Mn Wealth Advisors, LLC Portfolio Holdings

Mn Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025

Mn Wealth Advisors, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 106 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 $27.3B, J P Morgan Exchange Traded Fd with a value of $8.33B, First Eagle Global Equity ETF with a value of $8.16B, Jp Morgan ETF Fd Tr Active Val with a value of $7.86B, and American Centy ETF Tr Avantis with a value of $5.72B.

Examining the 13F form we can see an decrease of $7.47B in the current position value, from $178B to 170B.

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 $170 Billion
ETFs: $108 Billion
Technology: $10.3 Billion
Healthcare: $8.57 Billion
Financial Services: $6.82 Billion
Consumer Defensive: $5.33 Billion
Communication Services: $2.59 Billion
Consumer Cyclical: $2.14 Billion
Energy: $1.5 Billion
Other: $529 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Billion 16.05% of portfolio
270,775
Q1 2025 Reduced 8.23%
-
$8.33 Billion 4.9% of portfolio
-
Q1 2025 Added 25.41%
First Eagle Global Equity ETF
-
$8.16 Billion 4.79% of portfolio
-
Q1 2025 New
$0
$7.86 Billion 4.62% of portfolio
123,706
Q1 2025 Reduced 7.22%
$0
$5.72 Billion 3.36% of portfolio
61,884
Q1 2025 Added 11.89%
$0
$5.64 Billion 3.31% of portfolio
88,527
Q1 2025 Added 18.08%
$0
$5.37 Billion 3.16% of portfolio
114,234
Q1 2025 Reduced 16.65%
$0
$5.19 Billion 3.05% of portfolio
84,363
Q1 2025 Reduced 22.3%
$0
$3.99 Billion 2.34% of portfolio
66,331
Q1 2025 New
$718B
$3.92 Billion 2.3% of portfolio
15,994
Q1 2025 Added 900.25%
$0
$3.83 Billion 2.25% of portfolio
38,032
Q1 2025 Reduced 35.36%
$0
$3.79 Billion 2.23% of portfolio
82,361
Q1 2025 Added 15.55%
$0
$3.53 Billion 2.08% of portfolio
35,727
Q1 2025 Reduced 2.85%
$0
$3.24 Billion 1.9% of portfolio
31,206
Q1 2025 Reduced 16.55%
$0
$3.2 Billion 1.88% of portfolio
34,900
Q1 2025 Reduced 47.48%
$3.42T
$2.98 Billion 1.75% of portfolio
13,394
Q1 2025 Reduced 11.9%
$0
$2.57 Billion 1.51% of portfolio
55,889
Q1 2025 Reduced 3.75%
$0
$2.22 Billion 1.3% of portfolio
33,725
Q1 2025 Added 12.91%
$0
$2.2 Billion 1.29% of portfolio
19,099
Q1 2025 Reduced 2.24%
$271B
$1.95 Billion 1.14% of portfolio
17,959
Q1 2025 Added 17.66%
$0
$1.91 Billion 1.12% of portfolio
21,871
Q1 2025 Reduced 17.51%
$2.95T
$1.77 Billion 1.04% of portfolio
4,718
Q1 2025 Added 1.03%
$854B
$1.74 Billion 1.02% of portfolio
2,104
Q1 2025 Reduced 2.41%
$27.6B
$1.44 Billion 0.85% of portfolio
21,070
Q1 2025 Added 3.47%
$694B
$1.44 Billion 0.85% of portfolio
2,701
Q1 2025 Added 2.47%
$0
$1.44 Billion 0.85% of portfolio
19,627
Q1 2025 Reduced 3.86%
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-
$1.4 Billion 0.82% of portfolio
-
Q1 2025 Reduced 83.96%
$0
$1.37 Billion 0.81% of portfolio
11,266
Q1 2025 Added 37.64%
$314B
$1.38 Billion 0.81% of portfolio
19,310
Q1 2025 Added 10.49%
$0
$1.32 Billion 0.77% of portfolio
21,336
Q1 2025 Reduced 0.73%
$187B
$1.31 Billion 0.77% of portfolio
8,764
Q1 2025 Added 25.74%
$0
$1.3 Billion 0.76% of portfolio
7,492
Q1 2025 Reduced 8.72%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$1.27 Billion 0.75% of portfolio
-
Q1 2025 Added 38.5%
$1.88T
$1.27 Billion 0.74% of portfolio
6,666
Q1 2025 Reduced 4.53%
$957B
$1.24 Billion 0.73% of portfolio
8,044
Q1 2025 Reduced 1.02%
$0
$1.21 Billion 0.71% of portfolio
23,942
Q1 2025 Reduced 29.76%
$131B
$1.18 Billion 0.69% of portfolio
2,424
Q1 2025 Reduced 18.19%
$1B
$1.09 Billion 0.64% of portfolio
83,335
Q1 2025 Reduced 1.42%
$78B
$1.07 Billion 0.63% of portfolio
6,365
Q1 2025 Added 0.98%
$1.25T
$1.03 Billion 0.61% of portfolio
1,792
Q1 2025 Added 0.9%
$264B
$1.01 Billion 0.6% of portfolio
11,549
Q1 2025 Added 0.48%
$0
$1.03 Billion 0.6% of portfolio
13,917
Q1 2025 Reduced 2.91%
$0
$1 Billion 0.59% of portfolio
21,809
Q1 2025 Reduced 0.93%
Jpmorgan Active Bond ETF
-
$861 Million 0.51% of portfolio
-
Q1 2025 Added 6.64%
$0
$851 Million 0.5% of portfolio
1,514
Q1 2025 Reduced 1.05%
$11.2B
$860 Million 0.5% of portfolio
30,318
Q1 2025 Added 0.81%
$480B
$798 Million 0.47% of portfolio
1
Q4 2023 New
$0
$785 Million 0.46% of portfolio
17,030
Q1 2025 Reduced 5.35%
$10.9B
$766 Million 0.45% of portfolio
19,186
Q1 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $170 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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