Mkt Advisors LLC Portfolio Holdings

Mkt Advisors LLC

$226 Million
Q1 2025

Mkt Advisors LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31M, Vanguard Index Fds S&P 500 ETF with a value of $19.8M, Spdr Dow Jones Industrial Average ETF Trust with a value of $13.9M, Ishares Tr Ibonds Dec 2026 Ter with a value of $12.2M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $12.2M.

Examining the 13F form we can see an increase of $898K in the current position value, from $225M to 226M.

Mkt Advisors LLC is based out at Escondido, CA

Below you can find more details about Mkt Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million

ETFs: $178 Million

Technology: $10.6 Million

Financial Services: $8.97 Million

Consumer Cyclical: $5.57 Million

Healthcare: $5.33 Million

Consumer Defensive: $5.17 Million

Utilities: $4.69 Million

Communication Services: $3.29 Million

Other: $4.88 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 141
Current Value $226 Million
Prior Value $225 Million
Filing
Period Q1 2025
Filing Date April 11, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 3 stocks
Additional Purchases 63 stocks
Sold out of 0 stocks
Reduced holdings in 39 stocks

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