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: $245.3M138 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$580K	0.2%Prev: 0.4%	2,668 SH	Decreased-771 SH
AEROVIRONMENT INC	COM	$275K	0.1%	1,500 SH	New
ALPHABET INC	CAP STK CL A	$479K	0.2%Prev: 0.2%	1,664 SH	Increased-289 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.1%Prev: 0.8%	9,505 SH	Increased-322 SH
AMAZON COM INC	COM	$3.4M	1.4%Prev: 2.0%	16,210 SH	Decreased-3,241 SH
AMGEN INC	COM	$282K	0.1%Prev: 0.2%	802 SH	Decreased-506 SH
AMPHENOL CORP	CL A	$447K	0.2%	3,540 SH	New
ANALOG DEVICES INC	COM	$329K	0.1%Prev: 0.1%	1,034 SH	Increased+24 SH
APPLE INC	COM	$4.5M	1.8%Prev: 2.1%	17,722 SH	Increased+178 SH
APPLIED DIGITAL CORP	COM NEW	$1.3M	0.5%	53,491 SH	New
AT&T INC	COM	$397K	0.2%Prev: 0.1%	13,688 SH	Increased+4,963 SH
AXON ENTERPRISE INC	COM	$1.7M	0.7%Prev: 0.9%	4,083 SH	Decreased+767 SH
BANK AMERICA CORP	COM	$266K	0.1%	5,462 SH	New
BLACKROCK CORPOR HI YLD FD I	COM	$206K	0.1%Prev: 0.1%	24,224 SH	Increased+4,365 SH
BLACKROCK CR ALLOCATION	COM	$132K	0.1%	13,087 SH	New
BLOOM ENERGY CORP	COM CL A	$738K	0.3%Prev: 0.2%	5,446 SH	Increased-13,573 SH
BROADCOM INC	COM	$1.6M	0.7%Prev: 0.6%	5,194 SH	Increased-1,198 SH
CALAMOS GBL DYN INCOME FUND	COM	$140K	0.1%Prev: 0.1%	19,252 SH	Increased+887 SH
CARPENTER TECHNOLOGY CORP	COM	$762K	0.3%Prev: 0.2%	1,934 SH	Increased-435 SH
CARVANA CO	CL A	$588K	0.2%	1,871 SH	New
CATERPILLAR INC	COM	$1.1M	0.4%Prev: 0.2%	1,491 SH	Increased+108 SH
CHEVRON CORPORATION	COM	$389K	0.2%	1,880 SH	New
CISCO SYS INC	COM	$326K	0.1%Prev: 0.2%	4,197 SH	Decreased-2,565 SH
CITIGROUP INC	COM NEW	$248K	0.1%	2,187 SH	New
COCA COLA CO	COM	$303K	0.1%Prev: 0.2%	3,990 SH	Decreased-2,309 SH
COHEN & STEERS QUALITY INCOM	COM	$121K	0.0%Prev: 0.1%	10,083 SH	Decreased-149 SH
COMCAST CORP NEW	CL A	$292K	0.1%Prev: 0.2%	10,174 SH	Decreased+1,701 SH
CONSTELLATION ENERGY CORP	COM	$673K	0.3%	2,409 SH	New
COSTCO WHOLESALE CORPORATION	COM	$493K	0.2%	495 SH	New
DBX ETF TR	XTRACKERS LOW	$1.8M	0.7%	38,629 SH	New
DEERE & CO	COM	$282K	0.1%Prev: 0.1%	500 SH	Increased+53 SH
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$7.1M	2.9%	71,972 SH	New
DOXIMITY INC	CL A	$475K	0.2%Prev: 0.3%	20,374 SH	Decreased+11,679 SH
DUKE ENERGY CORP NEW	COM NEW	$218K	0.1%	1,665 SH	New
DUOLINGO INC	CL A COM	$260K	0.1%Prev: 0.2%	2,635 SH	Decreased+1,149 SH
EATON VANCE TAX ADVT DIV INC	COM	$2.1M	0.9%Prev: 1.0%	87,433 SH	Increased+4,944 SH
ELI LILLY & CO	COM	$949K	0.4%Prev: 0.4%	1,031 SH	Increased+166 SH
ENPRO INC	COM	$1.2M	0.5%Prev: 0.4%	4,860 SH	Increased+567 SH
EXXON MOBIL CORP	COM	$1.2M	0.5%Prev: 0.6%	6,989 SH	Increased-2,092 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.8M	1.9%Prev: 1.4%	42,989 SH	Increased+4,347 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$7.3M	3.0%Prev: 5.5%	145,652 SH	Decreased-65,715 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$514K	0.2%Prev: 0.3%	11,477 SH	Decreased-1,213 SH
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$275K	0.1%	4,418 SH	New
GABELLI DIVID & INCOME TR	COM	$273K	0.1%Prev: 0.1%	10,137 SH	Increased+911 SH
GE AEROSPACE	COM NEW	$481K	0.2%Prev: 0.3%	1,696 SH	Decreased-1,421 SH
GENEDX HOLDINGS CORP	COM CL A	$551K	0.2%	8,581 SH	New
GLOBAL X FDS	US INFR DEV ETF	$4.5M	1.8%Prev: 1.6%	88,760 SH	Increased+7,629 SH
GUARDANT HEALTH INC	COM	$1.0M	0.4%Prev: 0.3%	11,320 SH	Increased-3,955 SH
HALOZYME THERAPEUTICS INC	COM	$507K	0.2%	7,843 SH	New
