$357 Million is the total value of MJP ASSOCIATES INC /ADV's 135 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 23.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $57,276,000 | +6.7% | 426,703 | +25.4% | 16.06% | +19.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $37,959,000 | +7.0% | 264,575 | +21.0% | 10.64% | +19.4% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $25,499,000 | +2.4% | 578,216 | +9.2% | 7.15% | +14.2% |
| Buy | WISDOMTREE TRfloatng rat trea | $22,947,000 | +97.4% | 455,938 | +97.2% | 6.44% | +120.2% | |
| EMNT | Sell | PIMCO ETF TRenhancd short | $21,600,000 | -15.0% | 219,324 | -14.4% | 6.06% | -5.2% |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $21,563,000 | – | 454,918 | +100.0% | 6.05% | – |
| RZV | Buy | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $20,560,000 | -8.7% | 247,455 | +6.3% | 5.76% | +1.9% |
| AAPL | Sell | APPLE INC | $12,826,000 | -23.0% | 93,809 | -1.6% | 3.60% | -14.1% |
| MOO | Buy | VANECK ETF TRUSTagribusiness etf | $11,320,000 | -0.4% | 130,898 | +20.4% | 3.17% | +11.1% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,765,000 | -18.3% | 267,517 | +7.8% | 3.02% | -8.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $9,783,000 | -17.6% | 51,867 | -0.5% | 2.74% | -8.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $7,344,000 | -4.6% | 72,211 | +5.3% | 2.06% | +6.5% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $6,910,000 | -21.6% | 136,418 | -21.6% | 1.94% | -12.5% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $4,825,000 | -26.5% | 134,092 | -14.0% | 1.35% | -18.0% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $4,090,000 | -14.1% | 10 | +11.1% | 1.15% | -4.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $3,809,000 | +227.5% | 68,699 | +262.7% | 1.07% | +265.8% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $3,074,000 | -8.7% | 114,861 | -3.0% | 0.86% | +1.8% |
| MSFT | Buy | MICROSOFT CORP | $2,976,000 | -14.3% | 11,586 | +2.9% | 0.84% | -4.2% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $2,948,000 | +57.9% | 168,755 | +89.6% | 0.83% | +76.3% |
| VOO | Sell | VANGUARD INDEX FDS | $2,845,000 | -83.5% | 8,202 | -80.3% | 0.80% | -81.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $2,184,000 | -66.7% | 46,980 | -60.2% | 0.61% | -62.9% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $2,033,000 | -18.5% | 51,211 | -3.1% | 0.57% | -9.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,770,000 | -26.9% | 812 | -6.7% | 0.50% | -18.4% |
| AMZN | Buy | AMAZON COM INC | $1,713,000 | -41.6% | 16,132 | +1694.4% | 0.48% | -34.9% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,613,000 | -40.8% | 33,502 | -35.5% | 0.45% | -34.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,466,000 | +13.3% | 8,259 | +13.1% | 0.41% | +26.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,338,000 | -34.8% | 6,002 | -15.9% | 0.38% | -27.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,324,000 | -1.6% | 2,579 | -2.3% | 0.37% | +9.8% |
| ES | Buy | EVERSOURCE ENERGY | $1,311,000 | -3.7% | 15,525 | +0.6% | 0.37% | +7.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,251,000 | -13.0% | 11,113 | +5.4% | 0.35% | -2.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,211,000 | +10.9% | 8,425 | +17.9% | 0.34% | +24.1% |
| ABBV | Buy | ABBVIE INC | $1,168,000 | -4.3% | 7,624 | +1.4% | 0.33% | +6.8% |
| PFE | Buy | PFIZER INC | $1,167,000 | +13.4% | 22,266 | +12.1% | 0.33% | +26.3% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $1,149,000 | -5.7% | 49,307 | +11.6% | 0.32% | +5.2% |
| PEP | Buy | PEPSICO INC | $1,140,000 | +25.3% | 6,839 | +25.8% | 0.32% | +39.7% |
| HD | Buy | HOME DEPOT INC | $1,112,000 | +2.5% | 4,053 | +11.8% | 0.31% | +14.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,104,000 | -19.0% | 4,045 | +4.8% | 0.31% | -9.6% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $1,084,000 | -3.0% | 11,845 | -3.1% | 0.30% | +8.2% |
