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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$567M
$2.32 Million 0.0% of portfolio
162
Q1 2025 New
$9.61B
$2.78 Million 0.0% of portfolio
65
Q1 2025 New
$0
$1.67 Million 0.0% of portfolio
29
Q1 2025 New
$13.4B
$1.45 Million 0.0% of portfolio
22
Q1 2025 New
$5.62B
$3.58 Million 0.0% of portfolio
28
Q1 2025 New
$5.26B
$4.3 Million 0.0% of portfolio
55
Q1 2025 New
$0
$1.62 Million 0.0% of portfolio
17
Q1 2025 New
$4.68B
$3.23 Million 0.0% of portfolio
47
Q1 2025 New
$0
$1.55 Million 0.0% of portfolio
8
Q1 2025 New
$73B
$4.29 Million 0.0% of portfolio
10
Q1 2025 New
$133B
$308,000 0.0% of portfolio
5
Q1 2025 New
$4.1B
$3.64 Million 0.0% of portfolio
40
Q1 2025 New
$17.7B
$4.29 Million 0.0% of portfolio
14
Q1 2025 New
$792M
$2.06 Million 0.0% of portfolio
140
Q1 2025 New
$17.1B
$3.39 Million 0.0% of portfolio
23
Q1 2025 New
$296M
$702,000 0.0% of portfolio
11
Q1 2025 New
$6.18B
$1.82 Million 0.0% of portfolio
15
Q1 2025 New
$0
$23,000 0.0% of portfolio
1
Q1 2025 New
$3.32B
$3.04 Million 0.0% of portfolio
49
Q1 2025 New
$507M
$215,000 0.0% of portfolio
70
Q1 2025 New
$1.54B
$4.25 Million 0.0% of portfolio
90
Q1 2025 New
$137B
$1.66 Million 0.0% of portfolio
25
Q1 2025 New
$6.1B
$2.32 Million 0.0% of portfolio
30
Q1 2025 New
$0
$4.4 Million 0.0% of portfolio
84
Q1 2025 New
$74.9M
$204,000 0.0% of portfolio
115
Q1 2025 New
$194B
$4.68 Million 0.0% of portfolio
15
Q1 2025 New
$1.73B
$1.77 Million 0.0% of portfolio
54
Q1 2025 New
$16.1B
$3.67 Million 0.0% of portfolio
47
Q1 2025 New
$60.4B
$5.01 Million 0.0% of portfolio
17
Q1 2025 New
$173B
$1.75 Million 0.0% of portfolio
27
Q1 2025 New
$0
$468,000 0.0% of portfolio
11
Q1 2025 New
$33.8B
$3.35 Million 0.0% of portfolio
7
Q1 2025 New
$0
$1.19 Million 0.0% of portfolio
12
Q1 2025 New
$0
$277,000 0.0% of portfolio
14
Q1 2025 New
$26.1B
$2.88 Million 0.0% of portfolio
60
Q1 2025 New
$1.55B
$23,000 0.0% of portfolio
2
Q1 2025 New
$3.12B
$3.34 Million 0.0% of portfolio
74
Q1 2025 New
$15.8B
$1.07 Million 0.0% of portfolio
11
Q1 2025 New
$64.5B
$4.7 Million 0.0% of portfolio
100
Q1 2025 New
$0
$1.95 Million 0.0% of portfolio
37
Q1 2025 New
Peakstone Realty Trust Common Shares
-
$4.41 Million 0.0% of portfolio
-
Q1 2025 New
$3.4B
$4.21 Million 0.0% of portfolio
62
Q1 2025 New
$777M
$2.13 Million 0.0% of portfolio
99
Q1 2025 New
$4.22B
$4.06 Million 0.0% of portfolio
125
Q1 2025 New
$293M
$1.74 Million 0.0% of portfolio
88
Q1 2025 New
$16.8B
$4.29 Million 0.0% of portfolio
36
Q1 2025 New
$0
$2.42 Million 0.0% of portfolio
30
Q1 2025 New
$0
$50,000 0.0% of portfolio
1
Q1 2025 New
$1.37B
$1.6 Million 0.0% of portfolio
29
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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