Mkt Advisors LLC Portfolio Holdings

Mkt Advisors LLC

  • $248 Million
  • Q2 2025

Mkt Advisors LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $248 Million distributed in 170 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 $31.7M, Vanguard Index Fds S&P 500 ETF with a value of $22M, Spdr Dow Jones Industrial Average ETF Trust with a value of $14.5M, Ishares Tr Ibonds Dec 2026 Ter with a value of $12.6M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $12.6M.

Examining the 13F form we can see an increase of $21.8M in the current position value, from $226M to 248M.

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 $248 Million
ETFs: $195 Million
Technology: $13.4 Million
Financial Services: $9.58 Million
Consumer Cyclical: $5.65 Million
Consumer Defensive: $5.27 Million
Healthcare: $5.06 Million
Utilities: $4.58 Million
Communication Services: $3.9 Million
Other: $5.56 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.96B
$596,000 0.24% of portfolio
6,000
Q2 2025 Reduced 0.51%
$9.62B
$287,000 0.12% of portfolio
3,942
Q4 2022 Reduced 0.08%
$5.85B
$214,000 0.09% of portfolio
2,385
Q2 2025 Added 1,400.0%
$4.78B
$202,000 0.08% of portfolio
3,427
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $248 Million
  • Prior Value $226 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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