Main Line Retirement Advisors, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 18, 2024
Value $: $146M
Signature - Title: Alfred F Matarazzo - President
Location: Whitefish, MT
Summary: This page shows a list of all the recent 13F filings made by Main Line Retirement Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Main Line Retirement Advisors, LLC reported 37 stock holdings with total value $146M as of Q3 2024. Top holdings included CGCP, VYMI, CGXU, CGDV, and CGGR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	37	$146M	+$7.46M	-$74.6K	+$7.39M	CGCP, VYMI, CGXU, CGDV, CGGR	13F-HR	11/18/2024, 03:36 PM
Q2 2024	35	$131M	+$4.28M	-$792K	+$3.49M	CGCP, VYMI, CGXU, CGGR, CGDV	13F-HR	7/26/2024, 12:47 PM
Q1 2024	36	$127M	+$9.17M	-$2.05M	+$7.12M	CGCP, VYMI, CGXU, CGGR, CGDV	13F-HR	4/18/2024, 03:10 PM
Q4 2023	37	$115M	+$28.4M	-$21.2M	+$7.19M	CGCP, VYMI, CGXU, CGDV, CGGR	13F-HR	2/8/2024, 02:24 PM
Q2 2023	32	$106M	$0	$0		CGCP, VYMI, CGXU, BSV, CGGR	13F-HR	8/1/2023, 11:14 AM