MJP ASSOCIATES INC /ADV

13F filer, CIK 715113, FARMINGTON, CT

MJP ASSOCIATES INC /ADV reported $556,612,421 across 229 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 57.69% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001765380-25-000110

Period: 2024-12-31
Reported value: $557M
Holdings: 229
Top 10 weight: 57.69%
New: 39
Sold out: 20

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AAPLadded	+34,281	$7.5M
VOOadded	+5,583	$3.01M
JAAAadded	+47,706	$2.42M
ISPYadded	+40,012	$1.77M
VIGadded	+8,928	$1.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
JMSTreduced	-24,088	-$1.22M
FWONKreduced	-13,059	-$1.21M
CCKexited	-12,610	-$1.21M
RTX CORPORATIONexited	-9,545	-$1.16M
MRVLreduced	-10,057	-$1.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001765380-25-000110, largest first. % of portfolio is the value over $556,612,421, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	163,486	$88.1M	15.83%	+5,583	Timeline
VIGVANGUARD SPECIALIZED FUNDS	263,483	$51.6M	9.27%	+8,928	Timeline
AAPLAPPLE INC	157,358	$34.4M	6.18%	+34,281	Timeline
IEFISHARES TR	365,634	$33.8M	6.07%	+3,213	Timeline
MINTPIMCO ETF TR	216,279	$21.7M	3.9%	+10,071	Timeline
AVUVAMERICAN CENTY ETF TR	223,896	$21.6M	3.88%	+4,119	Timeline
IWFISHARES TR	46,314	$18.6M	3.34%	+1,202	Timeline
JAAAJANUS DETROIT STR TR	355,779	$18M	3.24%	+47,706	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	355,550	$18M	3.24%	-24,088	Timeline
VTIVANGUARD INDEX FDS	52,529	$15.2M	2.74%	-126	Timeline
NVDANVIDIA CORPORATION	94,628	$12.7M	2.28%	+7,224	Timeline
FBNDFIDELITY MERRIMACK STR TR	263,804	$11.8M	2.13%	+12,688	Timeline
TCHPT ROWE PRICE EXCHANGE-TRADED	256,227	$10.8M	1.94%	-1,207	Timeline
MSFTMICROSOFT CORP	24,671	$10.4M	1.87%	+2,038	Timeline
AMZNAMAZON COM INC	33,210	$7.29M	1.31%	+1,914	Timeline
VEAVANGUARD TAX-MANAGED FDS	150,627	$7.2M	1.29%	+5,222	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	115,703	$6.66M	1.2%	+14,994	Timeline
SPSMSPDR SERIES TRUST	136,459	$6.13M	1.1%	+4,294	Timeline
ISTBISHARES TR	128,076	$6.12M	1.1%	+4,339	Timeline
HDVISHARES TR	50,372	$5.65M	1.02%	+2,358	Timeline
GOOGLALPHABET INC	29,591	$5.6M	1.01%	+4,987	Timeline
ISPYPROSHARES TR	106,726	$4.73M	0.85%	+40,012	Timeline
SPMDSPDR SERIES TRUST	77,171	$4.22M	0.76%	+2,555	Timeline
JPMJPMORGAN CHASE & CO	15,015	$3.6M	0.65%	+541	Timeline
QYLDGLOBAL X FDS	189,455	$3.45M	0.62%	+12,350	Timeline
METAMETA PLATFORMS INC	5,577	$3.27M	0.59%	+203	Timeline
VYMVANGUARD WHITEHALL FDS	24,906	$3.18M	0.57%	+198	Timeline
SPTMSPDR SERIES TRUST	43,838	$3.13M	0.56%	+548	Timeline
RDDTREDDIT INC	19,121	$3.13M	0.56%	-5,927	Timeline
VUGVANGUARD INDEX FDS	6,954	$2.85M	0.51%	+521	Timeline
LLYELI LILLY & CO	3,497	$2.7M	0.49%	+217	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,097	$2.31M	0.42%	+245	Timeline
VVISA INC	7,076	$2.24M	0.4%	+1,049	Timeline
TSLATESLA INC	5,527	$2.23M	0.4%	+690	Timeline
