Filer Name: MN WEALTH ADVISORS, LLC
CIK: 1992972
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 100
Portfolio Value: $0.18B

Mn Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BBUS US JPMORGAN BETABUILDERS US EQU 295,064 $31M 17.59% -0.8% -
JGLO US JPMORGAN GLBL SLCT EQ ETF 147,925 $9M 5.00% 3.2% -
JAVA US JPMORGAN ACTIVE VALUE ETF 133,331 $8M 4.75% 14.6% -
JGRO US JPMORGAN ACTIVE GROWTH ETF 90,059 $7M 4.11% 0.8% -
JCPB US JPMORGAN CORE PLUS BOND ETF 137,059 $6M 3.55% 5.7% -
BBIN US JPM BETABUILDERS INTL EQTY 108,575 $6M 3.49% -3.2% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 66,452 $6M 3.42% 22.0% -
SGOV US ISHARES 0-3 MONTH TREASURY B 58,833 $6M 3.32% 303.8% -
JEMA US JPMORGAN ACTIVEBUILDERS EMER 144,305 $5M 3.04% 4.9% -
AVUS US AVANTIS U.S. EQUITY ETF 55,307 $5M 3.02% 6.8% -
JIRE US JPMORGAN INT RES ENH EQTY 74,973 $4M 2.47% 10.1% -
AAPL US APPLE INC 15,203 $4M 2.14% 4.5% -
TLH US ISHARES 10-20 YEAR TREASURY 37,397 $4M 2.09% 18.9% -
AGG US ISHARES CORE U.S. AGGREGATE 36,775 $4M 2.01% 11.2% -
JPIE US JPMORGAN INCOME ETF 71,280 $3M 1.83% -9.3% -
BBHY US JPMORGAN BETABUILDERS USD HI 58,069 $3M 1.51% -15.4% -
AVUV US AVANTIS US SMALL CAP VALUE 26,513 $3M 1.44% 11.2% -
RDVI US FT VEST RISING DIVIDEND ACHI 94,639 $2M 1.29% 0.4% -
JPUS US JPMORGAN DIV RET US EQ ETF 19,537 $2M 1.25% -0.2% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 29,869 $2M 1.16% 7.0% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us