273 is the total number of securities MJP ASSOCIATES INC /ADV has owned. The longest MJP ASSOCIATES INC /ADV has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RSP | INVESCO EXCHANGE TRADE... | 12 | 12 | 1.34% | 16.03% | 25.33% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 12 | 12 | 4.14% | 9.17% | 15.83% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.76% | 5.73% | 12.84% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 1.64% | 4.29% | 6.16% | Q4 2020 | Q3 2023 | 12 |
VTI | VANGUARD INDEX FDS | 12 | 12 | 2.74% | 3.69% | 4.92% | Q4 2020 | Q3 2023 | 12 |
JMST | J P MORGAN EXCHANGE-TR... | 12 | 12 | 1.56% | 2.28% | 3.77% | Q4 2020 | Q3 2023 | 12 |
VYM | VANGUARD WHITEHALL FDS | 12 | 12 | 0.73% | 1.84% | 2.54% | Q4 2020 | Q3 2023 | 12 |
JEPI | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.28% | 1.73% | 5.54% | Q4 2020 | Q3 2023 | 12 |
SPTM | SPDR SER TR | 12 | 12 | 0.56% | 1.38% | 2.41% | Q4 2020 | Q3 2023 | 12 |
SPSM | SPDR SER TR | 12 | 12 | 0.84% | 1.29% | 1.74% | Q4 2020 | Q3 2023 | 12 |
SPLG | SPDR SER TR | 12 | 12 | 0.06% | 0.95% | 2.03% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.76% | 0.92% | 1.17% | Q4 2020 | Q3 2023 | 12 |
MGC | VANGUARD WORLD FD | 12 | 12 | 0.21% | 0.91% | 2.28% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.38% | 0.87% | 1.60% | Q4 2020 | Q3 2023 | 12 |
SPMD | SPDR SER TR | 12 | 12 | 0.33% | 0.67% | 0.96% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.41% | 0.66% | 0.81% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.42% | 0.58% | 0.73% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.35% | 0.45% | 0.58% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 0.34% | 0.42% | 0.48% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.27% | 0.39% | 0.46% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.17% | 0.36% | 0.85% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO | 12 | 12 | 0.27% | 0.36% | 0.44% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.27% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC | 12 | 12 | 0.21% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC | 12 | 12 | 0.11% | 0.29% | 0.43% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.20% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BIL | SPDR SER TR | 12 | 12 | 0.06% | 0.27% | 0.56% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 0.20% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
MCD | MCDONALDS CORP | 12 | 12 | 0.18% | 0.27% | 0.43% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 0.22% | 0.26% | 0.35% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.18% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD INDEX FDS | 12 | 12 | 0.20% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC | 12 | 12 | 0.18% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 12 |
PFE | PFIZER INC | 12 | 12 | 0.09% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.17% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.14% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.08% | 0.21% | 0.39% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.09% | 0.21% | 0.37% | Q4 2020 | Q3 2023 | 12 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 12 | 0.12% | 0.21% | 0.27% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.10% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 12 |
IBM | INTERNATIONAL BUSINESS... | 12 | 12 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA CO | 12 | 12 | 0.15% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.10% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.07% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
DHR | DANAHER CORPORATION | 12 | 12 | 0.13% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP | 12 | 12 | 0.08% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
BMY | BRISTOL-MYERS SQUIBB CO | 12 | 12 | 0.08% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ACN | ACCENTURE PLC IRELAND | 12 | 12 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PAYX | PAYCHEX INC | 12 | 12 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INCORPORATED | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD INDEX FDS | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
