Fund HoldingsMJP ASSOCIATES INC /ADV

Total Portfolio Value
$375.07M
Total Bought
$51.93M
Total Sold
$30.43M
Net Transaction
+$21.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
T ROWE PRICE ETF INC
PRICE BLUE CHIP
0274,239+274,23908,4882.26%+8,488
JANUS DETROIT STR TR
HENDRSON AAA CL
42,697204,955+162,2582,14910,3092.75%+8,160
VANGUARD INDEX FDS112,662113,919+1,25744,24349,76013.27%+5,517
GLOBAL X FDS
NASDAQ 100 COVER
0168,218+168,21802,9170.78%+2,917
MICROSOFT CORP(MSFT)11,88514,945+3,0603,7525,6201.50%+1,868
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
257,320289,678+32,35812,98214,6983.92%+1,716
VANGUARD TAX-MANAGED FDS113,418129,292+15,8744,9596,1931.65%+1,234
SPDR SER TR
ST STR SP600SM C
014,795+14,79501,2330.33%+1,233
VANGUARD INDEX FDS051,809+51,809012,2903.28%+12,290
ISHARES TR032,096+32,09609,7302.59%+9,730
MERCK & CO INC(MRK)010,861+10,86101,1840.32%+1,184
BERKSHIRE HATHAWAY INC DEL1,9014,005+2,1046661,4280.38%+762
JPMORGAN CHASE & CO(JPM)012,230+12,23002,0800.55%+2,080
BANK AMERICA CORP020,303+20,30306840.18%+684
MARATHON OIL CORP028,125+28,12506800.18%+680
RTX CORPORATION(RTX)4,78911,069+6,2803459310.25%+587
ISHARES TR
CORE HIGH DV ETF
048,265+48,26504,9231.31%+4,923
INTERNATIONAL BUSINESS MACHS(IBM)06,539+6,53901,0690.29%+1,069
ISHARES TR01,885+1,88504750.13%+475
JABIL INC(JBL)03,711+3,71104730.13%+473
BLUELINX HLDGS INC03,937+3,93704460.12%+446
CARRIER GLOBAL CORPORATION(CARR)06,759+6,75903880.10%+388
ISHARES TR0319,523+319,523030,7998.21%+30,799
LAMB WESTON HLDGS INC(LW)03,207+3,20703470.09%+347
INTEL CORP(INTC)06,801+6,80103420.09%+342
UNION PAC CORP(UNP)01,362+1,36203350.09%+335
SPDR SER TR
ST STR BLO 1 ETF
5,8359,333+3,4985368530.23%+317
ISHARES TR02,733+2,73302960.08%+296
SBA COMMUNICATIONS CORP NEW(SBAC)01,141+1,14102890.08%+289
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,780+2,78002890.08%+289
AMAZON COM INC(AMZN)20,98819,415-1,5732,6682,9500.79%+282
EQUIFAX INC(EFX)01,137+1,13702810.07%+281
CACI INTL INC(CACI)1,5982,390+7925027740.21%+272
ISHARES TR09,602+9,60202690.07%+269
STANLEY BLACK & DECKER INC(SWK)02,597+2,59702550.07%+255
CBRE GROUP INC(CBRE)4,1305,993+1,8633055580.15%+253
NVIDIA CORPORATION(NVDA)6,7396,425-3142,9313,1820.85%+251
CHARLES RIV LABS INTL INC(CRL)4,0114,375+3647861,0340.28%+248
AMERICAN TOWER CORP NEW(AMT)1,9902,658+6683275740.15%+246
CATERPILLAR INC(CAT)0819+81902420.06%+242
FAIR ISAAC CORP(FICO)0207+20702410.06%+241
GLYCOMIMETICS INC0101,000+101,00002380.06%+238
ROLLINS INC(ROL)05,386+5,38602350.06%+235
FIDELITY MERRIMACK STR TR53,80355,998+2,1952,3442,5780.69%+234
WABTEC(WAB)4,9936,001+1,0085317620.20%+231
SPDR SER TR
ST STR PR SP1500
42,66342,239-4242,2392,4690.66%+229
SAIA INC(SAIA)0501+50102200.06%+220
ISHARES TR
