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MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Latest filing: 2026-06-30
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. runs MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. and currently holds 465 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $151.20M. Their top holdings are ITOT, SCHD, IVW, ICSH, STIP. The top five represent 64.3% of reported portfolio weight. MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. ranks #862 out of 1000 investors tracked by Alpha Score. They added to 26 existing positions. They trimmed 23 positions. Their current best-performing preview position is DIA with returns of +1,480.00%.
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465 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES CORE S&P TOTAL U.S. COM MARKET ETF | 21.31% | $144.98 | $167.98 | +15.86% | Trimmed -2.93% |
 SCHD SCHWAB US DIVIDEND EQUITY ETF | 15.99% | $27.77 | $35.11 | +26.43% | Added +0.73% |
 IVW ISHARES S&P 500 GROWTH ETF | 15.90% | $96.15 | $138.86 | +44.42% | Trimmed -8.10% |
 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 5.83% | $50.66 | $50.54 | -0.25% | Added +34.25% |
 STIP ISHARES 0-5 YEAR TIPS BOND ETF | 5.32% | $103.23 | $100.92 | -2.24% | Added +2.48% |
 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 4.59% | $50.02 | $58.26 | +16.47% | Added +4.59% |
 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 3.86% | $82.95 | $93.31 | +12.48% | Added +4.10% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.45% | $67.55 | $97.80 | +44.78% | Trimmed -14.53% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 3.19% | $104.72 | $147.28 | +40.64% | Trimmed -1.57% |
 JPST JPMORGAN ULTRA-SHORT INCOME ETF | 2.57% | $50.63 | $50.53 | -0.21% | Trimmed -6.35% |
Showing 1-10 of 465