Mjt & Associates Financial Advisory Group, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 461 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $24.4B, Ishares S&P 500 Growth ETF with a value of $22.5B, Schwab Strategic Tr Us Dividen with a value of $20.7B, Ishares Barclays 0 5 Year Tips with a value of $6.9B, and Wisdomtree Tr U.S. Midcap Divi with a value of $6.21B.
Examining the 13F form we can see an increase of $42.3B in the current position value, from $80.6B to 123B.
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
$123 Billion
ETFs: $111 Billion
Technology: $2.37 Billion
Utilities: $2.03 Billion
Consumer Defensive: $1.69 Billion
Consumer Cyclical: $1.63 Billion
Healthcare: $1.15 Billion
Industrials: $936 Million
Financial Services: $881 Million
Other: $1.13 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
