$237 Million is the total value of MJP ASSOCIATES INC /ADV's 121 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 25.3% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 15.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 12.8% |
APPLE INC | 12 | Q3 2023 | 6.2% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.9% |
J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 3.8% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 2.5% |
J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 5.5% |
SPDR SER TR | 12 | Q3 2023 | 2.4% |
SPDR SER TR | 12 | Q3 2023 | 1.7% |
View MJP ASSOCIATES INC /ADV's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-18 |
View MJP ASSOCIATES INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.