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Disclosery

13F-HR filed by Main Line Retirement Advisors, LLC

Main Line Retirement Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-22, with 40 holding rows worth $151,790,847.

Accession
0001809416-25-000002
Filer
CIK 1809416
Filed
2025-01-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 40 entries on the cover page, a total value of $151,790,847 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,790,847 with VALUE read as dollars as filed, 13F file number 028-23316. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM795,640$17,663,203dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS223,600$15,177,969dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT382,010$14,199,315dollars as filed
CAPITAL GROUP INTL FOCUS EQT14019W109SHS CREAT UNIT564,490$13,925,967dollars as filed
CAPITAL GROUP CONSERVATIVE E14020U100SHS507,767$13,476,136dollars as filed
FIRST TR SML CP CORE ALPHA F33734Y109COM SHS113,053$11,425,136dollars as filed
Vanguard Growth922908736COM24,098$9,890,748dollars as filed
Vanguard Total Bond Market ETF921937835SHS117,468$8,447,104dollars as filed
Vanguard Value ETF922908744SHS46,787$7,920,983dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR280,955$7,664,458dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR233,771$6,781,707dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND55,335$3,786,579dollars as filed
FIRST TR EXCH TRADED FD III33739N108MANAGD MUN ETF49,764$2,538,465dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF19,260$2,031,566dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT57,126$2,014,270dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF73,755$1,985,485dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF24,309$1,398,525dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock23,259$1,238,311dollars as filed
Microsoft Corp594918104COM2,633$1,109,741dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS22,763$993,370dollars as filed
EXXON MOBIL CORP30231G102COM8,452$909,150dollars as filed
Apple Inc037833100COM3,293$824,680dollars as filed
NVIDIA Corp67066G104COM5,661$760,161dollars as filed
Eli Lilly and Company532457108COM828$639,310dollars as filed
VANGUARD STAR FDS921909768COM8,664$510,595dollars as filed
PUBLIC STORAGE COM74460D109REIT1,471$440,439dollars as filed
CAPITAL GROUP INTERNATIONAL14021T102SHS17,008$408,967dollars as filed
JANUS DETROIT47103U100MF Closed and MF Open6,024$394,873dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,625$393,461dollars as filed
F N B CORP302520101COM22,350$330,330dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,418$301,148dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS6,238$280,221dollars as filed
CAPITAL GROUP NEW GEOGRAPHY14021N105SHS11,200$277,424dollars as filed
iShares Russell Midcap ETF464287499SHS3,075$271,864dollars as filed
PACER INDUSTRIAL REAL ESTATE ETF69374H766ETF7,269$256,578dollars as filed
META PLATFORMS INC CL A30303M102COM413$242,090dollars as filed
Amazon.com, Inc023135106COM1,049$230,140dollars as filed
iShares Russell 2000 ETF464287655SHS1,023$226,088dollars as filed
FIRST TR EXCH TRADED FD III33739P830SHRT DUR MNG MUN10,728$212,835dollars as filed
Johnson & Johnson478160104COM1,462$211,455dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001809416-25-000002this filing2025-01-22acceptance time not in the bulk data set