Mjp Associates Inc Reduced Holdings in Q1 2025

Mjp Associates Inc

  • $564 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13.4K
- 8.2%
$507.05 - $563.67 $6.8M - $7.56M
150K $77.1M
AAPL
Apple Inc.

Technology
-23.5K
- 14.95%
$209.68 - $247.1 $4.93M - $5.81M
134K $29.7M
AVUV
American Centy ETF Tr Avantis

ETFs
-59.1K
- 26.38%
$84.95 - $100.62 $5.02M - $5.94M
165K $14.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.31K
- 7.15%
$360.07 - $417.26 $1.19M - $1.38M
43K $15.5M
TCHP
T Rowe Price Exchange Traded F

Technology
-30K
- 11.73%
$37.86 - $44.2 $1.14M - $1.33M
226K $8.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-32.6K
- 23.88%
$40.03 - $46.81 $1.3M - $1.53M
104K $4.23M
MSFT
Microsoft Corp

Technology
-1.87K
- 7.6%
$375.39 - $447.2 $703K - $838K
22.8K $8.56M
GOOGL
Alphabet Inc.

Communication Services
-1.71K
- 5.79%
$154.33 - $206.19 $264K - $353K
27.9K $4.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-555
- 10.04%
$222.15 - $428.22 $123K - $238K
4.97K $1.29M
MRVL
Marvell Technology, Inc.

Technology
-2.79K
- 21.51%
$61.57 - $126.06 $172K - $352K
10.2K $627K
KKR
Kkr & Co. Inc.

Financial Services
-657
- 7.45%
$108.17 - $167.07 $71.1K - $110K
8.16K $943K
GOOG
Alphabet Inc.

Communication Services
-28
- 0.3%
$156.06 - $207.71 $4.37K - $5.82K
9.26K $1.45M
DHR
Danaher Corp

Healthcare
-880
- 21.46%
$201.62 - $250.59 $177K - $221K
3.22K $660K
CAT
Caterpillar Inc

Industrials
-575
- 35.71%
$326.75 - $407.63 $188K - $234K
1.04K $341K
UNH
Unitedhealth Group Inc

Healthcare
-532
- 22.89%
$461.52 - $548.18 $246K - $292K
1.79K $938K
CDNS
Cadence Design Systems Inc

Technology
-266
- 9.73%
$233.96 - $324.52 $62.2K - $86.3K
2.47K $627K
ETN
Eaton Corp PLC

Industrials
-364
- 25.0%
$271.83 - $371.23 $98.9K - $135K
1.09K $296K
NVO
Novo Nordisk A S

Healthcare
-1.39K
- 27.49%
$69.3 - $90.95 $96.1K - $126K
3.66K $254K
SRE
Sempra Energy

Utilities
-722
- 11.65%
$67.85 - $87.67 $49K - $63.3K
5.47K $390K
LMT
Lockheed Martin Corp

Industrials
-272
- 35.01%
$423.19 - $506.29 $115K - $138K
505 $225K
WMT
Walmart Inc.

Consumer Defensive
-1.04K
- 4.99%
$84.5 - $105.05 $88K - $109K
19.8K $1.74M
MSCI
Msci Inc.

Financial Services
-192
- 20.67%
$541.46 - $628.34 $104K - $121K
737 $416K
VB
Vanguard Small Cap ETF

ETFs
-362
- 11.79%
$217.89 - $252.64 $78.9K - $91.5K
2.71K $600K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-273
- 2.38%
$47.79 - $59.89 $13K - $16.3K
11.2K $562K
ARES
Ares Management Corp

Financial Services
-124
- 3.54%
$140.19 - $198.28 $17.4K - $24.6K
3.38K $495K
CBRE
Cbre Group, Inc.

Real Estate
-916
- 35.88%
$121.79 - $147.13 $112K - $135K
1.64K $214K
BAC
Bank Of America Corp

Financial Services
-1.47K
- 5.69%
$39.61 - $47.74 $58.1K - $70.1K
24.3K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-685
- 17.42%
$142.64 - $156.42 $97.7K - $107K
3.25K $487K
ACN
Accenture PLC

Technology
-168
- 11.95%
$300.91 - $398.25 $50.6K - $66.9K
1.24K $386K
DT
Dynatrace, Inc.

Technology
-721
- 7.59%
$47.15 - $62.42 $34K - $45K
8.78K $414K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 1.76%
$347.25 - $424.87 $21.5K - $26.3K
3.47K $1.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-357
- 11.91%
$168.16 - $186.21 $60K - $66.5K
2.64K $451K
WFC
Wells Fargo & Company

Financial Services
-1.22K
- 28.43%
$66.78 - $81.42 $81.3K - $99.1K
3.06K $219K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-523
- 18.94%
$113.22 - $126.36 $59.2K - $66.1K
2.24K $257K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-102
- 1.45%
$77.33 - $90.16 $7.89K - $9.2K
6.93K $543K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 5.1%
$497.6 - $606.74 $37.3K - $45.5K
1.4K $695K
ORCL
Oracle Corp

Technology
-8
- 0.39%
$139.81 - $186.47 $1.12K - $1.49K
2.07K $288K
SKYY
First Trust Cloud Computing Et

ETFs
-81
- 3.48%
$102.23 - $131.18 $8.28K - $10.6K
2.25K $229K
MPWR
Monolithic Power Systems Inc

Technology
-61
- 6.57%
$565.7 - $720.25 $34.5K - $43.9K
867 $502K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-106
- 0.62%
$23.16 - $27.04 $2.45K - $2.87K
17K $399K
PG
Procter & Gamble CO

Consumer Defensive
-371
- 3.91%
$158.56 - $176.26 $58.8K - $65.4K
9.11K $1.55M
CATH
Global X Fds Global X S&P 500

ETFs
-204
- 3.28%
$66.14 - $74.2 $13.5K - $15.1K
6.01K $405K
TT
Trane Technologies PLC

Industrials
-21
- 3.0%
$332.0 - $400.86 $6.97K - $8.42K
679 $228K
ASML
Asml Holding Nv

Technology
-13
- 2.23%
$662.63 - $776.99 $8.61K - $10.1K
570 $377K
NEE
Nextera Energy Inc

Utilities
-314
- 6.73%
$66.96 - $76.16 $21K - $23.9K
4.36K $308K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 2.01%
$524.81 - $672.19 $4.2K - $5.38K
391 $213K
CSCO
Cisco Systems, Inc.

Technology
-619
- 5.74%
$58.74 - $64.87 $36.4K - $40.2K
10.2K $627K
Reddit Inc
-6.77K
- 35.43%
N/A
12.3K $0
Rb Global Inc
-5
- 0.12%
N/A
4.34K $0
Activity Summary
Buys All Purchases 142 New Holdings 24 Increased Positions 118 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 1 Puts 1
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