Mkt Advisors LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $213 Million distributed in 155 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 $33.3M, Vanguard Index Fds S&P 500 ETF with a value of $21.5M, Spdr Dow Jones Industrial Average ETF Trust with a value of $14.6M, Ishares Tr Ibonds Dec 2025 Ter with a value of $9.22M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $9.2M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $198M to 213M.

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 $213 Million
ETFs: $164 Million
Technology: $11.4 Million
Financial Services: $9.06 Million
Healthcare: $5.36 Million
Utilities: $5.16 Million
Consumer Defensive: $5.15 Million
Consumer Cyclical: $4.62 Million
Communication Services: $3.32 Million
Other: $5.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $213 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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