Fund HoldingsMJP ASSOCIATES INC /ADV

Total Portfolio Value
$556.61M
Total Bought
$55.50M
Total Sold
$24.97M
Net Transaction
+$30.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)123,077157,358+34,28128,67734,4236.18%+5,746
VANGUARD INDEX FDS157,903163,486+5,58383,32188,08815.83%+4,767
JANUS DETROIT STR TR
HENDRSON AAA CL
308,073355,779+47,70615,67518,0423.24%+2,367
NVIDIA CORPORATION(NVDA)87,40494,628+7,22410,61412,7082.28%+2,093
PROSHARES TR
S&P 500 HIGH ETF
66,714106,726+40,0122,9904,7270.85%+1,737
ISHARES TR45,11246,314+1,20216,93418,5993.34%+1,664
ALPHABET INC(GOOG)029,591+29,59105,6021.01%+5,602
REDDIT INC(RDDT)25,04819,121-5,9271,6513,1250.56%+1,474
AMAZON COM INC(AMZN)033,210+33,21007,2861.31%+7,286
VANGUARD SPECIALIZED FUNDS254,555263,483+8,92850,41751,5989.27%+1,181
RTX CORPORATION09,917+9,91701,1480.21%+1,148
FIRST TR EXCH TRADED FD III061,003+61,00301,0800.19%+1,080
TESLA INC(TSLA)4,8375,527+6901,2662,2320.40%+967
PIMCO ETF TR
ENHAN SHRT MA AC
206,208216,279+10,07120,76321,7013.90%+938
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
100,709115,703+14,9945,9936,6561.20%+663
MICROSOFT CORP(MSFT)024,671+24,671010,3991.87%+10,399
AMERICAN EXPRESS CO(AXP)03,142+3,14209330.17%+933
T ROWE PRICE ETF INC
PRICE BLUE CHIP
257,434256,227-1,20710,20510,7901.94%+585
VISA INC(V)07,076+7,07602,2360.40%+2,236
EBAY INC.(EBAY)09,335+9,33505780.10%+578
GEN DIGITAL INC(GEN)021,064+21,06405770.10%+577
PROSHARES TR
RUS 2000 HIG ETF
013,955+13,95505530.10%+553
JPMORGAN CHASE & CO.(JPM)14,47415,015+5413,0523,5990.65%+547
BROWN & BROWN INC(BRO)05,311+5,31105420.10%+542
MEDTRONIC PLC(MDT)06,751+6,75105390.10%+539
KIMBERLY-CLARK CORP(KMB)04,059+4,05905320.10%+532
AMDOCS LTD(DOX)06,188+6,18805270.09%+527
AMERICAN CENTY ETF TR219,777223,896+4,11921,08821,6133.88%+525
PPG INDS INC(PPG)04,303+4,30305140.09%+514
CHUBB LIMITED
COM
01,750+1,75004840.09%+484
NETAPP INC(NTAP)04,135+4,13504800.09%+480
COMCAST CORP NEW(CCZ)4,99718,279+13,2822096860.12%+477
MERCK & CO INC(MRK)018,635+18,63501,8540.33%+1,854
AMERIPRISE FINL INC(AMP)0868+86804620.08%+462
BLACKROCK INC(BLK)0445+44504560.08%+456
INVESCO QQQ TR0883+88304510.08%+451
OMNICOM GROUP INC(OMC)05,203+5,20304480.08%+448
DATADOG INC(DDOG)03,007+3,00704300.08%+430
THE CAMPBELLS COMPANY(CPB)09,934+9,93404160.07%+416
VANGUARD INDEX FDS06,954+6,95402,8540.51%+2,854
BROADCOM INC(AVGO)6,1706,247+771,0641,4480.26%+384
INTERPUBLIC GROUP COS INC012,990+12,99003640.07%+364
SEI INVTS CO(SEIC)04,366+4,36603600.06%+360
BIOGEN INC(BIIB)02,347+2,34703590.06%+359
PALANTIR TECHNOLOGIES INC(PLTR)04,740+4,74003580.06%+358
ISHARES TR
US TREAS BD ETF
015,141+15,14103480.06%+348
VANGUARD INDEX FDS52,65552,529-12614,91015,2242.74%+314
HARLEY DAVIDSON INC(HOG)010,112+10,11203050.05%+305
