Mjt & Associates Financial Advisory Group, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 479 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $15.5B, Ishares S&P 500 Growth ETF with a value of $15.4B, Ishares Core S&P 500 ETF with a value of $10.4B, Schwab Strategic Tr Us Large C with a value of $5.62B, and Wisdomtree Tr U.S. Midcap Divi with a value of $5.38B.
Examining the 13F form we can see an increase of $104B in the current position value.
Mjt & Associates Financial Advisory Group, Inc. is based out at Monteviceo, MN
Below you can find more details about Mjt & Associates Financial Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$104 Billion
ETFs: $89.8 Billion
Financial Services: $3.99 Billion
Utilities: $1.92 Billion
Consumer Defensive: $1.68 Billion
Technology: $1.52 Billion
Consumer Cyclical: $1.5 Billion
Healthcare: $1.29 Billion
Industrials: $906 Million
Other: $1.01 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
