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CIK: 0000715113
Total reported value
$914.2M
$914.2M
232 檔
32.1%
During the Q2 2025 filing period, Mjp Associates Inc /adv (CIK: 0000715113) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $914.2M across 232 reported positions.
In Q2 2025, Mjp Associates Inc /adv displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.53% | +0.81% | -0.88% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 10.09% | -0.73% | +87.25% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.33% | +0.07% | +3.15% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.34% | -0.63% | +136.63% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 5.27% | -0.01% | +14344.68% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.24% | -0.04% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.27% | +0.16% | -2.85% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.45% | — | +22.79% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.61% | -0.23% | +80.36% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.20% | +9.81% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.37% | +0.08% | +0.07% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.09% | +0.20% | -22.69% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.23% | +12.38% | |
| 14 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.31% | — | +17.99% | |
| 15 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.24% | +0.19% | -18.61% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.02% | -47.09% | |
| 17 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.16% | +0.06% | +23.44% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | — | +6.38% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 0.94% | -0.07% | +6.20% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.82% | — | -13.68% | |
| 21 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.73% | +0.10% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.07% | +9.29% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.12% | -3.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | +2.40% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.02% | +2.31% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.51% | +0.01% | +3.50% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.08% | -0.48% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | +0.06% | -27.51% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.08% | -2.52% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | -0.01% | -1.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -10.57% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.03% | -1.08% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.03% | +6.12% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.09% | +5.03% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.04% | +28.20% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.06% | +3.59% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +18.55% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.23% | +6.87% | |
| 39 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | -3.40% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.01% | +10.02% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | — | -8.39% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.24% | -0.07% | +4.24% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.41% | -1.50% | |
| 44 | DJIA | Global X Dow 30 Cov Call ETF | ETF-Other | 0.23% | — | +175.69% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | +0.06% | -7.40% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.03% | +1.28% | |
| 47 | GE | General Electric | Stock-Industrials | 0.22% | -0.01% | +8.63% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.03% | +10.32% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.20% | -0.03% | EXIT | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.20% | -0.02% | +5.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +5.2% | NEW | New buy |
| 2 | CLIP | Global X 1-3 Month T-bill | +5.2% | +14344.68% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +3.6% | +136.63% | Add |
| 4 | MINT | Pimco Enhanced Short Maturit | +3.5% | +87.25% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +1% | +80.36% | Add |
| 6 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.7% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.6% | +9.81% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +12.38% | Add |
| 9 | DJIA | Global X Dow 30 Cov Call ETF | +0.1% | +175.69% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +9.29% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +6.87% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +68.83% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.1% | +28.20% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +26.29% | Add |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +164.06% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 18 | ELV | Elevance Health Inc | +0.1% | +211.00% | Add |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 20 | RDDT | Reddit Inc-cl A | 0% | -3.40% | Trim |
| 21 | JMST | JPM Ultra-short Muni Income | 0% | +22.79% | Add |
| 22 | ISPY | Proshares S&p High Incom ETF | 0% | +23.44% | Add |
| 23 | GE | General Electric | 0% | +8.63% | Add |
| 24 | VTV | Vanguard Value ETF | 0% | +63.91% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +18.55% | Add |
| 26 | FTHI | Fthi/first Trust Exchange-tr | 0% | +17.99% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +6.38% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | +6.12% | Add |
| 29 | JPM | Jpmorgan Chase & Co | — | +2.40% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | -0.48% | Trim |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +3.50% | Add |
| 32 | MSCI | Msci Inc | -0.1% | EXIT | Sold out |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.89% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -52.54% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -5.52% | Trim |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | EXIT | Sold out |
| 37 | VFMV | Vanguard US Minimum Volatili | -0.1% | EXIT | Sold out |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -10.57% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +0.07% | Add |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.3% | -13.68% | Trim |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | -27.51% | Trim |
| 42 | QYLD | Global X Nasd 100 Cov Call | -0.6% | EXIT | Sold out |
| 43 | IWF | Ishares Russell 1000 Growth | -0.7% | -22.69% | Trim |
| 44 | VIG | Vanguard Dividend Apprec ETF | -1% | +3.15% | Add |
| 45 | AAPL | Apple Inc | -1.1% | -2.85% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -1.4% | -0.88% | Trim |
| 47 | AVUV | Avantis US Small Cap Value | -1.4% | -47.09% | Trim |
| 48 | FBND | Fidelity Total Bond ETF | -2.2% | EXIT | Sold out |
| 49 | GDX | Vaneck Gold Miners ETF | -2.6% | EXIT | Sold out |
| 50 | IEF | Ishares 7-10 Year Treasury B | -6.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Mjp Associates Inc /adv reported a total U.S. public equity portfolio value of $914.2M across 232 disclosed positions in Q2 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, MINT, VIG) accounted for 32.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWD
市值: $35.3M
Top Position Liquidated / Trimmed
IEF
前期市值: $37.1M
During Q2 2025, Mjp Associates Inc /adv's top holdings by market value included VOO (12.5%)、MINT (10.1%)、VIG (8.3%). The largest single position, VOO, represented 12.5% of total portfolio value.
In Q2 2025, Mjp Associates Inc /adv made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 7 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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