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MN Wealth Advisors, LLC13F | |
| MN Wealth Advisors, LLC | |
| Last update 2025-04-21 | 106 Stocks (14 new) |
| Value $170.00 Mil | Turnover 17 % |
MN Wealth Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 270,775 | 27,318.6 | -8.23% | 16.050 | -1.45% | 0.630 | +17.13% | +7.56% | 5,075.8 | ||
JGRO | JPMorgan Active Growth ETF | 112,947 | 8,334.4 | +25.41% | 4.900 | +0.99% | 37.650 | +21.89% | +6.73% | 6,412.5 | ||
FEGE | First Eagle Global Equity ETF | 217,244 | 8,162.9 | New Holding | 4.790 | +4.79% | 5.250 | +10.56% | +17.66% | 310.6 | ||
JAVA | JPMorgan Active Value ETF | 123,706 | 7,860.3 | -7.22% | 4.620 | -0.34% | 41.240 | +9.28% | +6.19% | 3,748.6 | ||
AVUS | Avantis U.S. Equity ETF | 61,884 | 5,716.9 | +11.89% | 3.360 | +0.36% | 0.070 | +16.59% | +6.44% | 8,880.1 | ||
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 88,527 | 5,640.9 | +18.08% | 3.310 | +0.51% | 0.090 | +12.99% | +20.99% | 7,679.1 | ||
JCPB | JPMorgan Core Plus Bond ETF | 114,234 | 5,373.6 | -16.65% | 3.160 | -0.59% | 0.090 | +0.22% | +3.84% | 6,799.8 | ||
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 84,363 | 5,188.8 | -22.30% | 3.050 | -0.78% | 0.110 | +13.25% | +20.53% | 5,489.9 | ||
AVEM | Avantis Emerging Markets Equity ETF | 66,331 | 3,991.1 | New Holding | 2.340 | +2.34% | 0.050 | +17.98% | +19.37% | 10,898.9 | ||
JPM | JPMorgan Chase & Co | 15,994 | 3,923.4 | +900.25% | 2.300 | +2.07% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks |
MN Wealth Advisors, LLC's Historical Top Holdings Breakdowns
MN Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FEGE | First Eagle Global Equity ETF | 2025-03-31 | New Buy New Buy | +4.79% | 34.68 ($36.93) 38.1 | $40.88 | 10.68% | New holding | 217,244 | 217,244 | |
JGLO | JPMorgan Global Select Equity ETF | 2025-03-31 | Reduce Reduce | -4.20% | 58.92 ($61.05) 62.68 | $65.10 | 6.63% | Reduce -83.96% | 23,720 | -124,205 | |
JEMA |
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JPMorgan ActiveBuilders Emerging Markets Equity ETF
| 2025-03-31 | Reduce Reduce | -2.69% | 36.46 ($38.48) 39.9 | $43.58 | 13.25% | Reduce -88.54% | 16,539 | -127,766 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | New Buy New Buy | +2.34% | 57.11 ($60.13) 62.4 | $69.42 | 15.45% | New holding | 66,331 | 66,331 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +2.07% | 225.19 ($254.94) 279.95 | $296.00 | 16.11% | Add 900.25% | 15,994 | 14,395 | |
FBCG | Fidelity Blue Chip Growth ETF | 2025-03-31 | New Buy New Buy | +1.65% | 39.97 ($45.24) 48.7 | $48.69 | 7.63% | New holding | 70,077 | 70,077 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -1.62% | 91.45 ($91.59) 91.75 | $91.50 | -0.10% | Reduce -47.48% | 34,900 | -31,552 | |
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 2025-03-31 | Reduce Reduce | -1.45% | 99.5 ($106.33) 110.96 | $113.30 | 6.56% | Reduce -8.23% | 270,775 | -24,289 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-03-31 | Sold Out Sold Out | -1.29% | 23.2 ($24.7) 25.73 | $25.04 | 1.38% | Sold Out | 0 | -94,639 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.17% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Reduce -35.36% | 38,032 | -20,801 |
MN Wealth Advisors, LLC Total Holding History ($B)
MN Wealth Advisors, LLC's Asset Allocation
MN Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MN Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
MN Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MN Wealth Advisors, LLC's Holdings Heat Map
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MN Wealth Advisors, LLC's Holdings Bubble Chart
MN Wealth Advisors, LLC News
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