MJP ASSOCIATES INC /ADV Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$759.5B

Holdings

250

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (250 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
147,930$90.6B11.93%
2
MINTPIMCO ETF TR
785,903$79.1B10.42%
3
VIGVANGUARD SPECIALIZED FUNDS
277,302$59.8B7.88%
4
JAAAJANUS DETROIT STR TR
1,118,541$56.8B7.48%
5
CLIPGLOBAL X FDS
400,210$40.2B5.29%
6
AAPLAPPLE INC
238,632$37.4B4.92%Put
7
IWDISHARES TR
176,161$35.9B4.72%
8
BASGADVISORS INNER CIRCLE FD III
1,292,391$34.2B4.51%
9
VEAVANGUARD TAX-MANAGED FDS
333,982$20.0B2.63%
10
NVDANVIDIA CORPORATION
105,030$19.6B2.58%
11
VTIVANGUARD INDEX FDS
51,324$16.8B2.22%
12
IWFISHARES TR
35,108$16.4B2.17%
13
MSFTMICROSOFT CORP
26,662$13.8B1.82%
14
TMEDT ROWE PRICE ETF INC
190,205$9.3B1.22%
15
FTHIFIRST TR EXCHANGE TRADED FD
375,341$8.9B1.17%
16
AMZNAMAZON COM INC
39,037$8.6B1.13%
17
AVUVAMERICAN CENTY ETF TR
80,047$8.0B1.05%
18
GOOGLALPHABET INC
28,038$6.8B0.90%
19
ISPYPROSHARES TR
149,625$6.7B0.89%
20
HDVISHARES TR
54,593$6.7B0.88%
21
SPMDSPDR SERIES TRUST
110,080$6.3B0.83%
22
GPIQGOLDMAN SACHS ETF TR
97,789$5.1B0.68%
23
METAMETA PLATFORMS INC
6,923$5.1B0.67%
24
JPMJPMORGAN CHASE & CO.
15,587$4.9B0.65%
25
VYMVANGUARD WHITEHALL FDS
29,663$4.2B0.55%
26
SPTMSPDR SERIES TRUST
49,297$4.0B0.52%
27
SPSMSPDR SERIES TRUST
78,946$3.7B0.48%
28
VUGVANGUARD INDEX FDS
7,423$3.6B0.47%
29
TSLATESLA INC
6,694$3.0B0.39%
30
RDDTREDDIT INC
11,975$2.8B0.36%
31
RSPINVESCO EXCHANGE TRADED FD T
13,670$2.6B0.34%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
4,994$2.5B0.33%
33
AVGOBROADCOM INC
7,309$2.4B0.32%
34
LLYELI LILLY & CO
3,090$2.4B0.31%
35
IVVISHARES TR
3,380$2.3B0.30%
36
WMTWALMART INC
21,666$2.2B0.29%
37
GOOGALPHABET INC
9,111$2.2B0.29%
38
IBMINTERNATIONAL BUSINESS MACHS
7,819$2.2B0.29%
39
DFACDIMENSIONAL ETF TRUST
52,164$2.0B0.26%
40
RTXRTX CORPORATION
11,645$1.9B0.26%
41
COSTCOSTCO WHSL CORP NEW
2,080$1.9B0.25%
42
MRKMERCK & CO INC
22,849$1.9B0.25%
43
GEGE AEROSPACE
6,286$1.9B0.25%
44
VVISA INC
5,223$1.8B0.23%
45
ABBVABBVIE INC
7,687$1.8B0.23%
46
XOMEXXON MOBIL CORP
15,015$1.7B0.22%
47
VOVANGUARD INDEX FDS
5,463$1.6B0.21%
48
RSPAINVESCO ACTIVELY MANAGED EXC
30,932$1.6B0.21%
49
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,378$1.5B0.20%
50
MAMASTERCARD INCORPORATED
2,573$1.5B0.19%
51
HDHOME DEPOT INC
3,600$1.5B0.19%
52
BACBANK AMERICA CORP
27,175$1.4B0.18%
53
PGPROCTER AND GAMBLE CO
8,985$1.4B0.18%
54
MGCVANGUARD WORLD FD
5,626$1.4B0.18%
55
AMGNAMGEN INC
4,858$1.4B0.18%
56
QCOMQUALCOMM INC
8,231$1.4B0.18%
57
EFAAINVESCO ACTIVELY MANAGED EXC
25,488$1.3B0.18%
58
AXPAMERICAN EXPRESS CO
3,645$1.2B0.16%
59
JNJJOHNSON & JOHNSON
6,229$1.2B0.15%
60
NFLXNETFLIX INC
958$1.1B0.15%
61
INTUINTUIT
1,669$1.1B0.15%
62
ASMLASML HOLDING N V
1,111$1.1B0.14%
63
PLTRPALANTIR TECHNOLOGIES INC
5,876$1.1B0.14%
64
APHAMPHENOL CORP NEW
8,230$1.0B0.13%
65
MDTMEDTRONIC PLC
10,625$1.0B0.13%
66
XFEBFIRST TR EXCH TRADED FD III
54,795$999.5M0.13%
67
MCDMCDONALDS CORP
3,219$978.2M0.13%
68
CBCHUBB LIMITED
3,435$969.6M0.13%
69
VTVVANGUARD INDEX FDS
5,136$957.8M0.13%
70
KOCOCA COLA CO
14,401$955.1M0.13%
71
ORCLORACLE CORP
3,381$950.7M0.13%
72
TAT&T INC
33,602$948.9M0.12%
73
NOWSERVICENOW INC
1,022$940.5M0.12%
74
CARRCARRIER GLOBAL CORPORATION
15,441$921.8M0.12%
75
VBVANGUARD INDEX FDS
3,425$871.0M0.11%
76
4I1PHILIP MORRIS INTL INC
5,325$863.8M0.11%
77
AJGGALLAGHER ARTHUR J & CO
2,778$860.4M0.11%
78
CVXCHEVRON CORP NEW
5,424$842.2M0.11%
79
CSCOCISCO SYS INC
12,132$830.1M0.11%
80
NTAPNETAPP INC
6,932$821.2M0.11%
81
KKRKKR & CO INC
6,207$806.6M0.11%
82
DISDISNEY WALT CO
6,958$796.7M0.10%
83
WABWABTEC
3,870$775.8M0.10%
84
GENGEN DIGITAL INC
27,011$766.9M0.10%
85
UNHUNITEDHEALTH GROUP INC
2,208$762.4M0.10%
86
UBERUBER TECHNOLOGIES INC
7,740$758.3M0.10%
87
CMCSACOMCAST CORP NEW
23,891$750.6M0.10%
88
GEVGE VERNOVA INC
1,210$743.9M0.10%
89
CDNSCADENCE DESIGN SYSTEM INC
2,096$736.2M0.10%
90
KMBKIMBERLY-CLARK CORP
5,747$714.6M0.09%
91
PPGPPG INDS INC
6,783$713.0M0.09%
92
KLACKLA CORP
655$706.8M0.09%
93
DUKDUKE ENERGY CORP NEW
5,700$705.3M0.09%
94
SMHVANECK ETF TRUST
2,160$705.0M0.09%
95
MRVLMARVELL TECHNOLOGY INC
8,386$705.0M0.09%
96
BLKBLACKROCK INC
604$704.1M0.09%
97
PGRPROGRESSIVE CORP
2,741$676.8M0.09%
98
SCHWSCHWAB CHARLES CORP
6,902$658.9M0.09%
99
MPWRMONOLITHIC PWR SYS INC
713$656.8M0.09%
100
DOXAMDOCS LTD
7,983$655.0M0.09%
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