Mn Wealth Advisors, LLC Reduced Holdings in Q1 2025

Mn Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-124K
- 83.96%
N/A
23.7K $1.4B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-128K
- 88.54%
$36.46 - $39.9 $4.66M - $5.1M
16.5K $633M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-24.3K
- 8.23%
$99.5 - $110.97 $2.42M - $2.7M
271K $27.3B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-31.6K
- 47.48%
$91.45 - $91.75 $2.89M - $2.89M
34.9K $3.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-20.8K
- 35.36%
$100.34 - $100.68 $2.09M - $2.09M
38K $3.83B
DFIV
Dimensional ETF Tr

ETFs
-31.1K
- 66.27%
$35.33 - $40.77 $1.1M - $1.27M
15.8K $623M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-24.2K
- 22.3%
$56.44 - $64.13 $1.37M - $1.55M
84.4K $5.19B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-22.8K
- 16.65%
$45.56 - $47.23 $1.04M - $1.08M
114K $5.37B
AAPL
Apple Inc.

Technology
-1.81K
- 11.9%
$209.68 - $247.1 $379K - $447K
13.4K $2.98B
AVUV
American Centy ETF Tr Avantis

ETFs
-4.64K
- 17.51%
$84.95 - $100.62 $394K - $467K
21.9K $1.91B
TFLO
Ishares Treasury Floating Rate

ETFs
-10.1K
- 29.76%
$50.48 - $50.68 $512K - $514K
23.9K $1.21B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-6.19K
- 16.55%
$97.25 - $104.79 $602K - $649K
31.2K $3.24B
TNDM
Tandem Diabetes Care Inc

Healthcare
-7.33K
- 40.83%
$17.89 - $37.53 $131K - $275K
10.6K $204M
MDB
Mongo Db, Inc.

Technology
-663
- 16.12%
$175.4 - $298.52 $116K - $198K
3.45K $605M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-2.97K
- 40.52%
$88.44 - $101.55 $262K - $301K
4.35K $392M
GOOGL
Alphabet Inc.

Communication Services
-83
- 1.02%
$154.33 - $206.19 $12.8K - $17.1K
8.04K $1.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-316
- 4.53%
$190.26 - $242.06 $60.1K - $76.5K
6.67K $1.27B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-716
- 8.72%
$169.43 - $182.84 $121K - $131K
7.49K $1.3B
PFE
Pfizer Inc

Healthcare
-3.92K
- 18.42%
$25.01 - $27.13 $98.1K - $106K
17.4K $440M
SPY
Spdr S&P 500 ETF Trust

ETFs
-131
- 11.8%
$551.42 - $612.93 $72.2K - $80.3K
979 $548M
JPHY
Jp Morgan High Yield Research

ETFs
-2.18K
- 3.75%
N/A
55.9K $2.57B
ARRY
Array Technologies, Inc.

Technology
-10.8K
- 33.15%
$4.87 - $7.62 $52.4K - $81.9K
21.7K $106M
VIG
Vanguard Dividend Appreciation

ETFs
-372
- 10.17%
N/A
3.29K $637M
HSY
Hershey CO

Consumer Defensive
-461
- 23.9%
$144.74 - $186.36 $66.7K - $85.9K
1.47K $251M
ENPH
Enphase Energy, Inc.

Technology
-27
- 0.27%
$52.87 - $73.51 $1.43K - $1.98K
10.1K $629M
ORCL
Oracle Corp

Technology
-30
- 1.59%
$139.81 - $186.47 $4.19K - $5.59K
1.86K $260M
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 1.05%
$554.06 - $615.85 $8.86K - $9.85K
1.51K $851M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-943
- 6.45%
$50.48 - $51.04 $47.6K - $48.1K
13.7K $693M
COST
Costco Wholesale Corp

Consumer Defensive
-69
- 9.82%
$890.62 - $1076.86 $61.5K - $74.3K
634 $600M
CPB
Campbell Soup CO

Consumer Defensive
-126
- 0.65%
$37.29 - $42.04 $4.7K - $5.3K
19.2K $766M
JPEM
Jp Morgan Diversified Return

ETFs
-782
- 14.64%
$50.81 - $54.04 $39.7K - $42.3K
4.56K $240M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-362
- 3.01%
$40.87 - $45.28 $14.8K - $16.4K
11.6K $482M
MCD
Mcdonalds Corp

Consumer Cyclical
-239
- 13.71%
$279.74 - $321.29 $66.9K - $76.8K
1.5K $470M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.05K
- 2.85%
$95.85 - $99.25 $100K - $104K
35.7K $3.53B
JPUS
Jpmorgan Diversified Return Us

ETFs
-438
- 2.24%
$111.89 - $119.08 $49K - $52.2K
19.1K $2.2B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-963
- 5.35%
N/A
17K $785M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-788
- 3.86%
$71.17 - $73.66 $56.1K - $58K
19.6K $1.44B
JPIN
Jp Morgan Diversified Return I

ETFs
-851
- 11.26%
$52.75 - $58.91 $44.9K - $50.1K
6.7K $383M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-539
- 18.19%
$402.49 - $513.76 $217K - $277K
2.42K $1.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-204
- 0.93%
$44.72 - $46.25 $9.12K - $9.44K
21.8K $1B
NFLX
Netflix Inc

Communication Services
-2
- 0.6%
$828.4 - $1058.6 $1.66K - $2.12K
332 $310M
HLN
Haleon PLC

Healthcare
-365
- 1.43%
$9.02 - $10.67 $3.29K - $3.89K
25.2K $259M
AVDE
American Centy ETF Tr Avantis

ETFs
-36
- 0.43%
$60.63 - $68.55 $2.18K - $2.47K
8.39K $556M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-417
- 2.91%
$67.08 - $76.14 $28K - $31.8K
13.9K $1.03B
LLY
Eli Lilly & CO

Healthcare
-52
- 2.41%
$725.72 - $929.72 $37.7K - $48.3K
2.1K $1.74B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-157
- 0.73%
$55.23 - $64.6 $8.67K - $10.1K
21.3K $1.32B
FNA
Paragon 28, Inc.

Healthcare
-1.2K
- 1.42%
$10.25 - $13.09 $12.3K - $15.7K
83.3K $1.09B
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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