MJT & Associates Financial Advisory Group, Inc. - Portfolio Stock Holdings
MJT & Associates Financial Advisory Group, Inc. disclosed 488 stock positions in a recent SEC 13F filing. $154,613,118 of stock holdings were filed, with the largest holdings including ITOT, IVW, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
488Est. Stock Holding Value:
$154,613,118Top Stock Holdings By Sector
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Portfolio Stock Holdings - MJT & Associates Financial Advisory Group, Inc.
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