Mjt & Associates Financial Advisory Group, Inc. Portfolio Holdings

Mjt & Associates Financial Advisory Group, Inc.

  • $104 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.41B
$3.91 Million 0.0% of portfolio
78
Q1 2025 New
$4.38B
$342,000 0.0% of portfolio
87
Q1 2025 New
$6.28B
$979,000 0.0% of portfolio
25
Q1 2025 New
$4.26B
$4.93 Million 0.0% of portfolio
31
Q1 2025 New
$6.46B
$1.13 Million 0.0% of portfolio
21
Q1 2025 New
$6.68B
$3.14 Million 0.0% of portfolio
20
Q1 2025 New
$3.32B
$1.2 Million 0.0% of portfolio
17
Q1 2025 New
$2.08B
$3.92 Million 0.0% of portfolio
22
Q1 2025 New
$7.48B
$935,000 0.0% of portfolio
9
Q1 2025 New
$2.45B
$3.31 Million 0.0% of portfolio
100
Q1 2025 New
$3.35B
$4.19 Million 0.0% of portfolio
39
Q1 2025 New
$7.27B
$1.23 Million 0.0% of portfolio
7
Q1 2025 New
$3.34B
$1.6 Million 0.0% of portfolio
350
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 479
  • Current Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 479 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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