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MJT & Associates Financial Advisory Group

Latest statistics and disclosures from MJT & Associates Financial Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IVW, SCHD, STIP, DON, and represent 64.15% of MJT & Associates Financial Advisory Group's stock portfolio.
Added to shares of these 10 stocks: IDEV, ITOT, ICSH, SCHD, STIP, IVW, FEGE, VNQ, MU, EMXC.
Started 20 new stock positions in NXT, ENSG, PATH, ZWS, UL, RL, IDEV, WOLF, NTRA, LECO. SRPT, FEGE, ZBRA, ILMN, MEDP, CTSH, DASH, FI, PLUS, VLTO.
Reduced shares in these 10 stocks: JPST, SCHG, ALE, IJR, ORCL, MCD, BE, OKE, SPYV, IVV.
Sold out of its positions in ALE, ARW, AVNS, AXON, CRL, CMG, CHH, CSGP, CROX, HYLB.
MJT & Associates Financial Advisory Group was a net buyer of stock by $9.5M.
MJT & Associates Financial Advisory Group has $134M in assets under management (AUM), dropping by 8.99%.
Central Index Key (CIK): 0002065777

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Portfolio Holdings for MJT & Associates Financial Advisory Group

MJT & Associates Financial Advisory Group holds 446 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	20.6	$28M	+11%	186k	148.69	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	17.4	$23M		189k	123.26	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	16.2	$22M	+4%	792k	27.43	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	5.4	$7.2M	+5%	70k	102.39	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	4.6	$6.2M		119k	51.60	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	3.9	$5.2M	+31%	104k	50.58	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	3.8	$5.0M		69k	72.68	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.4	$4.6M	-5%	91k	50.59	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	3.2	$4.3M		36k	120.18	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	3.1	$4.2M	NEW	50k	82.48	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.3	$1.8M		6.4k	279.13	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.1	$1.5M		8.6k	177.36	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.1	$1.5M		6.9k	212.07	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.9	$1.2M		5.5k	211.78	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.6	$839k		11k	80.22	View chart
Walmart Stock (WMT)	0.6	$767k		6.9k	111.41	View chart
Nvidia Corporation Stock (NVDA)	0.6	$761k		4.1k	186.46	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$743k		1.1k	684.34	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$678k		11k	62.47	View chart
Johnson & Johnson Stock (JNJ)	0.5	$624k		3.0k	206.95	View chart
Nextera Energy Stock (NEE)	0.5	$605k		7.5k	80.28	View chart
Mcdonalds Corp Stock (MCD)	0.4	$564k	-5%	1.8k	305.63	View chart
Home Depot Stock (HD)	0.3	$440k		1.3k	344.10	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.3	$401k	-2%	9.0k	44.41	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$347k		6.5k	53.76	View chart
Pepsico Stock (PEP)	0.3	$338k	-4%	2.4k	143.52	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$330k		10k	32.75	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$322k	+124%	3.6k	88.48	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$314k	-23%	9.6k	32.62	View chart
Procter And Gamble Stock (PG)	0.2	$309k		2.2k	143.31	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$297k		3.0k	99.19	View chart
Southern Stock (SO)	0.2	$286k		3.3k	87.20	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.2	$280k	NEW	6.1k	46.03	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$275k		448.00	614.31	View chart
Microsoft Corp Stock (MSFT)	0.2	$272k		563.00	482.84	View chart
Broadcom Stock (AVGO)	0.2	$263k		760.00	346.06	View chart
Xcel Energy Stock (XEL)	0.2	$213k		2.9k	73.86	View chart
Tesla Stock (TSLA)	0.2	$202k		450.00	449.72	View chart
3M Stock (MMM)	0.1	$201k		1.3k	160.10	View chart
American Express Stock (AXP)	0.1	$201k		543.00	369.95	View chart
Micron Technology Stock (MU)	0.1	$200k	+58%	701.00	285.39	View chart
