MRA Advisory Group

CIK 0001841816 • 6 13F filings • Apr 11, 2025 – Jul 8, 2026

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Filer information

Filed by: MRA Advisory Group, Compliance Consultant
Address: 3799 US HIGHWAY 46, SUITE 100, PARSIPPANY, NJ, 07054
Phone: 7202109510
AUM: $238.2M

AUM over time

$267.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $213.5M137 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$536K	0.3%Prev: 0.2%	2,890 SH	Decreased+222 SH
AEROVIRONMENT INC	COM	$285K	0.1%Prev: 0.1%	1,000 SH	Increased-500 SH
ALPHABET INC	CAP STK CL A	$211K	0.1%Prev: 0.2%	1,195 SH	Decreased-469 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.9%Prev: 1.1%	11,195 SH	Decreased+1,690 SH
ALTRIA GROUP INC	COM	$301K	0.1%	5,128 SH	New
AMAZON COM INC	COM	$3.6M	1.7%Prev: 1.4%	16,512 SH	Increased+302 SH
AMGEN INC	COM	$278K	0.1%Prev: 0.1%	995 SH	Decreased+193 SH
AMPHENOL CORP NEW	CL A	$311K	0.1%	3,149 SH	New
ANALOG DEVICES INC	COM	$245K	0.1%Prev: 0.1%	1,030 SH	Decreased-4 SH
APPLE INC	COM	$3.5M	1.6%Prev: 1.8%	17,067 SH	Decreased-655 SH
AT&T INC	COM	$409K	0.2%Prev: 0.2%	14,120 SH	Increased+432 SH
AUTOMATIC DATA PROCESSING IN	COM	$243K	0.1%	787 SH	New
AXALTA COATING SYS LTD	COM	$475K	0.2%	15,992 SH	New
AXON ENTERPRISE INC	COM	$2.8M	1.3%Prev: 0.7%	3,344 SH	Increased-739 SH
BANK AMERICA CORP	COM	$211K	0.1%Prev: 0.1%	4,458 SH	Decreased-1,004 SH
BELLRING BRANDS INC	COMMON STOCK	$448K	0.2%	7,728 SH	New
BLACKROCK CORPOR HI YLD FD I	COM	$194K	0.1%Prev: 0.1%	19,941 SH	Decreased-4,283 SH
BLACKROCK CR ALLOCATION INCO	COM	$128K	0.1%	11,762 SH	New
BOOKING HOLDINGS INC	COM	$265K	0.1%	46 SH	New
BOSTON SCIENTIFIC CORP	COM	$273K	0.1%	2,545 SH	New
BRINKER INTL INC	COM	$575K	0.3%	3,190 SH	New
BROADCOM INC	COM	$1.4M	0.7%Prev: 0.7%	5,121 SH	Decreased-73 SH
CALAMOS GBL DYN INCOME FUND	COM	$132K	0.1%Prev: 0.1%	18,462 SH	Decreased-790 SH
CARPENTER TECHNOLOGY CORP	COM	$695K	0.3%Prev: 0.3%	2,513 SH	Decreased+579 SH
CARVANA CO	CL A	$707K	0.3%Prev: 0.2%	2,098 SH	Increased+227 SH
CATERPILLAR INC	COM	$537K	0.3%Prev: 0.4%	1,383 SH	Decreased-108 SH
CHEVRON CORP NEW	COM	$340K	0.2%	2,373 SH	New
CISCO SYS INC	COM	$346K	0.2%Prev: 0.1%	4,982 SH	Increased+785 SH
CLICK HLDGS LTD	CL A ORD SHS	$17K	0.0%	40,294 SH	New
COCA COLA CO	COM	$368K	0.2%Prev: 0.1%	5,202 SH	Increased+1,212 SH
COHEN & STEERS QUALITY INCOM	COM	$128K	0.1%Prev: 0.0%	10,280 SH	Increased+197 SH
COMCAST CORP NEW	CL A	$381K	0.2%Prev: 0.1%	10,684 SH	Increased+510 SH
COSTCO WHSL CORP NEW	COM	$309K	0.1%	312 SH	New
DEERE & CO	COM	$248K	0.1%Prev: 0.1%	488 SH	Decreased-12 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$11.8M	5.5%	120,418 SH	New
