MJT & Associates Financial Advisory Group, Inc. - Portfolio Stock Holdings
MJT & Associates Financial Advisory Group, Inc. disclosed 495 stock positions in a recent SEC 13F filing. $151,197,447 of stock holdings were filed, with the largest holdings including ITOT, SCHD, and IVW. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $198,946,748 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
495Est. Stock Holding Value:
$151,197,447Top Stock Holdings By Sector
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Portfolio Stock Holdings - MJT & Associates Financial Advisory Group, Inc.
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