Mkt Advisors LLC Top Holdings and 13F Report (2025) About Mkt Advisors LLCInvestment ActivityMkt Advisors LLC has $229.52 million in total holdings as of December 31, 2024.Mkt Advisors LLC owns shares of 150 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 11.88% of the portfolio was purchased this quarter.About 7.18% of the portfolio was sold this quarter.This quarter, Mkt Advisors LLC has purchased 155 new stocks and bought additional shares in 63 stocks.Mkt Advisors LLC sold shares of 53 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,592,379Vanguard S&P 500 ETF $21,589,480SPDR Dow Jones Industrial Average ETF Trust $14,588,561iShares iBonds Dec 2025 Term Treasury ETF $11,741,257iShares iBonds Dec 2026 Term Treasury ETF $11,659,235 Largest New Holdings this Quarter iShares iBonds Dec 2029 Term Treasury ETF $9,112,778 HoldingTesla $391,954 HoldingInvesco S&P 500 Momentum ETF $228,671 HoldingMain Street Capital $211,641 HoldingiShares Core S&P U.S. Growth ETF $208,967 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Treasury ETF 427,028 shares (about $9.11M)iShares iBonds Dec 2027 Term Treasury ETF 149,891 shares (about $3.33M)iShares iBonds Dec 2026 Term Treasury ETF 111,933 shares (about $2.56M)iShares iBonds Dec 2025 Term Treasury ETF 109,199 shares (about $2.55M)iShares iBonds Dec 2028 Term Treasury ETF 111,251 shares (about $2.44M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,425 shares (about $2.05M)Vanguard S&P 500 ETF 1,404 shares (about $771.45K)SPDR Dow Jones Industrial Average ETF Trust 969 shares (about $421.24K)Berkshire Hathaway 500 shares (about $233.98K)iShares MBS ETF 2,311 shares (about $211.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMkt Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,592,379$2,046,697 ▼-5.9%54,54114.2%FinanceVOOVanguard S&P 500 ETF$21,589,480$771,445 ▼-3.4%39,2929.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$14,588,561$421,238 ▼-2.8%33,5596.4%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$11,741,257$2,548,705 ▲27.7%503,0535.1%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$11,659,235$2,555,430 ▲28.1%510,6985.1%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$11,633,266$3,327,580 ▲40.1%524,0215.1%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$10,670,499$2,435,284 ▲29.6%487,4604.6%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$9,112,778$9,112,778 ▲New Holding427,0284.0%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$8,853,250$2,147,293 ▲32.0%175,0003.9%ETFSPLGSPDR Portfolio S&P 500 ETF$4,200,606$639,570 ▲18.0%59,7611.8%ETFMSFTMicrosoft$3,981,283$394,696 ▲11.0%9,2801.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,369,278$123,375 ▲3.8%14,3921.5%ETFAAPLApple$3,163,156$202,843 ▲6.9%13,7541.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,303,541$118,692 ▼-4.9%11,5671.0%ETFCOSTCostco Wholesale$2,097,655$60,364 ▼-2.8%2,2240.9%Retail/WholesaleAMZNAmazon.com$1,945,528$10,845 ▼-0.6%8,6110.8%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$1,819,548$25,839 ▼-1.4%10,0700.8%ETFIVViShares Core S&P 500 ETF$1,776,790$55,225 ▼-3.0%2,9600.8%ETFQQQInvesco QQQ$1,720,289$13,044 ▲0.8%3,2970.7%FinanceSRESempra$1,715,513$767 ▲0.0%20,1400.7%UtilitiesISTBiShares Core 1-5 Year USD Bond ETF$1,620,731$216,902 ▲15.5%33,8640.7%ManufacturingAVGOBroadcom$1,579,826$297,019 ▲23.2%6,6540.7%Computer and TechnologyAMGNAmgen$1,574,554$18,505 ▼-1.2%5,7860.7%MedicalBRK.BBerkshire Hathaway$1,556,402$233,975 ▼-13.1%3,3260.7%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,456,363$41,888 ▲3.0%16,2020.6%ETFGOOGLAlphabet$1,449,192$6,076 ▲0.4%7,3940.6%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$1,446,920$101,321 ▲7.5%6,3120.6%FinanceXLFFinancial Select Sector SPDR Fund$1,353,325$209,556 ▲18.3%26,9430.6%ETFNVDANVIDIA$1,280,565$32,362 ▲2.6%9,2990.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,253,955$10,383 ▼-0.8%12,0770.5%ETFQCOMQUALCOMM$1,231,254$823 ▲0.1%7,4820.5%Computer and TechnologyIYWiShares U.S. Technology ETF$1,207,578$45,000 ▼-3.6%7,4870.5%ManufacturingMCDMcDonald's$1,101,324$281 ▲0.0%3,9200.5%Retail/WholesaleDVYiShares Select Dividend ETF$1,035,900$178,738 ▼-14.7%7,6850.