13F Filings History of MJT & Associates Financial Advisory Group, Inc.

Latest 13F report
Q3 2025 - Oct 15, 2025
Value $
$123M
Signature - Title
Timothy Monaco - Compliance Consultant
Location
Monteviceo, MN
Summary
This page shows a list of all the recent 13F filings made by MJT & Associates Financial Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MJT & Associates Financial Advisory Group, Inc. reported 461 stock holdings with total value $123M as of Q3 2025. Top holdings included ITOT, IVW, SCHD, STIP, and DON.

Notify me when MJT & Associates Financial Advisory Group, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 461 $123M +$45.2M -$7.76M +$37.5M ITOT, IVW, SCHD, STIP, DON 13F-HR 10/14/2025, 06:33 PM
Q2 2025 471 $80.6M +$5.05M -$34M -$28.9M IVW, SCHD, DON, IJR, JPST Restatement 7/18/2025, 10:42 AM
Q1 2025 479 $104M $0 $0 SCHD, IVW, IVV, SCHX, DON 13F-HR 5/7/2025, 04:02 PM