Mjp Associates Inc Incresed Positions in Q3 2024

Mjp Associates Inc

  • $517 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.96K
+ 4.61%
$475.2 - $527.7 $3.31M - $3.67M
158K $83.3M
AVUV
American Centy ETF Tr Avantis

ETFs
62K
+ 39.33%
$88.24 - $99.7 $5.47M - $6.19M
220K $21.1M
AAPL
Apple Inc.

Technology
3.13K
+ 2.61%
$207.23 - $234.82 $649K - $735K
123K $28.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
58.5K
+ 23.44%
$50.52 - $50.95 $2.96M - $2.98M
308K $15.7M
IEF
Ishares Barclays

ETFs
14.4K
+ 4.13%
$92.67 - $99.14 $1.33M - $1.42M
362K $35.6M
VIG
Vanguard Dividend Appreciation

ETFs
16.5K
+ 6.94%
$182.15 - $182.15 $3.01M - $3.01M
255K $46.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.35K
+ 16.37%
$332.02 - $382.76 $2.11M - $2.43M
45.1K $16.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.5K
+ 8.71%
$100.09 - $100.69 $1.65M - $1.66M
206K $20.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26.3K
+ 11.68%
$44.65 - $47.21 $1.17M - $1.24M
251K $11.7M
VTI
Vanguard Total Stock Market Et

ETFs
953
+ 1.84%
$255.18 - $283.2 $243K - $270K
52.7K $14.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16K
+ 4.39%
$50.61 - $50.96 $809K - $814K
380K $19.3M
VEA
Vanguard Ftse Developed Market

ETFs
6.28K
+ 4.51%
$47.6 - $53.31 $299K - $335K
145K $7.68M
NVDA
Nvidia Corp

Technology
7.42K
+ 9.27%
$98.91 - $134.91 $734K - $1M
87.4K $10.6M
SPMD
Spdr Portfolio

ETFs
8.12K
+ 12.21%
$50.29 - $54.92 $408K - $446K
74.6K $4.08M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10K
+ 8.82%
$47.18 - $48.74 $473K - $489K
124K $6.02M
HDV
Ishares Core High Dividend ETF

ETFs
1.6K
+ 3.44%
$107.62 - $118.76 $172K - $190K
48K $5.65M
META
Meta Platforms, Inc.

Communication Services
277
+ 5.43%
$453.41 - $572.44 $126K - $159K
5.37K $3.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.33K
+ 3.42%
$54.98 - $59.51 $183K - $198K
101K $5.99M
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 10.32%
$66.91 - $81.4 $129K - $158K
20.7K $1.67M
TSLA
Tesla, Inc.

Consumer Cyclical
295
+ 6.49%
$191.76 - $263.26 $56.6K - $77.7K
4.84K $1.27M
IBM
International Business Machines Corp

Technology
147
+ 2.16%
$175.1 - $223.38 $25.7K - $32.8K
6.97K $1.54M
AVGO
Broadcom Inc.

Technology
5.72K
+ 1283.41%
$136.27 - $1745.86 $780K - $9.99M
6.17K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
1.52K
+ 20.01%
$160.76 - $177.82 $245K - $271K
9.13K $1.58M
ABBV
Abb Vie Inc.

Healthcare
942
+ 19.78%
$163.84 - $199.33 $154K - $188K
5.71K $1.13M
KKR
Kkr & Co. Inc.

Financial Services
932
+ 12.81%
$104.51 - $133.23 $97.4K - $124K
8.21K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 2.36%
$405.19 - $478.57 $45.4K - $53.6K
4.85K $2.23M
CCK
Crown Holdings Inc

Consumer Cyclical
44
+ 0.35%
$71.52 - $95.86 $3.15K - $4.22K
12.6K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
141
+ 0.57%
$117.9 - $128.2 $16.6K - $18.1K
24.7K $3.17M
CARR
Carrier Global Corp

Industrials
1.46K
+ 19.63%
$61.9 - $80.88 $90.6K - $118K
8.92K $718K
AME
Ametek Inc

Industrials
1.32K
+ 32.53%
$152.74 - $176.01 $201K - $231K
5.36K $919K
PGR
Progressive Corp

Financial Services
330
+ 9.58%
$209.46 - $259.24 $69.1K - $85.5K
3.78K $958K
JPM
Jpmorgan Chase & CO

Financial Services
518
+ 3.71%
$194.9 - $224.8 $101K - $116K
14.5K $3.05M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 2.41%
$333.64 - $405.2 $25.7K - $31.2K
3.27K $1.32M
GE
General Electric CO

Industrials
723
+ 24.97%
$156.66 - $189.66 $113K - $137K
3.62K $682K
JNJ
Johnson & Johnson

Healthcare
730
+ 11.6%
$145.48 - $167.38 $106K - $122K
7.02K $1.14M
LLY
Eli Lilly & CO

Healthcare
276
+ 9.19%
$772.14 - $960.02 $213K - $265K
3.28K $2.91M
ISRG
Intuitive Surgical Inc

Healthcare
325
+ 66.46%
$416.14 - $494.01 $135K - $161K
814 $399K
NOW
Service Now, Inc.

Technology
30
+ 2.1%
$730.87 - $937.36 $21.9K - $28.1K
1.46K $1.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.62K
+ 3.28%
$16.42 - $18.12 $92.3K - $102K
177K $3.19M
KO
Coca Cola CO

Consumer Defensive
639
+ 5.68%
$62.69 - $73.01 $40.1K - $46.7K
11.9K $854K
MPWR
Monolithic Power Systems Inc

Technology
45
+ 5.1%
$757.04 - $947.16 $34.1K - $42.6K
927 $857K
CSCO
Cisco Systems, Inc.

Technology
1.49K
+ 15.96%
$44.74 - $53.22 $66.4K - $79K
10.8K $574K
BAC
Bank Of America Corp

Financial Services
3.01K
+ 13.54%
$36.65 - $44.13 $110K - $133K
25.3K $1M
LMT
Lockheed Martin Corp

Industrials
73
+ 11.53%
$460.3 - $584.56 $33.6K - $42.7K
706 $412K
DT
Dynatrace, Inc.

Technology
741
+ 8.46%
$40.49 - $53.47 $30K - $39.6K
9.5K $508K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
78
+ 0.15%
$31.05 - $34.29 $2.42K - $2.67K
51.5K $1.77M
XOM
Exxon Mobil Corp

Energy
739
+ 7.98%
$109.72 - $119.0 $81.1K - $87.9K
10K $1.17M
DUK
Duke Energy Corp

Utilities
489
+ 17.26%
$99.35 - $117.71 $48.6K - $57.6K
3.32K $383K
SWK
Stanley Black & Decker, Inc.

Industrials
132
+ 4.96%
$77.75 - $110.17 $10.3K - $14.5K
2.8K $307K
Activity Summary
Buys All Purchases 125 New Holdings 28 Increased Positions 97 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 1
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