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: $238.2M133 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$614K	0.3%Prev: 0.2%	2,688 SH	Increased+464 SH
AEROVIRONMENT INC	COM	$242K	0.1%	1,000 SH	New
ALPHABET INC	CAP STK CL A	$410K	0.2%Prev: 1.3%	1,310 SH	Decreased-8,755 SH
ALPHABET INC	CAP STK CL C	$2.9M	1.2%Prev: 0.4%	9,300 SH	Increased+6,198 SH
AMAZON COM INC	COM	$3.7M	1.5%Prev: 1.5%	15,857 SH	Decreased-743 SH
AMGEN INC	COM	$262K	0.1%Prev: 0.2%	800 SH	Decreased-641 SH
AMPHENOL CORP NEW	CL A	$434K	0.2%	3,208 SH	New
ANALOG DEVICES INC	COM	$279K	0.1%Prev: 0.2%	1,030 SH	Decreased-4 SH
APPLE INC	COM	$4.8M	2.0%Prev: 1.8%	17,720 SH	Decreased+3,102 SH
APPLIED DIGITAL CORP	COM NEW	$1.3M	0.6%Prev: 0.2%	54,254 SH	Increased+37,537 SH
AT&T INC	COM	$339K	0.1%Prev: 0.1%	13,635 SH	Increased+2,498 SH
AUTOMATIC DATA PROCESSING IN	COM	$202K	0.1%Prev: 0.1%	787 SH	Decreased-604 SH
AXON ENTERPRISE INC	COM	$1.9M	0.8%Prev: 0.4%	3,303 SH	Increased+729 SH
BANK AMERICA CORP	COM	$289K	0.1%	5,258 SH	New
BLACKROCK CORPOR HI YLD FD I	COM	$179K	0.1%Prev: 0.1%	20,108 SH	Decreased-4,606 SH
BLACKROCK CR ALLOCATION INCO	COM	$140K	0.1%	12,940 SH	New
BLOOM ENERGY CORP	COM CL A	$453K	0.2%Prev: 1.0%	5,209 SH	Decreased-4,164 SH
BROADCOM INC	COM	$1.8M	0.7%Prev: 0.6%	5,095 SH	Increased+559 SH
CALAMOS GBL DYN INCOME FUND	COM	$141K	0.1%Prev: 0.1%	19,006 SH	Decreased-744 SH
CARPENTER TECHNOLOGY CORP	COM	$567K	0.2%	1,800 SH	New
CARVANA CO	CL A	$752K	0.3%	1,783 SH	New
CATERPILLAR INC	COM	$891K	0.4%Prev: 0.4%	1,556 SH	Decreased+234 SH
CHEVRON CORP NEW	COM	$286K	0.1%	1,877 SH	New
CISCO SYS INC	COM	$324K	0.1%Prev: 0.1%	4,210 SH	Decreased+747 SH
COCA COLA CO	COM	$276K	0.1%Prev: 0.2%	3,948 SH	Decreased-2,175 SH
COHEN & STEERS QUALITY INCOM	COM	$115K	0.0%	10,083 SH	New
COMCAST CORP NEW	CL A	$304K	0.1%Prev: 0.1%	10,174 SH	Decreased-5,202 SH
CONSTELLATION ENERGY CORP	COM	$696K	0.3%	1,971 SH	New
COSTCO WHSL CORP NEW	COM	$424K	0.2%	492 SH	New
DBX ETF TR	XTRACKERS LOW	$1.2M	0.5%Prev: 0.6%	25,984 SH	Decreased-10,304 SH
DEERE & CO	COM	$229K	0.1%Prev: 0.1%	492 SH	Decreased-10 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$12.7M	5.3%	124,104 SH	New
DOXIMITY INC	CL A	$699K	0.3%	15,780 SH	New
DUOLINGO INC	CL A COM	$346K	0.1%	1,972 SH	New
EATON VANCE TAX ADVT DIV INC	COM	$2.2M	0.9%Prev: 0.9%	86,420 SH	Decreased-3,353 SH
ELI LILLY & CO	COM	$1.1M	0.4%Prev: 0.4%	986 SH	Increased+127 SH
ENPRO INC	COM	$919K	0.4%Prev: 0.6%	4,293 SH	Decreased-567 SH
EXXON MOBIL CORP	COM	$828K	0.3%	6,880 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.5M	1.9%Prev: 1.6%	45,785 SH	Increased+3,842 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$11.6M	4.9%Prev: 3.1%	232,834 SH	Increased+62,150 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$522K	0.2%Prev: 0.2%	11,367 SH	Increased-177 SH
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$338K	0.1%Prev: 0.1%	5,861 SH	Increased+1,554 SH
GABELLI DIVID & INCOME TR	COM	$280K	0.1%Prev: 0.1%	10,074 SH	Increased+808 SH
GE AEROSPACE	COM NEW	$493K	0.2%Prev: 0.1%	1,601 SH	Increased+558 SH
GENEDX HOLDINGS CORP	COM CL A	$837K	0.4%	6,437 SH	New
GLOBAL X FDS	US INFR DEV ETF	$4.3M	1.8%Prev: 1.7%	88,957 SH	Decreased+2,523 SH
GUARDANT HEALTH INC	COM	$1.1M	0.5%Prev: 0.8%	10,596 SH	Decreased-1,622 SH
HALOZYME THERAPEUTICS INC	COM	$498K	0.2%Prev: 0.3%	7,395 SH	Decreased+682 SH
HANCOCK JOHN TAX-ADVANTAGED	COM	$660K	0.3%Prev: 0.2%	27,884 SH	Increased+298 SH
