• 13F History

Main Line Retirement Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$152M
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 40 stock holdings with total value $152M as of Q4 2024. Top holdings included CGCP, VYMI, CGGR, CGXU, and CGCV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 40 $152M +$28.2M -$18.4M +$9.77M CGCP, VYMI, CGGR, CGXU, CGCV 13F-HR 1/22/2025, 03:01 PM
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 CGCP, VYMI, CGXU, BSV, CGGR 13F-HR 8/1/2023, 11:14 AM