Main-Line-Retirement-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "LOW", null, null, null, null, null, null, null, null, "META", null, "MMC", "MSFT", "AAPL", "NVDA", "GLD", null, null, "IBM", "TD", null, null, null, "IWR", null, "FNB", null, "VUG", "VEA", "BLV", "VYMI", "VXUS", "BND", "VTV", null, null, "PSA", null, "IWM", "XOM", "JNJ", "LLY" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-21
- Total Holdings
- 42
- Total Value
- 153934542
- Accession Number
- 0001809416-25-000007
- Form Type
- 13F-HR
- Manager Name
- Main-Line-Retirement-Advisors
Data Enrichment
55% identified23 identified19 unidentified
Holdings
42 positions • $153.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $204.7K | 0.1% ($204.7K/$153.9M) | QoQ NEW(+$204.7K) YoY NEW(+$204.7K) | |
| 1.0K | QoQ +0.29% (-3)YoY +1.18% (-12) | All Managers (Combined) | $204.6K | 0.1% ($204.6K/$153.9M) |