Mjp Associates Inc has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $459 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.5M, Vanguard Dividend Appreciation with a value of $45.6M, Ishares Barclays with a value of $33.9M, Apple Inc. with a value of $20.7M, and Pimco ETF Tr Enhanced Sht Matu with a value of $16.7M.

Examining the 13F form we can see an increase of $86.3M in the current position value, from $373M to 459M.

Below you can find more details about Mjp Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $459 Million
ETFs: $307 Million
Technology: $58.2 Million
Healthcare: $18.3 Million
Financial Services: $14.2 Million
Industrials: $13.7 Million
Consumer Cyclical: $11.2 Million
Communication Services: $9.89 Million
Consumer Defensive: $8.31 Million
Other: $8.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $459 Million
  • Prior Value $373 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 62 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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