Mjt & Associates Financial Advisory Group, Inc. Purchases in Q1 2025

Mjt & Associates Financial Advisory Group, Inc.

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
556K
New
$27.01 - $28.54 $15M - $15.9M
556K $15.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
166K
New
$92.45 - $106.69 $15.3M - $17.7M
166K $15.4B
IVV
Ishares Core S&P 500 ETF

ETFs
18.5K
New
$554.06 - $615.85 $10.3M - $11.4M
18.5K $10.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
254K
New
$21.75 - $24.28 $5.53M - $6.18M
254K $5.62B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
109K
New
$48.02 - $53.02 $5.21M - $5.76M
109K $5.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48.8K
New
$102.49 - $119.96 $5M - $5.86M
48.8K $5.11B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
39.5K
New
$121.0 - $142.28 $4.78M - $5.63M
39.5K $4.92B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
95.4K
New
$50.39 - $50.66 $4.81M - $4.83M
95.4K $4.83B
IJK
Ishares S&P Midcap 400 Growth

ETFs
56.4K
New
$81.62 - $96.63 $4.6M - $5.45M
56.4K $4.7B
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
218K
New
$13.65 - $14.45 $2.97M - $3.14M
218K $3.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
63K
New
$22.25 - $23.0 $1.4M - $1.45M
63K $1.45B
IVE
Ishares S&P 500 Value ETF

ETFs
7.42K
New
$185.78 - $198.58 $1.38M - $1.47M
7.42K $1.41B
VOE
Vanguard Mid Cap Value Index F

ETFs
8.74K
New
$156.61 - $168.02 $1.37M - $1.47M
8.74K $1.4B
VBR
Vanguard Small Cap Value ETF

ETFs
5.61K
New
$183.02 - $207.75 $1.03M - $1.17M
5.61K $1.05B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.1K
New
$64.88 - $72.1 $980K - $1.09M
15.1K $993M
WMT
Walmart Inc.

Consumer Defensive
7.29K
New
$84.5 - $105.05 $616K - $766K
7.29K $640M
MCD
Mcdonalds Corp

Consumer Cyclical
1.95K
New
$279.74 - $321.29 $545K - $627K
1.95K $609M
MBB
Ishares Tr

ETFs
6.17K
New
$90.37 - $94.08 $557K - $580K
6.17K $579M
VEA
Vanguard Ftse Developed Market

ETFs
11.4K
New
$47.4 - $52.99 $539K - $602K
11.4K $578M
JNJ
Johnson & Johnson

Healthcare
3.44K
New
$142.06 - $167.7 $489K - $578K
3.44K $571M
NEE
Nextera Energy Inc

Utilities
7.67K
New
$66.96 - $76.16 $514K - $584K
7.67K $544M
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
New
$347.25 - $424.87 $486K - $594K
1.4K $513M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
16.3K
New
$28.27 - $29.28 $462K - $478K
16.3K $474M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
New
$37.07 - $40.63 $427K - $468K
11.5K $454M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
20.2K
New
$21.23 - $22.14 $429K - $448K
20.2K $446M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.06K
New
$105.1 - $109.61 $426K - $445K
4.06K $441M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
New
$33.84 - $37.77 $405K - $452K
12K $436M
NVDA
Nvidia Corp

Technology
4K
New
$106.98 - $149.43 $427K - $597K
4K $433M
PEP
Pepsico Inc

Consumer Defensive
2.54K
New
$142.64 - $156.42 $362K - $397K
2.54K $380M
PG
Procter & Gamble CO

Consumer Defensive
2.15K
New
$158.56 - $176.26 $341K - $379K
2.15K $366M
MINN
Trust For Professional Mgrs Ma
16.5K
New
$21.78 - $22.34 $359K - $368K
16.5K $362M
UPS
United Parcel Service Inc

Industrials
3.02K
New
$109.66 - $136.26 $331K - $412K
3.02K $332M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.7K
New
$24.91 - $29.02 $316K - $368K
12.7K $318M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.8K
New
N/A
4.8K $308M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.75K
New
$42.5 - $46.71 $287K - $315K
6.75K $306M
SO
Southern CO

Utilities
3.27K
New
$80.96 - $92.96 $265K - $304K
3.27K $301M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.3K
New
$24.73 - $25.62 $280K - $290K
11.3K $289M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.1K
New
$25.81 - $28.52 $260K - $287K
10.1K $278M
OKE
Oneok Inc

Energy
2.4K
New
$89.57 - $109.85 $215K - $264K
2.4K $238M
XEL
Xcel Energy Inc

Utilities
3.18K
New
$63.37 - $72.1 $201K - $229K
3.18K $225M
QQQ
Invesco Qqq Trust, Series 1

ETFs
448
New
$468.34 - $539.52 $210K - $242K
448 $210M
SRLN
Ssga Active Trust

ETFs
5.03K
New
$41.02 - $41.99 $206K - $211K
5.03K $207M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.13K
New
$49.42 - $50.43 $204K - $208K
4.13K $206M
MSFT
Microsoft Corp

Technology
548
New
$375.39 - $447.2 $206K - $245K
548 $206M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
380
New
$442.66 - $534.52 $168K - $203K
380 $202M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.9K
New
$23.16 - $27.04 $183K - $214K
7.9K $185M
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.04K
New
$35.96 - $36.72 $181K - $185K
5.04K $182M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.75K
New
$25.69 - $26.89 $173K - $181K
6.75K $181M
VNQ
Vanguard Specialized Funds Van

ETFs
2K
New
$85.55 - $94.34 $171K - $189K
2K $181M
Activity Summary
Buys All Purchases 479 New Holdings 479 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mjt & Associates Financial Advisory Group, Inc. Portfolio

Follow Mjt & Associates Financial Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mjt & Associates Financial Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mjt & Associates Financial Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email