Mn Wealth Advisors, LLC Purchases in Q4 2024

Mn Wealth Advisors, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
44.3K
+ 303.8%
$100.16 - $100.7 $4.43M - $4.46M
58.8K $5.9B
MRNA
Moderna, Inc.

Healthcare
30.1K
New
$36.85 - $63.93 $1.11M - $1.92M
30.1K $1.25B
VO
Vanguard Mid Cap ETF

ETFs
4.12K
New
$261.5 - $284.63 $1.08M - $1.17M
4.12K $1.09B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12K
+ 22.03%
$91.29 - $91.8 $1.1M - $1.1M
66.5K $6.08B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
17K
+ 14.58%
$63.01 - $68.55 $1.07M - $1.16M
133K $8.44B
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
+ 93.58%
$50.37 - $50.63 $830K - $834K
34.1K $1.72B
Jpmorgan Active Bond ETF
15.1K
New
N/A
15.1K $788M
PEP
Pepsico Inc

Consumer Defensive
3.75K
+ 116.46%
$151.29 - $176.1 $567K - $660K
6.97K $1.06B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10K
+ 217.56%
$50.62 - $50.97 $507K - $510K
14.6K $741M
AVUS
American Centy ETF Tr Avantis

ETFs
3.52K
+ 6.81%
$94.36 - $102.06 $333K - $360K
55.3K $5.36B
AAPL
Apple Inc.

Technology
658
+ 4.52%
$221.69 - $259.02 $146K - $170K
15.2K $3.81B
AVGO
Broadcom Inc.

Technology
255
+ 4.22%
$159.67 - $250.0 $40.7K - $63.8K
6.3K $1.46B
KO
Coca Cola CO

Consumer Defensive
7.94K
+ 83.24%
$61.74 - $71.71 $490K - $569K
17.5K $1.09B
FNA
Paragon 28, Inc.

Healthcare
1.2K
+ 1.44%
$4.78 - $10.74 $5.74K - $12.9K
84.5K $873M
DXCM
Dexcom Inc

Healthcare
1.38K
+ 7.25%
$65.68 - $81.01 $90.4K - $111K
20.4K $1.58B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 28.21%
$174.22 - $187.62 $315K - $339K
8.21K $1.44B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.93K
+ 18.85%
$99.04 - $109.59 $588K - $650K
37.4K $3.72B
AVUV
American Centy ETF Tr Avantis

ETFs
2.67K
+ 11.18%
$94.37 - $106.41 $252K - $284K
26.5K $2.56B
MDB
Mongo Db, Inc.

Technology
1.54K
+ 59.67%
$232.81 - $350.13 $358K - $538K
4.11K $958M
VKTX
Viking Therapeutics, Inc.

Healthcare
5.9K
New
$38.28 - $78.03 $226K - $460K
5.9K $237M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.01K
New
$173.13 - $258.09 $175K - $260K
1.01K $233M
DELL
Dell Technologies Inc.

Technology
1.98K
+ 91.93%
$111.96 - $144.21 $222K - $286K
4.14K $477M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2.19K
+ 42.66%
$93.27 - $105.01 $204K - $230K
7.32K $704M
EMR
Emerson Electric CO

Industrials
1.74K
New
$108.13 - $134.33 $189K - $234K
1.74K $216M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.71K
+ 11.23%
$96.64 - $101.23 $359K - $376K
36.8K $3.56B
GOOGL
Alphabet Inc.

Communication Services
336
+ 4.31%
$161.86 - $196.66 $54.4K - $66.1K
8.13K $1.54B
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 7.12%
$213.65 - $479.86 $17.1K - $38.4K
1.2K $486M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.96K
+ 7.02%
$66.77 - $71.52 $131K - $140K
29.9K $2.06B
WMT
Walmart Inc.

Consumer Defensive
2.04K
+ 21.6%
$79.1 - $95.7 $162K - $195K
11.5K $1.04B
Jpmorgan Hedged Equity Laddered Overlay ETF
2.22K
+ 16.87%
N/A
15.4K $954M
TRGP
Targa Resources Corp.

Energy
5
+ 0.16%
$150.58 - $207.69 $753 - $1.04K
3.18K $568M
META
Meta Platforms, Inc.

Communication Services
118
+ 7.12%
$554.08 - $632.68 $65.4K - $74.7K
1.78K $1.04B
MSFT
Microsoft Corp

Technology
254
+ 5.75%
$406.35 - $454.46 $103K - $115K
4.67K $1.97B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.37K
+ 5.68%
$46.07 - $48.17 $340K - $355K
137K $6.31B
LNG
Cheniere Energy, Inc.

Energy
13
+ 0.87%
$181.07 - $225.92 $2.35K - $2.94K
1.51K $324M
MCD
Mcdonalds Corp

Consumer Cyclical
892
+ 104.82%
$288.47 - $316.54 $257K - $282K
1.74K $505M
GLD
Spdr Gold Trust

ETFs
215
+ 21.37%
$236.59 - $257.5 $50.9K - $55.4K
1.22K $296M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.84%
$873.59 - $994.69 $22.7K - $25.9K
703 $645M
VIG
Vanguard Dividend Appreciation

ETFs
163
+ 4.66%
N/A
3.66K $716M
HTZWW
Hertz Global Hldgs Inc New
11K
New
$1.79 - $2.88 $19.6K - $31.5K
11K $23.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.27%
$567.81 - $607.81 $1.7K - $1.82K
1.11K $651M
ORCL
Oracle Corp

Technology
130
+ 7.39%
$165.41 - $192.43 $21.5K - $25K
1.89K $315M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
218
+ 1.85%
$42.95 - $45.72 $9.36K - $9.97K
12K $519M
JMEE
J P Morgan Exchange Traded Fd

ETFs
114
+ 2.09%
$60.1 - $66.4 $6.85K - $7.57K
5.56K $336M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 1.66%
$442.29 - $483.08 $19K - $20.8K
2.64K $1.19B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
59
+ 1.36%
$81.68 - $82.93 $4.82K - $4.89K
4.41K $362M
JPIN
Jp Morgan Diversified Return I

ETFs
805
+ 11.93%
$53.56 - $59.9 $43.1K - $48.2K
7.56K $405M
ABBV
Abb Vie Inc.

Healthcare
190
+ 10.73%
$164.99 - $203.87 $31.3K - $38.7K
1.96K $348M
LLY
Eli Lilly & CO

Healthcare
272
+ 14.44%
$727.2 - $932.06 $198K - $254K
2.16K $1.67B
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 1 Puts 0
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