RSPINVESCO EXCHANGE TRADED FD T	12,306	$2.16M	0.39%	-718	Timeline
WMTWALMART INC	20,866	$1.89M	0.34%	+172	Timeline
MRKMERCK & CO INC	18,635	$1.85M	0.33%	+6,479	Timeline
DFACDIMENSIONAL ETF TRUST	51,575	$1.78M	0.32%	+27	Timeline
GOOGALPHABET INC	9,292	$1.77M	0.32%	+247	Timeline
PGPROCTER & GAMBLE CO	9,485	$1.59M	0.29%	+357	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,722	$1.58M	0.28%	-12	Timeline
IVVISHARES TR	2,594	$1.53M	0.27%	-5	Timeline
NOWSERVICENOW INC	1,374	$1.46M	0.26%	-85	Timeline
AVGOBROADCOM INC	6,247	$1.45M	0.26%	+77	Timeline
MRVLMARVELL TECHNOLOGY INC	12,981	$1.43M	0.26%	-10,057	Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,473	$1.42M	0.26%	-493	Timeline
HDHOME DEPOT INC	3,529	$1.37M	0.25%	+263	Timeline
KKRKKR & CO INC	8,816	$1.3M	0.23%	+611	Timeline
MGCVANGUARD WORLD FD	5,623	$1.2M	0.21%	+7	Timeline
UNHUNITEDHEALTH GROUP INC	2,324	$1.18M	0.21%	-179	Timeline
INTUINTUIT	1,863	$1.17M	0.21%	+82	Timeline
RTX CORPORATIONRTX CORPORATION	9,917	$1.15M	0.21%	new
BACBANK OF AMER CORP	25,789	$1.13M	0.2%	+518	Timeline
ABBVABBVIE INC	6,187	$1.1M	0.2%	+482	Timeline
MAMASTERCARD INCORPORATED	2,056	$1.08M	0.19%	+125	Timeline
FIRST TRUST PREFERRED SECUR…FIRST TRUST PREFERRED SECURITIES …	61,003	$1.08M	0.19%	new
PGRPROGRESSIVE CORP	4,488	$1.08M	0.19%	+712	Timeline
XOMEXXON MOBIL CORP	9,274	$998K	0.18%	-725	Timeline
VOVANGUARD INDEX FDS	3,741	$988K	0.18%	+7	Timeline
DHRDANAHER CORP DEL	4,101	$941K	0.17%	-1,665	Timeline
AMGNAMGEN INC	3,601	$939K	0.17%	+907	Timeline
AXPAMERICAN EXPRESS CO	3,142	$933K	0.17%	+1,867	Timeline
AJGGALLAGHER ARTHUR J & CO	3,013	$855K	0.15%	+403	Timeline
CDNSCADENCE DESIGN SYSTEM INC	2,733	$821K	0.15%	+163	Timeline
DISDISNEY WALT CO	7,306	$813K	0.15%	+687	Timeline
GEGE AEROSPACE	4,869	$812K	0.15%	+1,251	Timeline
QCOMQUALCOMM INC	5,158	$792K	0.14%	+2,173	Timeline
JNJJOHNSON & JOHNSON	5,451	$788K	0.14%	-1,570	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,472	$766K	0.14%	-183	Timeline
MCDMCDONALDS CORP	2,588	$750K	0.13%	+55	Timeline
KOCOCA COLA CO	11,934	$743K	0.13%	+36	Timeline
CARRCARRIER GLOBAL CORPORATION	10,864	$742K	0.13%	+1,941	Timeline
VBVANGUARD INDEX FDS	3,071	$738K	0.13%	+33	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	11,476	$692K	0.12%	+617	Timeline
CMCSACOMCAST CORP NEW	18,279	$686K	0.12%	+13,282	Timeline
UBERUBER TECHNOLOGIES INC	10,663	$643K	0.12%	+277	Timeline
CSCOCISCO SYS INC	10,788	$639K	0.11%	-4	Timeline
ARESARES MANAGEMENT CORPORATION	3,506	$621K	0.11%	+629	Timeline
SLYVSPDR SERIES TRUST	7,035	$614K	0.11%	+102	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,057	$604K	0.11%	-602	Timeline
PEPPEPSICO INC	3,933	$598K	0.11%	-201	Timeline
CATCATERPILLAR INC	1,610	$584K	0.1%	+618	Timeline
EBAYEBAY INC.	9,335	$578K	0.1%	new	Timeline
GENGEN DIGITAL INC	21,064	$577K	0.1%	new	Timeline
CVXCHEVRON CORPORATION	3,952	$572K	0.1%	+704	Timeline
