | Exit | CORTEVA INC COMstock | $0 | – | -3,573 | -100.0% | -0.13% | – |
| CWI | Exit | SPDR MSCI ACWI EX-US ETFetf | $0 | – | -7,591 | -100.0% | -0.13% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -2,118 | -100.0% | -0.13% | – |
| DGRO | Exit | ISHARES CORE DIVIDEND GROWTH ETFetf | $0 | – | -3,924 | -100.0% | -0.13% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -3,293 | -100.0% | -0.13% | – |
| ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -4,628 | -100.0% | -0.13% | – |
| VV | Exit | VANGUARD LARGE-CAP INDEX FUNDetf | $0 | – | -1,040 | -100.0% | -0.13% | – |
| RY | Exit | ROYAL BK CDA COMstock | $0 | – | -2,000 | -100.0% | -0.14% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -4,313 | -100.0% | -0.14% | – |
| AXP | Exit | AMERICAN EXPRESS CO COMstock | $0 | – | -1,287 | -100.0% | -0.15% | – |
| ETO | Exit | EATON VANCE TAX-ADVANTAGED GLO COMcef | $0 | – | -8,411 | -100.0% | -0.16% | – |
| XLF | Exit | FINANCIAL SELECT SECTOR SPDRetf | $0 | – | -6,816 | -100.0% | -0.16% | – |
| XLY | Exit | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $0 | – | -1,539 | -100.0% | -0.18% | – |
| GOVT | Exit | ISHARES U.S. TREASURY BOND ETFetf | $0 | – | -11,811 | -100.0% | -0.18% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L Pstock | $0 | – | -11,700 | -100.0% | -0.19% | – |
| PGX | Exit | INVESCO PREFERRED ETFetf | $0 | – | -23,735 | -100.0% | -0.20% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -13,753 | -100.0% | -0.27% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $0 | – | -9,382 | -100.0% | -0.28% | – |
| TIP | Exit | ISHARES TIPS BOND ETFetf | $0 | – | -5,413 | -100.0% | -0.42% | – |
| SCHA | Exit | SCHWAB ETFS- US SMALL-CAP ETFetf | $0 | – | -16,119 | -100.0% | -0.47% | – |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $0 | – | -8,887 | -100.0% | -0.56% | – |
| RDVY | Exit | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $0 | – | -23,819 | -100.0% | -0.72% | – |
| BND | Exit | VANGUARD TOTAL BOND MARKET ETFetf | $0 | – | -15,640 | -100.0% | -0.77% | – |
| IGSB | Exit | ISHARES 1-3 YR CREDIT BOND ETFetf | $0 | – | -26,141 | -100.0% | -0.84% | – |
| FIXD | Exit | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $0 | – | -82,177 | -100.0% | -2.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 11 | Q3 2023 | 5.3% |
| ISHARES TR | 11 | Q3 2023 | 4.5% |
| INTEL CORP COM | 11 | Q3 2023 | 33.8% |
| SCHWAB US DIVIDEND EQUITY ETF | 11 | Q3 2023 | 3.9% |
| SCHWAB US MID-CAP ETF | 11 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR US LRG CAP ETF | 11 | Q3 2023 | 3.7% |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 11 | Q3 2023 | 3.7% |
| APPLE INC | 11 | Q3 2023 | 3.5% |
| ISHARES TR | 11 | Q3 2023 | 3.5% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 11 | Q3 2023 | 3.8% |
View MBA Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
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.