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CIK: 0001906802
Total reported value
$321.8M
$321.8M
150 檔
28.6%
According to the latest 13F quarterly dataset, MKT Advisors LLC managed an equity portfolio of $321.8M at the end of Q4 2024, spanning 150 distinct U.S. exchange-listed positions.
MKT Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 11 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.20% | -0.02% | -5.91% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.41% | +0.26% | -3.45% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.36% | +0.15% | -2.81% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 5.12% | — | +27.73% | |
| 5 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.08% | -0.21% | +28.07% | |
| 6 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 5.07% | -0.20% | +40.06% | |
| 7 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 4.65% | -0.21% | +29.57% | |
| 8 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.97% | -0.03% | — | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.86% | -0.11% | +32.02% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | +1.15% | +17.96% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.11% | +11.00% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.34% | +3.80% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.17% | +6.85% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.00% | — | -4.90% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.12% | -2.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | -0.55% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.26% | -1.40% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | -3.01% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.03% | +0.76% | |
| 20 | SRE | Sempra | Stock-Utilities | 0.75% | -0.05% | +0.04% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.71% | — | +15.45% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.06% | +23.15% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | — | -1.16% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.03% | -13.07% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | +2.96% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.03% | +0.42% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.63% | -0.03% | +7.53% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | +0.01% | +18.32% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | +2.59% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.04% | -0.82% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.09% | +0.07% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | +0.05% | -3.59% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.06% | +0.03% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.03% | -14.72% | |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.04% | -4.32% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.43% | -0.04% | +11.85% | |
| 37 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.40% | -0.05% | — | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.39% | +0.02% | — | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | +0.01% | +11.52% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | — | -1.11% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.37% | +0.40% | +5.60% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.36% | -0.05% | +20.66% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.36% | -0.01% | +0.15% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.35% | +0.01% | +6.22% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.01% | +10.43% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.10% | +3.14% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | -4.94% | |
| 48 | MKSI | Mks Inc | Stock-Tech | 0.32% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.02% | +0.69% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.30% | -0.03% | +14.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTJ | Ishares Ibonds Dec 2029 Term | +4% | NEW | New buy |
| 2 | IBTH | Ishares Ibonds Dec 2027 Term | +1.1% | +40.06% | Add |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +27.73% | Add |
| 4 | IBTG | Ishares Ibonds Dec 2026 Term | +0.8% | +28.07% | Add |
| 5 | TFLO | Ishares Treasury Floating Ra | +0.7% | +32.02% | Add |
| 6 | IBTI | Ishares Ibonds Dec 2028 Term | +0.7% | +29.57% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +23.15% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +17.96% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 10 | XLF | Ss Financial Select Sector | +0.1% | +18.32% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.55% | Trim |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.1% | +11.00% | Add |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.1% | +7.53% | Add |
| 15 | MAIN | Main Street Capital CORP | +0.1% | NEW | New buy |
| 16 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | NEW | New buy |
| 17 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 18 | MCK | Mckesson CORP | +0.1% | +44.14% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.42% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +2.59% | Add |
| 21 | AZO | Autozone Inc | +0.1% | +20.66% | Add |
| 22 | BAC | Bank Of America CORP | +0.1% | +20.67% | Add |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +15.45% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +0.69% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | 0% | +14.95% | Add |
| 26 | XLK | Ss Technology Select Sector | 0% | +3.80% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.96% | Add |
| 28 | USFR | Wisdomtree Floating Rate Tre | 0% | +11.85% | Add |
| 29 | AAPL | Apple Inc | 0% | +6.85% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.76% | Add |
| 31 | PFF | Ishares Preferred & Income S | -0.1% | -23.97% | Trim |
| 32 | PGX | Invesco Preferred ETF | -0.1% | EXIT | Sold out |
| 33 | WPC | Wp Carey Inc | -0.1% | -16.16% | Trim |
| 34 | BLE | Blackrock Muni Inc Tr Ii | -0.1% | EXIT | Sold out |
| 35 | VZ | Verizon Communications Inc | -0.1% | -12.50% | Trim |
| 36 | EFV | Ishares Msci Eafe Value ETF | -0.1% | EXIT | Sold out |
| 37 | VHT | Vanguard Health Care ETF | -0.1% | EXIT | Sold out |
| 38 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 39 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | EXIT | Sold out |
| 41 | BIV | Vanguard Intermediate-term B | -0.1% | EXIT | Sold out |
| 42 | DVY | Ishares Select Dividend ETF | -0.1% | -14.72% | Trim |
| 43 | TIP | Ishares Tips Bond ETF | -0.1% | EXIT | Sold out |
| 44 | MBB | Ishares Mbs ETF | -0.1% | -30.78% | Trim |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.07% | Trim |
| 47 | AMGN | Amgen Inc | -0.2% | -1.16% | Trim |
| 48 | VOO | Vanguard S&p 500 ETF | -0.6% | -3.45% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -5.91% | Trim |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | -4.1% | EXIT | Sold out |
According to official SEC Form 13F filings, MKT Advisors LLC reported a total U.S. public equity portfolio value of $321.8M across 150 disclosed positions in Q4 2024.
During Q4 2024, MKT Advisors LLC's top holdings by market value included SPY (14.2%)、VOO (9.4%)、DIA (6.4%). The largest single position, SPY, represented 14.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, DIA) accounted for 28.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBTJ
市值: $9.1M
Top Position Liquidated / Trimmed
IBTE
前期市值: $8.8M
In Q4 2024, MKT Advisors LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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