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CIK: 0001906802
Total reported value
$321.8M
$321.8M
141 檔
25.8%
As reported in its official Q1 2025 Form 13F filing, MKT Advisors LLC's tracked investment portfolio stood at $321.8M with 141 total positions.
MKT Advisors LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 11 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, DIA) accounted for 25.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEMG
市值: $392.4K
Top Position Liquidated / Trimmed
CAT
前期市值: $264.2K
| # | 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 | 13.11% | -0.02% | +1.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.43% | +0.26% | -1.34% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.90% | +0.15% | -1.28% | |
| 4 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.73% | -0.21% | +4.48% | |
| 5 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 5.71% | -0.20% | +3.55% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 5.68% | — | +3.26% | |
| 7 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 5.22% | -0.21% | +2.46% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.71% | -0.11% | +13.57% | |
| 9 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 4.56% | -0.03% | +4.18% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +1.15% | +19.44% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.11% | +0.72% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.37% | +0.34% | +10.56% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.17% | -0.74% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.12% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | — | -3.40% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.88% | — | +15.32% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.88% | -0.26% | +20.71% | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.88% | +0.40% | +120.19% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | — | -0.22% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.03% | +1.77% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.03% | +5.21% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | — | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | +24.81% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.03% | +1.52% | |
| 25 | SRE | Sempra | Stock-Utilities | 0.59% | -0.05% | -1.87% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.01% | +1.46% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.06% | +0.15% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.54% | -0.03% | +1.05% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.03% | +2.64% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.51% | +0.04% | +25.08% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.06% | +0.87% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.48% | -0.04% | +5.72% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.04% | — | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.05% | +8.04% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.09% | -0.90% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.43% | -0.03% | +0.04% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.02% | +0.20% | |
| 38 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.42% | -0.05% | — | |
| 39 | AZO | Autozone Inc | Stock-Consumer Disc | 0.42% | -0.05% | -0.78% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | -0.19% | +50.36% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | +0.01% | +2.81% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.36% | -0.01% | +0.23% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | — | — | |
| 44 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.35% | -0.19% | +0.11% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.34% | +0.02% | -1.53% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | +0.01% | +3.13% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.32% | -0.04% | -1.44% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.31% | -0.01% | +0.24% | |
| 49 | PPL | Ppl CORP | Stock-Utilities | 0.30% | -0.07% | -2.39% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.10% | +2.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +0.9% | +13.57% | Add |
| 2 | IBTG | Ishares Ibonds Dec 2026 Term | +0.7% | +4.48% | Add |
| 3 | IBTH | Ishares Ibonds Dec 2027 Term | +0.6% | +3.55% | Add |
| 4 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.6% | +4.18% | Add |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | +0.6% | +2.46% | Add |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | +0.6% | +3.26% | Add |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | +0.5% | +120.19% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | NEW | New buy |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.2% | NEW | New buy |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +15.32% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +50.36% | Add |
| 12 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 13 | XLF | Ss Financial Select Sector | 0% | +1.46% | Add |
| 14 | ESGU | Ishares Esg Aware Msci USA | -0.1% | -1.53% | Trim |
| 15 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -11.62% | Trim |
| 16 | IYW | Ishares Ustechnology ETF | -0.1% | +8.04% | Add |
| 17 | OKE | Oneok Inc | -0.1% | -1.76% | Trim |
| 18 | TSLA | Tesla Inc | -0.1% | +10.12% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
| 20 | IVW | Ishares S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | -0.1% | -0.55% | Trim |
| 22 | BX | Blackstone Inc | -0.1% | -0.82% | Trim |
| 23 | JEF | Jefferies Financial Group In | -0.1% | — | Unchanged |
| 24 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -3.40% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.52% | Add |
| 26 | XLY | Ss Consumer Disc Select Sect | -0.1% | +1.05% | Add |
| 27 | QCOM | Qualcomm Inc | -0.1% | -0.90% | Trim |
| 28 | QDF | Flexshares Quality Dividend | -0.1% | EXIT | Sold out |
| 29 | XLB | Ss Materials Select Sector | -0.1% | EXIT | Sold out |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | EXIT | Sold out |
| 31 | MAIN | Main Street Capital CORP | -0.1% | EXIT | Sold out |
| 32 | IUSG | Ishares Core S&p U.s. Growth | -0.1% | EXIT | Sold out |
| 33 | SCHX | Schwab US Large-cap ETF | -0.1% | EXIT | Sold out |
| 34 | FE | Firstenergy CORP | -0.1% | EXIT | Sold out |
| 35 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 36 | XLK | Ss Technology Select Sector | -0.1% | +10.56% | Add |
| 37 | USB | US Bancorp | -0.1% | EXIT | Sold out |
| 38 | IFRA | Ishares US Infrastructure | -0.1% | EXIT | Sold out |
| 39 | AMZN | Amazon.com Inc | -0.1% | +5.21% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.64% | Add |
| 41 | CAT | Caterpillar Inc | -0.1% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.1% | +0.20% | Add |
| 43 | MKSI | Mks Inc | -0.1% | — | Unchanged |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.72% | Add |
| 45 | SRE | Sempra | -0.2% | -1.87% | Trim |
| 46 | AVGO | Broadcom Inc | -0.2% | +0.87% | Add |
| 47 | AAPL | Apple Inc | -0.2% | -0.74% | Trim |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.5% | -1.28% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -1% | -1.34% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | +1.63% | Add |
According to official SEC Form 13F filings, MKT Advisors LLC reported a total U.S. public equity portfolio value of $321.8M across 141 disclosed positions in Q1 2025.
During Q1 2025, MKT Advisors LLC's top holdings by market value included SPY (13.1%)、VOO (8.4%)、DIA (5.9%). The largest single position, SPY, represented 13.1% of total portfolio value.
In Q1 2025, MKT Advisors LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 11 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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