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  Name: MBA Advisors LLC
  City: HERMITAGE
  State: PA
  Zip: 16148
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,402,000
  Total Value Change : $14,002,000
  Securities Held Change : 4
   
All Securities Held : 126
  New Positions : 9
  Closed Positions : 6
  Increased Positions : 48
  Unchanged Positions : 14
  Decreased Positions : 55

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 26 - $184.12 $1,919,000 10,273 0.99% 133,000 0 0.007    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 27 - $165.14 $1,903,000 10,842 0.98% 519,000 0 0.001    Conglomerates
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 36 - $176.61 $1,284,000 6,374 0.66% 338,000 0 0.001    Oil & Gas Refining, P...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 45 - $120.00 $1,068,000 8,824 0.55% 83,000 0 0.003    Closed - End Fund - Debt
   (BANC)1 Year Chart         BANC First Pactrust Bancorp Inc 87 - $13.86 $394,000 25,913 0.2% 46,000 0 0.015    Domestic Regional Banks
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 88 - $117.58 $375,000 3,020 0.19% 63,000 0 0.002    Property & Casualty I...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 93 - $174.96 $334,000 2,046 0.17% 6,000 0 0    Wireless Communications
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 94 - $11.78 $330,000 27,160 0.17% 9,000 0 0.013    Closed - End Fund - Debt
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 95 - $78.00 $329,000 3,624 0.17% 49,000 0 0.001    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 101 - $495.37 $317,000 641 0.16% -20,000 0 0    Health Care Plans
   (GOOG)1 Year Chart         GOOG Alphabet Inc 104 - $173.96 $301,000 1,980 0.16% 22,000 0 0    Search Engines & Info...
   (ED)1 Year Chart         ED Consolidated Edison Inc 113 - $94.55 $245,000 2,700 0.13% -1,000 0 0.007    Multi Utilities
   (NEA)1 Year Chart         NEA Nuveen Insured Tax Free Adv... 126 - $10.87 $204,000 18,400 0.11% 2,000 0 0    Closed - End Fund - Debt
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 125 - $0.00 $204,000 3,599 0.11% 4,000 0 0.009    N/A
      14 Records Found
  1    
Page 1 of 1
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