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MCF Advisors LLC

SEC CIK
0001602905
Latest filing
Aug 12, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 19, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
919
+53 vs. Q2 2023
Portfolio value
$1.11B
+$649.9K (+0.1%) vs. Q2 2023
Filed
Oct 19, 2023
SEC
Holdings of MCF Advisors LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF606,747$238.9M21.6%−2,653−0.4%Reduced–
iShares Tr46435G326CORE MSCI INTL1,301,369$75.8M6.8%+54,630+4.4%Added–
SPYSPDR S&P 500 ETF TrustETF172,484$73.9M6.7%−5,304−3.0%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF1,108,646$52.8M4.8%+24,789+2.3%Added–
iShares U.S. Treasury Bond ETF46429B267ETF2,380,168$52.5M4.7%+189,739+8.7%Added–
Schwab Strategic Tr808524862SHT TM US TRES1,055,911$50.6M4.6%+72,202+7.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF199,831$50.0M4.5%+265+0.1%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,572,782$46.1M4.2%+92,840+6.3%Added–
iShares Core S&P 500 ETF464287200ETF74,064$31.9M2.9%−2,171−2.8%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF468,703$30.2M2.7%+5,842+1.3%Added–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF559,478$26.9M2.4%+27,834+5.2%Added–
iShares Core S&P Small Cap ETF464287804ETF281,104$26.6M2.4%+1,259+0.4%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF289,377$26.6M2.4%+29,702+11.4%Added–
AAPLApple Inc.Stock92,112$15.8M1.4%−3,176−3.3%ReducedHistory
Abrdn ETFs003261104BBRG ALL COMD K1711,923$15.0M1.4%+15,827+2.3%Added–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF534,122$13.0M1.2%+59,602+12.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF245,090$12.4M1.1%+7,172+3.0%Added–
iShares MSCI Eafe ETF464287465ETF175,923$12.1M1.1%−5,972−3.3%Reduced–
iShares Tr46434VAX8IBONDS DEC23 ETF444,234$11.3M1.0%−36,642−7.6%Reduced–
iShares Russell 2000 ETF464287655ETF60,951$10.8M1.0%−3,490−5.4%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF23,411$10.7M1.0%−401−1.7%ReducedHistory
MSFTMicrosoft CorpStock32,483$10.3M0.9%+1,557+5.0%AddedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF366,168$9.06M0.8%+39,097+12.0%Added–
Vanguard Morningstar Growth ETF922908736ETF29,952$8.16M0.7%+63+0.2%Added–
PGProcter & Gamble CoStock41,934$6.12M0.6%+9,445+29.1%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF257,613$6.01M0.5%+48,144+23.0%Added–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF208,451$4.82M0.4%+37,478+21.9%Added–
SPDR Series Trust78468R606ST PORT HIGH ETF172,160$3.86M0.3%+40,680+30.9%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF92,375$3.62M0.3%+81+0.1%Added–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF134,833$3.24M0.3%+79,537+143.8%Added–
JPMJPMorgan Chase & CoStock21,228$3.08M0.3%+406+1.9%AddedHistory
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF147,019$3.00M0.3%+127,559+655.5%Added–
AMZNAmazon Com IncStock23,522$2.99M0.3%+411+1.8%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF92,627$2.91M0.3%+906+1.0%Added–
BRK.BBerkshire Hathaway IncStock7,864$2.75M0.2%−483−5.8%ReducedHistory
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF125,142$2.74M0.2%+111,819+839.3%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF12,554$2.67M0.2%+338+2.8%Added–
Vanguard Morningstar Value ETF922908744ETF18,963$2.62M0.2%+390+2.1%Added–
