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Portfolio (Quarterly) Guide ↗

MRA Advisory Group

· CIK 0001841816
13F Portfolio $238M AUM 135 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 58 Added 44 Reduced 18 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 1,178.0 $405K 0.17% -171.0 -12.7% $344.12 -9.0%
22 SMH VANECK ETF TRUST 1,099.0 $396K 0.17% -246.0 -18.3% $360.13 +60.0%
23 T AT&T INC Communication Services 13,635.0 $339K 0.14% -2K -10.7% $24.84 +1.7%
24 MRK MERCK & CO INC Healthcare 3,045.0 $321K 0.14% -866.0 -22.1% $105.27 +16.3%
25 PG PROCTER AND GAMBLE CO Consumer Defensive 2,217.0 $318K 0.13% -37.0 -1.6% $143.29 +0.8%
26 CMCSA COMCAST CORP NEW Communication Services 10,174.0 $304K 0.13% -536.0 -5.0% $29.89 -15.7%
27 RTX RTX CORPORATION Industrials 1,586.0 $291K 0.12% -23.0 -1.4% $183.36 -3.5%
28 CVX CHEVRON CORP NEW Energy 1,877.0 $286K 0.12% -363.0 -16.2% $152.41 +25.6%
29 GLD SPDR GOLD TR Financial Services 707.0 $280K 0.12% -80.0 -10.2% $396.31 +4.4%
30 ADI ANALOG DEVICES INC Technology 1,030.0 $279K 0.12% -10.0 -1.0% $271.31 +46.4%
31 KO COCA COLA CO Consumer Defensive 3,948.0 $276K 0.12% -2K -29.6% $69.91 +16.5%
32 UPS UNITED PARCEL SERVICE INC Industrials 2,745.0 $272K 0.11% -1K -33.3% $99.19 +1.8%
33 LMT LOCKHEED MARTIN CORP Industrials 554.0 $268K 0.11% -158.0 -22.2% $483.97 +10.2%
34 AMGN AMGEN INC Healthcare 800.0 $262K 0.11% -264.0 -24.8% $327.19 +3.7%
35 VYM VANGUARD WHITEHALL FDS 1,784.0 $256K 0.11% -20.0 -1.1% $143.52 +10.6%
36 MCD MCDONALDS CORP Consumer Cyclical 817.0 $250K 0.10% -178.0 -17.9% $305.53 -7.6%
37 GTOQ INVESCO ACTIVELY MANAGED EXC 10,529.0 $239K 0.10% -7K -38.2% $22.66 -1.5%
38 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,622.0 $229K 0.10% -3K -38.6% $49.65 -13.5%
39 ISRG INTUITIVE SURGICAL INC Healthcare 369.0 $209K 0.09% -599.0 -61.9% $566.36 -22.6%
40 BIL SPDR SERIES TRUST 2,286.0 $209K 0.09% -95.0 -4.0% $91.36 +0.3%
Page 2 of 3  ·  44 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
Technology 28.4%
Financial Services 17.3%
Communication Services 13.6%
Industrials 12.4%
Healthcare 9.6%
Consumer Cyclical 8.5%
Utilities 4.7%
Consumer Defensive 4.1%
Energy 1.4%