Mjp Associates Inc Portfolio Holdings
Mjp Associates Inc
- $544 Million
- Q4 2024
Mjp Associates Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Million distributed in 230 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 $88.1M, Vanguard Dividend Appreciation with a value of $48M, Apple Inc. with a value of $39.4M, Ishares Barclays with a value of $33.8M, and Pimco ETF Tr Enhanced Sht Matu with a value of $21.7M.
Examining the 13F form we can see an increase of $27M in the current position value, from $517M to 544M.
Below you can find more details about Mjp Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$544 Million
ETFs: $362 Million
Technology: $82.2 Million
Financial Services: $20.7 Million
Communication Services: $14.9 Million
Healthcare: $14.7 Million
Consumer Cyclical: $14.7 Million
Industrials: $9.05 Million
Consumer Defensive: $8.38 Million
Other: $6.29 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 230
- Current Value $544 Million
- Prior Value $517 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 39 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks