Chief Compliance Officer

0001765380-25-000155.txt : 20250430 0001765380-25-000155.hdr.sgml : 20250430 20250430150847 ACCESSION NUMBER: 0001765380-25-000155 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250430 DATE AS OF CHANGE: 20250430 EFFECTIVENESS DATE: 20250430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MJP ASSOCIATES INC /ADV CENTRAL INDEX KEY: 0000715113 ORGANIZATION NAME: EIN: 061038339 STATE OF INCORPORATION: CT FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20473 FILM NUMBER: 25894257 BUSINESS ADDRESS: STREET 1: 74 BATTERSON PARK ROAD STREET 2: SUITE 103 CITY: FARMINGTON STATE: CT ZIP: 06032 BUSINESS PHONE: (860) 677-7755 MAIL ADDRESS: STREET 1: 74 BATTERSON PARK ROAD STREET 2: SUITE 103 CITY: FARMINGTON STATE: CT ZIP: 06032 FORMER COMPANY: FORMER CONFORMED NAME: MJP ASSOCIATES INC /ADV DATE OF NAME CHANGE: 19830217 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000715113 XXXXXXXX 03-31-2025 03-31-2025 MJP ASSOCIATES INC /ADV

74 BATTERSON PARK ROAD SUITE 103 FARMINGTON CT 06032

13F HOLDINGS REPORT 028-20473 000127654 801-63389 N Lonny Elfenbein Chief Compliance Officer (513) 977-8330 Lonny Elfenbein Cincinnati OH 04-30-2025 0 225 554261481 false INFORMATION TABLE 2 mjp13f.xml ABBOTT LABS COM 002824100 341403 2574 SH SOLE 0 0 0 2574 ABBVIE INC COM 00287Y109 1426062 6806 SH SOLE 0 0 0 6806 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 386170 1238 SH SOLE 0 0 0 1238 ADOBE INC COM 00724F101 327918 855 SH SOLE 0 0 0 855 AIRBNB INC COM CL A 009066101 454187 3802 SH SOLE 0 0 0 3802 ALCON AG ORD SHS H01301128 353249 3721 SH SOLE 0 0 0 3721 ALPHABET INC CAP STK CL A 02079K305 4311262 27879 SH SOLE 0 0 0 27879 ALPHABET INC CAP STK CL C 02079K107 1447268 9264 SH SOLE 0 0 0 9264 ALTRIA GROUP INC COM 02209S103 281396 4688 SH SOLE 0 0 0 4688 AMAZON COM INC COM 023135106 6368389 33472 SH SOLE 0 0 0 33472 AMDOCS LTD SHS G02602103 694913 7595 SH SOLE 0 0 0 7595 AMERICAN CENTY ETF TR US SML CP VALU 025072877 14369227 164841 SH SOLE 0 0 0 164841 AMERICAN ELEC PWR CO INC COM 025537101 304558 2787 SH SOLE 0 0 0 2787 AMERICAN EXPRESS CO COM 025816109 954152 3546 SH SOLE 0 0 0 3546 AMERICAN TOWER CORP NEW COM 03027X100 240140 1104 SH SOLE 0 0 0 1104 AMERICAN WTR WKS CO INC NEW COM 030420103 260619 1767 SH SOLE 0 0 0 1767 AMERIPRISE FINL INC COM 03076C106 487031 1006 SH SOLE 0 0 0 1006 AMGEN INC COM 031162100 1406108 4513 SH SOLE 0 0 0 4513 AMPHENOL CORP NEW CL A 032095101 504356 7690 SH SOLE 0 0 0 7690 APPLE INC COM 037833100 2489 23700 SH Call SOLE 0 0 0 23700 APPLE INC COM 037833100 81300 30000 SH Put SOLE 0 0 0 30000 APPLE INC COM 037833100 31000 20000 SH Put SOLE 0 0 0 20000 APPLE INC COM 037833100 29727444 133829 SH SOLE 0 0 0 