DOXIMITY INC	CL A	$842K	0.4%Prev: 0.2%	13,733 SH	Increased-6,641 SH
DUOLINGO INC	CL A COM	$557K	0.3%Prev: 0.1%	1,359 SH	Increased-1,276 SH
DUTCH BROS INC	CL A	$548K	0.3%	8,009 SH	New
E L F BEAUTY INC	COM	$208K	0.1%	1,674 SH	New
EATON VANCE TAX ADVT DIV INC	COM	$2.1M	1.0%Prev: 0.9%	85,401 SH	Decreased-2,032 SH
ELI LILLY & CO	COM	$760K	0.4%Prev: 0.4%	974 SH	Decreased-57 SH
ENPRO INC	COM	$822K	0.4%Prev: 0.5%	4,293 SH	Decreased-567 SH
EXXON MOBIL CORP	COM	$895K	0.4%Prev: 0.5%	8,302 SH	Decreased+1,313 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.2M	2.0%Prev: 1.9%	51,530 SH	Decreased+8,541 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$9.8M	4.6%Prev: 3.0%	199,464 SH	Increased+53,812 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$585K	0.3%Prev: 0.2%	12,752 SH	Increased+1,275 SH
FORD MTR CO	COM	$132K	0.1%	12,151 SH	New
GABELLI DIVID & INCOME TR	COM	$242K	0.1%Prev: 0.1%	9,310 SH	Decreased-827 SH
GE AEROSPACE	COM NEW	$828K	0.4%Prev: 0.2%	3,217 SH	Increased+1,521 SH
GENEDX HOLDINGS CORP	COM CL A	$298K	0.1%Prev: 0.2%	3,229 SH	Decreased-5,352 SH
GLOBAL X FDS	US INFR DEV ETF	$3.8M	1.8%Prev: 1.8%	88,093 SH	Decreased-667 SH
GUARDANT HEALTH INC	COM	$851K	0.4%Prev: 0.4%	16,353 SH	Decreased+5,033 SH
HALOZYME THERAPEUTICS INC	COM	$454K	0.2%Prev: 0.2%	8,721 SH	Decreased+878 SH
HANCOCK JOHN TAX-ADVANTAGED	COM	$660K	0.3%Prev: 0.3%	28,208 SH	Decreased+586 SH
HOME DEPOT INC	COM	$494K	0.2%Prev: 0.1%	1,346 SH	Increased+255 SH
INTERNATIONAL BUSINESS MACHS	COM	$589K	0.3%Prev: 0.2%	1,999 SH	Increased+46 SH
INTUITIVE SURGICAL INC	COM NEW	$504K	0.2%	928 SH	New
INVESCO ACTIVELY MANAGED EXC	INVSCO HY BD FCT	$385K	0.2%	17,017 SH	New
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$11.7M	5.5%Prev: 6.1%	220,524 SH	Decreased-28,405 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$228K	0.1%Prev: 0.1%	3,675 SH	Decreased-38 SH
INVESCO QQQ TR	UNIT SER 1	$427K	0.2%Prev: 0.2%	774 SH	Decreased-2 SH
IRHYTHM TECHNOLOGIES INC	COM	$512K	0.2%	3,323 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$592K	0.3%	9,670 SH	New
ISHARES TR	0-5YR HI YL CP	$387K	0.2%Prev: 0.1%	8,965 SH	Increased+511 SH
ISHARES TR	CORE S&P500 ETF	$29.8M	14.0%Prev: 3.1%	48,057 SH	Increased+36,380 SH
ISHARES TR	ESG MSCI KLD 400	$334K	0.2%Prev: 0.2%	2,874 SH	Decreased-253 SH
ISHARES TR	MSCI LW CRB TG	$216K	0.1%	1,022 SH	New
ISHARES TR	MSCI USA QLT FCT	$8.5M	4.0%Prev: 4.0%	46,657 SH	Decreased-4,479 SH
ISHARES TR	S&P 500 GRWT ETF	$303K	0.1%Prev: 0.1%	2,748 SH	Decreased-5 SH
ISHARES TR	US AER DEF ETF	$6.5M	3.0%Prev: 3.4%	34,294 SH	Decreased-3,299 SH
ISHARES TR	US HLTHCARE ETF	$391K	0.2%Prev: 0.2%	6,915 SH	Decreased-16 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$860K	0.4%Prev: 0.4%	15,121 SH	Decreased-1,171 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$10.8M	5.1%Prev: 5.0%	212,675 SH	Decreased-29,771 SH
