MBA Advisors LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$196M
Signature - Title
John Matune - Chief Compliance Officer
Location
295 N. Kerrwood Drive, Suite 102, Hermitage, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 126 $196M +$7.22M -$6.05M +$1.17M BIV, ITOT, IQLT, SCHX, SCHG 13F-HR 7/30/2024, 05:20 PM
Q1 2024 126 $193M +$9.96M -$7.02M +$2.93M BIV, ITOT, IQLT, SCHX, SCHG 13F-HR 4/26/2024, 03:56 PM
Q4 2023 122 $179M +$12M -$9.08M +$2.89M ITOT, BIV, SCHG, SCHX, IQLT 13F-HR 1/19/2024, 04:26 PM
Q3 2023 115 $163M +$16.9M -$16.1M +$824K BIV, ITOT, SCHG, IQLT, SCHD 13F-HR 10/19/2023, 11:46 AM
Q2 2023 119 $167M +$16M -$14.4M +$1.6M ITOT, BIV, SCHM, SCHG, DGRW 13F-HR 7/21/2023, 10:46 AM
Q1 2023 122 $161M +$15.3M -$11.9M +$3.47M BIV, SCHD, IEI, DGRW, SCHM 13F-HR 4/20/2023, 09:33 PM
Q4 2022 122 $153M +$8.77M -$5.08M +$3.7M BIV, SCHD, SCHM, DGRW, SHV 13F-HR 1/25/2023, 08:30 PM
Q3 2022 122 $138M +$16.3M -$14.1M +$2.17M BIV, IEI, SHY, SCHD, DGRW 13F-HR 10/31/2022, 06:17 PM
Q2 2022 128 $146M +$18.9M -$17.5M +$1.44M IQLT, BIV, IEI, SCHD, SHY 13F-HR 8/8/2022, 03:22 PM
Q1 2022 149 $161M +$17.4M -$7.02M +$10.4M IQLT, AAPL, SCHD, SCHX, SCHM 13F-HR 5/16/2022, 11:30 AM
Q4 2021 151 $161M +$20.6M -$3.2M +$17.4M IQLT, AAPL, SCHD, SCHX, SCHM 13F-HR 2/11/2022, 01:56 PM
Q3 2021 134 $136M +$9.41M -$6.47M +$2.94M IQLT, SCHM, SCHD, SCHX, BIV 13F-HR 11/15/2021, 06:49 PM
Q2 2021 136 $134M +$18.6M -$12.1M +$6.48M IQLT, SCHD, SCHM, SCHX, DGRW 13F-HR 8/16/2021, 05:09 PM
Q1 2021 131 $120M $0 $0 SCHM, SCHD, IQLT, SCHX, DGRW 13F-HR 5/17/2021, 07:23 PM