Mjt & Associates Financial Advisory Group, Inc. Reduced Holdings in Q2 2025

Mjt & Associates Financial Advisory Group, Inc.

  • $80.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-18.5K
- 99.56%
$498.8 - $620.9 $9.2M - $11.5M
81 $3.99M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-39.4K
- 99.62%
$108.87 - $133.04 $4.29M - $5.24M
149 $52.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-56.2K
- 99.63%
$73.7 - $90.98 $4.14M - $5.11M
210 $19M
VOT
Vanguard Mid Cap Growth Index

ETFs
-7
- 0.11%
$216.28 - $284.39 $1.51K - $1.99K
6.36K $3.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
-92
- 1.05%
$141.87 - $164.49 $13.1K - $15.1K
8.65K $3.89M
VBR
Vanguard Small Cap Value ETF

ETFs
-58
- 1.03%
$162.76 - $195.77 $9.44K - $11.4K
5.55K $3.07M
WMT
Walmart Inc.

Consumer Defensive
-450
- 6.17%
$81.79 - $99.98 $36.8K - $45K
6.84K $223K
MBB
Ishares Tr

ETFs
-84
- 1.36%
$91.41 - $94.22 $7.68K - $7.91K
6.09K $1.94M
JNJ
Johnson & Johnson

Healthcare
-16
- 0.46%
$146.36 - $159.82 $2.34K - $2.56K
3.43K $4.85M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-848
- 7.36%
$34.72 - $42.74 $29.4K - $36.2K
10.7K $1.87M
PEP
Pepsico Inc

Consumer Defensive
-100
- 3.94%
$128.02 - $151.37 $12.8K - $15.1K
2.44K $4.74M
MINN
Trust For Professional Mgrs Ma
-530
- 3.21%
$21.29 - $22.09 $11.3K - $11.7K
16K $1.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-75
- 0.59%
$22.27 - $29.21 $1.67K - $2.19K
12.6K $9.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45
- 0.67%
$39.89 - $49.46 $1.8K - $2.23K
6.71K $14.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-370
- 3.27%
$24.98 - $25.66 $9.24K - $9.49K
10.9K $3.31M
XEL
Xcel Energy Inc

Utilities
-300
- 9.44%
$65.65 - $72.39 $19.7K - $21.7K
2.88K $19.5M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-9
- 0.18%
$34.72 - $36.92 $312 - $332
5.04K $5.68M
VNQ
Vanguard Specialized Funds Van

ETFs
-366
- 18.27%
$79.79 - $91.42 $29.2K - $33.5K
1.64K $5.86M
MMM
3 M CO

Industrials
-30
- 2.47%
$126.09 - $154.15 $3.78K - $4.62K
1.18K $14.3M
USB
Us Bancorp \De\

Financial Services
-250
- 7.34%
$36.4 - $45.76 $9.1K - $11.4K
3.16K $4.56M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-49
- 0.77%
$18.94 - $21.67 $928 - $1.06K
6.35K $51K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-756
- 27.16%
$44.64 - $55.3 $33.7K - $41.8K
2.03K $6.45M
CVX
Chevron Corp

Energy
-8
- 0.95%
$133.73 - $168.51 $1.07K - $1.35K
833 $14M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-948
- 22.2%
$21.71 - $22.3 $20.6K - $21.1K
3.32K $1.15M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-298
- 27.16%
$73.02 - $90.22 $21.8K - $26.9K
799 $279K
IBM
International Business Machines Corp

Technology
-36
- 13.43%
$221.03 - $294.78 $7.96K - $10.6K
232 $2.46M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-451
- 29.63%
$37.77 - $48.45 $17K - $21.9K
1.07K $4.05M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-343
- 23.49%
$33.46 - $41.33 $11.5K - $14.2K
1.12K $218K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-689
- 39.24%
$20.31 - $21.71 $14K - $15K
1.07K $7.35M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-360
- 35.89%
$30.87 - $39.17 $11.1K - $14.1K
643 $8.89M
INTC
Intel Corp

Technology
-70
- 5.97%
$18.13 - $22.69 $1.27K - $1.59K
1.1K $4.46M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-256
- 30.62%
$22.43 - $23.23 $5.74K - $5.95K
580 $239K
Solventum Corp Com Shs
-7
- 2.8%
N/A
243 $1.64M
KLAC
Kla Corp

Technology
-10
- 18.52%
$576.53 - $902.94 $5.77K - $9.03K
44 $21.6M
CSCO
Cisco Systems, Inc.

Technology
-9
- 3.93%
$53.19 - $69.38 $479 - $624
220 $1.02M
Anglogold Ashanti PLC Com Shs
-471
- 58.88%
N/A
329 $17.4M
XOM
Exxon Mobil Corp

Energy
-101
- 90.18%
$99.93 - $119.04 $10.1K - $12K
11 $1.19M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-128
- 36.78%
$46.47 - $47.67 $5.95K - $6.1K
220 $6.86M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-35
- 12.77%
$37.68 - $50.22 $1.32K - $1.76K
239 $4.55M
ICLN
Ishares

ETFs
-716
- 30.25%
$10.56 - $13.31 $7.56K - $9.53K
1.65K $21.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3
- 13.64%
$328.01 - $475.68 $984 - $1.43K
19 $2.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44
- 7.72%
$96.84 - $99.46 $4.26K - $4.38K
526 $52.2M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-21
- 21.65%
$103.49 - $133.44 $2.17K - $2.8K
76 $10M
ETN
Eaton Corp PLC

Industrials
-9
- 27.27%
$246.52 - $356.99 $2.22K - $3.21K
24 $8.57M
CAH
Cardinal Health Inc

Healthcare
-15
- 15.15%
$125.0 - $168.0 $1.88K - $2.52K
84 $14.1M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-1
- 8.33%
$98.34 - $98.77 $98.3 - $98.8
11 $4.48M
ENS
Ener Sys

Industrials
-9
- 21.95%
$78.52 - $100.4 $707 - $904
32 $7.91M
DBX
Dropbox, Inc.

Technology
-40
- 40.0%
$25.42 - $29.7 $1.02K - $1.19K
60 $7.82M
NVEE
Nv5 Global, Inc.

Industrials
-35
- 20.0%
$15.12 - $23.09 $529 - $808
140 $8.57M
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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