TAT&T INC	25,129	$572K	0.1%	+1,492	Timeline
MSCIMSCI INC	929	$557K	0.1%	+35	Timeline
PMPHILIP MORRIS INTL INC	4,616	$556K	0.1%	+147	Timeline
ITWOPROSHARES TR	13,955	$553K	0.1%	new	Timeline
NFLXNETFLIX INC.	619	$552K	0.1%	-16	Timeline
ISRGINTUITIVE SURGICAL INC	1,054	$550K	0.1%	+240	Timeline
IWOISHARES TR	1,910	$550K	0.1%	+61	Timeline
MPWRMONOLITHIC PWR SYS INC	928	$549K	0.1%	+1	Timeline
SRESEMPRA	6,195	$543K	0.1%	+125	Timeline
BROBROWN & BROWN INC	5,311	$542K	0.1%	new	Timeline
MDTMEDTRONIC PLC	6,751	$539K	0.1%	new	Timeline
TXNTEXAS INSTRS INC	2,868	$538K	0.1%	-214	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,827	$535K	0.1%	+69	Timeline
QUALISHARES TR	2,997	$534K	0.1%	+838	Timeline
KMBKIMBERLY-CLARK CORP	4,059	$532K	0.1%	new	Timeline
SPYMSPDR SERIES TRUST	7,666	$529K	0.09%	+20	Timeline
DOXAMDOCS LTD	6,188	$527K	0.09%	new	Timeline
VRSKVERISK ANALYTICS INC	1,903	$524K	0.09%	+196	Timeline
DTDYNATRACE INC	9,505	$517K	0.09%	+1	Timeline
PPGPPG INDS INC	4,303	$514K	0.09%	new	Timeline
APHAMPHENOL CORP	7,324	$509K	0.09%	+166	Timeline
CMICUMMINS INC	1,441	$502K	0.09%	+821	Timeline
RPGINVESCO EXCHANGE TRADED FD T	12,171	$502K	0.09%	+15	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	1,522	$499K	0.09%	+87	Timeline
KLACKLA CORP	785	$495K	0.09%	-73	Timeline
ACNACCENTURE PLC IRELAND	1,406	$494K	0.09%	-71	Timeline
ABNBAIRBNB INC	3,730	$490K	0.09%	+67	Timeline
CBCHUBB LIMITED	1,750	$484K	0.09%	new	Timeline
HUBBHUBBELL INC	1,154	$483K	0.09%	+587	Timeline
ETNEATON CORP PLC	1,456	$483K	0.09%	-47	Timeline
VLTOVERALTO CORP	4,741	$483K	0.09%	+450	Timeline
NTAPNETAPP INC	4,135	$480K	0.09%	new	Timeline
PANWPALO ALTO NETWORKS INC	2,631	$479K	0.09%	+1,219	Timeline
AMPAMERIPRISE FINL INC	868	$462K	0.08%	new	Timeline
BLKBLACKROCK INC	445	$456K	0.08%	new	Timeline
INVESCO QQQ TRINVESCO QQQ TR	883	$451K	0.08%	new
OMCOMNICOM GROUP INC	5,203	$448K	0.08%	new	Timeline
ECLECOLAB INC	1,894	$444K	0.08%	-49	Timeline
SCHASCHWAB STRATEGIC TR	17,143	$443K	0.08%	+8,736	Timeline
UNPUNION PAC CORP	1,935	$441K	0.08%	+297	Timeline
CTASCINTAS CORP	2,412	$441K	0.08%	+50	Timeline
CATHGLOBAL X FDS	6,211	$440K	0.08%	0	Timeline
WMBWILLIAMS COS INC	8,101	$438K	0.08%	+564	Timeline
NVONOVO-NORDISK A S	5,045	$434K	0.08%	-787	Timeline
DDOGDATADOG INC	3,007	$430K	0.08%	new	Timeline
WDAYWORKDAY INC	1,656	$427K	0.08%	-22	Timeline
CPBTHE CAMPBELLS COMPANY	9,934	$416K	0.07%	new	Timeline
WABWABTEC	2,141	$406K	0.07%	-790	Timeline
ASMLASML HLDG NV	583	$404K	0.07%	+120	Timeline
TMUST-MOBILE US INC	1,789	$395K	0.07%	+92	Timeline
PFEPFIZER INC	14,824	$393K	0.07%	-118	Timeline
RBARB GLOBAL INC	4,344	$392K	0.07%	+357	Timeline
SMHVANECK ETF TRUST	1,610	$390K	0.07%	+54	Timeline
CRMSALESFORCE INC	1,142	$382K	0.07%	+411	Timeline
LMTLOCKHEED MARTIN CORP	777	$378K	0.07%	+71	Timeline
CLHCLEAN HARBORS INC	1,633	$376K	0.07%	-3,006	Timeline
