MJP ASSOCIATES INC /ADV

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$527M
Signature - Title
Christopher Nelson - Chief Compliance Officer
Location
Farmington, CT
Summary
This page shows a list of all the recent 13F filings made by MJP ASSOCIATES INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MJP ASSOCIATES INC /ADV reported 209 stock holdings with total value $527M as of Q3 2024. Top holdings included VOO, VIG, IEF, AAPL, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 209 $527M +$46.9M -$23.1M +$23.8M VOO, VIG, IEF, AAPL, AVUV 13F-HR 11/12/2024, 12:50 PM
Q2 2024 231 $481M +$33.2M -$14.6M +$18.6M VOO, VIG, IEF, AAPL, MINT 13F-HR 7/12/2024, 02:05 PM
Q1 2024 224 $460M +$111M -$49.4M +$61.9M VOO, VIG, IEF, AAPL, MINT 13F-HR 4/11/2024, 10:06 AM
Q4 2023 178 $375M +$42.2M -$34.9M +$7.3M VOO, MINT, VIG, IEF, JEPI 13F-HR 1/18/2024, 09:36 AM
Q3 2023 165 $342M +$101M -$50M +$51.3M MINT, VIG, VOO, IEF, JEPI 13F-HR 10/10/2023, 09:12 PM
Q2 2023 157 $303M +$51.3M -$86.7M -$35.3M VIG, RSP, IEF, VOO, AAPL 13F-HR 7/11/2023, 09:02 PM
Q1 2023 133 $324M +$26.6M -$51M -$24.3M RSP, VIG, IEF, RZV, AAPL 13F-HR 4/17/2023, 09:30 PM
Q4 2022 136 $338M +$45.3M -$61.8M -$16.5M RSP, VIG, IEF, RZV, USFR 13F-HR 1/20/2023, 04:02 PM
Q3 2022 128 $334M +$56.4M -$61.7M -$5.23M RSP, VIG, EMNT, IEF, RZV 13F-HR 10/11/2022, 07:48 PM
Q2 2022 135 $356M +$68.7M -$57.5M +$11.2M RSP, VIG, FTSL, USFR, EMNT 13F-HR 7/8/2022, 06:05 PM
Q1 2022 157 $393M +$115M -$40.8M +$73.7M RSP, VIG, EMNT, FTSL, RZV 13F-HR 4/18/2022, 08:13 PM
Q4 2021 156 $332M +$24.2M -$11.6M +$12.6M RSP, VOO, FTSL, EMNT, AAPL 13F-HR 1/14/2022, 07:52 PM
Q3 2021 142 $295M +$20.6M -$15.9M +$4.73M RSP, VOO, EMNT, FTSL, VIG 13F-HR 10/12/2021, 09:55 PM
Q2 2021 137 $293M +$42.7M -$10.2M +$32.5M RSP, VOO, EMNT, FTSL, VTI 13F-HR 7/13/2021, 08:48 PM
Q1 2021 128 $246M +$40.9M -$29.1M +$11.8M RSP, VOO, FTSL, VTI, VIG 13F-HR 5/3/2021, 08:53 PM
Q4 2020 119 $227M $0 $0 RSP, VIG, VOO, AAPL, VTI 13F-HR 1/27/2021, 05:26 PM