EW | EDWARDS LIFESCIENCES CORP | 12 | 12 | 0.10% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 0.06% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC | 12 | 12 | 0.09% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
DUK | DUKE ENERGY CORP NEW | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
RPG | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC | 12 | 12 | 0.07% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC | 12 | 12 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
SCHA | SCHWAB STRATEGIC TR | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
FDL | FIRST TR MORNINGSTAR D... | 12 | 12 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
RC | READY CAPITAL CORP | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
INTU | INTUIT | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CATH | GLOBAL X FDS | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WEC | WEC ENERGY GROUP INC | 12 | 12 | 0.06% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
BX | BLACKSTONE INC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SPGI | S&P GLOBAL INC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CTAS | CINTAS CORP | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
FPE | FIRST TR EXCH TRADED F... | 11 | 11 | 0.17% | 0.23% | 0.31% | Q1 2021 | Q3 2023 | 11 |
CVX | CHEVRON CORP NEW | 11 | 11 | 0.08% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
XOM | EXXON MOBIL CORP | 11 | 11 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
BAC | BK OF AMERICA CORP | 11 | 11 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 11 |
ZTS | ZOETIS INC | 8 | 3 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 11 |
HCA | HCA HEALTHCARE INC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
VEU | VANGUARD INTL EQUITY I... | 7 | 4 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 11 |
SUSA | ISHARES TR | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
EMNT | PIMCO ETF TR | 10 | 10 | 0.10% | 4.09% | 9.64% | Q2 2021 | Q3 2023 | 10 |
MINT | PIMCO ETF TR | 8 | 2 | 0.11% | 1.74% | 14.47% | Q1 2021 | Q3 2023 | 10 |
ES | EVERSOURCE ENERGY | 10 | 10 | 0.15% | 0.34% | 0.42% | Q4 2020 | Q1 2023 | 10 |
PYPL | PAYPAL HLDGS INC | 10 | 10 | 0.07% | 0.22% | 0.43% | Q4 2020 | Q1 2023 | 10 |
LLY | LILLY ELI & CO | 10 | 10 | 0.06% | 0.15% | 0.37% | Q2 2021 | Q3 2023 | 10 |
TRV | TRAVELERS COMPANIES INC | 6 | 4 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q2 2023 | 10 |
CMI | CUMMINS INC | 10 | 10 | 0.06% | 0.12% | 0.20% | Q1 2021 | Q2 2023 | 10 |
NOW | SERVICENOW INC | 7 | 3 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 10 |
CMCSA | COMCAST CORP NEW | 7 | 1 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 10 |
ADM | ARCHER DANIELS MIDLAND CO | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
RZV | INVESCO EXCHANGE TRADE... | 9 | 9 | 0.07% | 3.65% | 6.96% | Q2 2021 | Q2 2023 | 9 |
DFAC | DIMENSIONAL ETF TRUST | 9 | 9 | 0.31% | 0.36% | 0.44% | Q3 2021 | Q3 2023 | 9 |
AMD | ADVANCED MICRO DEVICES... | 5 | 4 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 9 |
NEE | NEXTERA ENERGY INC | 9 | 9 | 0.06% | 0.09% | 0.21% | Q4 2020 | Q4 2022 | 9 |
TMUS | T-MOBILE US INC | 7 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 9 |
FTSL | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 4.12% | 5.58% | 7.15% | Q4 2020 | Q3 2022 | 8 |
GTO | INVESCO ACTIVELY MANAG... | 8 | 8 | 0.43% | 0.81% | 1.26% | Q4 2020 | Q3 2022 | 8 |
SHV | ISHARES TR | 7 | 1 | 0.09% | 0.27% | 0.37% | Q4 2020 | Q2 2023 | 8 |
HUBB | HUBBELL INC | 8 | 8 | 0.11% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
GIS | GENERAL MLS INC | 7 | 1 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q2 2023 | 8 |
JPST | J P MORGAN EXCHANGE-TR... | 8 | 8 | 0.08% | 0.10% | 0.16% | Q3 2021 | Q2 2023 | 8 |
SKYY | FIRST TR EXCHANGE TRAD... | 6 | 2 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 8 |
IDXX | IDEXX LABS INC | 5 | 3 | 0.05% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
ASML | ASML HOLDING N V | 5 | 3 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
EQIX | EQUINIX INC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
WMB | WILLIAMS COS INC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TXN | TEXAS INSTRS INC | 5 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