HANCOCK JOHN TAX-ADVANTAGED	COM	$684K	0.3%Prev: 0.4%	27,622 SH	Decreased-1,151 SH
HOME DEPOT INC	COM	$359K	0.1%Prev: 0.4%	1,091 SH	Decreased-782 SH
INTERNATIONAL BUSINESS MACHS	COM	$473K	0.2%Prev: 0.3%	1,953 SH	Decreased-175 SH
INVESCO ACTIVELY MANAGED EXC	HIGH YIELD SYSTE	$233K	0.1%	10,572 SH	New
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$14.9M	6.1%Prev: 6.7%	248,929 SH	Increased+10,760 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$259K	0.1%Prev: 0.1%	3,713 SH	Increased+58 SH
INVESCO QQQ TR	UNIT SER 1	$448K	0.2%Prev: 0.2%	776 SH	Increased+3 SH
IRHYTHM HOLDINGS INC	COM	$379K	0.2%	3,210 SH	New
ISHARES INC	MSCI STH KOR ETF	$6.7M	2.7%	54,718 SH	New
ISHARES TR	0-5YR HI YL CP	$358K	0.1%Prev: 0.2%	8,454 SH	Decreased-759 SH
ISHARES TR	CORE S&P SCP ETF	$201K	0.1%	1,613 SH	New
ISHARES TR	CORE S&P500 ETF	$7.6M	3.1%Prev: 14.6%	11,677 SH	Decreased-37,102 SH
ISHARES TR	ESG MSCI KLD 400	$379K	0.2%Prev: 0.1%	3,127 SH	Increased+649 SH
ISHARES TR	MRGSTR SM CP GR	$6.0M	2.5%	109,752 SH	New
ISHARES TR	MSCI USA MIN VOL	$212K	0.1%	2,289 SH	New
ISHARES TR	MSCI USA QLT FCT	$9.8M	4.0%Prev: 4.3%	51,136 SH	Increased+3,969 SH
ISHARES TR	S&P 500 GRWT ETF	$311K	0.1%Prev: 0.1%	2,753 SH	Increased+7 SH
ISHARES TR	US AER DEF ETF	$8.2M	3.4%Prev: 2.8%	37,593 SH	Increased+3,290 SH
ISHARES TR	US HLTHCARE ETF	$427K	0.2%Prev: 0.2%	6,931 SH	Increased+21 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$923K	0.4%Prev: 0.4%	16,292 SH	Increased+1,970 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$12.2M	5.0%	242,446 SH	New
JOHNSON & JOHNSON	COM	$674K	0.3%Prev: 0.3%	2,757 SH	Increased-288 SH
JPMORGAN CHASE & CO	COM	$1.7M	0.7%	5,686 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$2.0M	0.8%Prev: 0.4%	28,888 SH	Increased+4,302 SH
LAM RESEARCH CORP	COM NEW	$244K	0.1%	1,144 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$79K	0.0%Prev: 0.0%	14,263 SH	Decreased+542 SH
LOCKHEED MARTIN CORP	COM	$336K	0.1%Prev: 0.3%	556 SH	Decreased-580 SH
LUMENTUM HLDGS INC	COM	$1.7M	0.7%	2,410 SH	New
MASTERCARD INCORPORATED	CL A	$654K	0.3%Prev: 0.3%	1,308 SH	Increased+306 SH
MCDONALDS CORP	COM	$255K	0.1%	820 SH	New
MERCK & CO INC	COM	$369K	0.2%Prev: 0.1%	3,068 SH	Increased+712 SH
META PLATFORMS INC	CL A	$3.7M	1.5%Prev: 1.6%	6,432 SH	Increased+1,223 SH
MICROSOFT CORP	COM	$4.7M	1.9%Prev: 2.7%	12,798 SH	Decreased-668 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$122K	0.0%	10,844 SH	New
MODINE MFG CO	COM	$1.2M	0.5%	5,561 SH	New
MONDELEZ INTL INC	CL A	$403K	0.2%Prev: 0.3%	6,995 SH	Decreased-86 SH
NETFLIX INC.	COM	$1.1M	0.4%	10,936 SH	New
NEUBERGER HIGH YIELD ST FD I	COM	$120K	0.0%	18,502 SH	New
NEUBERGER HIGH YIELD ST FD I	RIGHT 04/15/2026	$147	0.0%	18,337 SH	New
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$201K	0.1%	4,260 SH	New
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$328K	0.1%	1,308 SH	New
NORTHERN LTS FD TR IV	INSPIRE CORP BD	$268K	0.1%	11,238 SH	New
NUSCALE PWR CORP	CL A COM	$557K	0.2%	51,356 SH	New
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$131K	0.1%Prev: 0.1%	12,746 SH	Decreased-447 SH
NVIDIA CORPORATION	COM	$4.3M	1.8%Prev: 1.2%	24,786 SH	Increased+3,235 SH
OKLO INC	COM CL A	$1.2M	0.5%Prev: 0.1%	24,145 SH	Increased+14,641 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	0.7%Prev: 0.2%	11,301 SH	Increased+6,452 SH
PFIZER INC	COM	$245K	0.1%Prev: 0.1%	8,738 SH	Decreased-1,024 SH
