Mn Wealth Advisors, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $26.9B, Jpmorgan Chase & CO with a value of $9.5B, J P Morgan Exch Traded Fd Tr B with a value of $9.24B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.86B, and Jpmorgan Global Select Equity ETF Global Select Equity ETF with a value of $7.2B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $162B to 172B.

Mn Wealth Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Mn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $110 Billion
Financial Services: $11.8 Billion
Technology: $11.5 Billion
Healthcare: $8.12 Billion
Consumer Defensive: $3.35 Billion
Communication Services: $3.06 Billion
Consumer Cyclical: $2.19 Billion
Energy: $1.63 Billion
Other: $215 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $172 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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