METAMeta Platforms, Inc.Stock8,432$2.53M0.2%+26+0.3%AddedHistory
NVDANVIDIA CorpStock5,797$2.52M0.2%+34+0.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF7,029$2.52M0.2%+383+5.8%Added–
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF126,790$2.46M0.2%+121,891+2,488.1%Added–
GOOGLAlphabet Inc.Stock17,787$2.33M0.2%−1,594−8.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,671$2.31M0.2%+2,432+14.1%AddedHistory
HLMNHillman Solutions Corp.COM278,980$2.30M0.2%00.0%UnchangedHistory
VVisa Inc.Stock9,364$2.15M0.2%+310+3.4%AddedHistory
MVISMicrovision, Inc.COM NEW982,746$2.15M0.2%+684,288+229.3%AddedHistory
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF87,421$2.05M0.2%+83,732+2,269.8%Added–
JNJJohnson & JohnsonStock12,938$2.02M0.2%+1,707+15.2%AddedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF20,186$2.01M0.2%+13,899+221.1%Added–
HDHome Depot, Inc.Stock6,404$1.93M0.2%+488+8.2%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF21,050$1.93M0.2%+486+2.4%Added–
HUMHumana IncStock3,869$1.88M0.2%+718+22.8%AddedHistory
TYLTyler Technologies IncCOM4,499$1.74M0.2%+4,499NewHistory
MRKMerck & Co., Inc.Stock15,964$1.65M0.1%+1,094+7.4%AddedHistory
CVXChevron CorpStock8,987$1.52M0.1%+542+6.4%AddedHistory
MCOMoodys CorpStock4,584$1.45M0.1%+188+4.3%AddedHistory
LLYEli Lilly & CoStock2,672$1.43M0.1%−182−6.4%ReducedHistory
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF57,602$1.38M0.1%+57,602New–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF44,140$1.37M0.1%00.0%Unchanged–
PEPPepsiCo IncStock7,940$1.35M0.1%+416+5.5%AddedHistory
CINFCincinnati Financial CorpCOM13,009$1.34M0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock5,071$1.34M0.1%+20+0.4%AddedHistory
ABBVAbbVie Inc.Stock8,893$1.33M0.1%+47+0.5%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF12,757$1.32M0.1%−249−1.9%Reduced–
UNHUnitedHealth Group IncStock2,527$1.27M0.1%+29+1.2%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD26,188$1.26M0.1%+11,919+83.5%Added–
COSTCostco Wholesale CorpStock2,205$1.25M0.1%+225+11.4%AddedHistory
TEAMAtlassian CorpCL A6,126$1.23M0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock22,794$1.23M0.1%+1,121+5.2%AddedHistory
NIONIO Inc.ADR128,726$1.16M0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock1,336$1.11M0.1%+12+0.9%AddedHistory
AMGNAmgen IncStock4,094$1.10M0.1%+70+1.7%AddedHistory
NEENextera Energy IncStock17,671$1.01M0.1%+534+3.1%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC19,295$1.01M0.1%−885−4.4%Reduced–
iShares S&P Small-Cap 600 Value ETF464287879ETF11,101$995.1K0.1%−30−0.3%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF14,333$970.1K0.1%+82+0.6%Added–
TFCTruist Financial CorpCOM33,781$966.5K0.1%+1,500+4.6%AddedHistory
CMCSAComcast CorpStock21,527$954.5K0.1%+207+1.0%AddedHistory
BACBank of America CorpStock34,026$931.6K0.1%−75−0.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,817$920.0K0.1%+679+59.7%AddedHistory
PFEPfizer IncStock27,590$915.1K0.1%+975+3.7%AddedHistory
DISWalt Disney CoStock11,086$898.5K0.1%+624+6.0%AddedHistory
FFord Motor CoStock72,044$894.8K0.1%−8,838−10.9%ReducedHistory
UNPUnion Pacific CorpStock4,230$861.3K0.1%+351+9.0%AddedHistory
