Mn Wealth Advisors, LLC Purchases and Sells in Q1 2025

Mn Wealth Advisors, LLC

$170 Billion
Q1 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	14.4K + 900.25%	$225.19 - $279.95 $3.24M - $4.03M	16K $3.92B
JIRE	13.6K + 18.08%	$58.04 - $65.84 $787K - $892K	88.5K $5.64B
JGRO	22.9K + 25.41%	N/A	113K $8.33B
JPIE	11.1K + 15.55%	$45.46 - $46.18 $504K - $512K	82.4K $3.79B
AVUS	6.58K + 11.89%	$90.7 - $101.57 $597K - $668K	61.9K $5.72B
ITOT	3.08K + 37.64%	$120.29 - $134.6 $371K - $415K	11.3K $1.37B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST EAGLE GLOBAL EQUITY ETF	217K New	N/A	217K $8.16B
AVEM	66.3K New	$57.11 - $62.4 $3.79M - $4.14M	66.3K $3.99B
FBCG	70.1K New	$39.97 - $48.7 $2.8M - $3.41M	70.1K $2.8B
BFB	19.7K New	N/A	19.7K $669M
QUAL	2.84K New	$168.16 - $186.21 $478K - $529K	2.84K $486M
IVW	5.06K New	$92.45 - $106.69 $468K - $540K	5.06K $470M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	-124K - 83.96%	N/A	23.7K $1.4B
JEMA	-128K - 88.54%	$36.46 - $39.9 $4.66M - $5.1M	16.5K $633M
BBUS	-24.3K - 8.23%	$99.5 - $110.97 $2.42M - $2.7M	271K $27.3B
BIL	-31.6K - 47.48%	$91.45 - $91.75 $2.89M - $2.89M	34.9K $3.2B
SGOV	-20.8K - 35.36%	$100.34 - $100.68 $2.09M - $2.09M	38K $3.83B
DFIV	-31.1K - 66.27%	$35.33 - $40.77 $1.1M - $1.27M	15.8K $623M

Activity Summary All Purchases 51 New Holdings 14 Increased Positions 37 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.