Fund HoldingsMJP ASSOCIATES INC /ADV

Total Portfolio Value
$554.12M
Total Bought
$73.29M
Total Sold
$65.53M
Net Transaction
+$7.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
216,279361,697+145,41821,70136,3946.57%+14,693
VANECK ETF TRUST
GOLD MINERS ETF
0308,267+308,267014,1712.56%+14,171
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
0328,493+328,49307,1811.30%+7,181
ISHARES TR0389,501+389,501037,1476.70%+37,147
JANUS DETROIT STR TR
HENDRSON AAA CL
355,779412,349+56,57018,04220,9103.77%+2,869
SPDR SER TR
ST STR P400MID
77,171118,452+41,2814,2206,0621.09%+1,842
PROSHARES TR
S&P 500 HIGH ETF
106,726149,255+42,5294,7276,2821.13%+1,555
VANGUARD TAX-MANAGED FDS0171,064+171,06408,6951.57%+8,695
RTX CORPORATION(RTX)010,669+10,66901,4130.26%+1,413
FIRST TR EXCH TRADED FD III061,152+61,15201,0760.19%+1,076
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
0372,499+372,499018,9423.42%+18,942
BERKSHIRE HATHAWAY INC DEL5,0975,545+4482,3102,9530.53%+643
VANGUARD WELLINGTON FD04,187+4,18705310.10%+531
VANGUARD INDEX FDS05,768+5,76801,4920.27%+1,492
ISHARES TR05,859+5,85904980.09%+498
ISHARES TR
CORE HIGH DV ETF
050,800+50,80006,1531.11%+6,153
VANGUARD WHITEHALL FDS028,482+28,48203,6730.66%+3,673
TCW ETF TRUST
TRANSFRM 500 ETF
07,508+7,50804910.09%+491
MICROSTRATEGY INC(MSTR)01,637+1,63704720.09%+472
AMGEN INC(AMGN)3,6014,513+9129391,4060.25%+468
INVESCO QQQ TR0899+89904220.08%+422
CENCORA INC01,316+1,31603660.07%+366
COSTCO WHSL CORP NEW(COST)02,026+2,02601,9160.35%+1,916
ABBVIE INC(ABBV)06,806+6,80601,4260.26%+1,426
INTERNATIONAL BUSINESS MACHS(IBM)06,977+6,97701,7350.31%+1,735
AT&T INC(T)031,116+31,11608800.16%+880
GLOBAL X FDS
DOW 30 CO CA ETF
12,24326,034+13,7912745750.10%+300
MEDTRONIC PLC(MDT)6,7519,214+2,4635398280.15%+289
EXXON MOBIL CORP010,795+10,79501,2840.23%+1,284
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
014,023+14,02302,4290.44%+2,429
INTEL CORP(INTC)011,115+11,11502520.05%+252
ELI LILLY & CO(LLY)03,571+3,57102,9500.53%+2,950
GLOBAL X FDS
1 3 MO T BI ET
02,451+2,45102460.04%+246
FIDELITY MERRIMACK STR TR263,804264,629+82511,83712,0802.18%+243
BRISTOL-MYERS SQUIBB CO(BMY)03,943+3,94302400.04%+240
AMERICAN TOWER CORP NEW(AMT)01,104+1,10402400.04%+240
CHUBB LIMITED
COM
1,7502,387+6374847210.13%+237
DEERE & CO(DE)0502+50202360.04%+236
FISERV INC(FISV)01,044+1,04402310.04%+231
ROPER TECHNOLOGIES INC(ROP)0389+38902290.04%+229
GE AEROSPACE(GE)4,8695,194+3258121,0400.19%+228
VERTEX PHARMACEUTICALS INC(VRTX)0466+46602260.04%+226
HCA HEALTHCARE INC(HCA)0643+64302220.04%+222
OTIS WORLDWIDE CORP(OTIS)02,138+2,13802210.04%+221
ELEVANCE HEALTH INC(ELV)0491+49102130.04%+213
SOMNIGROUP INTERNATIONAL INC(SGI)03,534+3,53402120.04%+212
