Mkt Advisors LLC Purchases in Q1 2025

Mkt Advisors LLC

  • $226 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
23.7K
+ 13.57%
$50.48 - $50.68 $1.2M - $1.2M
199K $10.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
34.9K
+ 120.19%
$28.92 - $29.24 $1.01M - $1.02M
64K $1.87M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22.9K
+ 4.48%
$22.77 - $22.94 $521K - $525K
534K $12.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
17.9K
+ 4.18%
$21.16 - $21.77 $378K - $389K
445K $9.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
+ 19.44%
$64.88 - $72.1 $754K - $838K
71.4K $4.67M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
18.6K
+ 3.55%
$22.11 - $22.43 $411K - $417K
543K $12.2M
IEMG
Ishares Inc

ETFs
8.09K
New
N/A
8.09K $434K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12K
+ 2.46%
$21.77 - $22.25 $261K - $266K
499K $11.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.4K
+ 3.26%
$23.29 - $23.38 $382K - $384K
519K $12.1M
GLDM
World Gold Trust

ETFs
6.4K
New
$52.19 - $61.89 $334K - $396K
6.4K $390K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.19K
+ 15.32%
$47.59 - $48.35 $247K - $251K
39.1K $1.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 1.77%
$442.66 - $534.52 $26.1K - $31.5K
3.39K $1.78M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.09K
+ 20.71%
$168.16 - $186.21 $351K - $388K
12.2K $2.06M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
159
New
$1187.71 - $1432.58 $189K - $228K
159 $227K
SPYG
Spdr Portfolio

ETFs
4.02K
+ 24.81%
$80.05 - $92.39 $322K - $371K
20.2K $1.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.92K
+ 25.08%
$48.06 - $53.73 $237K - $264K
24.5K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 1.29%
$117.15 - $158.79 $4.92K - $6.67K
3.29K $522K
PHYS
Sprott Physical Gold Trust

Financial Services
36
+ 0.11%
$20.25 - $24.06 $729 - $866
32.5K $775K
CVS
Cvs Health Corp

Healthcare
15
+ 0.29%
$44.22 - $68.64 $663 - $1.03K
5.17K $349K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.12K
+ 48.19%
$91.76 - $103.26 $102K - $115K
3.44K $316K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.15%
$279.74 - $321.29 $1.68K - $1.93K
3.93K $1.23M
VGT
Vanguard Information Technolog

ETFs
197
+ 53.83%
$542.38 - $646.34 $107K - $127K
563 $305K
XLV
Select Sector Spdr Fund Health

ETFs
177
+ 2.81%
$137.61 - $149.68 $24.4K - $26.5K
6.47K $935K
V
Visa Inc.

Financial Services
4
+ 0.22%
$306.92 - $362.71 $1.23K - $1.45K
1.86K $650K
T
At&T Inc.

Communication Services
5
+ 0.05%
$21.56 - $28.28 $108 - $141
10.6K $300K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 0.24%
$91.75 - $115.81 $1.84K - $2.32K
8.37K $818K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.11K
+ 5.72%
$50.29 - $50.5 $55.8K - $56K
20.5K $1.03M
XOM
Exxon Mobil Corp

Energy
46
+ 1.06%
$105.44 - $118.93 $4.85K - $5.47K
4.39K $522K
JNJ
Johnson & Johnson

Healthcare
60
+ 3.23%
$142.06 - $167.7 $8.52K - $10.1K
1.92K $318K
SO
Southern CO

Utilities
8
+ 0.17%
$80.96 - $92.96 $648 - $744
4.78K $439K
XLE
Energy Sector Spdr

ETFs
257
+ 7.83%
$85.7 - $93.96 $22K - $24.1K
3.54K $327K
XLF
Financial Sector Spdr

ETFs
393
+ 1.46%
$47.32 - $52.19 $18.6K - $20.5K
27.3K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 3.28%
$225.19 - $279.95 $20.5K - $25.5K
2.87K $703K
IBM
International Business Machines Corp

Technology
15
+ 1.26%
$217.4 - $264.74 $3.26K - $3.97K
1.2K $299K
KO
Coca Cola CO

Consumer Defensive
22
+ 0.56%
$60.81 - $72.32 $1.34K - $1.59K
3.93K $281K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.04%
$53.9 - $63.11 $162 - $189
7.98K $486K
XLP
Consumer Staples Sector Spdr

ETFs
360
+ 4.7%
N/A
8.02K $609K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 14.04%
$271.18 - $303.12 $42K - $47K
1.26K $344K
RIO
Rio Tinto PLC

Basic Materials
250
+ 5.33%
$58.19 - $64.29 $14.5K - $16.1K
4.94K $296K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.02%
$87.68 - $94.52 $87.7 - $94.5
4.5K $417K
XLU
Utilities Sector Spdr

ETFs
117
+ 3.63%
$74.7 - $80.27 $8.74K - $9.39K
3.34K $260K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.23%
$128.74 - $138.67 $1.8K - $1.94K
6.18K $829K
XLI
Industrial Sector Spdr

ETFs
183
+ 3.13%
$128.78 - $141.67 $23.6K - $25.9K
6.04K $785K
DVY
Ishares Tr

ETFs
3
+ 0.04%
$128.58 - $138.1 $386 - $414
7.69K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 14.25%
$360.07 - $417.26 $41K - $47.6K
914 $329K
Blackrock ETF Trust Ii
1.24K
+ 16.2%
N/A
8.92K $0
ILCG
Ishares Morningstar Growth ETF
894
+ 18.2%
N/A
5.81K $0
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.06%
$142.64 - $156.42 $143 - $156
1.54K $231K
NEE
Nextera Energy Inc

Utilities
10
+ 0.13%
$66.96 - $76.16 $670 - $762
7.74K $548K
Activity Summary
Buys All Purchases 66 New Holdings 3 Increased Positions 63 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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