Mn Wealth Advisors, LLC Reduced Holdings in Q2 2025

Mn Wealth Advisors, LLC

  • $172 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-35K
- 92.06%
$100.35 - $100.71 $3.51M - $3.53M
3.02K $304M
JPM
Jpmorgan Chase & CO

Financial Services
-14.1K
- 88.25%
$210.28 - $289.91 $2.97M - $4.09M
1.88K $545M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-44.8K
- 16.53%
$89.63 - $111.92 $4.01M - $5.01M
226K $25.3B
JPHY
Jp Morgan High Yield Research

ETFs
-30.4K
- 54.41%
N/A
25.5K $1.19B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-9.28K
- 29.73%
$97.29 - $105.63 $903K - $980K
21.9K $2.23B
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-17.3K
- 72.87%
N/A
6.44K $414M
JPIE
J P Morgan Exchange Traded Fd
-19.5K
- 23.73%
$45.12 - $46.32 $882K - $905K
62.8K $2.91B
TFLO
Ishares Treasury Floating Rate

ETFs
-16.5K
- 69.01%
$50.47 - $50.66 $834K - $837K
7.42K $376M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-13.5K
- 11.79%
$45.9 - $47.2 $618K - $636K
101K $4.74B
DXCM
Dexcom Inc

Healthcare
-9.59K
- 45.51%
$59.83 - $87.57 $574K - $840K
11.5K $1B
KO
Coca Cola CO

Consumer Defensive
-4.58K
- 23.73%
$68.37 - $73.9 $313K - $339K
14.7K $1.04B
ENPH
Enphase Energy, Inc.

Technology
-2.35K
- 23.19%
$34.56 - $62.52 $81.2K - $147K
7.78K $309M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.06K
- 18.58%
$75.17 - $91.21 $305K - $371K
17.8K $1.62B
JPUS
Jpmorgan Diversified Return Us

ETFs
-2.35K
- 12.29%
$102.8 - $118.19 $241K - $277K
16.8K $1.98B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.55K
- 20.68%
$152.93 - $181.74 $237K - $282K
5.94K $1.08B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-10.5K
- 12.41%
$54.98 - $67.95 $576K - $712K
73.9K $4.99B
LLY
Eli Lilly & CO

Healthcare
-131
- 6.23%
$713.71 - $898.95 $93.5K - $118K
1.97K $1.54B
VIG
Vanguard Dividend Appreciation

ETFs
-1.06K
- 32.17%
N/A
2.23K $456M
CPB
Campbell Soup CO

Consumer Defensive
-2
- 0.01%
$30.65 - $39.9 $61.3 - $79.8
19.2K $588M
SPY
Spdr S&P 500 ETF Trust

ETFs
-291
- 29.72%
$496.48 - $617.85 $144K - $180K
688 $425M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-16
- 0.66%
$421.16 - $509.5 $6.74K - $8.15K
2.41K $1.07B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.18K
- 24.0%
$51.14 - $57.0 $60.5K - $67.5K
3.75K $213M
PFE
Pfizer Inc

Healthcare
-959
- 5.52%
$21.59 - $24.84 $20.7K - $23.8K
16.4K $398M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-718
- 4.22%
N/A
16.3K $753M
Jpmorgan Active Bond ETF
-601
- 3.74%
N/A
15.5K $830M
MRNA
Moderna, Inc.

Healthcare
-193
- 0.64%
$23.65 - $28.54 $4.56K - $5.51K
30.1K $831M
HSY
Hershey CO

Consumer Defensive
-84
- 5.72%
$151.29 - $173.13 $12.7K - $14.5K
1.38K $230M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-334
- 1.7%
$72.02 - $73.82 $24.1K - $24.7K
19.3K $1.42B
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-536
- 12.32%
$79.01 - $97.45 $42.3K - $52.2K
3.82K $372M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-4K
- 3.23%
$56.84 - $65.5 $227K - $262K
120K $7.84B
ARRY
Array Technologies, Inc.

Technology
-6.72K
- 30.99%
$3.98 - $8.44 $26.7K - $56.7K
15K $88.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.21K
- 8.69%
$65.84 - $80.81 $79.7K - $97.8K
12.7K $1.02B
JPEM
Jp Morgan Diversified Return

ETFs
-430
- 9.43%
$48.41 - $56.7 $20.8K - $24.4K
4.13K $233M
LNG
Cheniere Energy, Inc.

Energy
-103
- 6.39%
$197.25 - $244.33 $20.3K - $25.2K
1.51K $368M
GLD
Spdr Gold Trust

ETFs
-95
- 6.65%
$273.71 - $316.29 $26K - $30K
1.33K $407M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-980
- 8.7%
$108.12 - $135.04 $106K - $132K
10.3K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
-85
- 5.61%
$498.8 - $620.9 $42.4K - $52.8K
1.43K $888M
EMR
Emerson Electric CO

Industrials
-12
- 0.62%
$94.15 - $133.33 $1.13K - $1.6K
1.92K $256M
XLK
Technology Sector Spdr

ETFs
-52
- 4.07%
$179.73 - $253.23 $9.35K - $13.2K
1.23K $311M
Jpmorgan Hedged Equity Laddered Overlay ETF
-186
- 0.87%
N/A
21.1K $1.32B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-841
- 3.94%
$55.24 - $68.55 $46.5K - $57.7K
20.5K $1.38B
MDB
Mongo Db, Inc.

Technology
-82
- 2.38%
$145.85 - $225.38 $12K - $18.5K
3.37K $707M
NFLX
Netflix Inc

Communication Services
-8
- 2.41%
$855.86 - $1339.13 $6.85K - $10.7K
324 $434M
AVUS
American Centy ETF Tr Avantis

ETFs
-64
- 0.1%
$81.38 - $100.82 $5.21K - $6.45K
61.8K $6.23B
NVDA
Nvidia Corp

Technology
-1.16K
- 6.44%
$94.31 - $157.99 $109K - $183K
16.8K $2.65B
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