Mjt & Associates Financial Advisory Group, Inc. Top Holdings and 13F Report (2025) About Mjt & Associates Financial Advisory Group, Inc.Investment ActivityMjt & Associates Financial Advisory Group, Inc. has $104.14 million in total holdings as of March 31, 2025.Mjt & Associates Financial Advisory Group, Inc. owns shares of 479 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Dividend Equity ETF $15,548,923iShares S&P 500 Growth ETF $15,378,051iShares Core S&P 500 ETF $10,413,889Schwab US Large-Cap ETF $5,618,124WisdomTree U.S. MidCap Dividend Fund $5,375,874 Sector AllocationMap of 500 Largest Holdings ofMjt & Associates Financial Advisory Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$15,548,923556,11414.9%ETFIVWiShares S&P 500 Growth ETF$15,378,051165,65914.8%ETFIVViShares Core S&P 500 ETF$10,413,88918,53410.0%ETFSCHXSchwab US Large-Cap ETF$5,618,124254,4445.4%ETFDONWisdomTree U.S. MidCap Dividend Fund$5,375,874108,5605.2%FinanceIJRiShares Core S&P Small-Cap ETF$5,105,45348,8244.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,923,20539,5444.7%ETFJPSTJPMorgan Ultra-Short Income ETF$4,831,57595,4304.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,696,06956,3894.5%ETFISDPGIM High Yield Bond Fund$3,099,447217,5053.0%Financial ServicesVOTVanguard Mid-Cap Growth ETF$1,557,5406,3671.5%ETFGOVTiShares U.S. Treasury Bond ETF$1,447,06762,9571.4%ETFIVEiShares S&P 500 Value ETF$1,414,2957,4211.4%ETFVOEVanguard Mid-Cap Value ETF$1,403,0128,7401.3%ETFVBRVanguard Small-Cap Value ETF$1,045,0255,6101.0%ETFSPLGSPDR Portfolio S&P 500 ETF$992,84515,0981.0%ETFWMTWalmart$639,8147,2880.6%Retail/WholesaleMCDMcDonald's$609,1221,9500.6%Retail/WholesaleMBBiShares MBS ETF$578,5296,1690.6%ETFVEAVanguard FTSE Developed Markets ETF$577,88711,3690.6%ETFJNJJohnson & Johnson$571,1533,4440.5%MedicalNEENextEra Energy$543,7277,6700.5%UtilitiesHDHome Depot$512,7201,3990.5%Retail/WholesaleSPBOSPDR Portfolio Corporate Bond ETF$473,97316,3270.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$453,54311,5200.4%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$445,96220,2250.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$440,8474,0560.4%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$435,68311,9660.4%ETFNVDANVIDIA$433,0553,9960.4%Computer and TechnologyPEPPepsiCo$380,2482,5360.4%Consumer StaplesPGProcter & Gamble$366,2332,1490.4%Consumer StaplesMINNMairs & Power Minnesota Municipal Bond ETF$361,74716,4880.3%ETFUPSUnited Parcel Service$332,3903,0220.3%TransportationSCHGSchwab U.S. Large-Cap Growth ETF$317,90812,6960.3%ETFVWOBVanguard Emerging Markets Government Bond ETF$307,9684,7970.3%ETFVWOVanguard FTSE Emerging Markets ETF$305,6796,7540.3%ETFSOSouthern$301,0453,2740.3%UtilitiesSPABSPDR Portfolio Aggregate Bond ETF$288,75611,3060.3%ETFSCHESchwab Emerging Markets Equity ETF$277,71310,0730.3%ETFOKEONEOK$238,1282,4000.2%EnergyXELXcel Energy$225,0423,1790.2%UtilitiesQQQInvesco QQQ$210,0774480.2%FinanceSRLNSPDR Blackstone Senior Loan ETF$207,0085,0330.2%ETFIAGGiShares Core International Aggregate Bond ETF$206,4594,1300.2%ETFMSFTMicrosoft$205,6985480.2%Computer and TechnologyBRK.BBerkshire Hathaway$202,3813800.2%FinanceSCHASchwab US Small-Cap ETF$185,0977,9000.2%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$182,3415,0440.2%ETFSCHPSchwab U.S. TIPS ETF$181,4546,7480.2%ETFVNQVanguard Real Estate ETF$181,3522,0030.2%ETFPTBDPacer Trendpilot US Bond ETF$179,1768,9320.2%ETFMMM3M$178,2891,2140.2%Multi-Sector ConglomeratesFTSLFirst Trust Senior Loan ETF$163,8843,5900.2%ManufacturingUSHYiShares Broad USD High Yield Corporate Bond ETF$162,0754,4030.2%ETFAAPLApple$160,5507230.2%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$160,1473,9290.2%ETFOGSONE Gas$151,1802,0000.1%UtilitiesSCHMSchwab U.S. Mid-Cap ETF$150,9125,7600.1%ETFSPIPSPDR Portfolio TIPS ETF$149,4705,6660.1%ETFEXASExact Sciences$148,5723,4320.1%MedicalAXPAmerican Express$146,0955430.1%FinanceSHESPDR MSCI USA Gender Diversity Index ETF$144,1521,2630.1%ETFUSBU.S. Bancorp$143,8023,4060.1%FinanceCVXChevron$140,6918410.1%EnergySNPEXtrackers S&P 500 ESG ETF$140,3472,7830.1%ETFMGEEMGE Energy$139,4401,5000.1%UtilitiesSCHHSchwab U.S. REIT ETF$137,5576,3950.1%ETFUNHUnitedHealth Group$130,9382500.1%MedicalIWRiShares Russell Mid-Cap ETF$127,6051,5000.1%ETFDDominion Energy$126,1582,2500.1%UtilitiesTSLATesla$124,1384790.1%Auto/Tires/TrucksBMYBristol-Myers Squibb$121,9802,0000.1%MedicalKRMAGlobal X Conscious Companies ETF$114,3083,0670.1%ManufacturingCOPConocoPhillips$114,2621,0880.1%EnergyPRUPrudential Financial$112,3511,0060.1%FinanceAADRAdvisorShares Dorsey Wright ADR ETF$106,0951,4260.1%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$105,6633,5830.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$103,0262,0130.1%ETFIWMiShares Russell 2000 ETF$98,5494940.1%FinancePNWPinnacle West Capital$96,2981,0110.1%UtilitiesNUBDNuveen ESG U.S. Aggregate Bond ETF$94,7534,2710.1%ETFFASTFastenal$93,0601,2000.1%Retail/WholesaleAVGOBroadcom$92,9245550.1%Computer and TechnologyIOOiShares Global 100 ETF$92,7289630.1%ETFALEALLETE$90,8641,3830.1%UtilitiesESGDiShares ESG Aware MSCI EAFE ETF$89,6141,0970.1%ManufacturingEEMiShares MSCI Emerging Markets ETF$88,6242,0280.1%FinanceORCLOracle$85,1456090.1%Computer and TechnologyDNPDNP Select Income Fund$78,2357,9110.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$76,9121,5060.1%ETFMUBiShares National Muni Bond ETF$74,7577090.1%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$69,2711,5950.1%FinanceIBMInternational Business Machines$66,6412680.1%Computer and TechnologyNUMGNuveen ESG Mid-Cap Growth ETF$65,3251,5220.1%ETFMDTMedtronic$63,5327070.1%MedicalKOCoca-Cola$63,0988810.1%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$62,7037560.1%ETFUSRTiShares Core U.S. REIT ETF$60,0201,0420.1%ETFAMZNAmazon.com$58,9813100.1%Retail/WholesaleCEGConstellation Energy$56,6592810.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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