Mn Wealth Advisors, LLC Incresed Positions in Q2 2025

Mn Wealth Advisors, LLC

  • $172 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32.2K
+ 90.13%
$96.84 - $99.46 $3.12M - $3.2M
67.9K $6.74B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
16.9K
+ 19.07%
$56.88 - $70.77 $960K - $1.19M
105K $7.46B
JGRO
J P Morgan Exchange Traded Fd
4.69K
+ 4.15%
N/A
118K $10.1B
First Eagle Global Equity ETF
26.5K
+ 12.22%
N/A
244K $9.84B
MSFT
Microsoft Corp

Technology
658
+ 13.95%
$354.56 - $497.45 $233K - $327K
5.38K $2.67B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.01K
+ 7.15%
$35.12 - $48.24 $176K - $242K
75.1K $3.62B
EFV
Msci Eafe Value ETF

ETFs
12.1K
+ 205.23%
$52.4 - $64.65 $636K - $785K
18K $1.15B
AVEM
American Centy ETF Tr Avantis

ETFs
3.12K
+ 4.71%
$53.08 - $68.54 $166K - $214K
69.5K $4.76B
AVGO
Broadcom Inc.

Technology
189
+ 2.97%
$146.29 - $275.65 $27.6K - $52.1K
6.55K $1.81B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.84K
+ 135.09%
$152.42 - $182.82 $585K - $702K
6.68K $1.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.51K
+ 13.36%
$58.41 - $72.69 $263K - $328K
38.2K $2.78B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.9K
+ 76.98%
$82.96 - $110.1 $323K - $429K
8.96K $986M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6.78K
+ 84.97%
$50.29 - $64.29 $341K - $436K
14.7K $948M
IVE
Ishares S&P 500 Value ETF

ETFs
2.46K
+ 151.6%
$168.34 - $195.42 $413K - $480K
4.08K $797M
DELL
Dell Technologies Inc.

Technology
2.03K
+ 26.92%
$71.63 - $125.98 $145K - $255K
9.55K $1.17B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
8.25K
+ 70.79%
$36.14 - $44.23 $298K - $365K
19.9K $880M
META
Meta Platforms, Inc.

Communication Services
113
+ 6.31%
$484.66 - $738.09 $54.8K - $83.4K
1.91K $1.41B
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 12.75%
$144.7 - $178.6 $148K - $183K
9.07K $1.6B
IEMG
Ishares Inc

ETFs
4.81K
+ 65.5%
N/A
12.2K $730M
AMZN
Amazon Com Inc

Consumer Cyclical
623
+ 9.35%
$167.32 - $223.3 $104K - $139K
7.29K $1.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.48K
+ 20.54%
$45.12 - $46.23 $202K - $207K
26.3K $1.22B
EFG
Msci Eafe Growth ETF

ETFs
1.62K
+ 66.19%
$89.8 - $112.0 $145K - $181K
4.06K $454M
TSLA
Tesla, Inc.

Consumer Cyclical
334
+ 21.67%
$221.86 - $362.89 $74.1K - $121K
1.88K $596M
WMT
Walmart Inc.

Consumer Defensive
751
+ 6.5%
$81.79 - $99.98 $61.4K - $75.1K
12.3K $1.2B
ETN
Eaton Corp PLC

Industrials
245
+ 20.99%
$246.52 - $356.99 $60.4K - $87.5K
1.41K $504M
ORCL
Oracle Corp

Technology
92
+ 4.95%
$122.82 - $218.63 $11.3K - $20.1K
1.95K $427M
JPIN
Jp Morgan Diversified Return I

ETFs
1.83K
+ 27.28%
$52.18 - $64.25 $95.4K - $118K
8.53K $547M
VKTX
Viking Therapeutics, Inc.

Healthcare
4.4K
+ 23.6%
$19.98 - $29.49 $87.8K - $130K
23K $610M
DFIV
Dimensional ETF Tr

ETFs
1.87K
+ 11.79%
$34.67 - $43.21 $64.7K - $80.6K
17.7K $758M
INTU
Intuit Inc

Technology
19
+ 4.05%
$544.07 - $787.63 $10.3K - $15K
488 $385M
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 10.41%
$908.13 - $1056.85 $59.9K - $69.8K
700 $694M
AVDE
American Centy ETF Tr Avantis

ETFs
257
+ 3.06%
$59.32 - $74.36 $15.2K - $19.1K
8.65K $640M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.14%
$416.06 - $551.64 $416 - $552
708 $391M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
304
+ 4.92%
$50.39 - $60.05 $15.3K - $18.3K
6.48K $389M
EQBK
Equity Bancshares Inc

Financial Services
69
+ 0.41%
N/A
16.7K $682M
HLN
Haleon PLC

Healthcare
275
+ 1.09%
$9.27 - $11.41 $2.55K - $3.14K
25.4K $264M
MCD
Mcdonalds Corp

Consumer Cyclical
60
+ 3.99%
$285.55 - $321.23 $17.1K - $19.3K
1.56K $457M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.3%
$236.71 - $261.92 $710 - $786
1.02K $252M
TMO
Thermo Fisher Scientific Inc.

Healthcare
64
+ 10.77%
$390.26 - $489.06 $25K - $31.3K
658 $267M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.65%
$170.16 - $206.27 $2.21K - $2.68K
2K $372M
TRGP
Targa Resources Corp.

Energy
175
+ 5.34%
$157.32 - $205.72 $27.5K - $36K
3.46K $601M
CVX
Chevron Corp

Energy
31
+ 1.11%
$133.73 - $168.51 $4.15K - $5.22K
2.82K $404M
AAPL
Apple Inc.

Technology
798
+ 5.96%
$172.42 - $223.89 $138K - $179K
14.2K $2.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 1.59%
$483.48 - $539.8 $20.8K - $23.2K
2.74K $1.33B
BFB
Brown Forman Corp Cl B
602
+ 3.05%
N/A
20.3K $547M
PEP
Pepsico Inc

Consumer Defensive
207
+ 2.36%
$128.02 - $151.37 $26.5K - $31.3K
8.97K $1.18B
Activity Summary
Buys All Purchases 60 New Holdings 13 Increased Positions 47 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

Follow Mn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email