Fund Holdings — MJP ASSOCIATES INC /ADV

Total Portfolio Value
$758.91M
Total Bought
$108.33M
Total Sold
$45.18M
Net Transaction
+$63.15M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ADVISORS INNER CIRCLE FD III
BROWN ADVISORY
01,292,391+1,292,391034,2334.51%+34,233
PIMCO ETF TR
ENHAN SHRT MA AC
677,265785,903+108,63868,08979,13310.43%+11,044
APPLE INC(AAPL)139,242144,332+5,09028,56836,7514.84%+8,183
JANUS DETROIT STR TR
HENDRSON AAA CL
975,7531,118,541+142,78849,51956,8007.48%+7,280
VANGUARD INDEX FDS148,762147,930-83284,50190,58911.94%+6,088
GLOBAL X FDS
1 3 MO T BI ET
354,039400,210+46,17135,55340,1895.30%+4,637
VANGUARD SPECIALIZED FUNDS274,684277,302+2,61856,22059,8397.88%+3,619
NVIDIA CORPORATION(NVDA)105,901105,030-87116,73119,5962.58%+2,865
VANGUARD TAX-MANAGED FDS308,525333,982+25,45717,58920,0122.64%+2,423
ISHARES TR33,24535,108+1,86314,11516,4452.17%+2,330
ALPHABET INC(GOOG)26,79528,038+1,2434,7226,8160.90%+2,094
INVESCO ACTIVELY MANAGED EXC
S&P 500 EQUA ETF
030,932+30,93201,5800.21%+1,580
INVESCO ACTIVELY MANAGED EXC
MSCI EAFE IN ETF
025,488+25,48801,3480.18%+1,348
MICROSOFT CORP(MSFT)25,62026,662+1,04212,74413,8101.82%+1,066
REDDIT INC(RDDT)11,92711,975+481,7962,7540.36%+958
TESLA INC(TSLA)6,3746,694+3202,0252,9770.39%+952
T ROWE PRICE ETF INC
PRICE BLUE CHIP
184,102190,205+6,1038,3499,2971.23%+948
VANGUARD INDEX FDS52,65251,324-1,32816,00216,8432.22%+841
AMAZON COM INC(AMZN)35,60639,037+3,4317,8128,5711.13%+760
SPDR SERIES TRUST
ST STR P400MID
102,248110,080+7,8325,5606,2950.83%+735
ASML HOLDING N V
N Y REGISTRY SHS
5471,111+5644381,0760.14%+637
ALPHABET INC(GOOG)9,1259,111-141,6192,2190.29%+600
EXXON MOBIL CORP10,17715,015+4,8381,0971,6930.22%+596
APPLIED MATLS INC02,824+2,82405780.08%+578
SPDR SERIES TRUST
ST STR PR SP1500
45,77749,297+3,5203,4283,9760.52%+548
ISHARES TR181,897176,161-5,73635,33035,8654.73%+535
VERIS RESIDENTIAL INC034,993+34,99305320.07%+532
BROADCOM INC(AVGO)6,8417,309+4681,8862,4110.32%+526
ABBVIE INC(ABBV)7,0517,687+6361,3091,7800.23%+471
JPMORGAN CHASE & CO.(JPM)15,37615,587+2114,4584,9170.65%+459
SPDR SERIES TRUST
ST STR SP600 SML
75,29678,946+3,6503,2083,6570.48%+449
GE AEROSPACE(GE)5,6426,286+6441,4521,8910.25%+439
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
06,929+6,92903990.05%+399
SNOWFLAKE INC(SNOW)01,661+1,66103750.05%+375
ISHARES TR
CORE HIGH DV ETF
53,95254,593+6416,3226,6850.88%+363
EQUIFAX INC(EFX)01,413+1,41303620.05%+362
ISHARES TR3,0803,380+3001,9132,2620.30%+350
PALANTIR TECHNOLOGIES INC(PLTR)5,3095,876+5677241,0720.14%+348
ORACLE CORP(ORCL)2,7733,381+6086069510.13%+344
RTX CORPORATION(RTX)11,12111,645+5241,6241,9490.26%+325
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
47,31252,164+4,8521,6962,0120.27%+316
VANGUARD INDEX FDS7,4057,423+183,2463,5600.47%+314
LAM RESEARCH CORP(LRCX)02,270+2,27003040.04%+304
CHEVRON CORP NEW(CVX)3,7675,424+1,6575398420.11%+303
JOHNSON & JOHNSON(JNJ)5,5886,229+6418541,1550.15%+301
VANGUARD WHITEHALL FDS29,14029,663+5233,8854,1810.55%+296