Apple Stock (AAPL)	0.1	$195k	-6%	717.00	271.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$191k		380.00	502.65	View chart
Oneok Stock (OKE)	0.1	$176k	-11%	2.4k	73.50	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$170k		6.0k	28.48	View chart
Us Bancorp Del Stock (USB)	0.1	$155k		2.9k	53.36	View chart
One Gas Stock (OGS)	0.1	$155k		2.0k	77.25	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.1	$147k		1.1k	132.07	View chart
Dominion Energy Stock (D)	0.1	$147k		2.5k	58.59	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$144k		1.5k	96.27	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$138k		2.9k	46.86	View chart
Chevron Corp Stock (CVX)	0.1	$133k		872.00	152.41	View chart
Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE)	0.1	$123k	-2%	2.0k	62.45	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$121k		493.00	246.16	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$119k		4.0k	30.07	View chart
Mge Energy Stock (MGEE)	0.1	$118k		1.5k	78.42	View chart
Global X Conscious Companies Etf Etf (KRMA)	0.1	$116k		2.7k	43.42	View chart
Prudential Finl Stock (PRU)	0.1	$114k		1.0k	112.88	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$108k	-4%	5.2k	20.89	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$107k		344.00	312.26	View chart
Unitedhealth Group Stock (UNH)	0.1	$107k		325.00	330.11	View chart
Oracle Corp Stock (ORCL)	0.1	$106k	-25%	543.00	194.76	View chart
Conocophillips Stock (COP)	0.1	$102k		1.1k	93.61	View chart
Fastenal Stock (FAST)	0.1	$102k		2.5k	40.13	View chart
Constellation Energy Corp Stock (CEG)	0.1	$99k		281.00	353.27	View chart
Exact Sciences Corp Stock (EXAS)	0.1	$94k		922.00	101.56	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$92k		1.7k	53.94	View chart
Amazon Stock (AMZN)	0.1	$91k		395.00	230.82	View chart
Pinnacle West Cap Corp Stock (PNW)	0.1	$90k		1.0k	88.70	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$87k		1.5k	57.91	View chart
General Mls Stock (GIS)	0.1	$83k		1.8k	46.50	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$73k		772.00	95.09	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.1	$70k		3.1k	22.36	View chart
International Business Machs Stock (IBM)	0.1	$69k		233.00	296.21	View chart
Medtronic Stock (MDT)	0.0	$67k		695.00	96.06	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$65k		1.4k	46.81	View chart
Merck & Co Stock (MRK)	0.0	$63k	-3%	596.00	105.26	View chart
Coca Cola Stock (KO)	0.0	$62k		881.00	69.91	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$54k	-9%	940.00	56.96	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$51k		1.1k	45.98	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$51k		1.1k	47.74	View chart
Kla Corp Stock (KLAC)	0.0	$51k	-4%	42.00	1215.10	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$48k	-24%	840.00	56.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$47k	+10%	72.00	650.97	View chart
Firstenergy Corp Stock (FE)	0.0	$45k		1.0k	44.77	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$44k		945.00	47.02	View chart
Emerson Elec Stock (EMR)	0.0	$44k	-11%	331.00	132.72	View chart
Lam Research Corp Stock (LRCX)	0.0	$43k		250.00	171.18	View chart
Spdr Gold Shares Etf (GLD)	0.0	$42k		105.00	396.31	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$41k		243.00	169.53	View chart
Intel Corp Stock (INTC)	0.0	$41k		1.1k	36.90	View chart
Exelon Corp Stock (EXC)	0.0	$40k		906.00	43.59	View chart
Dnp Select Income Cef (DNP)	0.0	$39k		3.9k	9.99	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$39k		2.4k	16.43	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$37k		54.00	681.93	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$37k		114.00	322.23	View chart
State Street Spdr Portfolio Corporate Bond Etf Etf (SPBO)	0.0	$35k	-3%	1.2k	29.34	View chart
American Elec Pwr Stock (AEP)	0.0	$35k		300.00	115.31	View chart
Otter Tail Corp Stock (OTTR)	0.0	$34k		420.00	80.81	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$33k		600.00	54.77	View chart