PGIM ETF TR	ACTV HY BD ETF	$1.8M	0.7%	51,714 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$1.6M	0.7%Prev: 0.7%	94,816 SH	Increased+29,611 SH
PIMCO ETF TR	ACTIVE BD ETF	$10.7M	4.4%	116,458 SH	New
PIMCO STRATEGIC INCOME FD	COM	$65K	0.0%Prev: 0.0%	12,202 SH	Decreased-2,620 SH
PLUG PWR INC	COM NEW	$23K	0.0%	10,289 SH	New
PROCTER & GAMBLE CO	COM	$321K	0.1%	2,220 SH	New
PROGRESSIVE CORP	COM	$336K	0.1%Prev: 0.2%	1,697 SH	Decreased+100 SH
PROVIDENT FINL SVCS INC	COM	$619K	0.3%	29,258 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$1.0M	0.4%	12,541 SH	New
RIOT PLATFORMS INC	COM	$463K	0.2%	37,480 SH	New
RTX CORPORATION	COM	$305K	0.1%	1,579 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$5.2M	2.1%	85,179 SH	New
SPDR GOLD TR	GOLD SHS	$329K	0.1%	765 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$325K	0.1%	5,229 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$6.9M	2.8%	115,985 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$10.1M	4.1%	252,778 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.6%	2,238 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$200K	0.1%	325 SH	New
STRIDE INC	COM	$446K	0.2%Prev: 0.2%	5,063 SH	Increased+1,558 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$592K	0.2%	2,997 SH	New
TESLA INC	COM	$695K	0.3%	1,869 SH	New
TJX COS INC NEW	COM	$287K	0.1%Prev: 0.3%	1,794 SH	Decreased-2,197 SH
TKO GROUP HOLDINGS INC	CL A	$540K	0.2%	2,678 SH	New
UNITED PARCEL SVCS INC	CL B	$265K	0.1%	2,692 SH	New
UNITEDHEALTH GROUP INC	COM	$760K	0.3%Prev: 0.9%	2,807 SH	Decreased-314 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$6.6M	2.7%	55,337 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$409K	0.2%Prev: 1.6%	1,067 SH	Decreased-13,535 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$15.9M	6.5%	192,789 SH	New
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$5.6M	2.3%	85,019 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$264K	0.1%Prev: 0.1%	1,784 SH	Increased-20 SH
VANGUARD WORLD FD	UTILITIES ETF	$4.8M	2.0%Prev: 1.9%	24,312 SH	Increased+3,337 SH
VERIZON COMMUNICATIONS INC	COM	$560K	0.2%Prev: 0.3%	11,151 SH	Decreased-2,989 SH
VERTIV HOLDINGS CO	COM CL A	$1.8M	0.7%Prev: 0.4%	7,265 SH	Increased-1,875 SH
VISA INC	COM CL A	$580K	0.2%Prev: 0.4%	1,918 SH	Decreased-398 SH
VOYA GLBL EQTY DIV & PREM OP	COM	$94K	0.0%Prev: 0.0%	16,481 SH	Increased+1,629 SH
WALMART INC	COM	$1.8M	0.7%Prev: 0.7%	14,144 SH	Increased-800 SH
WELLS FARGO & CO	COM	$616K	0.3%	7,732 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$108K	0.0%Prev: 0.1%	27,099 SH	Decreased+1,073 SH
WESTERN ASSET HIGH YIELD OPP	COM	$138K	0.1%	12,914 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$241K	0.1%Prev: 0.2%	4,787 SH	Decreased-2,542 SH
ZILLOW GROUP INC	CL C CAP STK	$334K	0.1%	8,082 SH	New

Sold (vs prior filing)

ALTRIA GROUP INC — $272K
AUTOMATIC DATA PROCESSING IN — $240K
AXALTA COATING SYS LTD — $394K
BILL HOLDINGS INC — $370K
BLACKROCK CR ALLOCATION INCO — $125K
BLACKROCK INC — $216K
BP PLC — $322K
BRINKER INTL INC — $560K
CHEVRON CORP NEW — $476K
CONFLUENT INC — $350K
COSTCO WHSL CORP NEW — $289K
DIGITALOCEAN HLDGS INC — $369K
DIREXION SHS ETF TR — $8.7M
EQUINIX INC — $284K
FLAHERTY & CRUMRINE TOTAL RE — $174K
FRESHPET INC — $371K
FRESHWORKS INC — $320K
GITLAB INC — $327K
GLOBUS MED INC — $396K
INTAPP INC — $523K
… and 33 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