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MJP Associates Inc. /adv
MJP Associates Inc /ADV (operating as MJP Wealth Advisors) is an independent registered investment advisory (RIA) firm headquartered in Farmington, Connecticut, with additional offices in Westport, CT. Founded in 1981, the firm offers comprehensive wealth management, investment advisory, and financial planning services tailored to high-net-worth individuals, families, and businesses. MJP Wealth Advisors has a team-oriented approach led by industry veterans and led by Brian Vendig, CPA, AIF, as President and Chief Investment Officer. The firm provides highly customized wealth solutions and serves a wide range of clients by leveraging over 40 years of experience in financial services. The company is family-owned and employs a team of financial professionals and support staff.
Investment Strategy
MJP Wealth Advisors employs a disciplined and client-centric investment strategy prioritizing diversification, risk management, and tax efficiency. Investment portfolios are balanced between growth and stability and are tailored to each client's goals, risk tolerance, and financial profile. The firm's Investment Committee blends internal and external research, conducting rigorous due diligence on investment vehicles and market trends. Portfolios are customized using a mix of individual securities, ETFs, and mutual funds, utilizing both active and passive strategies. Strategies are flexible and adapt to changing market conditions, focusing on income generation, capital appreciation, and tax efficiency within a comprehensive wealth planning framework.
Latest 13F Filing Activity
MJP Associates Inc. /adv filed their most recent 13F report on Jun 30, 2025 disclosing 230 equity positions and 2 options positions with a total 13F market value of $675M. The fund increased holdings in Ishares TR, Global X FDS, PIMCO Etf TR among other positions. MJP Associates Inc. /adv reduced exposure to Ishares TR, Vaneck Etf Trust, Fidelity Merrimack STR TR among others.
Top Holdings
Equity Positions (230)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 12.53% | $84.5M | 148,762 | $426.61 | $568.03 | +$7.4M |
M MINT | PIMCO ETF TR | 10.09% | $68.1M | 677,265 | $100.45 | $100.54 | +$31.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 8.33% | $56.2M | 274,684 | $159.21 | $204.67 | +$4.6M |
J JAAA | JANUS DETROIT STR TR | 7.34% | $49.5M | 975,753 | $50.66 | $50.75 | +$28.6M |
C CLIP | GLOBAL X FDS | 5.27% | $35.6M | 354,039 | $100.42 | $100.42 | +$35.3M |
Options Positions (2)
Industry Allocation
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