DUKDUKE ENERGY CORP NEW	3,400	$366K	0.07%	+78	Timeline
VZVERIZON COMMUNICATIONS INC	9,135	$365K	0.07%	-379	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	12,990	$364K	0.07%	new
AAGILENT TECHNOLOGIES INC	2,696	$362K	0.07%	-152	Timeline
SEICSEI INVTS CO	4,366	$360K	0.06%	new	Timeline
BIIBBIOGEN INC	2,347	$359K	0.06%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	4,740	$358K	0.06%	new	Timeline
BXBLACKSTONE INC	2,067	$356K	0.06%	+150	Timeline
IEFAISHARES TR	5,055	$355K	0.06%	+7	Timeline
SPGIS&P GLOBAL INC	701	$349K	0.06%	+11	Timeline
GOVTISHARES TR	15,141	$348K	0.06%	new	Timeline
ORCLORACLE CORP	2,074	$346K	0.06%	+567	Timeline
VTVVANGUARD INDEX FDS	2,005	$340K	0.06%	+760	Timeline
ADBEADOBE INC	755	$336K	0.06%	-286	Timeline
SUSAISHARES TR	2,761	$336K	0.06%	-278	Timeline
CBRECBRE GROUP INC	2,553	$335K	0.06%	-5,251	Timeline
NEENEXTERA ENERGY INC	4,669	$335K	0.06%	+364	Timeline
APGAPI GROUP CORP	9,291	$334K	0.06%	-21,747	Timeline
GEVGE VERNOVA INC	1,016	$334K	0.06%	+171	Timeline
ALCALCON AG	3,827	$325K	0.06%	+383	Timeline
FWONKLIBERTY MEDIA CORP DEL	3,469	$321K	0.06%	-13,059	Timeline
PHPARKER-HANNIFIN CORP	499	$317K	0.06%	+10	Timeline
FTVFORTIVE CORP	4,198	$315K	0.06%	-3,465	Timeline
DVYISHARES TR	2,351	$309K	0.06%	+23	Timeline
HOGHARLEY DAVIDSON INC	10,112	$305K	0.05%	new	Timeline
CRPTFIRST TR EXCHNG TRADED FD VI	18,142	$303K	0.05%	+168	Timeline
IXUSISHARES TR	4,574	$303K	0.05%	-4	Timeline
WFCWELLS FARGO & CO	4,281	$301K	0.05%	new	Timeline
TTDTHE TRADE DESK INC	2,541	$299K	0.05%	new	Timeline
MASMASCO CORP	4,110	$298K	0.05%	new	Timeline
RSPEINVESCO EXCH TRADED FD TR II	11,034	$292K	0.05%	+586	Timeline
IWDISHARES TR	1,544	$286K	0.05%	+8	Timeline
WECWEC ENERGY GROUP INC	3,019	$284K	0.05%	+98	Timeline
ITOTISHARES TR	2,188	$281K	0.05%	+421	Timeline
MSMORGAN STANLEY	2,222	$279K	0.05%	new	Timeline
AMDADVANCED MICRO DEVICES INC	2,306	$279K	0.05%	-780	Timeline
AMEAMETEK INC	1,544	$278K	0.05%	-3,814	Timeline
TJXTJX COS INC NEW	2,300	$278K	0.05%	+229	Timeline
ESEVERSOURCE ENERGY	4,835	$278K	0.05%	+407	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	2,326	$277K	0.05%	-262	Timeline
HDBHDFC BANK LTD	4,314	$275K	0.05%	+489	Timeline
DJIAGLOBAL X FDS	12,243	$274K	0.05%	new	Timeline
CACICACI INTL INC	671	$271K	0.05%	-2,126	Timeline
ABTABBOTT LABORATORIES	2,367	$268K	0.05%	+160	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	454	$266K	0.05%	-15	Timeline
LOWLOWES COS INC	1,073	$265K	0.05%	+96	Timeline
TTTRANE TECHNOLOGIES PLC	700	$259K	0.05%	+43	Timeline
AEPAMERICAN ELEC PWR CO INC	2,757	$254K	0.05%	+57	Timeline
CENCORA INCCENCORA INC	1,122	$252K	0.05%	new
MOALTRIA GROUP INC	4,777	$250K	0.04%	+274	Timeline
METMETLIFE INC	3,019	$247K	0.04%	+40	Timeline
ESGUISHARES TR	1,917	$247K	0.04%	-2	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,302	$247K	0.04%	+12	Timeline
CPRJCALAMOS ETF TR	9,645	$246K	0.04%	0	Timeline
