MA
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MJT & Associates Financial Advisory Group, Inc.13F | |
| MJT & Associates Financial Advisory Group, Inc. | |
| Last update 2025-05-07 | 479 Stocks (0 new) |
| Value $104.00 Mil | Turnover 0 % |
MJT & Associates Financial Adv... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 556,114 | 15,548.9 | 0% | 14.930 | 0% | 0.020 | +9.40% | +0.78% | 70,391.7 | ||
IVW | iShares S&P 500 Growth ETF | 165,659 | 15,378.0 | 0% | 14.770 | 0% | 0.030 | +31.04% | +8.60% | 60,593.7 | ||
IVV | iShares Core S&P 500 ETF | 18,534 | 10,413.9 | 0% | 10.000 | 0% | 0.000 | +23.33% | +6.41% | 618,196.6 | ||
SCHX | Schwab U.S. Large-Cap ETF | 254,444 | 5,618.1 | 0% | 5.390 | 0% | 0.010 | +23.76% | +6.51% | 56,124.4 | ||
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 108,560 | 5,375.9 | 0% | 5.160 | 0% | 0.150 | +16.27% | +1.35% | 3,739.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 48,824 | 5,105.4 | 0% | 4.900 | 0% | 0.010 | +19.46% | -2.94% | 80,123.2 | ||
IJT | ISHARES TRUST | 39,544 | 4,923.2 | 0% | 4.730 | 0% | 0.090 | +19.88% | -0.48% | 6,123.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 95,430 | 4,831.6 | 0% | 4.640 | 0% | 0.020 | +1.27% | +2.52% | 31,750.6 | ||
IJK | iShares S&P Mid-Cap 400 Growth ETF | 56,389 | 4,696.1 | 0% | 4.510 | 0% | 0.060 | +22.69% | +1.62% | 8,963.3 | ||
ISD | PGIM High Yield Fund Inc | 217,505 | 3,099.4 | 0% | 2.980 | 0% | 0.650 | +17.03% | +7.75% | 472.0 | Asset Management |
MJT & Associates Financial Advisory Group, Inc.'s Historical Top Holdings Breakdowns
MJT & Associates Financial Advisory Group, Inc. Total Holding History ($B)
MJT & Associates Financial Advisory Group, Inc.'s Asset Allocation
MJT & Associates Financial Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MJT & Associates Financial Advisory Group, Inc.'s Hypothetical Growth since 2025-03-31
MJT & Associates Financial Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MJT & Associates Financial Advisory Group, Inc.'s Holdings Heat Map
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MJT & Associates Financial Advisory Group, Inc.'s Holdings Bubble Chart
MJT & Associates Financial Advisory Group, Inc. News
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