| MCD | Buy | MCDONALDS CORP | $996,000 | +30.9% | 4,034 | +31.1% | 0.28% | +46.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $958,000 | -16.2% | 2,527 | +0.4% | 0.27% | -6.3% |
| SHV | Buy | ISHARES TRshort treas bd | $935,000 | +7.2% | 8,496 | +7.4% | 0.26% | +19.6% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $867,000 | -7.4% | 14,730 | -6.7% | 0.24% | +3.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $851,000 | -28.5% | 389 | -8.7% | 0.24% | -20.1% |
| FTSD | FRANKLIN ETF TRliberty shrt etf | $839,000 | -0.8% | 9,182 | 0.0% | 0.24% | +10.3% | |
| COST | Buy | COSTCO WHSL CORP NEW | $793,000 | -12.5% | 1,654 | +5.1% | 0.22% | -2.6% |
| FLTR | Buy | VANECK ETF TRUSTinvestment grd | $746,000 | +36.6% | 30,227 | +39.1% | 0.21% | +52.6% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $743,000 | -29.3% | 5,641 | -14.6% | 0.21% | -21.2% |
| TSLA | Sell | TESLA INC | $735,000 | -41.5% | 1,092 | -6.3% | 0.21% | -34.8% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $733,000 | -13.7% | 42,567 | -4.7% | 0.21% | -3.3% |
| NVDA | Sell | NVIDIA CORPORATION | $734,000 | -44.6% | 4,842 | -0.2% | 0.21% | -38.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $727,000 | +14.5% | 5,148 | +5.6% | 0.20% | +27.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $719,000 | -24.7% | 3,649 | -9.1% | 0.20% | -15.8% |
| CSCO | Sell | CISCO SYS INC | $711,000 | -24.4% | 16,668 | -1.1% | 0.20% | -15.7% |
| V | Sell | VISA INC | $701,000 | -13.5% | 3,559 | -2.6% | 0.20% | -3.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $700,000 | +23.2% | 1,629 | +26.5% | 0.20% | +37.1% |
| KO | Buy | COCA COLA CO | $692,000 | +9.0% | 10,998 | +7.3% | 0.19% | +21.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $687,000 | +17.6% | 13,545 | +18.2% | 0.19% | +31.3% |
| WMT | Sell | WALMART INC | $654,000 | -19.7% | 5,379 | -1.6% | 0.18% | -10.7% |
| QCOM | Buy | QUALCOMM INC | $654,000 | -4.0% | 5,122 | +14.9% | 0.18% | +7.0% |
| MRK | Buy | MERCK & CO INC | $632,000 | +47.0% | 6,936 | +32.3% | 0.18% | +63.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $626,000 | -10.1% | 8,129 | -14.6% | 0.18% | +0.6% |
| FB | Sell | META PLATFORMS INCcl a | $606,000 | -28.7% | 3,756 | -1.7% | 0.17% | -20.6% |
| PAYX | Buy | PAYCHEX INC | $603,000 | +5.4% | 5,300 | +26.5% | 0.17% | +17.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $555,000 | +27.6% | 5,175 | +32.8% | 0.16% | +43.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $531,000 | -9.5% | 977 | -1.7% | 0.15% | +0.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $530,000 | -20.4% | 1,449 | -0.8% | 0.15% | -10.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $519,000 | -18.4% | 1,870 | -0.8% | 0.15% | -8.8% |
| DHR | Buy | DANAHER CORPORATION | $479,000 | -8.9% | 1,889 | +5.3% | 0.13% | +1.5% |
| SO | Buy | SOUTHERN CO | $459,000 | +41.2% | 6,435 | +43.4% | 0.13% | +57.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $460,000 | -11.7% | 1,459 | +0.2% | 0.13% | -1.5% |
| GIS | Buy | GENERAL MLS INC | $443,000 | +56.0% | 5,876 | +40.2% | 0.12% | +74.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $442,000 | -24.7% | 4,650 | -6.8% | 0.12% | -16.2% |
| CVX | Buy | CHEVRON CORP NEW | $439,000 | -7.6% | 3,034 | +4.1% | 0.12% | +3.4% |
| HUBB | Sell | HUBBELL INC | $434,000 | -3.1% | 2,429 | -0.4% | 0.12% | +8.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $432,000 | -4.4% | 3,277 | +7.1% | 0.12% | +6.1% |
| XOM | Sell | EXXON MOBIL CORP | $420,000 | -5.4% | 4,900 | -8.8% | 0.12% | +5.4% |
| TRV | Buy | TRAVELERS COMPANIES INC | $419,000 | +47.5% | 2,478 | +59.2% | 0.12% | +64.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $413,000 | -15.2% | 2,344 | +2.4% | 0.12% | -4.9% |