CUMMINS INC(CMI)6201,441+8212015020.09%+302
WELLS FARGO CO NEW(WFC)04,281+4,28103010.05%+301
THE TRADE DESK INC(TTD)02,541+2,54102990.05%+299
MASCO CORP(MAS)04,110+4,11002980.05%+298
QUALCOMM INC(QCOM)05,158+5,15807920.14%+792
MORGAN STANLEY(MS)02,222+2,22202790.05%+279
GLOBAL X FDS
DOW 30 CO CA ETF
012,243+12,24302740.05%+274
ALPHABET INC(GOOG)09,292+9,29201,7700.32%+1,770
GLOBAL X FDS
NASDAQ 100 COVER
177,105189,455+12,3503,1953,4520.62%+257
CENCORA INC01,122+1,12202520.05%+252
GRAYSCALE BITCOIN TRUST ETF(GBTC)03,310+3,31002450.04%+245
HUBBELL INC(HUBB)5671,154+5872434830.09%+240
GENTEX CORP(GNTX)08,241+8,24102370.04%+237
KKR & CO INC(KKR)8,2058,816+6111,0711,3040.23%+233
GOLDMAN SACHS GROUP INC(GS)0399+39902280.04%+228
HONEYWELL INTL INC(HON)01,001+1,00102260.04%+226
CARLYLE GROUP INC(CG)04,373+4,37302210.04%+221
WALMART INC(WMT)20,69420,866+1721,6711,8850.34%+214
US BANCORP DEL(USB)04,390+4,39002100.04%+210
POLARIS INC(PII)03,597+3,59702070.04%+207
FLOWSERVE CORP(FLS)03,509+3,50902020.04%+202
UNUM GROUP(UNM)02,750+2,75002010.04%+201
CATERPILLAR INC(CAT)9921,610+6183885840.10%+196
META PLATFORMS INC(META)5,3745,577+2033,0763,2650.59%+189
SALESFORCE INC(CRM)01,142+1,14203820.07%+382
DISNEY WALT CO(DIS)07,306+7,30608130.15%+813
ARES MANAGEMENT CORPORATION(ARES)2,8773,506+6294486210.11%+172
SERVICENOW INC(NOW)1,4591,374-851,3051,4570.26%+152
INTUITIVE SURGICAL INC8141,054+2404005500.10%+150
ISHARES TR
MSCI USA QLT FCT
02,997+2,99705340.10%+534
SPDR SER TR
ST STR P400MID
74,61677,171+2,5554,0804,2200.76%+140
BANK AMERICA CORP25,27125,789+5181,0031,1330.20%+131
GE AEROSPACE(GE)3,6184,869+1,2516828120.15%+130
MASTERCARD INCORPORATED(MA)02,056+2,05601,0830.19%+1,083
CADENCE DESIGN SYSTEM INC(CDNS)02,733+2,73308210.15%+821
VANGUARD INDEX FDS02,005+2,00503400.06%+340
GALLAGHER ARTHUR J & CO(AJG)2,6103,013+4037348550.15%+121
GE VERNOVA INC(GEV)8451,016+1712153340.06%+119
PROGRESSIVE CORP(PGR)3,7764,488+7129581,0750.19%+117
SPDR SER TR
ST STR SP600 SML
132,165136,459+4,2946,0156,1301.10%+115
NETFLIX INC(NFLX)0619+61905520.10%+552
FIDELITY MERRIMACK STR TR251,116263,804+12,68811,73711,8372.13%+100
SPDR SER TR
ST STR PR SP1500
43,29043,838+5483,0333,1310.56%+98
ISHARES TR
CORE 1 5 YR USD
123,737128,076+4,3396,0246,1181.10%+95
WILLIAMS COS INC(WMB)08,101+8,10104380.08%+438
CHEVRON CORP NEW(CVX)03,952+3,95205720.10%+572
ORACLE CORP(ORCL)1,5072,074+5672573460.06%+89
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
018,142+18,14203030.05%+303
BERKSHIRE HATHAWAY INC DEL4,8525,097+2452,2332,3100.42%+77
RB GLOBAL INC(RBA)04,344+4,34403920.07%+392
AMGEN INC(AMGN)03,601+3,60109390.17%+939
WEST PHARMACEUTICAL SVSC INC(WST)01,522+1,52204990.09%+499
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