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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MBA Advisors LLC
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| CRD # | 168073 |
| SEC # | 801-114359 |
| CIK # | 0001848704 |
| AUM | $275.2 M (2025-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 724-977-6275 |
| Address | 295 N Kerrwood Dr Suite 102 Hermitage, PA 16148 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.0 | ||
| Apple Inc | 3.5 | ||
| Microsoft Corp | 3.2 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Nvidia Corp | 1.9 | ||
| Global MOFY Metaverse Ltd | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| International Business Machines Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 73.0 |
| (b) Individuals (high net worth individuals) | 105 | 183.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 275.2 |
| By Discretionary | ||
| Discretionary | 860 | 275.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 860 | 275.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 275.0 | |
| Total | 860 | 275.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001848704] |
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|---|---|---|
|
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FL | 0.3 |
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Define Financial LLC
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Provence Registered Investment Advisor LLC
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GBC Investment Group LLC
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0.3 | |
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Galapagos Advisory LLC
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