Mn Wealth Advisors, LLC Incresed Positions in Q1 2025

Mn Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
14.4K
+ 900.25%
$225.19 - $279.95 $3.24M - $4.03M
16K $3.92B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13.6K
+ 18.08%
$58.04 - $65.84 $787K - $892K
88.5K $5.64B
JGRO
J P Morgan Exchange Traded Fd
22.9K
+ 25.41%
N/A
113K $8.33B
JPIE
J P Morgan Exchange Traded Fd
11.1K
+ 15.55%
$45.46 - $46.18 $504K - $512K
82.4K $3.79B
AVUS
American Centy ETF Tr Avantis

ETFs
6.58K
+ 11.89%
$90.7 - $101.57 $597K - $668K
61.9K $5.72B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.08K
+ 37.64%
$120.29 - $134.6 $371K - $415K
11.3K $1.37B
Jpmorgan Hedged Equity Laddered Overlay ETF
5.92K
+ 38.5%
N/A
21.3K $1.27B
KO
Coca Cola CO

Consumer Defensive
1.83K
+ 10.49%
$60.81 - $72.32 $112K - $133K
19.3K $1.38B
PEP
Pepsico Inc

Consumer Defensive
1.79K
+ 25.74%
$142.64 - $156.42 $256K - $281K
8.76K $1.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 2.47%
$442.66 - $534.52 $28.8K - $34.7K
2.7K $1.44B
DELL
Dell Technologies Inc.

Technology
3.38K
+ 81.67%
$90.34 - $124.66 $305K - $421K
7.52K $686M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.86K
+ 12.91%
$64.88 - $72.1 $250K - $278K
33.7K $2.22B
GLD
Spdr Gold Trust

ETFs
208
+ 17.04%
$243.19 - $288.14 $50.6K - $59.9K
1.43K $412M
TRGP
Targa Resources Corp.

Energy
98
+ 3.08%
$178.44 - $217.22 $17.5K - $21.3K
3.28K $658M
CVX
Chevron Corp

Energy
121
+ 4.53%
$146.71 - $167.97 $17.8K - $20.3K
2.79K $467M
Jpmorgan Active Bond ETF
1K
+ 6.64%
N/A
16.1K $861M
ABBV
Abb Vie Inc.

Healthcare
30
+ 1.53%
$169.2 - $216.66 $5.08K - $6.5K
1.99K $417M
TMO
Thermo Fisher Scientific Inc.

Healthcare
154
+ 35.0%
$497.6 - $606.74 $76.6K - $93.4K
594 $296M
LNG
Cheniere Energy, Inc.

Energy
105
+ 6.96%
$209.32 - $253.66 $22K - $26.6K
1.61K $373M
IEMG
Ishares Inc

ETFs
604
+ 8.96%
N/A
7.34K $396M
Ft Vest U.S. Equity Max Buffer ETF March
950
+ 14.18%
N/A
7.65K $240M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
600
+ 10.76%
$55.41 - $60.74 $33.2K - $36.4K
6.18K $349M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.2%
$254.06 - $273.83 $508 - $548
1.01K $268M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28
+ 0.63%
$81.83 - $82.73 $2.29K - $2.32K
4.44K $367M
EMR
Emerson Electric CO

Industrials
187
+ 10.72%
$108.64 - $131.17 $20.3K - $24.5K
1.93K $212M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.9%
$576.36 - $736.67 $9.22K - $11.8K
1.79K $1.03B
XLK
Technology Sector Spdr

ETFs
52
+ 4.24%
$206.38 - $242.18 $10.7K - $12.6K
1.28K $264M
WMT
Walmart Inc.

Consumer Defensive
55
+ 0.48%
$84.5 - $105.05 $4.65K - $5.78K
11.5K $1.01B
NVO
Novo Nordisk A S

Healthcare
107
+ 3.85%
$69.3 - $90.95 $7.42K - $9.73K
2.89K $201M
EQBK
Equity Bancshares Inc

Financial Services
58
+ 0.35%
N/A
16.7K $656M
TSLA
Tesla, Inc.

Consumer Cyclical
338
+ 28.1%
$222.15 - $428.22 $75.1K - $145K
1.54K $399M
NVDA
Nvidia Corp

Technology
2.7K
+ 17.66%
$106.98 - $149.43 $288K - $403K
18K $1.95B
DXCM
Dexcom Inc

Healthcare
707
+ 3.47%
$67.74 - $90.75 $47.9K - $64.2K
21.1K $1.44B
MSFT
Microsoft Corp

Technology
48
+ 1.03%
$375.39 - $447.2 $18K - $21.5K
4.72K $1.77B
MRNA
Moderna, Inc.

Healthcare
244
+ 0.81%
$28.35 - $47.53 $6.92K - $11.6K
30.3K $860M
AVGO
Broadcom Inc.

Technology
62
+ 0.98%
$167.43 - $244.7 $10.4K - $15.2K
6.37K $1.07B
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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