Southern Copper Corp Stock (SCCO)	0.0	$31k		213.00	143.47	View chart
Disney Walt Stock (DIS)	0.0	$30k		267.00	113.77	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$30k		134.00	226.14	View chart
Cummins Stock (CMI)	0.0	$30k	-9%	58.00	510.47	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$30k	+17%	585.00	50.52	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.0	$29k		704.00	41.27	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$28k		638.00	44.17	View chart
Anglogold Ashanti Stock (AU)	0.0	$28k		329.00	85.28	View chart
Piper Sandler Companies Stock (PIPR)	0.0	$27k		80.00	339.71	View chart
At&t Stock (T)	0.0	$26k		1.0k	24.84	View chart
Bank America Corp Stock (BAC)	0.0	$25k		460.00	55.00	View chart
Ameren Corp Stock (AEE)	0.0	$25k		250.00	99.86	View chart
Costco Whsl Corp Stock (COST)	0.0	$23k		27.00	862.37	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$23k		665.00	34.46	View chart
Imperial Oil Stock (IMO)	0.0	$23k		261.00	86.31	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$23k	-23%	243.00	92.43	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$22k		533.00	41.89	View chart
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY)	0.0	$22k		1.0k	21.60	View chart
Applied Matls Stock (AMAT)	0.0	$22k		85.00	257.00	View chart
Welltower Reit (WELL)	0.0	$21k		114.00	185.61	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$21k		37.00	570.89	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$21k	-29%	249.00	84.65	View chart
Cardinal Health Stock (CAH)	0.0	$21k	-21%	101.00	205.50	View chart
Novartis Adr (NVS)	0.0	$20k	-10%	148.00	137.87	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.0	$20k		400.00	50.20	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$20k		762.00	25.75	View chart
Canadian Nat Res Stock (CNQ)	0.0	$20k		576.00	33.85	View chart
Conagra Brands Stock (CAG)	0.0	$19k	+11%	1.1k	17.31	View chart
Solventum Corp Stock (SOLV)	0.0	$19k		243.00	79.24	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$19k		40.00	476.02	View chart
Abbvie Stock (ABBV)	0.0	$19k		82.00	228.50	View chart
Artisan Partners Asset Mgmt In Cl A Stock (APAM)	0.0	$18k		450.00	40.74	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$18k		17.00	1069.88	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$18k		121.00	148.98	View chart
Bridgewater Bancshares Stock (BWB)	0.0	$18k		1.0k	17.53	View chart
Garmin Stock (GRMN)	0.0	$17k	-15%	84.00	202.86	View chart
Visa Inc Com Cl A Stock (V)	0.0	$17k		48.00	350.73	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$17k	-11%	112.00	149.02	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$17k		166.00	99.89	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$16k		131.00	120.34	View chart
Prologis Reit (PLD)	0.0	$16k		122.00	127.66	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$15k		230.00	66.00	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$15k		585.00	25.94	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$15k	-5%	93.00	160.80	View chart
Gildan Activewear Stock (GIL)	0.0	$15k		239.00	62.46	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$15k		181.00	82.02	View chart
Astrazeneca Adr	0.0	$15k		161.00	91.93	View chart
Corning Stock (GLW)	0.0	$15k	-27%	167.00	87.56	View chart
Vaneck Green Bond Etf Etf (GRNB)	0.0	$15k	+19%	598.00	24.34	View chart
Tjx Cos Stock (TJX)	0.0	$14k		94.00	153.62	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$14k		160.00	89.92	View chart
Allegion Plc Ord Stock (ALLE)	0.0	$14k		89.00	159.22	View chart
Ferguson Enterprises Stock (FERG)	0.0	$14k	-17%	63.00	222.63	View chart
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC)	0.0	$14k		1.4k	9.65	View chart
Nucor Corp Stock (NUE)	0.0	$14k	-30%	83.00	163.12	View chart
Citigroup Stock (C)	0.0	$14k		116.00	116.70	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$13k	-13%	59.00	227.53	View chart
Eaton Corp Stock (ETN)	0.0	$13k	+75%	42.00	318.52	View chart
Newmont Corp Stock (NEM)	0.0	$13k		130.00	99.85	View chart
