MN Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$187M
Signature - Title
Anthony Moeller - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by MN Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MN Wealth Advisors, LLC reported 115 stock holdings with total value $187M as of Q3 2025. Top holdings included BBUS, JGRO, FEGE, JAVA, and JIRE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 115 $187M +$10.5M -$6.2M +$4.28M BBUS, JGRO, FEGE, JAVA, JIRE 13F-HR 10/21/2025, 02:41 PM
Q2 2025 110 $172M +$17.5M -$29.3M -$11.9M BBUS, JGRO, FEGE, JAVA, JIRE 13F-HR 7/31/2025, 12:29 PM
Q1 2025 103 $170M +$29.3M -$33.3M -$3.94M BBUS, JGRO, FEGE, JAVA, AVUS 13F-HR 4/18/2025, 05:33 PM
Q4 2024 97 $178M +$18.9M -$16.6M +$2.3M BBUS, JGLO, JAVA, JGRO, JCPB 13F-HR 1/30/2025, 03:42 PM
Q3 2024 96 $175M +$17.6M -$20.7M -$3.12M BBUS, JPM, JGLO, JAVA, BBIN 13F-HR 10/15/2024, 03:37 PM
Q2 2024 102 $171M +$16.2M -$6.17M +$10M BBUS, JPM, BBIN, BIL, JGLO 13F-HR 7/23/2024, 05:34 PM
Q1 2024 90 $161M +$20.9M -$13.4M +$7.47M BBUS, JPM, BBIN, BIL, JCPB 13F-HR 4/30/2024, 02:03 PM
Q4 2023 87 $145M $0 $0 BBUS, BBIN, BIL, JCPB, JPM 13F-HR 2/12/2024, 07:32 PM