133829 APPLE INC COM 037833100 21852 31900 SH Call SOLE 0 0 0 31900 APPLE INC COM 037833100 560 5600 SH Call SOLE 0 0 0 5600 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 495865 3382 SH SOLE 0 0 0 3382 ASML HOLDING N V N Y REGISTRY SHS N07059210 377703 570 SH SOLE 0 0 0 570 AT&T INC COM 00206R102 879962 31116 SH SOLE 0 0 0 31116 AUTOMATIC DATA PROCESSING IN COM 053015103 545234 1785 SH SOLE 0 0 0 1785 BANK AMERICA CORP COM 060505104 1014926 24321 SH SOLE 0 0 0 24321 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2953193 5545 SH SOLE 0 0 0 5545 BLACKROCK INC COM 09290D101 490129 518 SH SOLE 0 0 0 518 BLACKSTONE INC COM 09260D107 311132 2226 SH SOLE 0 0 0 2226 BRISTOL-MYERS SQUIBB CO COM 110122108 240469 3943 SH SOLE 0 0 0 3943 BROADCOM INC COM 11135F101 1071732 6401 SH SOLE 0 0 0 6401 BROWN & BROWN INC COM 115236101 666430 5357 SH SOLE 0 0 0 5357 CADENCE DESIGN SYSTEM INC COM 127387108 627432 2467 SH SOLE 0 0 0 2467 CALAMOS ETF TR RUSSELL 2000 STR 12811T837 275041 11082 SH SOLE 0 0 0 11082 CARLYLE GROUP INC COM 14316J108 230573 5290 SH SOLE 0 0 0 5290 CARRIER GLOBAL CORPORATION COM 14448C104 899763 14192 SH SOLE 0 0 0 14192 CATERPILLAR INC COM 149123101 341222 1035 SH SOLE 0 0 0 1035 CBRE GROUP INC CL A 12504L109 214087 1637 SH SOLE 0 0 0 1637 CENCORA INC COM 03073E105 365978 1316 SH SOLE 0 0 0 1316 CHEVRON CORP NEW COM 166764100 692721 4141 SH SOLE 0 0 0 4141 CHIPOTLE MEXICAN GRILL INC COM 169656105 562507 11203 SH SOLE 0 0 0 11203 CHUBB LIMITED COM H1467J104 720885 2387 SH SOLE 0 0 0 2387 CINTAS CORP COM 172908105 539403 2624 SH SOLE 0 0 0 2624 CISCO SYS INC COM 17275R102 627517 10169 SH SOLE 0 0 0 10169 CITIGROUP INC COM NEW 172967424 207660 2925 SH SOLE 0 0 0 2925 COCA COLA CO COM 191216100 892644 12464 SH SOLE 0 0 0 12464 COMCAST CORP NEW CL A 20030N101 839521 22751 SH SOLE 0 0 0 22751 COSTCO WHSL CORP NEW COM 22160K105 1916397 2026 SH SOLE 0 0 0 2026 CUMMINS INC COM 231021106 522186 1666 SH SOLE 0 0 0 1666 DANAHER CORPORATION COM 235851102 660262 3221 SH SOLE 0 0 0 3221 DATADOG INC CL A COM 23804L103 360033 3629 SH SOLE 0 0 0 3629 DEERE & CO COM 244199105 235599 502 SH SOLE 0 0 0 502 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1703811 51646 SH SOLE 0 0 0 51646 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 228830 3784 SH SOLE 0 0 0 3784 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 214169 8174 SH SOLE 0 0 0 8174 DISNEY WALT CO COM 254687106 744511 7543 SH SOLE 0 0 0 7543 DUKE ENERGY CORP NEW COM NEW 26441C204 505069 4141 SH SOLE 0 0 0 4141 DYNATRACE INC COM NEW 268150109 414142 8784 SH SOLE 0 0 0 8784 EATON CORP PLC SHS G29183103 296795 1092 SH SOLE 0 0 0 1092 EBAY INC. 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