HOME DEPOT INC	COM	$405K	0.2%Prev: 0.2%	1,178 SH	Decreased-431 SH
INTERNATIONAL BUSINESS MACHS	COM	$603K	0.3%Prev: 0.1%	2,036 SH	Increased+376 SH
INTUITIVE SURGICAL INC	COM NEW	$209K	0.1%	369 SH	New
INVESCO ACTIVELY MANAGED EXC	INVSCO HY BD FCT	$239K	0.1%	10,529 SH	New
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$204K	0.1%Prev: 0.1%	2,415 SH	Decreased-29 SH
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$14.1M	5.9%Prev: 5.9%	247,212 SH	Decreased-2,834 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$246K	0.1%Prev: 0.1%	3,699 SH	Decreased-41 SH
INVESCO QQQ TR	UNIT SER 1	$477K	0.2%Prev: 0.2%	777 SH	Decreased+1 SH
IRHYTHM TECHNOLOGIES INC	COM	$491K	0.2%	2,769 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$229K	0.1%	4,622 SH	New
ISHARES INC	MSCI STH KOR ETF	$288K	0.1%Prev: 1.7%	2,963 SH	Decreased-22,317 SH
ISHARES TR	0-5YR HI YL CP	$361K	0.2%Prev: 0.1%	8,424 SH	Increased-92 SH
ISHARES TR	CORE S&P500 ETF	$13.7M	5.8%Prev: 3.3%	20,025 SH	Increased+8,653 SH
ISHARES TR	ESG MSCI KLD 400	$398K	0.2%	3,086 SH	New
ISHARES TR	MSCI USA QLT FCT	$9.8M	4.1%Prev: 0.3%	49,137 SH	Increased+45,791 SH
ISHARES TR	S&P 500 GRWT ETF	$339K	0.1%Prev: 0.1%	2,752 SH	Decreased-4 SH
ISHARES TR	US AER DEF ETF	$8.1M	3.4%Prev: 2.6%	37,633 SH	Increased+3,524 SH
ISHARES TR	US HLTHCARE ETF	$451K	0.2%Prev: 0.2%	6,926 SH	Decreased-13 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$910K	0.4%Prev: 0.3%	15,906 SH	Decreased-435 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$205K	0.1%Prev: 0.1%	3,528 SH	Decreased-45 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$11.5M	4.8%Prev: 5.6%	227,071 SH	Decreased-69,354 SH
JOHNSON & JOHNSON	COM	$571K	0.2%Prev: 0.2%	2,760 SH	Increased+910 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.7%	5,543 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$2.2M	0.9%Prev: 0.1%	28,976 SH	Increased+21,026 SH
LEIDOS HOLDINGS INC	COM	$210K	0.1%	1,161 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$84K	0.0%Prev: 0.0%	13,454 SH	Decreased-1,587 SH
LOCKHEED MARTIN CORP	COM	$268K	0.1%Prev: 0.2%	554 SH	Decreased-440 SH
LUMENTUM HLDGS INC	COM	$978K	0.4%Prev: 0.8%	2,654 SH	Decreased+358 SH
MASTERCARD INCORPORATED	CL A	$740K	0.3%Prev: 0.2%	1,297 SH	Increased+524 SH
MCDONALDS CORP	COM	$250K	0.1%	817 SH	New
MERCK & CO INC	COM	$321K	0.1%Prev: 0.2%	3,045 SH	Decreased-1,182 SH
META PLATFORMS INC	CL A	$4.1M	1.7%Prev: 1.7%	6,166 SH	Decreased-184 SH
MICROSOFT CORP	COM	$6.0M	2.5%Prev: 1.8%	12,350 SH	Increased+2,799 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$121K	0.1%Prev: 0.0%	10,554 SH	Increased-878 SH
MODINE MFG CO	COM	$768K	0.3%Prev: 0.4%	5,751 SH	Decreased+447 SH
MONDELEZ INTL INC	CL A	$374K	0.2%Prev: 0.2%	6,943 SH	Decreased-102 SH
NETFLIX INC	COM	$887K	0.4%	9,465 SH	New
NEUBERGER HIGH YIELD ST FD I	COM	$134K	0.1%Prev: 0.0%	18,068 SH	Increased-1,168 SH
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$256K	0.1%Prev: 0.1%	1,033 SH	Decreased-18 SH
NUSCALE PWR CORP	CL A COM	$565K	0.2%	39,902 SH	New
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$127K	0.1%Prev: 0.0%	12,621 SH	Increased-474 SH
NVIDIA CORPORATION	COM	$4.3M	1.8%Prev: 2.3%	23,138 SH	Decreased-3,271 SH
OKLO INC	COM CL A	$1.5M	0.6%Prev: 0.1%	20,925 SH	Increased+10,543 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.8M	0.8%Prev: 0.4%	10,299 SH	Increased+5,056 SH
PFIZER INC	COM	$211K	0.1%Prev: 0.1%	8,469 SH	Decreased+248 SH