| DIS | Sell | DISNEY WALT CO | $414,000 | -38.6% | 4,380 | -10.8% | 0.12% | -31.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $405,000 | +2.8% | 4,098 | -2.2% | 0.11% | +15.2% |
| BAC | Buy | BK OF AMERICA CORP | $393,000 | -10.5% | 12,616 | +19.5% | 0.11% | 0.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $384,000 | -38.2% | 3,873 | -37.5% | 0.11% | -30.8% |
| AMGN | Sell | AMGEN INC | $369,000 | 0.0% | 1,515 | -0.6% | 0.10% | +10.8% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $363,000 | -24.5% | 2,462 | -5.9% | 0.10% | -15.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $361,000 | +77.0% | 3,764 | +83.7% | 0.10% | +98.0% |
| CVS | Buy | CVS HEALTH CORP | $350,000 | -6.9% | 3,782 | +1.9% | 0.10% | +3.2% |
| CMI | Buy | CUMMINS INC | $339,000 | +32.4% | 1,751 | +40.4% | 0.10% | +48.4% |
| RC | Buy | READY CAPITAL CORP | $337,000 | -20.3% | 28,246 | +0.5% | 0.09% | -11.3% |
| LLY | Buy | LILLY ELI & CO | $332,000 | +35.5% | 1,024 | +19.5% | 0.09% | +50.0% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $329,000 | – | 7,904 | +100.0% | 0.09% | – |
| T | Buy | AT&T INC | $323,000 | -6.1% | 15,399 | +5.7% | 0.09% | +5.8% |
| OMC | Buy | OMNICOM GROUP INC | $324,000 | +30.1% | 5,087 | +73.4% | 0.09% | +44.4% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $317,000 | -24.9% | 6,324 | -24.7% | 0.09% | -16.0% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $312,000 | -17.7% | 8,006 | 0.0% | 0.09% | -8.4% | |
| BX | Buy | BLACKSTONE INC | $305,000 | -26.2% | 3,345 | +2.7% | 0.09% | -17.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $306,000 | +27.0% | 3,194 | +56.4% | 0.09% | +41.0% |
| GILD | New | GILEAD SCIENCES INC | $305,000 | – | 4,930 | +100.0% | 0.09% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $299,000 | -5.1% | 8,482 | +0.7% | 0.08% | +6.3% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $288,000 | -18.9% | 3,710 | -5.7% | 0.08% | -9.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $279,000 | -13.4% | 4,740 | +2.3% | 0.08% | -3.7% |
| AIG | New | AMERICAN INTL GROUP INC | $271,000 | – | 215,797 | +100.0% | 0.08% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $272,000 | +3.4% | 2,703 | +2.7% | 0.08% | +15.2% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $261,000 | +1.2% | 3,238 | +21.5% | 0.07% | +12.3% |
| NKE | Buy | NIKE INCcl b | $261,000 | -21.4% | 2,553 | +3.4% | 0.07% | -12.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $261,000 | -39.4% | 3,732 | +0.1% | 0.07% | -32.4% |
| INTC | Sell | INTEL CORP | $257,000 | -42.0% | 6,877 | -23.0% | 0.07% | -35.1% |
| ZTS | Sell | ZOETIS INCcl a | $248,000 | -9.8% | 1,443 | -1.0% | 0.07% | +1.4% |
| SPGI | Buy | S&P GLOBAL INC | $250,000 | -16.9% | 742 | +1.1% | 0.07% | -7.9% |
| INTU | Buy | INTUIT | $247,000 | -17.1% | 642 | +3.5% | 0.07% | -8.0% |
| CTAS | Buy | CINTAS CORP | $239,000 | -11.5% | 639 | +0.8% | 0.07% | -1.5% |
| IXUS | Buy | ISHARES TRcore msci total | $235,000 | -14.2% | 4,117 | +0.2% | 0.07% | -4.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $231,000 | -34.4% | 5,881 | -21.7% | 0.06% | -26.1% |
| PSX | New | PHILLIPS 66 | $232,000 | – | 2,834 | +100.0% | 0.06% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $228,000 | -28.1% | 2,987 | +3.1% | 0.06% | -20.0% |
| IDV | Sell | ISHARES TRintl sel div etf | $230,000 | -52.9% | 8,471 | -44.9% | 0.06% | -48.0% |
| CATH | Sell | GLOBAL X FDSs&p 500 catholic | $229,000 | -39.3% | 4,977 | -26.4% | 0.06% | -32.6% |
| WMB | Sell | WILLIAMS COS INC | $230,000 | -9.4% | 7,368 | -3.0% | 0.06% | 0.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $225,000 | -10.4% | 1,509 | -0.4% | 0.06% | 0.0% |
