13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000715113
Total reported value
$914.2M
$914.2M
229 檔
25.1%
The Q4 2024 SEC filing reveals that Mjp Associates Inc /adv held a total portfolio value of $914.2M, covering 229 public equity positions.
In Q4 2024, Mjp Associates Inc /adv displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.83% | +0.81% | +3.54% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.27% | +0.07% | +3.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.18% | +0.16% | +9.98% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.07% | — | +0.89% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.90% | -0.73% | +4.88% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.88% | +0.02% | +1.87% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.34% | +0.20% | +2.66% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.24% | -0.63% | +15.49% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.24% | — | -6.34% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.74% | +0.08% | -0.24% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.20% | +8.27% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.13% | — | +5.05% | |
| 13 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.94% | +0.19% | -0.47% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.23% | +9.00% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | — | +6.12% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.29% | -0.23% | +3.59% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.20% | — | +14.89% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.10% | +0.06% | +3.25% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.10% | — | +3.51% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 1.02% | -0.07% | +4.91% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.12% | +20.27% | |
| 22 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.85% | +0.06% | +59.98% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.76% | — | +3.42% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.02% | +3.74% | |
| 25 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.62% | -0.02% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.07% | +3.78% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.02% | +0.80% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | +0.01% | +1.27% | |
| 29 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.56% | +0.02% | -23.66% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.08% | +8.10% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | +6.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | +5.05% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.03% | +17.41% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.04% | +14.27% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.01% | -5.51% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.06% | +0.83% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.01% | +53.30% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.32% | — | +0.05% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.41% | +2.73% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.03% | +3.91% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.09% | -0.69% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | -0.19% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.26% | -0.03% | -5.83% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.23% | +1.25% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.26% | +0.07% | NEW | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | -0.03% | -7.08% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.02% | +8.05% | |
| 48 | KKR | Kkr & Co Inc | Stock-Financials | 0.23% | — | +7.45% | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.21% | — | +0.12% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.06% | -7.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +9.98% | Add |
| 2 | ISPY | Proshares S&p High Incom ETF | +0.3% | +59.98% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +15.49% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +8.27% | Add |
| 5 | RDDT | Reddit Inc-cl A | +0.3% | -23.66% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.27% | Add |
| 7 | ✓ | Rtx Corporation | +0.2% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.2% | +6.12% | Add |
| 9 | ✓ | First Tr Exch Traded Fd Iii | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | +14.27% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.66% | Add |
| 12 | AXP | American Express Co | +0.1% | +146.43% | Add |
| 13 | EBAY | Ebay Inc | +0.1% | NEW | New buy |
| 14 | GEN | Gen Digital Inc | +0.1% | NEW | New buy |
| 15 | ITWO | Proshares R2000 Hi Incom ETF | +0.1% | NEW | New buy |
| 16 | BRO | Brown & Brown Inc | +0.1% | NEW | New buy |
| 17 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 18 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | +0.1% | +17.41% | Add |
| 20 | DOX | Amdocs Limited | +0.1% | NEW | New buy |
| 21 | PPG | Ppg Industries Inc | +0.1% | NEW | New buy |
| 22 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 23 | NTAP | Netapp Inc | +0.1% | NEW | New buy |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +265.80% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +3.74% | Add |
| 26 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +14.89% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +3.54% | Add |
| 28 | MSFT | Microsoft CORP | 0% | +9.00% | Add |
| 29 | TCHP | T Rowe Price Blue Chip Growt | 0% | -0.47% | Trim |
| 30 | MINT | Pimco Enhanced Short Maturit | 0% | +4.88% | Add |
| 31 | JBL | Jabil Inc | -0.1% | -75.64% | Trim |
| 32 | APD | Air Products & Chemicals Inc | -0.1% | EXIT | Sold out |
| 33 | AME | Ametek Inc | -0.1% | -71.18% | Trim |
| 34 | CBRE | Cbre Group Inc - A | -0.1% | -67.29% | Trim |
| 35 | AVUV | Avantis US Small Cap Value | -0.1% | +1.87% | Add |
| 36 | APG | Api Group CORP | -0.1% | -70.07% | Trim |
| 37 | CRL | Charles River Laboratories | -0.1% | -72.53% | Trim |
| 38 | VALE | Vale S.A. | -0.1% | EXIT | Sold out |
| 39 | DHR | Danaher CORP | -0.1% | -28.88% | Trim |
| 40 | CLH | Clean Harbors Inc | -0.1% | -64.80% | Trim |
| 41 | SBAC | Sba Communications CORP | -0.2% | -79.03% | Trim |
| 42 | ✓ | First Trust Preferred Securities and Income ETF | -0.2% | EXIT | Sold out |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.2% | +3.59% | Add |
| 44 | FWONK | Liberty Media Corp-formula-c | -0.2% | -79.01% | Trim |
| 45 | ✓ | Raytheon Technologies CORP | -0.2% | EXIT | Sold out |
| 46 | CACI | Caci International Inc -cl A | -0.2% | -76.01% | Trim |
| 47 | CCK | Crown Holdings Inc | -0.2% | EXIT | Sold out |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +3.51% | Add |
| 49 | JMST | JPM Ultra-short Muni Income | -0.4% | -6.34% | Trim |
| 50 | IEF | Ishares 7-10 Year Treasury B | -0.7% | +0.89% | Add |
According to official SEC Form 13F filings, Mjp Associates Inc /adv reported a total U.S. public equity portfolio value of $914.2M across 229 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VIG, AAPL) accounted for 25.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
RTX CORPORATION
市值: $1.1M
Top Position Liquidated / Trimmed
CCK
前期市值: $1.2M
During Q4 2024, Mjp Associates Inc /adv's top holdings by market value included VOO (15.8%)、VIG (9.3%)、AAPL (6.2%). The largest single position, VOO, represented 15.8% of total portfolio value.
In Q4 2024, Mjp Associates Inc /adv made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.