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CIK: 0000715113
Total reported value
$914.2M
$914.2M
220 檔
25.4%
In Q1 2025, Mjp Associates Inc /adv's U.S. equity holdings reached a combined market value of $914.2M, distributed across 220 disclosed stock positions.
In Q1 2025, Mjp Associates Inc /adv displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.92% | +0.81% | -8.20% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.32% | +0.07% | +1.07% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.70% | — | +6.53% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 6.57% | -0.73% | +67.24% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.39% | +0.16% | +55.71% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.77% | -0.63% | +15.90% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.42% | — | +4.77% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.80% | +0.20% | -7.15% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.61% | +0.08% | +0.17% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.59% | +0.02% | -26.38% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.56% | — | — | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.18% | — | +0.31% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.20% | +1.92% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | -0.23% | +13.57% | |
| 15 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.55% | +0.19% | -11.73% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.23% | -7.60% | |
| 17 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.30% | — | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | — | +0.79% | |
| 19 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.13% | +0.06% | +39.85% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 1.11% | -0.07% | +0.85% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.09% | — | +53.49% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.12% | -5.79% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.76% | +0.06% | -23.88% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.02% | +14.36% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.64% | -0.02% | EXIT | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.07% | +6.74% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.54% | +0.01% | +0.89% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | +8.79% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +2.12% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.08% | +7.00% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.01% | +13.95% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.03% | -6.11% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.09% | +17.65% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.01% | +5.51% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.06% | -4.99% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | -0.03% | +7.79% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | — | +0.14% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.03% | -3.91% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | +0.06% | +54.18% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | +0.15% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.41% | -0.30% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.01% | +10.00% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.07% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | -0.02% | +25.33% | |
| 46 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -35.43% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.04% | -10.04% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.18% | +16.40% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.02% | -1.76% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | +7.44% |
According to official SEC Form 13F filings, Mjp Associates Inc /adv reported a total U.S. public equity portfolio value of $914.2M across 220 disclosed positions in Q1 2025.
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, IEF) accounted for 25.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $77.1M
During Q1 2025, Mjp Associates Inc /adv's top holdings by market value included VOO (13.9%)、VIG (9.3%)、IEF (6.7%). The largest single position, VOO, represented 13.9% of total portfolio value.
In Q1 2025, Mjp Associates Inc /adv made 50 total portfolio adjustments, initiating 50 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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