MSCI USA QLT FCT
01,489+1,48902190.06%+219
THOR INDS INC(THO)01,835+1,83502170.06%+217
GENERAL ELECTRIC CO(GE)01,696+1,69602160.06%+216
RB GLOBAL INC(RBA)03,186+3,18602130.06%+213
ALLEGION PLC(ALLE)01,678+1,67802130.06%+213
ISHARES TR
CORE DIV GRWTH
03,905+3,90502100.06%+210
TELEDYNE TECHNOLOGIES INC(TDY)0470+47002100.06%+210
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,995+1,99502090.06%+209
NORFOLK SOUTHN CORP(NSC)0883+88302090.06%+209
ALCON AG(ALC)02,567+2,56702010.05%+201
API GROUP CORP(APG)23,85823,609-2496198170.22%+198
UBER TECHNOLOGIES INC(UBER)4,4116,367+1,9562033920.10%+189
TKO GROUP HOLDINGS INC(TKO)7,1979,619+2,4226057850.21%+180
CLEAN HARBORS INC(CLH)3,2154,096+8815387150.19%+177
BLACKSTONE INC(BX)3,7194,253+5343985570.15%+158
INTUIT(INTU)1,0911,143+525577150.19%+157
FIRST TR EXCH TRADED FD III37,34244,576+7,2345967520.20%+155
SPDR SER TR
ST STR P400MID
026,607+26,60701,2960.35%+1,296
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
048,707+48,70701,4240.38%+1,424
SPDR SER TR
ST STR P500ETF
07,119+7,11903980.11%+398
ARDMORE SHIPPING CORP010,000+10,00001410.04%+141
MONOLITHIC PWR SYS INC(MPWR)621677+562874270.11%+140
ISHARES TR02,449+2,44901,1700.31%+1,170
VANGUARD INDEX FDS7,9477,399-5482,1642,3000.61%+136
GARTNER INC(IT)699832+1332403750.10%+135
PALO ALTO NETWORKS INC(PANW)2,1932,197+45146480.17%+134
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
028,827+28,82702790.07%+279
AUTOMATIC DATA PROCESSING IN9871,584+5972373690.10%+132
TEXAS INSTRS INC(TXN)01,946+1,94603320.09%+332
WARNER MUSIC GROUP CORP(WMG)16,01917,667+1,6485036320.17%+129
IDEXX LABS INC(IDXX)642723+812814010.11%+121
MSCI INC(MSCI)578736+1582964160.11%+120
MARVELL TECHNOLOGY INC(MRVL)5,0736,529+1,4562753940.10%+119
TESLA INC(TSLA)2,5293,024+4956337510.20%+119
SERVICENOW INC(NOW)870853-174866030.16%+116
EATON VANCE LTD DURATION INC
COM
011,806+11,80601130.03%+113
ELI LILLY & CO(LLY)2,3982,390-81,2881,3930.37%+105
LIBERTY MEDIA CORP DEL(FWONA)11,88413,374+1,4907408440.23%+104
EXXON MOBIL CORP5,2277,184+1,9576157180.19%+103
NOKIA CORP(NOK)030,023+30,02301030.03%+103
ANALOG DEVICES INC(ADI)1,4501,795+3452543570.10%+103
VANGUARD WORLD FD05,691+5,69109630.26%+963
NIKE INC(NKE)3,1903,733+5433054050.11%+100
PFIZER INC(PFE)013,857+13,85703990.11%+399
CHIPOTLE MEXICAN GRILL INC(CMG)165174+93023980.11%+96
CORMEDIX INC025,000+25,0000940.03%+94
ISHARES TR
CORE MSCI TOTAL
05,264+5,26403420.09%+342
VANGUARD INDEX FDS03,714+3,71408640.23%+864
CHEMED CORP NEW(CHE)1,4831,468-157708580.23%+88
ALPHABET INC(GOOG)7,9658,064+991,0501,1360.30%+86
DYNATRACE INC(DT)4,9045,731+8272293130.08%+84
AT&T INC(T)018,725+18,72503140.08%+314
BOEING CO(BA)01,164+1,16403030.08%+303
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