D R Horton Stock (DHI)	0.0	$13k		90.00	144.03	View chart
Corteva Stock (CTVA)	0.0	$13k		191.00	67.03	View chart
Phillips 66 Stock (PSX)	0.0	$13k	-7%	99.00	129.04	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$13k	-5%	233.00	53.83	View chart
Trane Technologies Stock (TT)	0.0	$13k	-15%	32.00	389.22	View chart
Kenvue Stock (KVUE)	0.0	$12k	+23%	711.00	17.25	View chart
Salesforce Stock (CRM)	0.0	$12k		46.00	264.91	View chart
Genuine Parts Stock (GPC)	0.0	$12k	-2%	98.00	122.97	View chart
Logitech Intl S A Stock (LOGI)	0.0	$12k		120.00	100.22	View chart
S&p Global Stock (SPGI)	0.0	$12k		23.00	522.61	View chart
Unilever Adr (UL)	0.0	$12k	NEW	180.00	65.40	View chart
Skyworks Solutions Stock (SWKS)	0.0	$12k	-10%	185.00	63.41	View chart
Cryoport Inc Com Par $0.001 Stock (CYRX)	0.0	$12k		1.2k	9.60	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$12k		35.00	327.74	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$11k	+14%	63.00	181.32	View chart
Novo-nordisk A S Adr (NVO)	0.0	$11k		224.00	50.88	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$11k	-22%	95.00	119.76	View chart
Ww Grainger Stock (GWW)	0.0	$11k		11.00	1009.09	View chart
Regions Financial Corp Stock (RF)	0.0	$11k		400.00	27.10	View chart
Ross Stores Stock (ROST)	0.0	$11k		60.00	180.15	View chart
Booking Holdings Stock (BKNG)	0.0	$11k		2.00	5355.50	View chart
Weyco Group Stock (WEYS)	0.0	$11k		350.00	30.59	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$11k		34.00	313.82	View chart
Danaher Corporation Stock (DHR)	0.0	$10k		45.00	228.93	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$10k	-23%	434.00	23.38	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$10k		63.00	160.98	View chart
Best Buy Stock (BBY)	0.0	$10k		150.00	66.93	View chart
Equinix Reit (EQIX)	0.0	$10k		13.00	766.23	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$9.8k	+37%	155.00	63.05	View chart
Mettler Toledo International Stock (MTD)	0.0	$9.8k		7.00	1394.29	View chart
Halliburton Stock (HAL)	0.0	$9.7k		342.00	28.26	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$9.7k		16.00	603.31	View chart
Intuitive Surgical Stock (ISRG)	0.0	$9.6k		17.00	566.41	View chart
Arista Networks Stock (ANET)	0.0	$9.4k	-17%	72.00	131.04	View chart
State Street Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.0	$9.1k		404.00	22.42	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$9.0k	-23%	99.00	90.98	View chart
Vanguard Value Etf Etf (VTV)	0.0	$9.0k		48.00	187.62	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$9.0k		125.00	71.62	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$8.9k		56.00	159.38	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$8.8k	-26%	71.00	124.08	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$8.8k		102.00	86.29	View chart
Eli Lilly & Co Stock (LLY)	0.0	$8.6k		8.00	1074.75	View chart
Regency Ctrs Corp Reit (REG)	0.0	$8.6k	+93%	124.00	69.03	View chart
Hershey Stock (HSY)	0.0	$8.6k	+95%	47.00	182.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$8.5k		89.00	95.53	View chart
Advanced Energy Inds Stock (AEIS)	0.0	$8.4k		40.00	209.38	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$8.4k		29.00	288.72	View chart
Magic Software Enterprises Ltd Ord Stock (MGIC)	0.0	$8.4k		325.00	25.75	View chart
Crh Plc Ord Stock (CRH)	0.0	$8.4k	+63%	67.00	124.81	View chart
Snowflake Stock (SNOW)	0.0	$8.3k	-19%	38.00	219.37	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$8.2k		140.00	58.74	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$8.2k	-10%	27.00	303.93	View chart
Kimbell Rty Partners Lp Unit Stock (KRP)	0.0	$8.2k		696.00	11.76	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$8.2k	+23%	42.00	194.07	View chart
Ecolab Stock (ECL)	0.0	$8.1k	-11%	31.00	262.55	View chart
General Mtrs Stock (GM)	0.0	$8.1k		100.00	81.32	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$8.1k		270.00	29.89	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.0	$8.1k	+20%	58.00	138.91	View chart