JOHNSON & JOHNSON	COM	$397K	0.2%Prev: 0.3%	2,597 SH	Decreased-160 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.7%	4,826 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$1.2M	0.5%Prev: 0.8%	24,762 SH	Decreased-4,126 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$96K	0.0%Prev: 0.0%	14,025 SH	Increased-238 SH
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$566K	0.3%	18,658 SH	New
LOCKHEED MARTIN CORP	COM	$521K	0.2%Prev: 0.1%	1,125 SH	Increased+569 SH
LUMENTUM HLDGS INC	COM	$584K	0.3%Prev: 0.7%	6,140 SH	Decreased+3,730 SH
MASTERCARD INCORPORATED	CL A	$747K	0.3%Prev: 0.3%	1,329 SH	Increased+21 SH
MCDONALDS CORP	COM	$255K	0.1%Prev: 0.1%	872 SH	Increased+52 SH
MERCK & CO INC	COM	$311K	0.1%Prev: 0.2%	3,929 SH	Decreased+861 SH
META PLATFORMS INC	CL A	$4.3M	2.0%Prev: 1.5%	5,837 SH	Increased-595 SH
MICROSOFT CORP	COM	$5.7M	2.7%Prev: 1.9%	11,505 SH	Increased-1,293 SH
MODINE MFG CO	COM	$568K	0.3%Prev: 0.5%	5,766 SH	Decreased+205 SH
MONDELEZ INTL INC	CL A	$478K	0.2%Prev: 0.2%	7,081 SH	Increased+86 SH
NANO NUCLEAR ENERGY INC	COM	$220K	0.1%	6,385 SH	New
NETFLIX INC	COM	$1.2M	0.6%	919 SH	New
NEUBERGER BERMAN HIGH YIELD	COM	$118K	0.1%	15,568 SH	New
NUSCALE PWR CORP	CL A COM	$318K	0.1%Prev: 0.2%	8,036 SH	Decreased-43,320 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$135K	0.1%Prev: 0.1%	13,403 SH	Increased+657 SH
NVIDIA CORPORATION	COM	$4.0M	1.9%Prev: 1.8%	25,034 SH	Decreased+248 SH
OKLO INC	COM CL A	$547K	0.3%Prev: 0.5%	9,770 SH	Decreased-14,375 SH
PALANTIR TECHNOLOGIES INC	CL A	$675K	0.3%Prev: 0.7%	4,949 SH	Decreased-6,352 SH
PAYCHEX INC	COM	$335K	0.2%	2,302 SH	New
PEPSICO INC	COM	$207K	0.1%	1,565 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$1.3M	0.6%Prev: 0.7%	70,358 SH	Decreased-24,458 SH
PIMCO ETF TR	ACTIVE BD ETF	$8.4M	3.9%Prev: 4.4%	90,865 SH	Decreased-25,593 SH
PIMCO STRATEGIC INCOME FD	COM	$84K	0.0%Prev: 0.0%	12,050 SH	Increased-152 SH
PIONEER HIGH INCOME FUND INC	COM	$332K	0.2%	41,033 SH	New
PLUG POWER INC	COM NEW	$15K	0.0%	10,289 SH	New
PROCTER AND GAMBLE CO	COM	$341K	0.2%	2,139 SH	New
PROGRESSIVE CORP	COM	$425K	0.2%Prev: 0.1%	1,592 SH	Increased-105 SH
PROVIDENT FINL SVCS INC	COM	$538K	0.3%Prev: 0.3%	30,717 SH	Decreased+1,459 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$1.1M	0.5%	12,518 SH	New
RTX CORPORATION	COM	$240K	0.1%Prev: 0.1%	1,644 SH	Decreased+65 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$206K	0.1%	2,546 SH	New
