MN Wealth Advisors, LLC
- SEC CIK
- 0001992972
- Latest filing
- Jul 23, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 24, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 102
- +12 vs. Q1 2024
- Portfolio value
- $172.3M
- +$10.7M (+6.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 46,954 | $9.50M | 5.5% | +327+0.7% | Added | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 274,419 | $26.9M | 15.6% | +5,182+1.9% | Added | – |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Insulet Corp45784P901 | CALL | – | $121.1K |
| Dexcom Inc252131907 | CALL | – | $11.3K |
| Array Technologies Inc04271T900 | CALL | – | $3.08K |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 12,720 | $888.1K | 0.5% | – |
| LAZRQLuminar Technologies, Inc. | COM CL A | 10,900 | $21.5K | <0.1% | History |
| Mfa Finl Inc55272XAA0 | NOTE 6.250% 6/1 | 10,000 | $10.0K | <0.1% | – |