Mn Wealth Advisors, LLC Incresed Positions in Q4 2024

Mn Wealth Advisors, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
44.3K
+ 303.8%
$100.16 - $100.7 $4.43M - $4.46M
58.8K $5.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12K
+ 22.03%
$91.29 - $91.8 $1.1M - $1.1M
66.5K $6.08B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
17K
+ 14.58%
$63.01 - $68.55 $1.07M - $1.16M
133K $8.44B
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
+ 93.58%
$50.37 - $50.63 $830K - $834K
34.1K $1.72B
PEP
Pepsico Inc

Consumer Defensive
3.75K
+ 116.46%
$151.29 - $176.1 $567K - $660K
6.97K $1.06B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10K
+ 217.56%
$50.62 - $50.97 $507K - $510K
14.6K $741M
AVUS
American Centy ETF Tr Avantis

ETFs
3.52K
+ 6.81%
$94.36 - $102.06 $333K - $360K
55.3K $5.36B
JGRO
J P Morgan Exchange Traded Fd
723
+ 0.81%
N/A
90.1K $7.3B
AAPL
Apple Inc.

Technology
658
+ 4.52%
$221.69 - $259.02 $146K - $170K
15.2K $3.81B
AVGO
Broadcom Inc.

Technology
255
+ 4.22%
$159.67 - $250.0 $40.7K - $63.8K
6.3K $1.46B
FNA
Paragon 28, Inc.

Healthcare
1.2K
+ 1.44%
$4.78 - $10.74 $5.74K - $12.9K
84.5K $873M
DXCM
Dexcom Inc

Healthcare
1.38K
+ 7.25%
$65.68 - $81.01 $90.4K - $111K
20.4K $1.58B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 28.21%
$174.22 - $187.62 $315K - $339K
8.21K $1.44B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.93K
+ 18.85%
$99.04 - $109.59 $588K - $650K
37.4K $3.72B
AVUV
American Centy ETF Tr Avantis

ETFs
2.67K
+ 11.18%
$94.37 - $106.41 $252K - $284K
26.5K $2.56B
MDB
Mongo Db, Inc.

Technology
1.54K
+ 59.67%
$232.81 - $350.13 $358K - $538K
4.11K $958M
DELL
Dell Technologies Inc.

Technology
1.98K
+ 91.93%
$111.96 - $144.21 $222K - $286K
4.14K $477M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2.19K
+ 42.66%
$93.27 - $105.01 $204K - $230K
7.32K $704M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.71K
+ 11.23%
$96.64 - $101.23 $359K - $376K
36.8K $3.56B
GOOGL
Alphabet Inc.

Communication Services
336
+ 4.31%
$161.86 - $196.66 $54.4K - $66.1K
8.13K $1.54B
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 7.12%
$213.65 - $479.86 $17.1K - $38.4K
1.2K $486M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.96K
+ 7.02%
$66.77 - $71.52 $131K - $140K
29.9K $2.06B
WMT
Walmart Inc.

Consumer Defensive
2.04K
+ 21.6%
$79.1 - $95.7 $162K - $195K
11.5K $1.04B
Jpmorgan Hedged Equity Laddered Overlay ETF
2.22K
+ 16.87%
N/A
15.4K $954M
TRGP
Targa Resources Corp.

Energy
5
+ 0.16%
$150.58 - $207.69 $753 - $1.04K
3.18K $568M
META
Meta Platforms, Inc.

Communication Services
118
+ 7.12%
$554.08 - $632.68 $65.4K - $74.7K
1.78K $1.04B
MSFT
Microsoft Corp

Technology
254
+ 5.75%
$406.35 - $454.46 $103K - $115K
4.67K $1.97B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.37K
+ 5.68%
$46.07 - $48.17 $340K - $355K
137K $6.31B
LNG
Cheniere Energy, Inc.

Energy
13
+ 0.87%
$181.07 - $225.92 $2.35K - $2.94K
1.51K $324M
MCD
Mcdonalds Corp

Consumer Cyclical
892
+ 104.82%
$288.47 - $316.54 $257K - $282K
1.74K $505M
GLD
Spdr Gold Trust

ETFs
215
+ 21.37%
$236.59 - $257.5 $50.9K - $55.4K
1.22K $296M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.84%
$873.59 - $994.69 $22.7K - $25.9K
703 $645M
VIG
Vanguard Dividend Appreciation

ETFs
163
+ 4.66%
N/A
3.66K $716M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.27%
$567.81 - $607.81 $1.7K - $1.82K
1.11K $651M
ORCL
Oracle Corp

Technology
130
+ 7.39%
$165.41 - $192.43 $21.5K - $25K
1.89K $315M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
218
+ 1.85%
$42.95 - $45.72 $9.36K - $9.97K
12K $519M
JMEE
J P Morgan Exchange Traded Fd

ETFs
114
+ 2.09%
$60.1 - $66.4 $6.85K - $7.57K
5.56K $336M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 1.66%
$442.29 - $483.08 $19K - $20.8K
2.64K $1.19B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
59
+ 1.36%
$81.68 - $82.93 $4.82K - $4.89K
4.41K $362M
JPIN
Jp Morgan Diversified Return I

ETFs
805
+ 11.93%
$53.56 - $59.9 $43.1K - $48.2K
7.56K $405M
ABBV
Abb Vie Inc.

Healthcare
190
+ 10.73%
$164.99 - $203.87 $31.3K - $38.7K
1.96K $348M
LLY
Eli Lilly & CO

Healthcare
272
+ 14.44%
$727.2 - $932.06 $198K - $254K
2.16K $1.67B
CVX
Chevron Corp

Energy
2.1K
+ 369.89%
$141.15 - $162.53 $297K - $341K
2.67K $391M
ENPH
Enphase Energy, Inc.

Technology
3.88K
+ 61.74%
$59.52 - $111.18 $231K - $431K
10.2K $698M
IEMG
Ishares Inc

ETFs
254
+ 3.92%
N/A
6.74K $352M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
412
+ 1.91%
$45.07 - $47.1 $18.6K - $19.4K
22K $995M
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 6.28%
$501.29 - $612.85 $13K - $15.9K
440 $229M
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.6%
$250.81 - $283.3 $1.5K - $1.7K
1.01K $256M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
339
+ 0.36%
N/A
94.6K $2.29B
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

Follow Mn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email