PGIM ETF TR	ACTV HY BD ETF	$1.2M	0.5%Prev: 0.6%	35,125 SH	Decreased-13,824 SH
PIMCO DYNAMIC INCOME FD	SHS	$1.6M	0.7%Prev: 0.5%	91,868 SH	Increased-8,871 SH
PIMCO ETF TR	ACTIVE BD ETF	$10.1M	4.2%Prev: 6.4%	108,076 SH	Decreased-87,767 SH
PIMCO STRATEGIC INCOME FD	COM	$68K	0.0%Prev: 0.0%	12,149 SH	Increased-67 SH
PLUG POWER INC	COM NEW	$20K	0.0%	10,289 SH	New
PROCTER AND GAMBLE CO	COM	$318K	0.1%	2,217 SH	New
PROGRESSIVE CORP	COM	$363K	0.2%Prev: 0.1%	1,593 SH	Increased-106 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$1.0M	0.4%	12,532 SH	New
RIOT PLATFORMS INC	COM	$442K	0.2%	34,863 SH	New
RTX CORPORATION	COM	$291K	0.1%Prev: 0.1%	1,586 SH	Increased+396 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$4.2M	1.8%	93,294 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$216K	0.1%	8,166 SH	New
SPDR GOLD TR	GOLD SHS	$280K	0.1%Prev: 0.1%	707 SH	Decreased-58 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$306K	0.1%	4,754 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.7%	2,381 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$7.5M	3.1%	122,758 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$9.9M	4.1%	239,481 SH	New
STRIDE INC	COM	$329K	0.1%	5,067 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$664K	0.3%	2,594 SH	New
TESLA INC	COM	$780K	0.3%	1,735 SH	New
TJX COS INC NEW	COM	$273K	0.1%Prev: 0.1%	1,777 SH	Increased+177 SH
TKO GROUP HOLDINGS INC	CL A	$522K	0.2%	2,498 SH	New
UNITED PARCEL SERVICE INC	CL B	$272K	0.1%	2,745 SH	New
UNITEDHEALTH GROUP INC	COM	$926K	0.4%Prev: 0.4%	2,806 SH	Decreased-316 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$6.7M	2.8%	58,937 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$396K	0.2%Prev: 0.2%	1,099 SH	Decreased+161 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$15.9M	6.7%Prev: 4.9%	189,711 SH	Increased+39,131 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$256K	0.1%Prev: 0.1%	1,784 SH	Decreased+36 SH
VANGUARD WORLD FD	UTILITIES ETF	$4.1M	1.7%Prev: 1.6%	22,004 SH	Decreased-3,240 SH
VERIZON COMMUNICATIONS INC	COM	$453K	0.2%Prev: 0.3%	11,121 SH	Decreased-4,899 SH
VERTIV HOLDINGS CO	COM CL A	$1.1M	0.5%Prev: 0.6%	6,998 SH	Decreased+826 SH
VISA INC	COM CL A	$662K	0.3%Prev: 0.2%	1,888 SH	Increased+604 SH
VOYA GLBL EQTY DIV & PREM OP	COM	$92K	0.0%Prev: 0.0%	16,061 SH	Decreased-1,229 SH
WALMART INC	COM	$1.6M	0.7%Prev: 0.5%	14,110 SH	Increased+2,016 SH
WELLS FARGO CO NEW	COM	$682K	0.3%	7,313 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$113K	0.0%Prev: 0.0%	27,173 SH	Increased-1,739 SH
WESTERN ASSET HIGH YIELD OPP	COM	$142K	0.1%Prev: 0.0%	12,756 SH	Increased-397 SH
WISDOMTREE TR	FLOATNG RAT TREA	$379K	0.2%	7,527 SH	New
ZILLOW GROUP INC	CL C CAP STK	$464K	0.2%	6,800 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $324K
ADVANCED ENERGY INDS — $568K
ADVANCED MICRO DEVICES INC — $282K
ALTRIA GROUP INC — $565K
AMPHENOL CORP — $553K
ASTERA LABS INC — $1.5M
BERKSHIRE HATHAWAY INC DEL — $268K
BLACKROCK CR ALLOCATION — $124K
BRIGHTSPRING HEALTH SVCS INC — $857K
BRISTOL-MYERS SQUIBB CO — $352K
CALAMOS ETF TR — $240K
CHEVRON CORPORATION — $541K
CHUBB LIMITED — $349K
CITIGROUP INC — $210K
CONOCOPHILLIPS — $303K
COSTCO WHOLESALE CORPORATION — $285K
CREDO TECHNOLOGY GROUP HOLDI — $932K
DIGITALOCEAN HLDGS INC — $1.8M
DIREXION SHARES ETF TRUST — $8.0M
ELANCO ANIMAL HEALTH INC — $558K
… and 42 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