Mkt Advisors LLC Sells in Q4 2025

Mkt Advisors LLC

  • $289 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.07K
- 2.09%
$653.02 - $687.39 $697K - $733K
50K $33.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.17K
- 28.98%
$191.01 - $199.18 $606K - $632K
7.78K $1.51M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-40.7K
- 56.82%
$12.45 - $12.99 $507K - $529K
30.9K $399K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.07K
- 3.29%
$454.87 - $482.76 $489K - $518K
31.6K $14.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.49K
- 19.39%
$50.24 - $50.4 $226K - $226K
18.7K $940K
JPM
Jpmorgan Chase & CO

Financial Services
-398
- 13.78%
$294.11 - $320.41 $117K - $128K
2.49K $747K
MSFT
Microsoft Corp

Technology
-103
- 1.18%
$496.82 - $542.07 $51.2K - $55.8K
8.6K $4.37M
BX
Blackstone Inc.

Financial Services
-213
- 7.09%
$138.42 - $168.45 $29.5K - $35.9K
2.79K $386K
HD
Home Depot, Inc.

Consumer Cyclical
-239
- 27.79%
$358.03 - $397.02 $85.6K - $94.9K
621 $222K
XLF
Financial Sector Spdr

ETFs
-1.63K
- 6.03%
$51.76 - $53.77 $84.5K - $87.8K
25.4K $1.33M
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 2.3%
$910.94 - $954.99 $46.5K - $48.7K
2.17K $1.98M
NVDA
Nvidia Corp

Technology
-388
- 4.74%
$179.83 - $207.04 $69.8K - $80.3K
7.8K $1.46M
VIG
Vanguard Dividend Appreciation

ETFs
-283
- 2.79%
N/A
9.86K $1.8M
VZ
Verizon Communications Inc

Communication Services
-393
- 3.64%
$38.4 - $43.83 $15.1K - $17.2K
10.4K $426K
SPYG
Spdr Portfolio

ETFs
-484
- 2.34%
$102.4 - $109.39 $49.6K - $52.9K
20.2K $2.12M
CHY
Calamos Convertible & High Income Fund

Financial Services
-3.73K
- 9.28%
$11.21 - $11.73 $41.8K - $43.8K
36.5K $408K
SYY
Sysco Corp

Consumer Defensive
-15
- 0.29%
$72.9 - $83.27 $1.09K - $1.25K
5.14K $384K
D
Dominion Energy, Inc

Utilities
-550
- 13.65%
$58.49 - $61.69 $32.2K - $33.9K
3.48K $210K
PPL
Ppl Corp

Utilities
-800
- 4.4%
$36.25 - $37.97 $29K - $30.4K
17.4K $639K
BA
Boeing CO

Industrials
-1
- 0.08%
$191.81 - $225.32 $192 - $225
1.31K $251K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.15%
$144.33 - $160.86 $722 - $804
3.3K $504K
T
At&T Inc.

Communication Services
-9
- 0.08%
$24.44 - $27.55 $220 - $248
10.7K $271K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-3.17K
- 19.14%
$8.07 - $8.23 $25.6K - $26.1K
13.4K $108K
PFE
Pfizer Inc

Healthcare
-794
- 4.73%
$24.23 - $27.37 $19.2K - $21.7K
16K $401K
VNQ
Vanguard Specialized Funds Van

ETFs
-229
- 8.73%
$88.13 - $92.69 $20.2K - $21.2K
2.39K $214K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-9
- 0.38%
$91.7 - $105.68 $825 - $951
2.39K $235K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-89
- 1.64%
$136.06 - $140.64 $12.1K - $12.5K
5.34K $738K
SO
Southern CO

Utilities
-16
- 0.34%
$90.58 - $99.72 $1.45K - $1.6K
4.65K $421K
V
Visa Inc.

Financial Services
-12
- 1.24%
$325.75 - $352.42 $3.91K - $4.23K
957 $311K
USB
Us Bancorp \De\

Financial Services
-103
- 2.15%
$45.28 - $48.26 $4.66K - $4.97K
4.68K $212K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-126
- 3.15%
$93.11 - $97.9 $11.7K - $12.3K
3.87K $365K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-93
- 3.58%
$125.45 - $131.1 $11.7K - $12.2K
2.51K $319K
PFF
Ishares Trust Ishares Pfd And

ETFs
-300
- 3.33%
$30.84 - $31.79 $9.25K - $9.54K
8.7K $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-193
- 4.54%
$74.09 - $75.1 $14.3K - $14.5K
4.06K $300K
CVX
Chevron Corp

Energy
-79
- 2.51%
$148.9 - $157.72 $11.8K - $12.5K
3.07K $475K
MA
Mastercard Inc

Financial Services
-4
- 1.08%
$536.85 - $580.45 $2.15K - $2.32K
365 $195K
KO
Coca Cola CO

Consumer Defensive
-399
- 11.14%
$66.1 - $71.61 $26.4K - $28.6K
3.18K $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37
- 1.11%
$589.5 - $635.77 $21.8K - $23.5K
3.29K $1.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 0.99%
$293.81 - $310.11 $11.5K - $12.1K
3.88K $1.18M
VEA
Vanguard Ftse Developed Market

ETFs
-190
- 3.7%
$59.18 - $62.09 $11.2K - $11.8K
4.94K $302K
WPC
W. P. Carey Inc.

Real Estate
-79
- 1.17%
$65.26 - $69.2 $5.16K - $5.47K
6.67K $450K
MBB
Ishares Tr

ETFs
-50
- 1.88%
$94.9 - $96.23 $4.75K - $4.81K
2.61K $248K
RIO
Rio Tinto PLC

Basic Materials
-400
- 7.63%
$65.44 - $72.58 $26.2K - $29K
4.84K $341K
BMY
Bristol Myers Squibb CO

Healthcare
-331
- 4.75%
$42.6 - $49.08 $14.1K - $16.2K
6.63K $310K
VPU
Vanguard Utilities ETF

ETFs
-36
- 2.43%
$190.8 - $202.04 $6.87K - $7.27K
1.44K $277K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-25
- 0.08%
$9.01 - $9.36 $225 - $234
33.1K $299K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.5K
- 4.66%
$29.62 - $33.31 $44.4K - $50K
30.7K $956K
DUK
Duke Energy Corp

Utilities
-11
- 0.37%
$121.57 - $129.03 $1.34K - $1.42K
2.98K $372K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.61%
$656.2 - $690.71 $11.8K - $12.4K
2.94K $1.99M
Activity Summary
Buys All Purchases 61 New Holdings 5 Increased Positions 56 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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