Caterpillar Stock (CAT)	0.0	$8.0k		14.00	572.93	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$8.0k	+11%	800.00	9.97	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$7.9k		108.00	73.42	View chart
Wabtec Stock (WAB)	0.0	$7.9k		37.00	213.46	View chart
Archer Daniels Midland Stock (ADM)	0.0	$7.9k		137.00	57.50	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$7.9k		88.00	89.47	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$7.8k		209.00	37.40	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$7.8k	+38%	36.00	217.08	View chart
Zscaler Stock (ZS)	0.0	$7.6k	-26%	34.00	224.94	View chart
Simon Ppty Group Reit (SPG)	0.0	$7.6k		41.00	185.12	View chart
Carrier Global Corporation Stock (CARR)	0.0	$7.6k	-18%	143.00	52.85	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$7.5k	+4%	318.00	23.69	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$7.4k		81.00	91.46	View chart
Cisco Sys Stock (CSCO)	0.0	$7.4k	-20%	96.00	77.03	View chart
Sharkninja Stock (SN)	0.0	$7.4k	-12%	66.00	111.91	View chart
Palo Alto Networks Stock (PANW)	0.0	$7.4k		40.00	184.20	View chart
Adobe Stock (ADBE)	0.0	$7.4k	-16%	21.00	350.00	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$7.3k		158.00	46.48	View chart
Canadian Natl Ry Stock (CNI)	0.0	$7.3k		74.00	98.85	View chart
Abbott Labs Stock (ABT)	0.0	$7.3k		58.00	125.29	View chart
Esco Technologies Stock (ESE)	0.0	$7.2k	+15%	37.00	195.41	View chart
Dupont De Nemours Stock (DD)	0.0	$7.2k	+145%	179.00	40.20	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$7.2k		187.00	38.48	View chart
Union Pac Corp Stock (UNP)	0.0	$7.2k		31.00	231.32	View chart
General Dynamics Corp Stock (GD)	0.0	$7.1k		21.00	336.67	View chart
Enpro Stock (NPO)	0.0	$7.1k		33.00	214.15	View chart
Amgen Stock (AMGN)	0.0	$6.9k		21.00	327.33	View chart
Lululemon Athletica Stock (LULU)	0.0	$6.9k	+120%	33.00	207.82	View chart
Rambus Inc Del Stock (RMBS)	0.0	$6.8k	-9%	74.00	91.89	View chart
Uber Technologies Stock (UBER)	0.0	$6.8k	-14%	83.00	81.71	View chart
Starbucks Corp Stock (SBUX)	0.0	$6.6k		78.00	84.22	View chart
Comfort Sys Usa Stock (FIX)	0.0	$6.5k	-22%	7.00	933.43	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.0	$6.4k	NEW	18.00	353.61	View chart
Aflac Stock (AFL)	0.0	$6.3k		57.00	110.28	View chart
Texas Instrs Stock (TXN)	0.0	$6.2k	+16%	36.00	173.50	View chart
Kontoor Brands Stock (KTB)	0.0	$6.0k	+5%	99.00	61.09	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$6.0k	+250%	21.00	287.24	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$6.0k		27.00	223.26	View chart
Boston Scientific Corp Stock (BSX)	0.0	$6.0k		63.00	95.37	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$6.0k	-26%	56.00	107.12	View chart
Qualcomm Stock (QCOM)	0.0	$6.0k		35.00	171.06	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.0	$5.9k		54.00	110.09	View chart
Ford Mtr Stock (F)	0.0	$5.9k		453.00	13.12	View chart
Republic Svcs Stock (RSG)	0.0	$5.9k		28.00	211.96	View chart
Monster Beverage Corp Stock (MNST)	0.0	$5.9k		77.00	76.68	View chart
Boot Barn Hldgs Stock (BOOT)	0.0	$5.8k	-15%	33.00	176.48	View chart
Kenon Hldgs Stock (KEN)	0.0	$5.8k		87.00	66.31	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$5.8k	NEW	24.00	239.67	View chart
Netapp Stock (NTAP)	0.0	$5.7k	-14%	53.00	107.09	View chart
Docusign Stock (DOCU)	0.0	$5.5k	+185%	80.00	68.40	View chart
Air Prods & Chems Stock (APD)	0.0	$5.4k	+29%	22.00	247.05	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$5.4k		25.00	214.80	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$5.4k		112.00	47.94	View chart
Lowes Cos Stock (LOW)	0.0	$5.3k		22.00	241.18	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$5.2k	NEW	63.00	83.00	View chart
Spotify Technology S A Stock (SPOT)	0.0	$5.2k		9.00	580.78	View chart
Pentair Stock (PNR)	0.0	$5.2k		50.00	104.14	View chart
Dow Stock (DOW)	0.0	$5.2k		222.00	23.38	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$5.2k		20.00	257.95	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.0	$5.1k		100.00	51.27	View chart