INTCIntel CorpStock24,044$854.8K0.1%−174−0.7%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF16,701$832.5K0.1%−5,490−24.7%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF7,637$801.1K0.1%+435+6.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF8,469$796.4K0.1%−43−0.5%Reduced–
PSXPhillips 66Stock6,627$796.3K0.1%+29+0.4%AddedHistory
NKENIKE, Inc.Stock8,286$793.9K0.1%−246−2.9%ReducedHistory
WMTWalmart Inc.Stock4,940$790.1K0.1%+36+0.7%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF7,181$790.0K0.1%00.0%Unchanged–
FITBFifth Third BancorpCOM30,494$779.0K0.1%+918+3.1%AddedHistory
UALUnited Airlines Holdings, Inc.COM17,791$752.6K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF10,269$702.7K0.1%00.0%Unchanged–
ETNEaton Corp plcStock3,286$700.8K0.1%−192−5.5%ReducedHistory
GOOGAlphabet Inc.Stock5,216$687.7K0.1%−900−14.7%ReducedHistory
RTXRTX CorpStock9,456$680.6K0.1%+84+0.9%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF4,116$674.7K0.1%00.0%Unchanged–

Sold out since Q2 2023 (43)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of MCF Advisors LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares Tr464288521CRE U S REIT ETF7,659$393.7K<0.1%–
RBTCRubicon Technologies, Inc.CL A COM781,444$289.1K<0.1%History
AFLAflac IncStock1,064$74.3K<0.1%History
HOMBHome Bancshares IncCOM2,650$60.4K<0.1%History
FFAIFaraday Future Intelligent Electric Inc.COM300,075$60.0K<0.1%History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP698$43.5K<0.1%History
Vanguard Short-Term Bond ETF921937827ETF500$37.8K<0.1%–
DHILDiamond Hill Investment Group IncCOM NEW150$25.6K<0.1%History
LACLithium Americas Corp.COM NEW1,150$23.2K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR300$21.5K<0.1%History
KMXCarMax IncCOM250$20.9K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM594$13.4K<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A COM2,950$13.0K<0.1%History
DEIDouglas Emmett IncCOM900$11.3K<0.1%History
PLNTPlanet Fitness, Inc.CL A134$9.04K<0.1%History
ASURAsure Software IncCOM653$7.94K<0.1%History
DDDuPont de Nemours, Inc.COM103$7.36K<0.1%History
AGNCAGNC Investment Corp.REIT614$6.29K<0.1%History
Vanguard Morningstar Small-Cap Value ETF922908611ETF36$5.96K<0.1%–
SYMSymbotic Inc.Stock125$5.35K<0.1%History
TYGOTigo Energy, Inc.COM230$4.27K<0.1%History
FTCIFTC Solar, Inc.COM904$2.91K<0.1%History
NEXNextier Oilfield Solutions Inc.COM321$2.87K<0.1%History
WisdomTree Tr97717X578EM EX ST-OWNED92$2.57K<0.1%–
NLYAnnaly Capital Management IncREIT121$2.42K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR68$2.26K<0.1%History
ESEversource EnergyStock28$1.99K<0.1%History
iShares Tr46429B7470-5 YR TIPS ETF19$1.85K<0.1%–
MRNAModerna, Inc.Stock14$1.70K<0.1%History
SFMSprouts Farmers Market, Inc.COM36$1.32K<0.1%History
SBACSba Communications CorpCL A5$1.16K<0.1%History
APPHAppHarvest, Inc.COM2,850$1.05K<0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF50$1.05K<0.1%–
ABNBAirbnb, Inc.Stock8$1.03K<0.1%History
EGEverest Group, Ltd.COM3$1.03K<0.1%History
BROSDutch Bros Inc.CL A30$854<0.1%History
Ssga Active Tr78470P309ST STR MARKE ETF17$691<0.1%–
SPDR Series Trust78468R861STATE STRET SPDR24$448<0.1%–
BINIBollinger Innovations, Inc.Stock4,000$431<0.1%History
Vanguard Malvern FDS922020805STRM INFPROIDX9$427<0.1%–
FIRYFiry Inc.COM CL A25$228<0.1%History
NMTR9 Meters Biopharma, Inc.COM275$185<0.1%History
SMFLSmart for Life, Inc.COM NEW50$39<0.1%History