PYPLPAYPAL HLDGS INC	2,875	$245K	0.04%	+52	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	3,310	$245K	0.04%	new	Timeline
ZTSZOETIS INC	1,499	$244K	0.04%	+58	Timeline
DFUSDIMENSIONAL ETF TRUST	3,775	$241K	0.04%	+13	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,597	$238K	0.04%	-1,656	Timeline
DEODIAGEO PLC	1,870	$238K	0.04%	-681	Timeline
GNTXGENTEX CORP	8,241	$237K	0.04%	new	Timeline
AWKAMERICAN WTR WKS CO INC NEW	1,896	$236K	0.04%	-44	Timeline
CRLCHARLES RIV LABS INTL INC	1,263	$233K	0.04%	-3,334	Timeline
GSGOLDMAN SACHS GROUP INC	399	$228K	0.04%	new	Timeline
BDXBECTON DICKINSON & CO	999	$227K	0.04%	-1,086	Timeline
IJRISHARES TR	1,964	$226K	0.04%	0	Timeline
HONHONEYWELL INTL INC	1,001	$226K	0.04%	new	Timeline
SWKSTANLEY BLACK & DECKER INC	2,804	$225K	0.04%	+9	Timeline
LINLINDE PLC	535	$224K	0.04%	-376	Timeline
SHYGISHARES TR	5,217	$222K	0.04%	0	Timeline
BILSPDR SERIES TRUST	2,427	$222K	0.04%	-1,984	Timeline
CGCARLYLE GROUP INC	4,373	$221K	0.04%	new	Timeline
FDVVFIDELITY COVINGTON TRUST	4,407	$220K	0.04%	0	Timeline
JBLJABIL INC	1,523	$219K	0.04%	-4,729	Timeline
RCREADY CAPITAL CORP	31,511	$215K	0.04%	0	Timeline
SOSOUTHERN CO	2,605	$214K	0.04%	+133	Timeline
NSCNORFOLK SOUTHN CORP	903	$212K	0.04%	-11	Timeline
DFAXDIMENSIONAL ETF TRUST	8,515	$212K	0.04%	+44	Timeline
XVVISHARES TR	4,650	$211K	0.04%	+15	Timeline
USBUS BANCORP	4,390	$210K	0.04%	new	Timeline
PIIPOLARIS INC	3,597	$207K	0.04%	new	Timeline
IDVISHARES TR	7,404	$203K	0.04%	+21	Timeline
FLSFLOWSERVE CORP	3,509	$202K	0.04%	new	Timeline
UNMUNUM GROUP	2,750	$201K	0.04%	new	Timeline
SBACSBA COMMUNICATIONS CORP	983	$200K	0.04%	-3,705	Timeline
NOKNOKIA CORP	30,023	$133K	0.02%	0	Timeline
RITMRITHM CAPITAL CORP	10,134	$110K	0.02%	+61	Timeline
SENSEONICS HLDGS INCSENSEONICS HLDGS INC	25,000	$13.1K	<0.01%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CCKCROWN HLDGS INC	12,610	$1.21M	shares
RTX CORPORATIONRTX CORPORATION	9,545	$1.16M	shares
FIRST TR EXCH TRADED FD IIIFIRST TR EXCH TRADED FD III	48,816	$884K	shares
TARGET CORPTARGET CORP	4,246	$662K	shares
APDAIR PRODUCTS AND CHEMICALS I	1,700	$506K	shares
ITGARTNER INC	901	$457K	shares
MLMMARTIN MARIETTA MATLS INC	825	$444K	shares
IDXXIDEXX LABS INC	860	$434K	shares
WDWALKER & DUNLOP INC	3,461	$393K	shares
HCAHCA HEALTHCARE INC	832	$338K	shares
DGDOLLAR GEN CORP	3,691	$312K	shares
INVESCO QQQ TRINVESCO QQQ TR	537	$262K	shares
VRTXVERTEX PHARMACEUTICALS INC	520	$242K	shares
ADMARCHER DANIELS MIDLAND CO	3,882	$232K	shares
AMTAMERICAN TOWER CORP	974	$227K	shares
EOGEOG RES INC	1,793	$220K	shares
AMATAPPLIED MATLS INC	1,074	$217K	shares
OTISOTIS WORLDWIDE CORP	2,039	$212K	shares
CLCOLGATE PALMOLIVE CO	1,966	$204K	shares
AAPLAPPLE INC	20,000	$89.5K	put

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001765380-25-000110	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC