• 13F History

MBA Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$197M
Signature - Title
John Matune - Chief Compliance Officer
Location
Hermitage, PA
Summary
This page shows a list of all the recent 13F filings made by MBA Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBA Advisors LLC reported 127 stock holdings with total value $197M as of Q4 2024. Top holdings included BIV, SCHX, SCHG, IQLT, and DGRW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 127 $197M +$29.4M -$15.7M +$13.7M BIV, SCHX, SCHG, IQLT, DGRW 13F-HR 1/28/2025, 06:23 PM
Q3 2024 130 $208M +$9.47M -$8.72M +$751K BIV, IQLT, SCHX, SCHG, DGRW 13F-HR 10/24/2024, 05:57 PM
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 -$9.39M +$7.56M BIV, ITOT, SCHG, IQLT, SCHD 13F-HR 10/19/2023, 11:46 AM
Q2 2023 119 $167M +$16M -$9.19M +$6.81M ITOT, BIV, SCHM, SCHG, DGRW 13F-HR 7/21/2023, 10:46 AM
Q1 2023 122 $161M +$15.3M -$4.52M +$10.8M BIV, SCHD, IEI, DGRW, SCHM 13F-HR 4/20/2023, 09:33 PM
Q4 2022 122 $153M +$8.77M -$3.99M +$4.78M BIV, SCHD, SCHM, DGRW, SHV 13F-HR 1/25/2023, 07:30 PM
Q3 2022 122 $138M +$16.3M -$5.5M +$10.8M BIV, IEI, SHY, SCHD, DGRW 13F-HR 10/31/2022, 06:17 PM
Q2 2022 128 $146M +$18.9M -$2.16M +$16.7M IQLT, BIV, IEI, SCHD, SHY 13F-HR 8/8/2022, 03:22 PM
Q1 2022 149 $161M +$17.4M -$3.4M +$14M IQLT, AAPL, SCHD, SCHX, SCHM 13F-HR 5/16/2022, 11:30 AM
Q4 2021 151 $161M +$20.6M -$3.09M +$17.5M IQLT, AAPL, SCHD, SCHX, SCHM 13F-HR 2/11/2022, 12:56 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 135 $134M +$18.6M -$12.1M +$6.48M IQLT, SCHD, SCHM, SCHX, DGRW 13F-HR 8/16/2021, 05:09 PM
Q1 2021 130 $120M $0 $0 SCHM, SCHD, IQLT, SCHX, DGRW 13F-HR 5/17/2021, 07:23 PM