Mjt & Associates Financial Advisory Group, Inc. Portfolio Holdings

Mjt & Associates Financial Advisory Group, Inc.

  • $80.1 Billion
  • Q2 2025

Mjt & Associates Financial Advisory Group, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $80.1 Billion distributed in 472 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Horton D R Inc with a value of $18.7B, Nxp Semiconductors N.V. with a value of $15.5B, Phillips 66 with a value of $5.55B, Estee Lauder Companies Inc with a value of $5.51B, and Kforce Inc with a value of $4.99B.

Examining the 13F form we can see an decrease of $24B in the current position value, from $104B to 80.1B.

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 $80.1 Billion
Consumer Cyclical: $21.1 Billion
Technology: $20.5 Billion
ETFs: $9.26 Billion
Industrials: $8.05 Billion
Consumer Defensive: $5.98 Billion
Energy: $5.82 Billion
Healthcare: $4.39 Billion
Real Estate: $1.27 Billion
Other: $2.95 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.4 Million 0.1% of portfolio
7,911
Q1 2025 New
$48.1M
$1.09 Million 0.0% of portfolio
1,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 472
  • Current Value $80.1 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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