MJT & Associates Financial Advisory Group, Inc. Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$80.1M

Holdings

472

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (472 positions)

StockValue
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$39.6M
DHID R HORTON INC COM
$18.7M
NXPINXP SEMICONDUCTORS N V COM
$15.5M
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$7.7M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$7.4M
PSXPHILLIPS 66 COM
$5.5M
ELLAUDER ESTEE COS INC CL A
$5.5M
IVWISHARES S&P 500 GROWTH ETF
$5.4M
ROFKFORCE INC COM
$5.0M
VOEVANGUARD MID-CAP VALUE ETF
$3.9M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$3.6M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$3.3M
VOTVANGUARD MID-CAP GROWTH ETF
$3.1M
NEENEXTERA ENERGY INC COM
$3.1M
MINNMAIRS & POWER MINNESOTA MUNICIPAL BOND ETF
$2.0M
MBBISHARES MBS ETF
$1.9M
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$1.9M
XLFFINANCIAL SELECT SECTOR SPDR FUND
$1.8M
GMGENERAL MTRS CO COM
$1.8M
AMBAAMBARELLA INC SHS
$1.5M
ABBVABBVIE INC COM
$1.4M
SPBOSPDR PORTFOLIO CORPORATE BOND ETF
$1.2M
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF
$1.1M
AFWALIGN TECHNOLOGY INC COM
$1.1M
SPYMSPDR PORTFOLIO S&P 500 ETF
$1.1M
USPHU S PHYSICAL THERAPY COM
$1.1M
SCHBSCHWAB U.S. BROAD MARKET ETF
$1.1M
ALGALAMO GROUP INC COM
$669K
FISFIDELITY NATL INFORMATION SVCS COM
$651K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$648K
CMICUMMINS INC COM
$571K
TMCTMC THE METALS COMPANY INC COM
$570K
IGOVISHARES INTERNATIONAL TREASURY BOND ETF
$532K
DIODDIODES INC COM
$513K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$485K
ORCLORACLE CORP COM
$485K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$477K
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
$456K
WMWASTE MGMT INC DEL COM
$416K
KRMAGLOBAL X CONSCIOUS COMPANIES ETF
$369K
AVGOBROADCOM INC COM
$359K
PSAPUBLIC STORAGE OPER CO COM
$347K
FDSFACTSET RESH SYS INC COM
$332K
PRUPRUDENTIAL FINL INC COM
$322K
PLDPROLOGIS INC. COM
$304K
PPGPPG INDS INC COM
$301K
BWBBRIDGEWATER BANCSHARES INC COM
$280K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$279K
TIPISHARES TIPS BOND ETF
$273K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$239K
WMTWALMART INC COM
$223K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$218K
VALVALARIS LTD CL A
$209K
NPOENPRO INC COM
$207K
WABWABTEC COM
$206K
ESSESSEX PPTY TR INC COM
$200K
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$196K
AEISADVANCED ENERGY INDS COM
$186K
SHESPDR MSCI USA GENDER DIVERSITY ETF
$185K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$180K
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$176K
ISRGINTUITIVE SURGICAL INC COM NEW
$173K
WDAYWORKDAY INC CL A
$167K
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
$165K
IJRISHARES CORE S&P SMALL CAP ETF
$162K
EEMISHARES MSCI EMERGING MARKETS ETF
$156K
OFLXOMEGA FLEX INC COM
$152K
AAPLAPPLE INC COM
$152K
BBYBEST BUY INC COM
$152K
IWRISHARES RUSSELL MIDCAP ETF
$148K
SPIPSPDR PORTFOLIO TIPS ETF
$148K
BRCBRADY CORP CL A
$147K
HEHAWAIIAN ELEC INDUSTRIES COM
$144K
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$143K
CRMSALESFORCE INC COM
$141K
DDOMINION ENERGY INC COM
$141K
CSGPCOSTAR GROUP INC COM
$138K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$134K
APAMARTISAN PARTNERS ASSET MGMT IN CL A
$133K
BNDVANGUARD TOTAL BOND MARKET ETF
$119K
VGSHVANGUARD SHORT-TERM TREASURY ETF
$113K
ZIMZIM INTEGRATED SHIPPING SERV SHS
$112K
CLXCLOROX CO DEL COM
$109K
GOOGLALPHABET INC CAP STK CL A
$107K
AMLPALERIAN MLP ETF
$104K
OGNORGANON & CO COMMON STOCK
$101K
PCHPOTLATCHDELTIC CORPORATION COM
$98K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$97K
BMYBRISTOL-MYERS SQUIBB CO COM
$93K
INOINOVIO PHARMACEUTICALS INC COM SHS
$93K
RVLVREVOLVE GROUP INC CL A
$91K
HRLHORMEL FOODS CORP COM
$90K
VTRSVIATRIS INC COM
$89K
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$87K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$79K
MOVMOVADO GROUP INC COM
$79K
UNHUNITEDHEALTH GROUP INC COM
$78K
PWIPOWER INTEGRATIONS INC COM
$78K
IVEISHARES S&P 500 VALUE ETF
$77K
DNPDNP SELECT INCOME FD INC COM
$77K
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