Rio Tinto Adr (RIO)	0.0	$5.1k		64.00	80.03	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$5.1k	+79%	77.00	66.47	View chart
Nutanix Inc Cl A Stock (NTNX)	0.0	$5.1k		99.00	51.70	View chart
Peakstone Realty Trust Common Shares Reit (PKST)	0.0	$5.0k		350.00	14.35	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$5.0k		350.00	14.25	View chart
Xylem Stock (XYL)	0.0	$4.9k		36.00	136.19	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$4.8k		66.00	73.48	View chart
Incyte Corp Stock (INCY)	0.0	$4.8k	-9%	49.00	98.78	View chart
Nike Inc Cl B Stock (NKE)	0.0	$4.7k	+117%	74.00	63.72	View chart
Synopsys Stock (SNPS)	0.0	$4.7k		10.00	469.80	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$4.7k		78.00	60.18	View chart
Digital Rlty Tr Reit (DLR)	0.0	$4.6k		30.00	154.73	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$4.6k	-64%	48.00	95.23	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$4.6k		55.00	82.96	View chart
Cintas Corp Stock (CTAS)	0.0	$4.5k		24.00	188.08	View chart
Target Corp Stock (TGT)	0.0	$4.5k		46.00	97.76	View chart
Illumina Stock (ILMN)	0.0	$4.5k	NEW	34.00	131.18	View chart
Olin Corp Com Par $1 Stock (OLN)	0.0	$4.4k		212.00	20.83	View chart
Smith A O Corp Stock (AOS)	0.0	$4.4k		66.00	66.89	View chart
American Tower Corp Reit (AMT)	0.0	$4.4k		25.00	175.60	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$4.3k	-84%	50.00	86.90	View chart
Johnson Outdoors Inc Cl A Stock (JOUT)	0.0	$4.3k		102.00	42.45	View chart
Blackstone Stock (BX)	0.0	$4.3k		28.00	154.14	View chart
Dover Corp Stock (DOV)	0.0	$4.3k	-24%	22.00	195.27	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$4.3k		49.00	87.37	View chart
Icf Intl Stock (ICFI)	0.0	$4.3k		50.00	85.30	View chart
Neurocrine Biosciences Stock (NBIX)	0.0	$4.3k		30.00	141.83	View chart
Ulta Beauty Stock (ULTA)	0.0	$4.2k	-53%	7.00	605.14	View chart
Royal Gold Stock (RGLD)	0.0	$4.2k	-44%	19.00	222.32	View chart
Addus Homecare Corp Stock (ADUS)	0.0	$4.2k		39.00	107.41	View chart
Korn Ferry Stock (KFY)	0.0	$4.2k		63.00	66.03	View chart
Aptargroup Stock (ATR)	0.0	$4.1k	-2%	34.00	121.97	View chart
Bread Financial Holdings Stock (BFH)	0.0	$4.1k		56.00	74.04	View chart
Ebay Stock (EBAY)	0.0	$4.1k	+95%	47.00	87.11	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.0	$4.0k		126.00	32.10	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$4.0k		15.00	268.33	View chart
Integer Hldgs Corp Stock (ITGR)	0.0	$4.0k		51.00	78.43	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$4.0k		7.00	570.29	View chart
Rtx Corporation Stock (RTX)	0.0	$4.0k	-47%	22.00	181.09	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$3.9k		39.00	100.90	View chart
Standard Lithium Stock (SLI)	0.0	$3.9k		877.00	4.47	View chart
Zurn Elkay Water Solns Corp Stock (ZWS)	0.0	$3.9k	NEW	84.00	46.50	View chart
Public Storage Oper Reit (PSA)	0.0	$3.9k		15.00	259.53	View chart
Dynatrace Stock (DT)	0.0	$3.9k	-14%	89.00	43.35	View chart
Balchem Corp Stock (BCPC)	0.0	$3.8k		25.00	153.36	View chart
Fiserv Stock (FI)	0.0	$3.8k	NEW	57.00	67.18	View chart
Exlservice Holdings Stock (EXLS)	0.0	$3.8k		90.00	42.44	View chart
Quest Diagnostics Stock (DGX)	0.0	$3.8k	+10%	22.00	173.55	View chart
Enersys Stock (ENS)	0.0	$3.8k	-18%	26.00	146.77	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$3.8k		47.00	79.83	View chart
Benchmark Electrs Stock (BHE)	0.0	$3.7k		87.00	42.77	View chart
Packaging Corp Amer Stock (PKG)	0.0	$3.7k		18.00	206.28	View chart
Alamo Group Stock (ALG)	0.0	$3.7k		22.00	167.91	View chart
BW LPG Stock (BWLP)	0.0	$3.7k		280.00	13.10	View chart
Essex Ppty Tr Reit (ESS)	0.0	$3.7k		14.00	261.71	View chart
Fabrinet Stock (FN)	0.0	$3.6k	-11%	8.00	455.38	View chart
Diodes Stock (DIOD)	0.0	$3.6k		72.00	49.35	View chart
Csw Industrials Stock (CSW)	0.0	$3.5k		12.00	293.58	View chart
Honeywell Intl Stock (HON)	0.0	$3.5k		18.00	195.11	View chart
Zebra Technologies Corporation Cl A Stock (ZBRA)	0.0	$3.4k	NEW	14.00	242.86	View chart
Equity Lifestyle Pptys Reit (ELS)	0.0	$3.4k		56.00	60.62	View chart
