Mn Wealth Advisors, LLC Portfolio Holdings

Mn Wealth Advisors, LLC

  • $176 Billion
  • Q3 2024

Mn Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 99 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 $30.8B, Jpmorgan Chase & CO with a value of $9.96B, Jpmorgan Global Select Equity ETF Global Select Equity ETF with a value of $8.98B, Jp Morgan ETF Fd Tr Active Val with a value of $7.46B, and J P Morgan Exch Traded Fd Tr B with a value of $7.06B.

Examining the 13F form we can see an increase of $3.39B in the current position value, from $172B to 176B.

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 $176 Billion
ETFs: $111 Billion
Financial Services: $12.5 Billion
Technology: $11 Billion
Healthcare: $7.78 Billion
Consumer Defensive: $4.02 Billion
Communication Services: $2.53 Billion
Consumer Cyclical: $2.06 Billion
Energy: $1.14 Billion
Other: $423 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$559M
$681 Million 0.39% of portfolio
16,648
Q3 2024 Reduced 1.46%
$770M
$557 Million 0.32% of portfolio
83,335
Q4 2023 New
$846M
$439 Million 0.25% of portfolio
66,504
Q3 2024 Reduced 3.59%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $176 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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