SERVICENOW INC	COM	$510K	0.2%	496 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$992K	0.5%	1,605 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$232K	0.1%	2,525 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ETF	$368K	0.2%	7,227 SH	New
SPROUTS FMRS MKT INC	COM	$686K	0.3%	4,167 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$8.3M	3.9%	198,826 SH	New
STRIDE INC	COM	$661K	0.3%Prev: 0.2%	4,553 SH	Increased-510 SH
T-MOBILE US INC	COM	$479K	0.2%	2,011 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$318K	0.1%Prev: 0.2%	1,308 SH	Decreased-1,689 SH
TESLA INC	COM	$678K	0.3%Prev: 0.3%	2,135 SH	Decreased+266 SH
TJX COS INC NEW	COM	$213K	0.1%Prev: 0.1%	1,725 SH	Decreased-69 SH
UNITED PARCEL SERVICE INC	CL B	$341K	0.2%	3,374 SH	New
UNITEDHEALTH GROUP INC	COM	$831K	0.4%Prev: 0.3%	2,665 SH	Increased-142 SH
URBAN OUTFITTERS INC	COM	$524K	0.2%	7,227 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$368K	0.2%Prev: 0.2%	1,320 SH	Decreased+253 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$237K	0.1%	781 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$13.6M	6.4%Prev: 6.5%	175,089 SH	Decreased-17,700 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$240K	0.1%Prev: 0.1%	1,804 SH	Decreased+20 SH
VANGUARD WORLD FD	UTILITIES ETF	$3.7M	1.7%Prev: 2.0%	20,748 SH	Decreased-3,564 SH
VERIZON COMMUNICATIONS INC	COM	$556K	0.3%Prev: 0.2%	12,859 SH	Decreased+1,708 SH
VERTIV HOLDINGS CO	COM CL A	$951K	0.4%Prev: 0.7%	7,409 SH	Decreased+144 SH
VISA INC	COM CL A	$743K	0.3%Prev: 0.2%	2,092 SH	Increased+174 SH
VOYA GLBL EQTY DIV & PREM OP	COM	$88K	0.0%Prev: 0.0%	15,257 SH	Decreased-1,224 SH
WALMART INC	COM	$1.4M	0.6%Prev: 0.7%	13,899 SH	Decreased-245 SH
WAYSTAR HLDG CORP	COM	$690K	0.3%	16,878 SH	New
WELLS FARGO CO NEW	COM	$572K	0.3%	7,144 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$112K	0.1%Prev: 0.0%	26,026 SH	Increased-1,073 SH
WESTERN ASSET HIGH YIELD DEF	COM	$139K	0.1%	11,604 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$431K	0.2%Prev: 0.1%	8,562 SH	Increased+3,775 SH

Sold (vs prior filing)

AMPHENOL CORP — $447K
APPLIED DIGITAL CORP — $1.3M
BLACKROCK CR ALLOCATION — $132K
BLOOM ENERGY CORP — $738K
CHEVRON CORPORATION — $389K
CITIGROUP INC — $248K
CONSTELLATION ENERGY CORP — $673K
COSTCO WHOLESALE CORPORATION — $493K
DBX ETF TR — $1.8M
DIREXION SHARES ETF TRUST — $7.1M
DUKE ENERGY CORP NEW — $218K
FRANKLIN TEMPLETON HOLDINGS — $275K
INVESCO ACTIVELY MANAGED EXC — $233K
IRHYTHM HOLDINGS INC — $379K
ISHARES INC — $6.7M
ISHARES TR — $201K
ISHARES TR — $6.0M
ISHARES TR — $212K
JPMORGAN CHASE & CO — $1.7M
LAM RESEARCH CORP — $244K
… and 27 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001841816-26-000001	$238.2M	View
Oct 7, 2026	Q3 2026	13F-HR	0001841816-26-000007	$267.2M	View
Nov 7, 2025	Q3 2025