Autozone Stock (AZO)	0.0	$3.4k		1.00	3392.00	View chart
Dorman Prods Stock (DORM)	0.0	$3.3k		27.00	123.22	View chart
Littelfuse Stock (LFUS)	0.0	$3.3k		13.00	252.92	View chart
Cohu Stock (COHU)	0.0	$3.3k		141.00	23.28	View chart
Liveramp Hldgs Stock (RAMP)	0.0	$3.3k		111.00	29.38	View chart
Nextpower Inc Class A Stock (NXT)	0.0	$3.2k	NEW	37.00	87.14	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$3.2k	-7%	97.00	33.05	View chart
Cal Maine Foods Stock (CALM)	0.0	$3.2k		40.00	79.58	View chart
Grand Canyon Ed Stock (LOPE)	0.0	$3.2k	-38%	19.00	166.32	View chart
Sap Se Adr (SAP)	0.0	$3.2k		13.00	242.92	View chart
Insulet Corp Stock (PODD)	0.0	$3.1k	-8%	11.00	284.27	View chart
Blackbaud Stock (BLKB)	0.0	$3.1k		49.00	63.33	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$3.1k		65.00	47.74	View chart
Fortive Corp Stock (FTV)	0.0	$3.1k	+5500%	56.00	55.21	View chart
F5 Stock (FFIV)	0.0	$3.1k	-33%	12.00	255.33	View chart
Hawaiian Elec Industries Stock (HE)	0.0	$3.0k		246.00	12.30	View chart
Prestige Consmr Healthcare Stock (PBH)	0.0	$3.0k	+28%	49.00	61.69	View chart
Franklin Elec Stock (FELE)	0.0	$3.0k		31.00	95.55	View chart
Ollies Bargain Outlet Hldgs In Stock (OLLI)	0.0	$3.0k		27.00	109.63	View chart
Agree Rlty Corp Reit (ADC)	0.0	$2.9k		40.00	72.05	View chart
Kforce Stock (KFRC)	0.0	$2.9k		93.00	30.92	View chart
Pfizer Stock (PFE)	0.0	$2.9k		115.00	24.90	View chart
Labcorp Holdings Stock (LH)	0.0	$2.8k	-35%	11.00	250.91	View chart
Newmarket Corp Stock (NEU)	0.0	$2.8k	-42%	4.00	687.50	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$2.7k		38.00	71.42	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$2.7k		27.00	99.93	View chart
Veralto Corp Stock (VLTO)	0.0	$2.7k	NEW	27.00	99.81	View chart
Church & Dwight Stock (CHD)	0.0	$2.6k	+3000%	31.00	83.87	View chart
Halozyme Therapeutics Stock (HALO)	0.0	$2.6k		38.00	67.32	View chart
Flex Ltd Ord Stock (FLEX)	0.0	$2.5k		42.00	60.43	View chart
Rollins Stock (ROL)	0.0	$2.5k	-28%	41.00	60.02	View chart
Eplus Stock (PLUS)	0.0	$2.5k	NEW	28.00	87.71	View chart
Valmont Inds Stock (VMI)	0.0	$2.4k		6.00	402.33	View chart
Cubesmart Reit (CUBE)	0.0	$2.3k		65.00	36.06	View chart
Clorox Co Del Stock (CLX)	0.0	$2.3k		23.00	100.87	View chart
Power Integrations Stock (POWI)	0.0	$2.3k		65.00	35.55	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$2.3k		22.00	104.73	View chart
Natera Stock (NTRA)	0.0	$2.3k	NEW	10.00	229.10	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$2.2k	-32%	33.00	68.12	View chart
Chubb Stock (CB)	0.0	$2.2k		7.00	312.14	View chart
Saratoga Invt Corp Cef (SAR)	0.0	$2.2k		94.00	23.07	View chart
Cts Corp Stock (CTS)	0.0	$2.1k		49.00	42.88	View chart
Ensign Group Stock (ENSG)	0.0	$2.1k	NEW	12.00	174.25	View chart
Haverty Furniture Cos Stock (HVT)	0.0	$2.1k		88.00	23.36	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$2.0k		20.00	99.55	View chart
Mattel Stock (MAT)	0.0	$2.0k		100.00	19.84	View chart
Greif Inc Cl A Stock (GEF)	0.0	$2.0k		29.00	67.72	View chart
Sherwin Williams Stock (SHW)	0.0	$1.9k		6.00	324.17	View chart
Altria Group Stock (MO)	0.0	$1.9k		33.00	57.67	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$1.9k		29.00	65.38	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$1.9k		29.00	65.03	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$1.8k	-17%	52.00	35.46	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$1.8k		42.00	43.31	View chart
Tyler Technologies Stock (TYL)	0.0	$1.8k		4.00	454.00	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$1.8k	NEW	8.00	226.50	View chart
Interparfums Stock (IPAR)	0.0	$1.8k		21.00	84.86	View chart
Ambarella Stock (AMBA)	0.0	$1.8k	-39%	25.00	70.84	View chart
Stryker Corporation Stock (SYK)	0.0	$1.8k		5.00	351.60	View chart
Analog Devices Stock (ADI)	0.0	$1.6k		6.00	271.33	View chart
Uipath Inc Cl A Stock (PATH)	0.0	$1.6k	NEW	97.00	16.39	View chart
Movado Group Stock (MOV)	0.0	$1.5k		72.00	20.62	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$1.5k	NEW	69.00	21.52	View chart