WISDOMTREE TR | 7 | 7 | 0.06% | 2.89% | 6.44% | Q1 2022 | Q3 2023 | 7 | |
AAPL | APPLE INC | 2 | 1 | 0.00% | 1.47% | 4.61% | Q4 2020 | Q3 2023 | 7 |
FTGC | FIRST TR EXCHANGE TRAD... | 7 | 7 | 0.40% | 0.76% | 0.86% | Q4 2021 | Q2 2023 | 7 |
IDV | ISHARES TR | 7 | 7 | 0.06% | 0.69% | 1.17% | Q4 2020 | Q2 2022 | 7 |
VGSH | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.24% | 0.34% | 0.46% | Q4 2020 | Q2 2022 | 7 |
FTSD | FRANKLIN ETF TR | 7 | 7 | 0.21% | 0.29% | 0.37% | Q4 2020 | Q2 2022 | 7 |
FLTR | VANECK VECTORS ETF TR | 7 | 7 | 0.07% | 0.19% | 0.37% | Q2 2021 | Q4 2022 | 7 |
SO | SOUTHERN CO | 7 | 7 | 0.07% | 0.14% | 0.18% | Q4 2021 | Q2 2023 | 7 |
INTC | INTEL CORP | 7 | 7 | 0.07% | 0.13% | 0.21% | Q4 2020 | Q2 2022 | 7 |
AEP | AMERICAN ELEC PWR CO INC | 7 | 7 | 0.05% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CVS | CVS HEALTH CORP | 6 | 1 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q2 2023 | 7 |
IEFA | ISHARES TR | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SPLK | SPLUNK INC | 6 | 1 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 7 |
MMM | 3M CO | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 7 |
NSC | NORFOLK SOUTHN CORP | 6 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 7 |
IXUS | ISHARES TR | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DEO | DIAGEO PLC | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
AWK | AMERICAN WTR WKS CO IN... | 4 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 7 |
MET | METLIFE INC | 6 | 1 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 7 |
ADP | AUTOMATIC DATA PROCESS... | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
AMRS | AMYRIS INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
XLB | SELECT SECTOR SPDR TR | 6 | 6 | 2.28% | 2.65% | 2.95% | Q4 2020 | Q1 2022 | 6 |
XLI | SELECT SECTOR SPDR TR | 6 | 6 | 2.16% | 2.60% | 2.97% | Q4 2020 | Q1 2022 | 6 |
ISTB | ISHARES TR | 6 | 6 | 0.38% | 1.45% | 6.05% | Q2 2022 | Q3 2023 | 6 |
EVV | EATON VANCE LTD DURATI... | 5 | 1 | 0.03% | 0.22% | 0.61% | Q4 2020 | Q2 2023 | 6 |
OMC | OMNICOM GROUP INC | 6 | 6 | 0.06% | 0.16% | 0.24% | Q1 2022 | Q2 2023 | 6 |
PRU | PRUDENTIAL FINL INC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q1 2022 | Q2 2023 | 6 |
CCI | CROWN CASTLE INTL CORP... | 6 | 6 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
AIG | AMERICAN INTL GROUP INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
NUV | NUVEEN MUN VALUE FD INC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
D | DOMINION ENERGY INC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q2 2022 | 6 |
BA | BOEING CO | 3 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 6 |
FIRST TR EXCHNG TRADED... | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 | |
IGR | CBRE GBL REAL ESTATE I... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
IEF | ISHARES TR | 5 | 5 | 8.58% | 9.32% | 10.58% | Q3 2022 | Q3 2023 | 5 |
BRKA | BERKSHIRE HATHAWAY INC... | 5 | 5 | 1.15% | 1.23% | 1.37% | Q4 2021 | Q4 2022 | 5 |
FPXI | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.80% | 1.06% | 1.52% | Q4 2020 | Q4 2021 | 5 |
NFJ | VIRTUS DIVIDEND INTERE... | 5 | 5 | 0.94% | 1.03% | 1.17% | Q1 2021 | Q1 2022 | 5 |
PXF | INVESCO EXCH TRADED FD... | 5 | 5 | 0.72% | 1.00% | 1.10% | Q4 2020 | Q4 2021 | 5 |
ROKU | ROKU INC | 5 | 5 | 0.08% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
DSU | BLACKROCK DEBT STRATEG... | 5 | 5 | 0.05% | 0.15% | 0.49% | Q4 2020 | Q4 2021 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.09% | 0.14% | 0.18% | Q2 2022 | Q2 2023 | 5 |
PSX | PHILLIPS 66 | 5 | 5 | 0.06% | 0.14% | 0.18% | Q2 2022 | Q2 2023 | 5 |
VTV | VANGUARD INDEX FDS | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
CRM | SALESFORCE COM INC | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
SBUX | STARBUCKS CORP | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
CDNS | CADENCE DESIGN SYSTEM INC | 3 | 2 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 5 |
SHW | SHERWIN WILLIAMS CO | 5 | 5 | 0.05% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
MSCI | MSCI INC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 5 |
