Mn Wealth Advisors, LLC Reduced Holdings in Q3 2024

Mn Wealth Advisors, LLC

  • $176 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-42.1K
- 43.6%
$91.42 - $91.82 $3.85M - $3.86M
54.5K $5B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-43.5K
- 85.81%
$51.29 - $56.57 $2.23M - $2.46M
7.2K $407M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-44.2K
- 28.29%
$56.88 - $63.65 $2.52M - $2.81M
112K $7.06B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-17.7K
- 79.39%
$50.52 - $50.95 $896K - $903K
4.6K $234M
TFLO
Ishares Treasury Floating Rate

ETFs
-17K
- 49.14%
$50.42 - $50.66 $858K - $862K
17.6K $891M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-25.8K
- 15.8%
$35.97 - $41.58 $928K - $1.07M
138K $5.58B
PEP
Pepsico Inc

Consumer Defensive
-1.74K
- 35.02%
$161.9 - $179.3 $281K - $311K
3.22K $548M
ARRY
Array Technologies, Inc.

Technology
-2.47K
- 3.59%
$5.69 - $11.76 $14.1K - $29.1K
66.5K $439M
Cboe Vest 10 Yr Int Rate Hedge ETF
-6.16K
- 23.24%
N/A
20.3K $446M
PFE
Pfizer Inc

Healthcare
-8.1K
- 23.6%
$27.7 - $31.39 $224K - $254K
26.2K $759M
KO
Coca Cola CO

Consumer Defensive
-3.99K
- 29.48%
$62.69 - $73.01 $250K - $291K
9.54K $685M
PLTR
Palantir Technologies Inc.

Technology
-6.88K
- 54.57%
$24.09 - $37.95 $166K - $261K
5.72K $213M
NVDA
Nvidia Corp

Technology
-502
- 3.13%
$98.91 - $134.91 $49.7K - $67.7K
15.5K $1.89B
MSFT
Microsoft Corp

Technology
-38
- 0.85%
$395.15 - $467.56 $15K - $17.8K
4.42K $1.9B
NVO
Novo Nordisk A S

Healthcare
-52
- 1.71%
$119.07 - $145.42 $6.19K - $7.56K
2.99K $356M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.53%
$772.14 - $960.02 $7.72K - $9.6K
1.88K $1.67B
CVX
Chevron Corp

Energy
-58
- 9.27%
$137.88 - $161.97 $8K - $9.39K
568 $397M
LNG
Cheniere Energy, Inc.

Energy
-183
- 10.91%
$172.24 - $186.09 $31.5K - $34.1K
1.5K $269M
AMZN
Amazon Com Inc

Consumer Cyclical
-859
- 10.84%
$161.02 - $200.0 $138K - $172K
7.07K $1.32B
Ft Vest U.S. Equity Max Buffer ETF March
-800
- 10.67%
N/A
6.7K $204M
TRGP
Targa Resources Corp.

Energy
-616
- 16.24%
$127.86 - $156.46 $78.8K - $96.4K
3.18K $470M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.15K
- 5.05%
$44.83 - $47.42 $51.5K - $54.4K
21.6K $1.02B
VHT
Vanguard Health Care ETF

ETFs
-96
- 8.72%
$261.88 - $288.1 $25.1K - $27.7K
1.01K $284M
UNH
Unitedhealth Group Inc

Healthcare
-84
- 15.44%
$488.01 - $604.18 $41K - $50.8K
460 $269M
XLK
Technology Sector Spdr

ETFs
-4
- 0.32%
$197.34 - $237.68 $789 - $951
1.23K $277M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-451
- 5.02%
$113.41 - $125.62 $51.1K - $56.7K
8.54K $1.07B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-4.84K
- 4.88%
N/A
94.3K $2.32B
JPEM
Jp Morgan Diversified Return

ETFs
-85
- 1.42%
$52.23 - $56.96 $4.44K - $4.84K
5.9K $334M
NFLX
Netflix Inc

Communication Services
-2
- 0.56%
$598.55 - $722.26 $1.2K - $1.44K
353 $250M
BBSC
Jp Morgan Exc Trd Tr Betabuild
-192
- 5.09%
$60.57 - $68.02 $11.6K - $13.1K
3.58K $241M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-229
- 4.27%
$85.51 - $94.69 $19.6K - $21.7K
5.13K $485M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-818
- 3.26%
$71.45 - $75.64 $58.4K - $61.9K
24.3K $1.82B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-316
- 2.61%
$39.66 - $43.57 $12.5K - $13.8K
11.8K $514M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 1.19%
$531.86 - $624.21 $2.66K - $3.12K
414 $256M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-498
- 3.85%
$90.87 - $102.43 $45.3K - $51K
12.4K $1.23B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-717
- 3.21%
$57.2 - $62.94 $41K - $45.1K
21.6K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-442
- 37.46%
$434.77 - $502.96 $192K - $222K
738 $360M
ORCL
Oracle Corp

Technology
-121
- 6.44%
$125.9 - $170.35 $15.2K - $20.6K
1.76K $300M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.28%
$520.18 - $576.82 $10.4K - $11.5K
1.54K $887M
ABBV
Abb Vie Inc.

Healthcare
-63
- 3.44%
$163.84 - $199.33 $10.3K - $12.6K
1.77K $350M
AVDE
American Centy ETF Tr Avantis

ETFs
-52
- 0.63%
$60.09 - $67.67 $3.12K - $3.52K
8.2K $550M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.5K
- 3.35%
$45.87 - $48.53 $206K - $218K
130K $6.26B
HLN
Haleon PLC

Healthcare
-1.5K
- 5.4%
$8.32 - $10.7 $12.5K - $16.1K
26.3K $279M
VIG
Vanguard Dividend Appreciation

ETFs
-9
- 0.26%
$182.15 - $182.15 $1.64K - $1.64K
3.5K $692M
DFIV
Dimensional ETF Tr

ETFs
-464
- 1.02%
$34.66 - $38.38 $16.1K - $17.8K
44.9K $1.71B
EQBK
Equity Bancshares Inc

Financial Services
-247
- 1.46%
$34.9 - $34.9 $8.62K - $8.62K
16.6K $681M
JPUS
Jpmorgan Diversified Return Us

ETFs
-977
- 4.76%
$108.5 - $119.68 $106K - $117K
19.6K $2.34B
META
Meta Platforms, Inc.

Communication Services
-8
- 0.48%
$453.41 - $572.44 $3.63K - $4.58K
1.66K $950M
WMT
Walmart Inc.

Consumer Defensive
-203
- 2.1%
$66.91 - $81.4 $13.6K - $16.5K
9.45K $877M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 1
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