L3harris Technologies Stock (LHX)	0.0	$1.5k		5.00	293.60	View chart
Lithium Amers Corp Stock (LAC)	0.0	$1.4k		325.00	4.36	View chart
Cms Energy Corp Stock (CMS)	0.0	$1.4k		20.00	69.95	View chart
Simulations Plus Stock (SLP)	0.0	$1.4k		76.00	18.24	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$1.3k		4.00	336.50	View chart
Quantum Computing Stock (QUBT)	0.0	$1.3k	+56%	125.00	10.26	View chart
First Indl Rlty Tr Reit (FR)	0.0	$1.2k		21.00	57.29	View chart
Medpace Hldgs Stock (MEDP)	0.0	$1.1k	NEW	2.00	562.00	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.0	$1.1k		11.00	98.64	View chart
Eastgroup Pptys Reit (EGP)	0.0	$1.1k	-14%	6.00	178.17	View chart
Medifast Stock (MED)	0.0	$1.1k		100.00	10.68	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.0	$1.0k		25.00	41.68	View chart
Cmb.tech Nv Stock (CMBT)	0.0	$965.000000		100.00	9.65	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$950.999900		37.00	25.70	View chart
Lumen Technologies Stock (LUMN)	0.0	$675.998700		87.00	7.77	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$643.999500		15.00	42.93	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.0	$638.999400		13.00	49.15	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$577.000800		24.00	24.04	View chart
Birkenstock Holding Stock (BIRK)	0.0	$573.000400		14.00	40.93	View chart
Inovio Pharmaceuticals Stock (INO)	0.0	$565.987500		325.00	1.74	View chart
Block Inc Cl A Stock (XYZ)	0.0	$521.000000		8.00	65.12	View chart
Tmc The Metals Company Stock (TMC)	0.0	$499.996800		81.00	6.17	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$475.999700		11.00	43.27	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$386.000000		4.00	96.50	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$357.000000	-12%	7.00	51.00	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$348.999900		3.00	116.33	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$321.000000		5.00	64.20	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$280.999600		14.00	20.07	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$273.999600		9.00	30.44	View chart
Kyndryl Hldgs Stock (KD)	0.0	$266.000000		10.00	26.60	View chart
Rexford Indl Rlty Reit (REXR)	0.0	$232.999800		6.00	38.83	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$219.000000		4.00	54.75	View chart
Janus Henderson Group Plc Ord Stock (JHG)	0.0	$191.000000		4.00	47.75	View chart
Paypal Hldgs Stock (PYPL)	0.0	$176.000100		3.00	58.67	View chart
Viatris Stock (VTRS)	0.0	$175.000000		14.00	12.50	View chart
British Amern Tob Adr (BTI)	0.0	$170.000100		3.00	56.67	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$94.000000		4.00	23.50	View chart
Verizon Communications Stock (VZ)	0.0	$82.000000		2.00	41.00	View chart
Organon & Co Stock (OGN)	0.0	$72.000000		10.00	7.20	View chart
Shenandoah Telecommunications Stock (SHEN)	0.0	$58.000000		5.00	11.60	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$50.000000		1.00	50.00	View chart
Star Bulk Carriers Corp. Shs Par Stock (SBLK)	0.0	$28.000000		2.00	14.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$26.000000		1.00	26.00	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$23.000000	-90%	1.00	23.00	View chart
Wolfspeed Stock (WOLF)	0.0	$18.000000	NEW	1.00	18.00	View chart
Evolution Pete Corp Stock (EPM)	0.0	$5.000000		2.00	2.50	View chart

Past Filings by MJT & Associates Financial Advisory Group

SEC 13F filings are viewable for MJT & Associates Financial Advisory Group going back to 2025

MJT & Associates Financial Advisory Group 2025 Q4 filed Feb. 10, 2026
MJT & Associates Financial Advisory Group 2025 Q4 restated filed Feb. 10, 2026
MJT & Associates Financial Advisory Group 2025 Q3 filed Oct. 15, 2025
MJT & Associates Financial Advisory Group 2025 Q2 restated filed July 18, 2025
MJT & Associates Financial Advisory Group 2025 Q2 filed July 16, 2025
MJT & Associates Financial Advisory Group 2025 Q1 filed May 7, 2025

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