Mkt Advisors LLC Sells in Q4 2024

Mkt Advisors LLC

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.43K
- 5.91%
$567.81 - $607.81 $1.94M - $2.08M
54.5K $32M
AMGN
Amgen Inc

Healthcare
-68
- 1.16%
$258.78 - $328.31 $17.6K - $22.3K
5.79K $1.51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-969
- 2.81%
$417.69 - $450.94 $405K - $437K
33.6K $14.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.4K
- 3.45%
$521.84 - $558.82 $733K - $785K
39.3K $21.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 13.07%
$442.29 - $483.08 $221K - $242K
3.33K $1.51M
MBB
Ishares Tr

ETFs
-2.31K
- 30.78%
$91.26 - $95.82 $211K - $221K
5.2K $476K
DVY
Ishares Tr

ETFs
-1.33K
- 14.72%
$129.55 - $143.41 $172K - $190K
7.69K $1.01M
WPC
W. P. Carey Inc.

Real Estate
-1.38K
- 16.16%
$53.44 - $61.33 $73.6K - $84.5K
7.14K $389K
VZ
Verizon Communications Inc

Communication Services
-1.63K
- 12.5%
$39.6 - $45.21 $64.5K - $73.6K
11.4K $455K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.9K
- 23.97%
$31.23 - $33.51 $90.6K - $97.2K
9.2K $289K
VIG
Vanguard Dividend Appreciation

ETFs
-596
- 4.9%
N/A
11.6K $2.11M
PFE
Pfizer Inc

Healthcare
-2.1K
- 10.18%
$24.8 - $30.19 $52.2K - $63.5K
18.6K $492K
AEP
American Electric Power CO Inc

Utilities
-298
- 4.19%
$90.91 - $102.21 $27.1K - $30.5K
6.81K $627K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-744
- 13.79%
$75.1 - $82.99 $55.9K - $61.7K
4.65K $351K
CVS
Cvs Health Corp

Healthcare
-90
- 1.72%
$43.78 - $67.46 $3.94K - $6.07K
5.15K $231K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-4.79K
- 31.64%
$12.1 - $13.52 $58K - $64.8K
10.4K $126K
ABBV
Abb Vie Inc.

Healthcare
-84
- 2.76%
$164.99 - $203.87 $13.9K - $17.1K
2.96K $525K
D
Dominion Energy, Inc

Utilities
-797
- 15.27%
$52.63 - $60.92 $41.9K - $48.6K
4.42K $238K
VEA
Vanguard Ftse Developed Market

ETFs
-655
- 11.32%
$47.57 - $52.44 $31.2K - $34.3K
5.13K $245K
XLB
Select Sector Spdr Fd Material

ETFs
-291
- 10.71%
$83.8 - $97.58 $24.4K - $28.4K
2.43K $204K
PG
Procter & Gamble CO

Consumer Defensive
-187
- 4.59%
$161.05 - $179.7 $30.1K - $33.6K
3.89K $651K
KO
Coca Cola CO

Consumer Defensive
-230
- 5.56%
$61.74 - $71.71 $14.2K - $16.5K
3.91K $243K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.75K
- 13.91%
$23.88 - $24.32 $41.7K - $42.5K
10.8K $259K
DUK
Duke Energy Corp

Utilities
-197
- 5.64%
$105.76 - $120.76 $20.8K - $23.8K
3.3K $355K
XOM
Exxon Mobil Corp

Energy
-27
- 0.62%
$105.51 - $125.37 $2.85K - $3.38K
4.35K $467K
PEP
Pepsico Inc

Consumer Defensive
-99
- 6.04%
$151.29 - $176.1 $15K - $17.4K
1.54K $234K
VXF
Vanguard Extended Market ETF

ETFs
-318
- 15.11%
$179.17 - $207.15 $57K - $65.9K
1.79K $339K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.39K
- 13.93%
$24.82 - $25.48 $34.4K - $35.3K
8.56K $213K
IVE
Ishares S&P 500 Value ETF

ETFs
-50
- 1.11%
$189.5 - $206.17 $9.48K - $10.3K
4.45K $849K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-143
- 1.4%
$176.42 - $186.91 $25.2K - $26.7K
10.1K $1.79M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.51K
- 12.31%
N/A
10.7K $254K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.39K
- 11.85%
$25.0 - $25.11 $34.6K - $34.8K
10.3K $258K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 2.47%
$385.02 - $431.37 $9.63K - $10.8K
987 $383K
CVX
Chevron Corp

Energy
-119
- 3.4%
$141.15 - $162.53 $16.8K - $19.3K
3.38K $488K
ENB
Enbridge Inc

Energy
-793
- 14.11%
$40.4 - $43.92 $32K - $34.8K
4.83K $204K
ILPT
Industrial Logistics Properties Trust

Real Estate
-2.5K
- 18.12%
$3.25 - $4.64 $8.13K - $11.6K
11.3K $41K
RTX
Raytheon Technologies Corp

Industrials
-33
- 0.99%
$114.45 - $127.21 $3.78K - $4.2K
3.31K $382K
IVV
Ishares Core S&P 500 ETF

ETFs
-92
- 3.01%
$570.51 - $610.59 $52.5K - $56.2K
2.96K $1.74M
VTV
Vanguard Value ETF

ETFs
-27
- 1.07%
$168.32 - $181.87 $4.54K - $4.91K
2.51K $424K
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.91K
- 4.01%
$11.79 - $12.56 $22.5K - $23.9K
45.6K $553K
IFRA
Ishares Tr

ETFs
-132
- 2.79%
$45.94 - $51.71 $6.06K - $6.83K
4.6K $212K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-886
- 4.32%
$49.03 - $53.35 $43.4K - $47.3K
19.6K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 2.8%
$873.59 - $994.69 $55.9K - $63.7K
2.22K $2.04M
EPD
Enterprise Products Partners L.P.

Energy
-200
- 1.92%
$28.66 - $34.43 $5.73K - $6.89K
10.2K $320K
IYW
Ishares Dj Us Tech ETF

ETFs
-279
- 3.59%
$148.14 - $166.23 $41.3K - $46.4K
7.49K $1.19M
WMT
Walmart Inc.

Consumer Defensive
-625
- 7.87%
$79.1 - $95.7 $49.4K - $59.8K
7.31K $660K
OKE
Oneok Inc

Energy
-209
- 3.33%
$92.28 - $117.05 $19.3K - $24.5K
6.06K $608K
GOOG
Alphabet Inc.

Communication Services
-197
- 4.94%
$163.08 - $198.16 $32.1K - $39K
3.79K $721K
WFC
Wells Fargo & Company

Financial Services
-192
- 3.89%
$54.98 - $77.35 $10.6K - $14.9K
4.75K $333K
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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