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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $260M AUM 146 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 53 Added 43 Reduced 4 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLT ISHARES TR 22,823.0 $2.0M 0.76% +1K +6.0% $86.69 +0.8%
22 AMLP ALPS ETF TR 30,272.0 $1.6M 0.61% +4K +14.9% $52.64 -2.3%
23 BND VANGUARD BD INDEX FDS 20,823.0 $1.5M 0.59% +551.0 +2.7% $73.64 +0.0%
24 AMZN AMAZON COM INC Consumer Cyclical 6,944.0 $1.4M 0.56% +199.0 +3.0% $208.27 +11.7%
25 DEM WISDOMTREE TR 28,948.0 $1.4M 0.55% +2K +5.8% $49.69 +6.8%
26 JEPQ J P MORGAN EXCHANGE TRADED F 24,681.0 $1.4M 0.53% +391.0 +1.6% $55.52 +7.0%
27 ABBV ABBVIE INC Healthcare 5,807.0 $1.3M 0.48% +679.0 +13.2% $217.48 +15.7%
28 VYM VANGUARD WHITEHALL FDS 7,948.0 $1.2M 0.45% +41.0 +0.5% $148.10 +6.8%
29 CVX CHEVRON CORPORATION Energy 5,563.0 $1.2M 0.44% +506.0 +10.0% $206.89 -17.3%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 22,512.0 $1.1M 0.43% +2K +10.5% $50.20 -7.3%
31 PEP PEPSICO INC Consumer Defensive 7,054.0 $1.1M 0.42% +283.0 +4.2% $155.29 -9.0%
32 AMGN AMGEN INC Healthcare 3,102.0 $1.1M 0.42% +133.0 +4.5% $351.85 +1.8%
33 SHYM BLACKROCK ETF TRUST II 49,354.0 $1.1M 0.42% +4K +9.2% $22.02 +1.8%
34 EVSM MORGAN STANLEY ETF TRUST 20,861.0 $1.0M 0.40% +561.0 +2.8% $50.19 +0.5%
35 MO ALTRIA GROUP INC Consumer Defensive 13,544.0 $894K 0.34% +551.0 +4.2% $65.99 +11.8%
36 GD GENERAL DYNAMICS CORP Industrials 2,450.0 $841K 0.32% +20.0 +0.8% $343.22 +1.0%
37 DUK DUKE ENERGY CORP NEW Utilities 5,553.0 $727K 0.28% +125.0 +2.3% $130.94 -1.9%
38 BAC BANK AMERICA CORP Financial Services 9,782.0 $477K 0.18% +91.0 +0.9% $48.75 +18.7%
39 WM WASTE MGMT INC DEL Industrials 1,885.0 $433K 0.17% +83.0 +4.6% $229.82 -1.9%
40 INDA ISHARES TR 9,119.0 $427K 0.16% +794.0 +9.5% $46.84 +5.5%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 19.3%
Healthcare 11.0%
Energy 9.3%
Communication Services 8.7%
Industrials 8.6%
Consumer Defensive 7.6%
Consumer Cyclical 5.4%
Utilities 2.7%
Basic Materials 0.6%