Mkt Advisors LLC Incresed Positions in Q4 2024

Mkt Advisors LLC

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
150K
+ 40.06%
$22.1 - $22.59 $3.31M - $3.39M
524K $11.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
109K
+ 27.73%
$23.25 - $23.37 $2.54M - $2.55M
503K $11.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
112K
+ 28.07%
$22.72 - $23.0 $2.54M - $2.57M
511K $11.6M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
111K
+ 29.57%
$21.81 - $22.48 $2.43M - $2.5M
487K $10.7M
TFLO
Ishares Treasury Floating Rate

ETFs
42.4K
+ 32.02%
$50.37 - $50.63 $2.14M - $2.15M
175K $8.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.1K
+ 17.96%
$66.77 - $71.52 $608K - $651K
59.8K $4.12M
AVGO
Broadcom Inc.

Technology
1.25K
+ 23.15%
$159.67 - $250.0 $200K - $313K
6.65K $1.54M
AAPL
Apple Inc.

Technology
882
+ 6.85%
$221.69 - $259.02 $196K - $228K
13.8K $3.44M
MSFT
Microsoft Corp

Technology
920
+ 11.0%
$406.35 - $454.46 $374K - $418K
9.28K $3.91M
XLF
Financial Sector Spdr

ETFs
4.17K
+ 18.32%
$44.89 - $51.34 $187K - $214K
26.9K $1.3M
XLK
Technology Sector Spdr

ETFs
527
+ 3.8%
$220.26 - $241.44 $116K - $127K
14.4K $3.35M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.53K
+ 15.45%
$47.58 - $48.56 $216K - $220K
33.9K $1.62M
MCK
Mckesson Corp

Healthcare
241
+ 44.14%
$482.27 - $628.5 $116K - $151K
787 $448K
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.42%
$161.86 - $196.66 $5.02K - $6.1K
7.39K $1.4M
AZO
Autozone Inc

Consumer Cyclical
44
+ 20.66%
$2981.19 - $3370.27 $131K - $148K
257 $822K
NVDA
Nvidia Corp

Technology
235
+ 2.59%
$117.0 - $148.88 $27.5K - $35K
9.3K $1.25M
XLC
Select Sector Spdr Tr Communic

ETFs
932
+ 14.95%
$89.66 - $102.16 $83.6K - $95.2K
7.17K $693K
SPYG
Spdr Portfolio

ETFs
466
+ 2.96%
$81.74 - $91.38 $38.1K - $42.6K
16.2K $1.42M
BAC
Bank Of America Corp

Financial Services
1.69K
+ 20.67%
$39.22 - $47.77 $66.3K - $80.7K
9.87K $433K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.05K
+ 11.85%
$50.23 - $50.46 $103K - $104K
19.4K $975K
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.76%
$481.22 - $538.17 $12K - $13.5K
3.3K $1.69M
IWF
Ishares Russell 1000 Gr ETF

ETFs
179
+ 28.82%
$370.24 - $418.94 $66.3K - $75K
800 $321K
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.69%
$205.18 - $250.29 $3.9K - $4.76K
2.78K $665K
SRE
Sempra Energy

Utilities
9
+ 0.04%
$80.81 - $94.77 $727 - $853
20.1K $1.77M
BMY
Bristol Myers Squibb CO

Healthcare
829
+ 11.6%
$51.92 - $59.94 $43K - $49.7K
7.98K $451K
V
Visa Inc.

Financial Services
10
+ 0.54%
$273.87 - $320.91 $2.74K - $3.21K
1.85K $585K
VUG
Vanguard Growth ETF

ETFs
56
+ 3.14%
$378.79 - $428.11 $21.2K - $24K
1.84K $754K
BX
Blackstone Inc.

Financial Services
5
+ 0.15%
$148.45 - $199.05 $742 - $995
3.27K $564K
NFLX
Netflix Inc

Communication Services
3
+ 0.97%
$687.65 - $936.56 $2.06K - $2.81K
312 $278K
IBM
International Business Machines Corp

Technology
263
+ 28.43%
$204.9 - $238.04 $53.9K - $62.6K
1.19K $261K
PM
Philip Morris International Inc.

Consumer Defensive
492
+ 17.85%
$118.38 - $133.06 $58.2K - $65.5K
3.25K $391K
META
Meta Platforms, Inc.

Communication Services
65
+ 9.23%
$554.08 - $632.68 $36K - $41.1K
769 $453K
PPL
Ppl Corp

Utilities
1.51K
+ 8.36%
$31.47 - $35.0 $47.6K - $52.9K
19.6K $635K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.54K
+ 5.6%
$28.88 - $29.33 $44.6K - $45.3K
29.1K $843K
XLE
Energy Sector Spdr

ETFs
392
+ 13.56%
$83.32 - $97.27 $32.7K - $38.1K
3.28K $281K
XLI
Industrial Sector Spdr

ETFs
343
+ 6.22%
$131.76 - $143.99 $45.2K - $49.4K
5.86K $771K
SBUX
Starbucks Corp

Consumer Cyclical
789
+ 10.43%
$87.44 - $102.5 $69K - $80.9K
8.35K $761K
TGT
Target Corp

Consumer Defensive
606
+ 20.34%
$121.59 - $160.69 $73.7K - $97.4K
3.59K $484K
CME
Cme Group Inc.

Financial Services
4
+ 0.25%
$221.17 - $246.02 $885 - $984
1.6K $372K
T
At&T Inc.

Communication Services
270
+ 2.6%
$21.22 - $23.88 $5.73K - $6.45K
10.6K $242K
XCEM
Columbia ETF Tr Ii

ETFs
1.51K
+ 14.55%
$29.6 - $32.67 $44.6K - $49.2K
11.9K $351K
PHYS
Sprott Physical Gold Trust

Financial Services
800
+ 2.52%
$19.66 - $21.66 $15.7K - $17.3K
32.5K $654K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.92K
+ 9.11%
$8.17 - $8.66 $23.8K - $25.3K
34.9K $285K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.18%
$280.04 - $302.45 $560 - $605
1.1K $319K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
435
+ 3.56%
$51.09 - $55.27 $22.2K - $24K
12.7K $647K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.24%
$261.5 - $284.63 $785 - $854
1.24K $327K
XLP
Consumer Staples Sector Spdr

ETFs
12
+ 0.16%
N/A
7.66K $582K
ILCG
Ishares Morningstar Growth ETF
5
+ 0.1%
N/A
4.91K $0
Blackrock ETF Trust Ii
1.22K
+ 18.84%
N/A
7.67K $0
Activity Summary
Buys All Purchases 69 New Holdings 6 Increased Positions 63 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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