Mn Wealth Advisors, LLC Portfolio Holdings

Mn Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025

Mn Wealth Advisors, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $27.3B, J P Morgan Exchange Traded Fd with a value of $8.33B, First Eagle Global Equity ETF with a value of $8.16B, Jp Morgan ETF Fd Tr Active Val with a value of $7.86B, and American Centy ETF Tr Avantis with a value of $5.72B.

Examining the 13F form we can see an decrease of $7.47B in the current position value, from $178B to 170B.

Mn Wealth Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Mn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $108 Billion
Technology: $10.3 Billion
Healthcare: $8.57 Billion
Financial Services: $6.82 Billion
Consumer Defensive: $5.33 Billion
Communication Services: $2.59 Billion
Consumer Cyclical: $2.14 Billion
Energy: $1.5 Billion
Other: $529 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$693 Million 0.41% of portfolio
13,671
Q1 2025 Reduced 6.45%
$21.8B
$686 Million 0.4% of portfolio
7,521
Q1 2025 Added 81.67%
$38.7B
$658 Million 0.39% of portfolio
3,280
Q1 2025 Added 3.08%
-
$669 Million 0.39% of portfolio
-
Q1 2025 New
$559M
$656 Million 0.39% of portfolio
16,655
Q1 2025 Added 0.35%
$0
$633 Million 0.37% of portfolio
16,539
Q1 2025 Reduced 88.54%
$7.26B
$629 Million 0.37% of portfolio
10,132
Q1 2025 Reduced 0.27%
$0
$623 Million 0.37% of portfolio
15,824
Q1 2025 Reduced 66.27%
$0
$637 Million 0.37% of portfolio
3,286
Q1 2025 Reduced 10.17%
$10.5B
$605 Million 0.36% of portfolio
3,450
Q1 2025 Reduced 16.12%
$433B
$600 Million 0.35% of portfolio
634
Q1 2025 Reduced 9.82%
$0
$556 Million 0.33% of portfolio
8,393
Q1 2025 Reduced 0.43%
$0
$548 Million 0.32% of portfolio
979
Q1 2025 Reduced 11.8%
$0
$486 Million 0.29% of portfolio
2,841
Q1 2025 New
$235B
$470 Million 0.28% of portfolio
1,504
Q1 2025 Reduced 13.71%
$0
$470 Million 0.28% of portfolio
5,060
Q1 2025 New
$269B
$467 Million 0.27% of portfolio
2,790
Q1 2025 Added 4.53%
$0
$449 Million 0.26% of portfolio
7,973
Q1 2025 New
$2.03B
$450 Million 0.26% of portfolio
18,628
Q1 2025 Added 215.73%
$126B
$440 Million 0.26% of portfolio
17,380
Q1 2025 Reduced 18.42%
$307B
$417 Million 0.24% of portfolio
1,990
Q1 2025 Added 1.53%
$107B
$412 Million 0.24% of portfolio
1,429
Q1 2025 Added 17.04%
$0
$406 Million 0.24% of portfolio
8,330
Q1 2025 New
$0
$383 Million 0.23% of portfolio
6,704
Q1 2025 Reduced 11.26%
$751B
$399 Million 0.23% of portfolio
1,541
Q1 2025 Added 28.1%
$0
$392 Million 0.23% of portfolio
4,352
Q1 2025 Reduced 40.52%
$0
$396 Million 0.23% of portfolio
7,344
Q1 2025 Added 8.96%
$0
$367 Million 0.22% of portfolio
4,441
Q1 2025 Added 0.63%
$57.4B
$373 Million 0.22% of portfolio
1,613
Q1 2025 Added 6.96%
$0
$349 Million 0.2% of portfolio
5,913
Q1 2025 New
$0
$349 Million 0.2% of portfolio
6,176
Q1 2025 Added 10.76%
$0
$332 Million 0.19% of portfolio
707
Q4 2024 Reduced 4.2%
$106B
$317 Million 0.19% of portfolio
1,167
Q1 2025 New
$463B
$310 Million 0.18% of portfolio
332
Q1 2025 Reduced 0.6%
$0
$309 Million 0.18% of portfolio
1,620
Q1 2025 New
$164B
$288 Million 0.17% of portfolio
469
Q1 2025 New
$170B
$296 Million 0.17% of portfolio
594
Q1 2025 Added 35.0%
$0
$282 Million 0.17% of portfolio
4,933
Q1 2025 New
$0
$264 Million 0.16% of portfolio
1,278
Q1 2025 Added 4.24%
$0
$268 Million 0.16% of portfolio
1,013
Q1 2025 Added 0.2%
$24.6B
$251 Million 0.15% of portfolio
1,468
Q1 2025 Reduced 23.9%
$48.3B
$259 Million 0.15% of portfolio
25,157
Q1 2025 Reduced 1.43%
$343B
$260 Million 0.15% of portfolio
1,859
Q1 2025 Reduced 1.59%
Ft Vest U.S. Equity Max Buffer ETF March
-
$240 Million 0.14% of portfolio
-
Q1 2025 Added 14.18%
$0
$244 Million 0.14% of portfolio
2,440
Q1 2025 New
$0
$240 Million 0.14% of portfolio
4,559
Q1 2025 Reduced 14.64%
$0
$214 Million 0.13% of portfolio
5,077
Q2 2024 New
$59B
$212 Million 0.12% of portfolio
1,931
Q1 2025 Added 10.72%
$135B
$201 Million 0.12% of portfolio
2,889
Q1 2025 Added 3.85%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $170 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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