MJT & Associates Financial Advisory Group, Inc.
Top Portfolio Positions
351 positions ·
$11,509,633 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
6,885 | $855,667 | 7.43% | |
| NVDA |
Nvidia Corp
Technology
|
4,200 | $732,480 | 6.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,861 | $454,902 | 3.95% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,414 | $439,457 | 3.82% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,279 | $420,650 | 3.65% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,356 | $365,863 | 3.18% | |
| SO |
Southern Co
Utilities
|
3,274 | $316,006 | 2.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
3,360 | $312,076 | 2.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
2,158 | $311,701 | 2.71% | |
| UPS |
United Parcel Service Inc
Industrials
|
3,009 | $296,025 | 2.57% |
Portfolio Trend
5 quarters · across all stocks
Holdings in BWLP
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,863 | 280 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $3,668 | 280 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,998 | 280 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,312 | 280 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,046 | 280 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||