Main Line Retirement Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    whitefish, MT
  • CIK
    0001809416
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

40

$151.79M
CGCP, VYMI, CGGR, CGXU
13F-HR
Jan 22, 2025
000180941625000002

37

$145.87M
CGCP, VYMI, CGXU, CGDV
13F-HR
Nov 18, 2024
000180941624000006

35

$130.66M
CGCP, VYMI, CGXU, CGGR
13F-HR
Jul 26, 2024
000180941624000005

36

$127.22M
CGCP, VYMI, CGXU, CGGR
13F-HR
Apr 18, 2024
000180941624000003

37

$115.10M
CGCP, VYMI, CGXU, CGDV
13F-HR
Feb 8, 2024
000180941624000002

32

$106.33M
CGCP, VYMI, CGXU, BSV
13F-HR
Aug 1, 2023
000180941623000004
Main Line Retirement Advisors, Llc 13F Filings