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,910+1,91002950.04%+295
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,3355,378+431,2081,5020.20%+294
HARTFORD INSURANCE GROUP INC(HIG)02,135+2,13502850.04%+285
META PLATFORMS INC(META)6,5066,923+4174,8025,0840.67%+282
BANK AMERICA CORP23,69127,175+3,4841,1211,4020.18%+281
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,845+1,84502790.04%+279
QUALCOMM INC(QCOM)6,8688,231+1,3631,0941,3690.18%+276
CONSTELLATION ENERGY CORP(CEG)0833+83302740.04%+274
MCKESSON CORP(MCK)0343+34302650.03%+265
SCHWAB STRATEGIC TR010,186+10,18602620.03%+262
GENERAL DYNAMICS CORP(GD)0723+72302470.03%+247
APPLOVIN CORP(APP)0342+34202460.03%+246
ARISTA NETWORKS INC(ANET)01,669+1,66902430.03%+243
UNITEDHEALTH GROUP INC(UNH)1,6932,208+5155287620.10%+234
GOLDMAN SACHS ETF TR
NASDA 100 ETF
98,34797,789-5584,8995,1300.68%+231
GLOBAL X FDS
NASDAQ 100 COVER
013,421+13,42102280.03%+228
WALMART INC(WMT)20,53721,666+1,1292,0082,2330.29%+225
SPDR SERIES TRUST
ST STR SP600SM C
02,533+2,53302250.03%+225
BNY MELLON ETF TRUST II
DYNAMIC VALUE
07,954+7,95402210.03%+221
SPOTIFY TECHNOLOGY S A(SPOT)375728+3532885080.07%+220
NORTHROP GRUMMAN CORP(NOC)0360+36002190.03%+219
CORNING INC(GLW)02,671+2,67102190.03%+219
SHERWIN WILLIAMS CO(SHW)0630+63002180.03%+218
AMPHENOL CORP NEW8,1118,230+1198011,0180.13%+218
US BANCORP DEL(USB)04,489+4,48902170.03%+217
FASTENAL CO(FAST)04,372+4,37202140.03%+214
FLEX LTD(FLEX)03,676+3,67602130.03%+213
ETFS GOLD TR(SGOL)05,702+5,70202100.03%+210
GE VERNOVA INC(GEV)1,0111,210+1995357440.10%+209
ROYAL CARIBBEAN GROUP
COM
0645+64502090.03%+209
DELL TECHNOLOGIES INC(DELL)01,452+1,45202060.03%+206
MERCK & CO INC(MRK)21,63122,849+1,2181,7121,9180.25%+205
STANLEY BLACK & DECKER INC(SWK)02,753+2,75302050.03%+205
INTERACTIVE BROKERS GROUP IN(IBKR)02,916+2,91602010.03%+201
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
04,480+4,48002000.03%+200
ALTRIA GROUP INC(MO)5,5267,890+2,3643245210.07%+197
HOME DEPOT INC(HD)3,4513,600+1491,2651,4590.19%+194
VANECK ETF TRUST
SEMICONDUCTR ETF
1,8722,160+2885227050.09%+183
INTEL CORP(INTC)9,29110,809+1,5182083630.05%+155
MEDTRONIC PLC(MDT)9,84110,625+7848581,0120.13%+154
CATERPILLAR INC(CAT)9711,109+1383775290.07%+152
CHUBB LIMITED
COM
2,8383,435+5978229700.13%+147
PEPSICO INC(PEP)3,1993,886+6874225460.07%+123
NETAPP INC(NTAP)6,5706,932+3627008210.11%+121
PFIZER INC(PFE)19,87423,604+3,7304826010.08%+120
MICRON TECHNOLOGY INC(MU)1,9812,168+1872443630.05%+118
TJX COS INC NEW(TJX)3,0843,449+3653814990.07%+118
DUKE ENERGY CORP NEW(DUK)5,0205,700+6805927050.09%+113
VANGUARD INDEX FDS5,3415,463+1221,4951,6050.21%+110
VANGUARD WORLD FD5,6235,626+31,2651,3730.18%+109
SOUTHERN CO(SO)3,0844,102+1,0182833890.05%+106
BERKSHIRE HATHAWAY INC DEL4,9594,994+352,4092,5110.33%+102
DIMENSIONAL ETF TRUST
WORLD EX US CORE
7,29710,051+2,7542143150.04%+101
ISHARES TR2,2252,745+5203004000.05%+99
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MJP ASSOCIATES INC /ADV — 13F Holdings — Q3 2025 | TickerTrail