Mn Wealth Advisors, LLC Portfolio Holdings

Mn Wealth Advisors, LLC

  • $162 Billion
  • Q1 2024

Mn Wealth Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 94 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 $25.4B, Jpmorgan Chase & CO with a value of $9.34B, J P Morgan Exch Traded Fd Tr B with a value of $9.26B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.21B, and J P Morgan Exchange Traded Fd with a value of $6.55B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $145B to 162B.

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 $162 Billion
ETFs: $107 Billion
Financial Services: $11.7 Billion
Technology: $9.13 Billion
Healthcare: $7.62 Billion
Consumer Defensive: $3.14 Billion
Communication Services: $2.62 Billion
Consumer Cyclical: $1.61 Billion
Energy: $1.1 Billion
Other: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 15.73% of portfolio
269,237
Q1 2024 Added 6.88%
$601B
$9.34 Billion 5.78% of portfolio
46,627
Q1 2024 Added 31.89%
$0
$9.26 Billion 5.73% of portfolio
154,004
Q1 2024 Reduced 33.66%
$0
$9.21 Billion 5.7% of portfolio
100,347
Q1 2024 Added 0.83%
$0
$6.55 Billion 4.05% of portfolio
140,414
Q1 2024 Reduced 13.92%
$0
$6.37 Billion 3.94% of portfolio
173,757
Q1 2024 Added 12.11%
-
$5.89 Billion 3.65% of portfolio
-
Q1 2024 Reduced 13.0%
$0
$4.87 Billion 3.01% of portfolio
81,258
Q1 2024 Reduced 9.66%
$0
$4.79 Billion 2.97% of portfolio
90,660
Q1 2024 Reduced 8.21%
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-
$4.49 Billion 2.78% of portfolio
-
Q1 2024 New
$0
$4.37 Billion 2.7% of portfolio
48,834
Q1 2024 Added 0.67%
$0
$3.38 Billion 2.09% of portfolio
53,939
Q1 2024 New
$0
$3.25 Billion 2.01% of portfolio
30,924
Q1 2024 Added 61.54%
$0
$2.77 Billion 1.71% of portfolio
60,735
Q1 2024 Added 7.99%
$3.64T
$2.44 Billion 1.51% of portfolio
14,231
Q1 2024 Added 0.19%
$0
$2.34 Billion 1.45% of portfolio
50,865
Q1 2024 Added 11.96%
-
$2.28 Billion 1.41% of portfolio
-
Q1 2024 Added 99.2%
$0
$2.08 Billion 1.29% of portfolio
44,984
Q1 2024 Added 8.76%
$0
$1.81 Billion 1.12% of portfolio
24,964
Q1 2024 Reduced 2.29%
$0
$1.79 Billion 1.1% of portfolio
35,216
Q1 2024 Added 28.21%
$3.49T
$1.77 Billion 1.1% of portfolio
4,218
Q1 2024 Reduced 0.31%
$0
$1.61 Billion 1.0% of portfolio
43,817
Q1 2024 Added 8.89%
$869B
$1.48 Billion 0.92% of portfolio
1,902
Q1 2024 Reduced 2.41%
$0
$1.45 Billion 0.9% of portfolio
24,355
Q1 2024 Reduced 2.27%
$314B
$1.46 Billion 0.9% of portfolio
1,612
Q1 2024 Reduced 5.73%
$0
$1.36 Billion 0.84% of portfolio
8,024
Q1 2024 New
$43.9B
$1.32 Billion 0.82% of portfolio
9,538
Q1 2024 Reduced 1.28%
$0
$1.21 Billion 0.75% of portfolio
26,418
Q1 2024 Added 1.83%
$2.04T
$1.2 Billion 0.74% of portfolio
7,622
Q1 2024 Reduced 11.53%
$0
$1.18 Billion 0.73% of portfolio
12,446
Q4 2023 New
$122B
$1.1 Billion 0.68% of portfolio
2,630
Q4 2023 New
$1.14T
$1.08 Billion 0.67% of portfolio
7,127
Q1 2024 Reduced 0.06%
$0
$1.06 Billion 0.66% of portfolio
15,450
Q1 2024 Reduced 13.29%
$535B
$1.07 Billion 0.66% of portfolio
2,552
Q1 2024 Added 0.24%
$0
$1.06 Billion 0.66% of portfolio
23,292
Q1 2024 Added 3.88%
$511M
$1.03 Billion 0.64% of portfolio
83,335
Q4 2023 New
$0
$1.01 Billion 0.62% of portfolio
10,752
Q1 2024 Added 22.78%
$0
$1.01 Billion 0.62% of portfolio
8,755
Q1 2024 Reduced 26.58%
$1.45B
$908 Million 0.56% of portfolio
60,870
Q1 2024 Added 14.37%
-
$888 Million 0.55% of portfolio
-
Q1 2024 Added 5.15%
$226B
$847 Million 0.52% of portfolio
4,840
Q1 2024 Added 3.97%
$45.8B
$822 Million 0.51% of portfolio
5,084
Q1 2024 Added 86.09%
$0
$820 Million 0.51% of portfolio
1,559
Q1 2024 Reduced 2.81%
$276B
$809 Million 0.5% of portfolio
13,222
Q1 2024 Added 0.53%
$1.21T
$772 Million 0.48% of portfolio
1,590
Q1 2024 Reduced 16.8%
$690B
$779 Million 0.48% of portfolio
587
Q1 2024 Reduced 0.17%
$0
$747 Million 0.46% of portfolio
8,074
Q1 2024 Reduced 5.13%
$13.2B
$720 Million 0.45% of portfolio
5,954
Q1 2024 Reduced 8.09%
$157B
$704 Million 0.44% of portfolio
25,373
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $162 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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