COP | CONOCOPHILLIPS | 4 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 5 |
GVI | ISHARES TR | 4 | 4 | 1.09% | 1.22% | 1.40% | Q4 2020 | Q3 2021 | 4 |
QYLD | GLOBAL X FDS | 4 | 4 | 0.53% | 0.67% | 0.80% | Q4 2022 | Q3 2023 | 4 |
SMMU | PIMCO ETF TR | 4 | 4 | 0.51% | 0.56% | 0.64% | Q4 2020 | Q3 2021 | 4 |
FBND | FIDELITY MERRIMACK STR TR | 4 | 4 | 0.42% | 0.55% | 0.68% | Q4 2022 | Q3 2023 | 4 |
KBWB | INVESCO EXCH TRADED FD... | 4 | 4 | 0.07% | 0.31% | 0.44% | Q2 2021 | Q1 2022 | 4 |
MO | ALTRIA GROUP INC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
AMAT | APPLIED MATLS INC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q1 2022 | 4 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 4 |
GOVT | ISHARES TR | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
TRU | TRANSUNION | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
MPWR | MONOLITHIC PWR SYS INC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
WST | WEST PHARMACEUTICAL SV... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q3 2023 | 4 |
LEO | BNY MELLON STRATEGIC M... | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
SBI | WESTERN ASSET INTER MU... | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
GLD | SPDR GOLD TR | 3 | 3 | 2.79% | 3.22% | 3.54% | Q4 2020 | Q2 2021 | 3 |
CIBR | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.19% | 2.17% | 3.31% | Q1 2022 | Q3 2022 | 3 |
MOO | VANECK ETF TRUST | 3 | 3 | 0.20% | 2.08% | 3.17% | Q1 2022 | Q3 2022 | 3 |
DFAI | DIMENSIONAL ETF TRUST | 3 | 3 | 0.07% | 1.49% | 2.30% | Q3 2021 | Q1 2022 | 3 |
GDXJ | VANECK VECTORS ETF TR | 3 | 3 | 1.00% | 1.15% | 1.34% | Q4 2020 | Q2 2021 | 3 |
QYLD | GLOBAL X FDS | 3 | 3 | 0.47% | 0.61% | 0.83% | Q1 2022 | Q3 2022 | 3 |
DRI | DARDEN RESTAURANTS INC | 3 | 3 | 0.11% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
VRSK | VERISK ANALYTICS INC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 3 |
BSY | BENTLEY SYS INC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 3 |
POOL | POOL CORP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DOW | DOW INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
COO | COOPER COS INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
NDSN | NORDSON CORP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ANSS | ANSYS INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
TER | TERADYNE INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ADI | ANALOG DEVICES INC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 3 |
LPLA | LPL FINL HLDGS INC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
AGR | AVANGRID INC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 3 |
INVESCO EXCH TRADED FD... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 | |
LOW | LOWES COS INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2023 | 3 |
XLF | SELECT SECTOR SPDR TR | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 3 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SPY | SPDR S&P 500 ETF TR | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
BKLN | INVESCO EXCH TRADED FD... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
WRB | BERKLEY W R CORP | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
CME | CME GROUP INC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 3 |
XYLD | GLOBAL X FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
IWF | ISHARES TR | 2 | 2 | 2.50% | 2.69% | 2.88% | Q2 2023 | Q3 2023 | 2 |
WBND | LEGG MASON ETF INVT TR | 2 | 2 | 1.68% | 1.77% | 1.86% | Q4 2020 | Q1 2021 | 2 |
VEA | VANGUARD TAX-MANAGED FDS | 2 | 2 | 1.44% | 1.52% | 1.60% | Q2 2023 | Q3 2023 | 2 |
HDV | ISHARES TR | 2 | 2 | 1.29% | 1.39% | 1.49% | Q2 2023 | Q3 2023 | 2 |
SCHP | SCHWAB STRATEGIC TR | 2 | 2 | 0.38% | 0.40% | 0.41% | Q4 2021 | Q1 2022 | 2 |
PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
KMB | KIMBERLY-CLARK CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
CMG | CHIPOTLE MEXICAN GRILL... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 2 |
LINDE PLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 | |
WSO | WATSCO INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
RTX | RTX CORPORATION | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 2 |
