ML

Main Line Retirement Advisors, LLC

13F
Main Line Retirement Advisors, LLC
Last update 2025-07-14 42 Stocks (4 new)
Value $176.00 Mil Turnover 22 %
Countries:
Top Holdings: VYMI(11.40%)CGDV(11.30%)CGCP(10.25%)CGGR(9.86%)CGXU(9.76%)
Summary Stock Picks Current Portfolio
Main Line Retirement Advisors,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
249,878
20,017.8
+6.96%
11.400
+0.74%
0.190
+12.82%
+24.56%
10,748.0
 
CGDV
Capital Group Dividend Value ETF
502,516
19,844.4
+761.74%
11.300
+9.99%
0.110
+21.36%
+16.86%
19,844.7
 
CGCP
Capital Group Core Plus Income ETF
799,723
17,993.8
-2.02%
10.250
-0.24%
0.350
+2.68%
+3.53%
5,232.8
 
CGGR
Capital Group Growth ETF
425,787
17,308.2
+8.51%
9.860
+0.77%
0.130
+24.68%
+11.73%
14,255.8
 
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
631,499
17,132.6
+10.00%
9.760
+0.89%
0.460
+16.65%
+13.81%
3,846.7
 
CGMM
Capital Group U.S. Small and Mid Cap ETF
Capital Group U.S. Small and Mid Cap ETF
488,907
13,141.8
+4,132.96%
7.480
+7.30%
4.210
+21.55%
-
402.1
 
VUG
Vanguard Growth ETF
25,599
11,222.4
+4.80%
6.390
+0.29%
0.010
+24.89%
+9.82%
165,110.8
 
VTV
Vanguard Value ETF
53,201
9,402.7
+10.47%
5.350
+0.51%
0.010
+11.03%
+7.75%
135,375.0
 
BND
Vanguard Total Bond Market ETF
120,966
8,906.7
+1.19%
5.070
+0.06%
0.010
+1.67%
+3.53%
127,753.3
 
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
312,403
8,628.6
+4.52%
4.910
+0.21%
-
+4.45%
+4.14%
2,950.5
 

Main Line Retirement Advisors, LLC's Historical Top Holdings Breakdowns

Main Line Retirement Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGDV
Capital Group Dividend Value ETF
2025-06-30
Add
Add
+9.99%
●
31.93 ($36.24) 39.49
$40.95
12.98%
Add 761.74%
502,516
444,202
CGCV
Capital Group Conservative Equity ETF
Capital Group Conservative Equity ETF
2025-06-30
Reduce
Reduce
-8.90%
●
24.45 ($27.07) 28.6
$29.28
8.16%
Reduce -97.03%
15,439
-505,224
CGMM
Capital Group U.S. Small and Mid Cap ETF
Capital Group U.S. Small and Mid Cap ETF
2025-06-30
Add
Add
+7.30%
●
20.98 ($24.67) 26.88
$27.84
12.83%
Add 4132.96%
488,907
477,357
FYX
FIRST TR SMALL CAP
2025-06-30
Reduce
Reduce
-6.38%
●
79.22 ($90.48) 97.28
$102.13
12.87%
Reduce -96%
4,551
-109,139
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
2025-06-30
Add
Add
+0.89%
●
21.44 ($25.4) 27.35
$27.77
9.35%
Add 10%
631,499
57,421
CGGR
Capital Group Growth ETF
2025-06-30
Add
Add
+0.77%
●
30.53 ($36.46) 40.65
$41.52
13.89%
Add 8.51%
425,787
33,381
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-06-30
Add
Add
+0.74%
●
65.84 ($76.49) 80.81
$82.75
8.18%
Add 6.96%
249,878
16,260
FTHI
First Trust BuyWrite Income ETF
2025-06-30
New Buy
New Buy
+0.54%
●
19.66 ($21.84) 22.85
$22.95
5.11%
New holding
41,800
41,800
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.51%
●
153.67 ($168.97) 176.74
$180.38
6.75%
Add 10.47%
53,201
5,042
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.29%
●
329.49 ($394.63) 438.4
$449.63
13.94%
Add 4.8%
25,599
1,172

Main Line Retirement Advisors, LLC Total Holding History ($B)

To

Main Line Retirement Advisors, LLC's Asset Allocation

To

Main Line Retirement Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Main Line Retirement Advisors, LLC's Hypothetical Growth since 2025-06-30

Main Line Retirement Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Main Line Retirement Advisors, LLC's Holdings Heat Map

Size field:

Main Line Retirement Advisors, LLC's Holdings Bubble Chart

Main Line Retirement Advisors, LLC News

  • 1

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