SCHWAB CHARLES CORP(SCHW)02,688+2,68802100.04%+210
CITIGROUP INC(C)02,925+2,92502080.04%+208
PROSHARES TR
RUS 2000 HIG ETF
13,95521,067+7,1125537590.14%+206
JOHNSON & JOHNSON(JNJ)05,994+5,99409940.18%+994
QUALCOMM INC(QCOM)5,1586,451+1,2937929910.18%+199
VANGUARD INDEX FDS2,0053,101+1,0963405360.10%+196
PHILIP MORRIS INTL INC(PM)04,715+4,71507480.14%+748
MCDONALDS CORP(MCD)02,969+2,96909270.17%+927
AMDOCS LTD(DOX)6,1887,595+1,4075276950.13%+168
META PLATFORMS INC(META)5,5775,953+3763,2653,4310.62%+166
KIMBERLY-CLARK CORP(KMB)4,0594,884+8255326950.13%+163
EBAY INC.(EBAY)9,33510,890+1,5555787380.13%+159
CARRIER GLOBAL CORPORATION(CARR)014,192+14,19209000.16%+900
COMCAST CORP NEW(CCZ)18,27922,751+4,4726868400.15%+154
COCA COLA CO(KO)012,464+12,46408930.16%+893
WILLIAMS COS INC(WMB)8,1019,810+1,7094385860.11%+148
DUKE ENERGY CORP NEW(DUK)04,141+4,14105050.09%+505
GALLAGHER ARTHUR J & CO(AJG)3,0132,878-1358559940.18%+138
MASTERCARD INCORPORATED(MA)2,0562,209+1531,0831,2110.22%+128
BROWN & BROWN INC(BRO)5,3115,357+465426660.12%+125
CHEVRON CORP NEW(CVX)3,9524,141+1895726930.13%+120
GEN DIGITAL INC(GEN)21,06426,109+5,0455776930.13%+116
THE CAMPBELLS COMPANY(CPB)9,93413,318+3,3844165320.10%+116
APPLE INC(AAPL)(Put)050,000+50,0000112+112
PPG INDS INC(PPG)4,3035,720+1,4175146250.11%+112
LINDE PLC(LIN)0708+70803300.06%+330
CINTAS CORP(CTAS)02,624+2,62405390.10%+539
GLOBAL X FDS
NASDAQ 100 COVER
189,455213,357+23,9023,4523,5480.64%+96
PALANTIR TECHNOLOGIES INC(PLTR)4,7405,362+6223584530.08%+94
VISA INC(V)7,0766,644-4322,2362,3280.42%+92
T-MOBILE US INC(TMUS)01,803+1,80304810.09%+481
WABTEC(WAB)02,708+2,70804910.09%+491
KLA CORP(KLAC)0852+85205790.10%+579
JPMORGAN CHASE & CO.(JPM)15,01515,01503,5993,6830.66%+84
NETFLIX INC(NFLX)619677+585526310.11%+80
ABBOTT LABS02,574+2,57403410.06%+341
OMNICOM GROUP INC(OMC)5,2036,164+9614485110.09%+63
VANGUARD SPECIALIZED FUNDS263,483266,297+2,81451,59851,6599.32%+61
INTERPUBLIC GROUP COS INC12,99015,651+2,6613644250.08%+61
WEC ENERGY GROUP INC(WEC)03,126+3,12603410.06%+341
UBER TECHNOLOGIES INC(UBER)09,576+9,57606980.13%+698
NETAPP INC(NTAP)4,1356,055+1,9204805320.10%+52
AMERICAN ELEC PWR CO INC02,787+2,78703050.05%+305
MASCO CORP(MAS)4,1105,006+8962983480.06%+50
SEI INVTS CO(SEIC)4,3665,277+9113604100.07%+50
HONEYWELL INTL INC(HON)1,0011,302+3012262760.05%+50
TJX COS INC NEW(TJX)02,678+2,67803260.06%+326
VERIZON COMMUNICATIONS INC(VZ)09,084+9,08404120.07%+412
RB GLOBAL INC(RBA)4,3444,339-53924350.08%+43
SOUTHERN CO(SO)02,764+2,76402540.05%+254
UNION PAC CORP(UNP)02,025+2,02504780.09%+478
PFIZER INC(PFE)016,977+16,97704300.08%+430
BLACKROCK INC(BLK)445518+734564900.09%+34
ALTRIA GROUP INC(MO)04,688+4,68802810.05%+281
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