FTV | FORTIVE CORP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
LII | LENNOX INTL INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MAA | MID-AMER APT CMNTYS INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
MPC | MARATHON PETE CORP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
JKHY | HENRY JACK & ASSOC INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ADSK | AUTODESK INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q2 2023 | 2 |
SHYG | ISHARES TR | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ODFL | OLD DOMINION FREIGHT L... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
BUD | ANHEUSER BUSCH INBEV S... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
PLD | PROLOGIS INC. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 | |
F45 TRAINING HLDGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 | |
DGRW | WISDOMTREE TR | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2022 | Q4 2022 | 1 |
ICLN | ISHARES TR | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2021 | Q1 2021 | 1 |
JMUB | J P MORGAN EXCHANGE TR... | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2022 | Q4 2022 | 1 |
JAAA | JANUS DETROIT STR TR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
XMVM | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
CRL | CHARLES RIV LABS INTL INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
CHE | CHEMED CORP NEW | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
LIBERTY MEDIA CORP DEL | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 | |
PFF | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
APG | API GROUP CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TKO GROUP HOLDINGS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 | |
FLEX | FLEX LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CLH | CLEAN HARBORS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WAB | WABTEC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
EQAL | INVESCO EXCH TRADED FD... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
ABC | CENCORA INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
QAI | INDEXIQ ETF TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
WMG | WARNER MUSIC GROUP CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CACI | CACI INTL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
OWL | BLUE OWL CAPITAL INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
WD | WALKER & DUNLOP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ZROZ | PIMCO ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
CL | COLGATE PALMOLIVE CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
CBRE | CBRE GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PKO | PIMCO INCOME OPPORTUNI... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
IT | GARTNER INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IBKR | INTERACTIVE BROKERS GR... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
GRID | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
DT | DYNATRACE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ASPEN TECHNOLOGY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 | |
ECL | ECOLAB INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ATLASSIAN CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 | |
DLB | DOLBY LABORATORIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
APA | APA CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
SITE | SITEONE LANDSCAPE SUPP... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DFUS | DIMENSIONAL ETF TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ETN | EATON CORP PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
DIV | GLOBAL X FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NRZ | RITHM CAPITAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IBIO | IBIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including INVESCO EXCHANGE TRADED FD T, VANGUARD SPECIALIZED FUNDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of MJP ASSOCIATES INC /ADV.
The conviction is calculated by counting the number of quarters a security has been reported by MJP ASSOCIATES INC /ADV. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MJP ASSOCIATES INC /ADV owns currently or has owned in the past.