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CIK: 0000715113
Total reported value
$914.2M
$914.2M
224 檔
20.9%
According to the latest 13F quarterly dataset, Mjp Associates Inc /adv managed an equity portfolio of $914.2M at the end of Q1 2024, spanning 224 distinct U.S. exchange-listed positions.
During Q1 2024, Mjp Associates Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.21% | +0.81% | +36.02% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.93% | +0.07% | -1.04% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.37% | — | +11.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.16% | +73.40% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.64% | -0.73% | -63.66% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.48% | — | +8.80% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.30% | +0.02% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.88% | +0.08% | -1.82% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.83% | +0.20% | +20.28% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.20% | -0.63% | -2.94% | |
| 11 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 2.14% | +0.19% | +1.40% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.12% | — | +283.96% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.23% | +38.43% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.20% | +25.11% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | -0.23% | +4.65% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.29% | — | -65.50% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 1.24% | -0.07% | +7.44% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | — | +46.96% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.10% | +0.06% | +108.46% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.07% | — | +323.67% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.74% | — | +139.91% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.12% | +39.10% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.71% | -0.02% | EXIT | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.02% | +12.06% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | +19.40% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | +0.01% | +4.42% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.08% | -7.38% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.08% | +25.27% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.01% | -21.19% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.07% | +53.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | +20.25% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | +9.16% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.01% | +15.88% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.03% | +66.68% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.41% | +20.80% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.09% | +98.90% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.01% | +18.65% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +3.47% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | -0.03% | +4.59% | |
| 40 | CRL | Charles River Laboratories | Stock-Healthcare | 0.28% | — | +8.25% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | — | +52.93% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.06% | +27.42% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.02% | +67.40% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.06% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.03% | +19.85% | |
| 46 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.25% | — | +31.85% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.07% | +5.90% | |
| 48 | CACI | Caci International Inc -cl A | Stock-Tech | 0.24% | — | +22.64% | |
| 49 | HUBB | Hubbell Inc | Stock-Industrials | 0.23% | -0.01% | +2.16% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.23% | — | -1.53% |
According to official SEC Form 13F filings, Mjp Associates Inc /adv reported a total U.S. public equity portfolio value of $914.2M across 224 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VIG, IEF) accounted for 20.9% of total reported equity market value during Q1 2024.
During Q1 2024, Mjp Associates Inc /adv's top holdings by market value included VOO (16.2%)、VIG (9.9%)、IEF (7.4%). The largest single position, VOO, represented 16.2% of total portfolio value.
In Q1 2024, Mjp Associates Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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