MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. 13F Portfolio
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. runs MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. and currently holds 437 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $154.61M. Their top holdings are ITOT, IVW, SCHD, ICSH, STIP. The top five represent 67.7% of reported portfolio weight. MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. ranks #903 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. initiated 5 new positions. They added to 25 existing positions. They trimmed 28 positions. Their current best-performing preview position is VEEV with returns of +60.84%.
Portfolio Value
$154.61M
Alpha Score
21.3
#903 of 1000
Holdings
437
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. Current 13F Holdings
Reported holdings from MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.'s latest SEC 13F filing, ranked by portfolio weight.
437 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 21.70% | $145.58 | $169.61 | +16.51% | Added +2.86% |
 IVW ISHARES S&P 500 GROWTH ETF | 16.91% | $98.41 | $145.24 | +47.59% | Added +5.14% |
 SCHD SCHWAB US DIVIDEND EQUITY ETF | 16.77% | $27.97 | $33.03 | +18.07% | Added +4.54% |
 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 6.84% | $50.62 | $50.33 | -0.58% | Added +20.38% |
 STIP ISHARES 0-5 YEAR TIPS BOND ETF | 5.44% | $103.00 | $100.12 | -2.80% | Added +7.23% |
 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 4.53% | $50.24 | $54.67 | +8.82% | Added +5.91% |
 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 4.16% | $83.52 | $89.20 | +6.79% | Added +9.66% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.55% | $70.00 | $99.02 | +41.46% | Added +8.43% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 3.06% | $106.77 | $137.51 | +28.79% | Added +7.00% |
 JPST JPMORGAN ULTRA-SHORT INCOME ETF | 2.08% | $50.63 | $50.29 | -0.67% | Trimmed -16.92% |
Showing 1-10 of 437