MN Wealth Advisors, LLC
Top Portfolio Positions
61 positions ·
$56,193,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,564 | $4,284,146 | 7.62% |
| AAPL |
Apple Inc.
Technology
|
14,273 | $3,622,344 | 6.45% |
| NVDA |
Nvidia Corp
Technology
|
19,749 | $3,444,225 | 6.13% |
| NOW |
ServiceNow, Inc.
Technology
|
32,533 | $3,401,325 | 6.05% |
| MSFT |
Microsoft Corp
Technology
|
8,316 | $3,078,333 | 5.48% |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
54,377 | $2,872,193 | 5.11% |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,271 | $2,665,968 | 4.74% |
| AVGO |
Broadcom Inc.
Technology
|
7,506 | $2,323,182 | 4.13% |
| LLY |
ELI LILLY & Co
Healthcare
|
2,048 | $1,883,688 | 3.35% |
| WMT |
Walmart Inc.
Consumer Defensive
|
13,518 | $1,680,017 | 2.99% |
Portfolio Trend
Holdings in EQBK
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $751,461 | 16,921 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $752,620 | 16,856 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $683,108 | 16,784 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $682,339 | 16,724 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $656,207 | 16,655 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $704,044 | 16,597 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $680,570 | 16,648 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $594,704 | 16,895 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $624,296 | 18,164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $674,271 | 19,890 | Shares | Sole | 2024-02-13 | |
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