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,024,517$46,258 ▼-4.3%19,6230.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$977,973$103,624 ▲11.9%19,3850.4%FinanceNUVEEN CALIFORNIA AMT QLT MU$906,9990.0%71,6430.4%COMESGUiShares ESG Aware MSCI USA ETF$885,9400.0%6,7290.4%ManufacturingXLVHealth Care Select Sector SPDR Fund$882,293$91,117 ▲11.5%6,2940.4%ETFIVEiShares S&P 500 Value ETF$863,701$9,705 ▼-1.1%4,4500.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$843,786$44,778 ▲5.6%29,0760.4%ETFAZOAutoZone$829,699$142,050 ▲20.7%2570.4%Retail/WholesaleSDYSPDR S&P Dividend ETF$824,891$1,204 ▲0.1%6,1660.4%ETFXLIIndustrial Select Sector SPDR Fund$806,526$47,248 ▲6.2%5,8550.4%ETFSBUXStarbucks$794,447$75,059 ▲10.4%8,3510.3%Retail/WholesaleVUGVanguard Growth ETF$764,322$23,287 ▲3.1%1,8380.3%ETFGOOGAlphabet$748,122$38,917 ▼-4.9%3,7870.3%Computer and TechnologyMKSIMKS Instruments$724,3830.0%6,0310.3%Computer and TechnologyJPMJPMorgan Chase & Co.$720,031$4,925 ▲0.7%2,7780.3%FinanceXLCCommunication Services Select Sector SPDR Fund$697,897$90,768 ▲15.0%7,1660.3%ETFSPROTT PHYSICAL GOLD TR$678,484$16,696 ▲2.5%32,5100.3%UNITWMTWalmart$672,275$57,463 ▼-7.9%7,3120.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$670,893$180 ▲0.0%3,7260.3%ETFAEPAmerican Electric Power$662,168$28,980 ▼-4.2%6,8090.3%UtilitiesOKEONEOK$660,624$22,773 ▼-3.3%6,0630.3%Oils/EnergySPYVSPDR Portfolio S&P 500 Value ETF$658,187$22,624 ▲3.6%12,6550.3%ETFPPLPPL$650,921$50,240 ▲8.4%19,5770.3%UtilitiesBABoeing$633,888$29,085 ▼-4.4%3,7050.3%AerospacePGProcter & Gamble$626,239$30,128 ▼-4.6%3,8870.3%Consumer StaplesVVisa$591,984$3,196 ▲0.5%1,8520.3%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$591,513$927 ▲0.2%7,6580.3%ETFBXBlackstone$589,156$900 ▲0.2%3,2740.3%FinanceFDXFedEx$578,5350.0%2,1030.3%TransportationMRKMerck & Co., Inc.$561,966$2,644 ▲0.5%5,7390.2%MedicalNEENextEra Energy$546,914$65,030 ▲13.5%7,7290.2%UtilitiesCVXChevron$545,091$19,214 ▼-3.4%3,3760.2%Oils/EnergyCHYCalamos Convertible and High Income Fund$531,520$22,205 ▼-4.0%45,6240.2%Financial ServicesABBVAbbVie$507,007$14,412 ▼-2.8%2,9550.2%MedicalXOMExxon Mobil$488,270$3,033 ▼-0.6%4,3470.2%Oils/EnergyPFEPfizer$488,080$55,336 ▼-10.2%18,5580.2%MedicalTGTTarget$478,964$80,963 ▲20.3%3,5850.2%Retail/WholesaleMBBiShares MBS ETF$475,993$211,664 ▼-30.8%5,1970.2%ETFGLDSPDR Gold Shares$475,1090.0%1,9060.2%FinanceMETAMeta Platforms$471,446$39,849 ▲9.2%7690.2%Computer and TechnologyMCKMcKesson$466,353$142,809 ▲44.1%7870.2%MedicalBACBank of America$459,065$78,636 ▲20.7%9,8660.2%FinanceILCGiShares Morningstar Growth ETF$449,448$458 ▲0.1%4,9110.2%ETFBMYBristol-Myers Squibb$449,087$46,665 ▲11.6%7,9780.2%MedicalVZVerizon Communications$442,109$63,136 ▼-12.5%11,4000.2%Computer and TechnologyVTVVanguard Value ETF$437,748$4,716 ▼-1.1%2,5060.2%ETFUPSUnited Parcel Service$416,563$4,151 ▲1.0%3,2110.2%TransportationUSMViShares MSCI USA Min Vol Factor ETF$404,088$719 ▲0.2%4,4970.2%ETFHDHome Depot$403,984$10,233 ▼-2.5%9870.2%Retail/WholesaleBINCiShares Flexible Income Active ETF$400,939$63,548 ▲18.8%7,6720.2%ETFSOSouthern$400,706$31,546 ▲8.5%4,7760.2%UtilitiesRTXRTX$400,693$3,996 ▼-1.0%3,3090.2%AerospaceJEFJefferies Financial Group$399,5810.0%5,2750.2%FinanceWPCW. P. Carey$398,564$76,823 ▼-16.2%7,1440.2%FinancePMPhilip Morris International$395,046$59,822 ▲17.8%3,2490.2%Consumer StaplesTSLATesla$391,954$391,954 ▲New Holding9190.2%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$379,1600.0%4,0000.2%ETFSYYSysco$376,6290.0%5,1540.2%Consumer StaplesCMECME Group$373,267$931 ▲0.3%1,6040.2%FinanceWFCWells Fargo & Company$366,053$14,799 ▼-3.9%4,7490.2%FinanceBOXXAlpha Architect 1-3 Month Box ETF$363,8640.0%3,2910.2%ETFBSRRSierra Bancorp$361,8380.0%12,3200.2%FinanceDUKDuke Energy$359,995$21,523 ▼-5.6%3,2950.2%UtilitiesEFAiShares MSCI EAFE ETF$357,027$57,124 ▼-13.8%4,6500.2%FinanceXCEMColumbia EM Core ex-China ETF$355,800$45,180 ▲14.5%11,8600.2%ETFVXFVanguard Extended Market ETF$352,732$62,769 ▼-15.1%1,7870.2%ETFShowing largest 100 holdings. View all holdings. 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