Mn Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $31.3B, Jpmorgan Global Select Equity ETF Global Select Equity ETF with a value of $8.88B, Jp Morgan ETF Fd Tr Active Val with a value of $8.44B, J P Morgan Exchange Traded Fd with a value of $7.3B, and J P Morgan Exchange Traded Fd with a value of $6.31B.

Examining the 13F form we can see an increase of $1.92B in the current position value, from $176B to 178B.

Mn Wealth Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Mn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $117 Billion
Technology: $12.2 Billion
Healthcare: $9.08 Billion
Consumer Defensive: $4.97 Billion
Financial Services: $2.96 Billion
Communication Services: $2.88 Billion
Consumer Cyclical: $2.76 Billion
Energy: $1.28 Billion
Other: $416 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $178 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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