Mjp Associates Inc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $484 Million distributed in 234 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 $75.5M, Vanguard Dividend Appreciation with a value of $43.5M, Ishares Barclays with a value of $32.6M, Apple Inc. with a value of $25.3M, and Pimco ETF Tr Enhanced Sht Matu with a value of $19.1M.

Examining the 13F form we can see an increase of $25.3M in the current position value, from $459M to 484M.

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

Portfolio value $484 Million
ETFs: $314 Million
Technology: $74.4 Million
Healthcare: $18 Million
Financial Services: $14.3 Million
Industrials: $13.2 Million
Consumer Cyclical: $12.3 Million
Communication Services: $11.1 Million
Consumer Defensive: $9.16 Million
Other: $7.68 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $484 Million
  • Prior Value $459 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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