Mn Wealth Advisors, LLC Reduced Holdings in Q3 2025

Mn Wealth Advisors, LLC

  • $187 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.88K
- 82.13%
$181.56 - $190.33 $886K - $929K
1.06K $201M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.34K
- 19.79%
$98.52 - $103.93 $427K - $451K
17.6K $1.81B
DELL
Dell Technologies Inc.

Technology
-3.95K
- 41.42%
$120.96 - $141.77 $478K - $561K
5.59K $793M
DXCM
Dexcom Inc

Healthcare
-1.3K
- 11.34%
$66.46 - $89.53 $86.5K - $117K
10.2K $685M
MDB
Mongo Db, Inc.

Technology
-1.92K
- 56.86%
$201.0 - $334.87 $385K - $641K
1.45K $451M
EFV
Msci Eafe Value ETF

ETFs
-4.85K
- 26.85%
$62.79 - $68.42 $304K - $331K
13.2K $896M
ETN
Eaton Corp PLC

Industrials
-709
- 50.21%
$342.99 - $392.76 $243K - $278K
703 $263M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.25K
- 11.66%
$72.57 - $74.72 $163K - $168K
17K $1.27B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.32K
- 8.82%
$45.6 - $46.92 $106K - $109K
24K $1.12B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-808
- 12.1%
$182.33 - $194.5 $147K - $157K
5.87K $1.14B
Jpmorgan Active Bond ETF
-1.45K
- 9.38%
N/A
14K $760M
KO
Coca Cola CO

Consumer Defensive
-41
- 0.28%
$65.67 - $71.67 $2.69K - $2.94K
14.7K $974M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.71%
$915.95 - $994.57 $4.58K - $4.97K
695 $644M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-986
- 6.04%
N/A
15.3K $715M
META
Meta Platforms, Inc.

Communication Services
-36
- 1.89%
$695.21 - $791.73 $25K - $28.5K
1.87K $1.37B
JPIN
Jp Morgan Diversified Return I

ETFs
-679
- 7.96%
$63.14 - $67.96 $42.9K - $46.1K
7.85K $523M
MCD
Mcdonalds Corp

Consumer Cyclical
-108
- 6.91%
$291.67 - $316.99 $31.5K - $34.2K
1.46K $443M
EMR
Emerson Electric CO

Industrials
-42
- 2.19%
$128.6 - $149.63 $5.4K - $6.28K
1.88K $246M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-449
- 6.98%
N/A
5.99K $406M
JPEM
Jp Morgan Diversified Return

ETFs
-177
- 4.29%
$56.25 - $59.87 $9.96K - $10.6K
3.95K $233M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-23
- 2.53%
$301.44 - $365.84 $6.93K - $8.41K
885 $287M
BFB
Brown Forman Corp Cl B
-18
- 0.09%
N/A
20.3K $550M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-178
- 2.75%
$59.61 - $63.09 $10.6K - $11.2K
6.3K $396M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-205
- 4.05%
$42.78 - $47.77 $8.77K - $9.79K
4.85K $231M
ARRY
Array Technologies, Inc.

Technology
-2.47K
- 16.51%
$5.48 - $9.56 $13.5K - $23.6K
12.5K $102M
CPB
Campbell Soup CO

Consumer Defensive
-78
- 0.41%
$30.41 - $34.03 $2.37K - $2.65K
19.1K $603M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-82
- 2.15%
$97.9 - $106.24 $8.03K - $8.71K
3.73K $388M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-518
- 3.51%
$63.74 - $68.36 $33K - $35.4K
14.2K $966M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 2.91%
$617.65 - $666.84 $12.4K - $13.3K
668 $446M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-7
- 0.26%
$110.74 - $122.12 $775 - $855
2.7K $327M
VIG
Vanguard Dividend Appreciation

ETFs
-11
- 0.49%
N/A
2.22K $479M
IEMG
Ishares Inc

ETFs
-729
- 6.0%
N/A
11.4K $753M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-58
- 8.81%
$404.94 - $499.99 $23.5K - $29K
600 $291M
DFIV
Dimensional ETF Tr

ETFs
-665
- 3.76%
$42.66 - $46.53 $28.4K - $30.9K
17K $785M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-200
- 0.98%
$65.41 - $69.67 $13.1K - $13.9K
20.3K $1.41B
JPUS
Jpmorgan Diversified Return Us

ETFs
-526
- 3.14%
$117.71 - $125.02 $61.9K - $65.8K
16.2K $2.01B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-704
- 3.54%
$44.14 - $47.9 $31.1K - $33.7K
19.2K $911M
IVW
Ishares S&P 500 Growth ETF

ETFs
-227
- 2.53%
$108.97 - $121.65 $24.7K - $27.6K
8.73K $1.05B
AVUV
American Centy ETF Tr Avantis

ETFs
-202
- 1.13%
$90.37 - $102.12 $18.3K - $20.6K
17.6K $1.75B
AVGO
Broadcom Inc.

Technology
-43
- 0.66%
$264.74 - $369.57 $11.4K - $15.9K
6.51K $2.15B
GOOGL
Alphabet Inc.

Communication Services
-422
- 4.65%
$174.36 - $254.72 $73.6K - $107K
8.65K $2.1B
Activity Summary
Buys All Purchases 68 New Holdings 10 Increased Positions 58 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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