| MMM | Sell | 3M CO | $225,000 | -13.5% | 1,742 | -0.2% | 0.06% | -3.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $223,000 | -12.5% | 4,471 | +0.9% | 0.06% | -1.6% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $225,000 | -95.5% | 5,066 | -94.6% | 0.06% | -94.9% |
| NEE | Sell | NEXTERA ENERGY INC | $219,000 | -9.5% | 2,827 | -1.3% | 0.06% | 0.0% |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $219,000 | – | 10,798 | +100.0% | 0.06% | – |
| HCA | Sell | HCA HEALTHCARE INC | $212,000 | -34.0% | 1,264 | -1.2% | 0.06% | -27.2% |
| EQIX | Sell | EQUINIX INC | $209,000 | -12.2% | 319 | -0.6% | 0.06% | -1.7% |
| NOW | Buy | SERVICENOW INC | $209,000 | -8.7% | 439 | +6.6% | 0.06% | +1.7% |
| TMUS | Sell | T-MOBILE US INC | $205,000 | -24.1% | 1,523 | -27.5% | 0.06% | -16.2% |
| MET | Sell | METLIFE INC | $202,000 | -11.0% | 3,212 | -0.4% | 0.06% | 0.0% |
| D | Sell | DOMINION ENERGY INC | $205,000 | -34.1% | 2,572 | -29.8% | 0.06% | -26.9% |
| COP | Sell | CONOCOPHILLIPS | $205,000 | -14.6% | 2,282 | -5.0% | 0.06% | -5.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $204,000 | -9.7% | 972 | -2.1% | 0.06% | 0.0% |
| CME | Buy | CME GROUP INC | $201,000 | -9.0% | 983 | +5.7% | 0.06% | 0.0% |
| IGR | CBRE GBL REAL ESTATE INC FD | $73,000 | -18.9% | 10,000 | 0.0% | 0.02% | -13.0% | |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $46,000 | – | 10,134 | +100.0% | 0.01% | – | |
| AMRS | AMYRIS INC | $22,000 | -56.9% | 11,626 | 0.0% | 0.01% | -53.8% | |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -12,583 | -100.0% | -0.03% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,014 | -100.0% | -0.05% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,252 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -1,088 | -100.0% | -0.05% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,291 | -100.0% | -0.05% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -842 | -100.0% | -0.05% | – |
| MSCI | Exit | MSCI INC | $0 | – | -417 | -100.0% | -0.05% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -385 | -100.0% | -0.05% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -652 | -100.0% | -0.05% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,196 | -100.0% | -0.06% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -8,860 | -100.0% | -0.06% | – | |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,216 | -100.0% | -0.06% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -346 | -100.0% | -0.06% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -525 | -100.0% | -0.06% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,575 | -100.0% | -0.06% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -6,350 | -100.0% | -0.06% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -849 | -100.0% | -0.06% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -1,718 | -100.0% | -0.06% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -2,846 | -100.0% | -0.06% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -9,308 | -100.0% | -0.07% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,301 | -100.0% | -0.07% | – |
| KBWB | Exit | INVESCO EXCH TRADED FD TR IIkbw bk etf | $0 | – | -4,404 | -100.0% | -0.07% | – |
| TRU | Exit | TRANSUNION | $0 | – | -3,052 | -100.0% | -0.08% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,540 | -100.0% | -0.08% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,894 | -100.0% | -0.09% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -25,055 | -100.0% | -0.38% | – |
| NFJ | Exit | VIRTUS DIVIDEND INTEREST & P | $0 | – | -261,074 | -100.0% | -0.94% | – |
| AAPL | Exit | APPLE INCput | $0 | – | -27,500 | -100.0% | -1.21% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -83,382 | -100.0% | -2.16% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -103,089 | -100.0% | -2.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-11
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.