Mjt & Associates Financial Advisory Group, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $80.1 Billion distributed in 472 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Horton D R Inc with a value of $18.7B, Nxp Semiconductors N.V. with a value of $15.5B, Phillips 66 with a value of $5.55B, Estee Lauder Companies Inc with a value of $5.51B, and Kforce Inc with a value of $4.99B.
Examining the 13F form we can see an decrease of $24B in the current position value, from $104B to 80.1B.
Mjt & Associates Financial Advisory Group, Inc. is based out at Monteviceo, MN
Below you can find more details about Mjt & Associates Financial Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$80.1 Billion
Consumer Cyclical: $21.1 Billion
Technology: $20.5 Billion
ETFs: $9.26 Billion
Industrials: $8.05 Billion
Consumer Defensive: $5.98 Billion
Energy: $5.82 Billion
Healthcare: $4.39 Billion
Real Estate: $1.27 Billion
Other: $2.95 Billion
Stock Holdings Table Market Cap. of $200 Billions or more