Mkt Advisors LLC Top Holdings and 13F Report (2025) About Mkt Advisors LLCInvestment ActivityMkt Advisors LLC has $213.18 million in total holdings as of March 31, 2025.Mkt Advisors LLC owns shares of 141 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Mkt Advisors LLC has purchased 150 new stocks and bought additional shares in 63 stocks.Mkt Advisors LLC sold shares of 39 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $27,956,547Vanguard S&P 500 ETF $17,970,854SPDR Dow Jones Industrial Average ETF Trust $12,574,230iShares iBonds Dec 2026 Term Treasury ETF $12,213,561iShares iBonds Dec 2027 Term Treasury ETF $12,175,926 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $392,397 Holding98149E303 - SPDR Gold MiniShares Trust $377,462 Holding67103H107 - O'Reilly Automotive $212,081 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 23,749 shares (about $1.20M)SPDR Portfolio Short Term Treasury ETF 34,946 shares (about $1.02M)SPDR Portfolio S&P 500 ETF 11,620 shares (about $689.41K)iShares iBonds Dec 2026 Term Treasury ETF 22,878 shares (about $523.68K)SPDR S&P 500 ETF Trust 887 shares (about $447.38K) Largest Sales this Quarter Vanguard S&P 500 ETF 525 shares (about $243.37K)SPDR Dow Jones Industrial Average ETF Trust 431 shares (about $163.59K)iShares MBS ETF 1,576 shares (about $146.84K)Vanguard Dividend Appreciation ETF 393 shares (about $69.04K)Invesco S&P 500 Equal Weight ETF 433 shares (about $67.49K) 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$27,956,547$447,381 ▲1.6%55,42813.1%FinanceVOOVanguard S&P 500 ETF$17,970,854$243,369 ▼-1.3%38,7678.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$12,574,230$163,593 ▼-1.3%33,1285.9%FinanceIBTGiShares iBonds Dec 2026 Term Treasury ETF$12,213,561$523,678 ▲4.5%533,5765.7%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$12,175,926$416,890 ▲3.5%542,5995.7%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$12,114,045$382,845 ▲3.3%519,4705.7%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$11,122,258$266,527 ▲2.5%499,4285.2%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$10,036,825$1,199,325 ▲13.6%198,7494.7%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$9,711,945$389,927 ▲4.2%444,8904.6%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$4,235,011$689,411 ▲19.4%71,3812.0%ETFMSFTMicrosoft$3,344,862$23,976 ▲0.7%9,3471.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,919,266$278,864 ▲10.6%15,9121.4%ETFAAPLApple$2,477,244$18,509 ▼-0.7%13,6521.2%Computer and TechnologyCOSTCostco Wholesale$2,019,6810.0%2,2240.9%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,963,016$69,041 ▼-3.4%11,1740.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,879,621$249,747 ▲15.3%39,0530.9%ManufacturingQUALiShares MSCI USA Quality Factor ETF$1,879,041$322,320 ▲20.7%12,1550.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,870,723$1,021,122 ▲120.2%64,0220.9%ETFAMGNAmgen$1,672,514$3,766 ▼-0.2%5,7730.8%MedicalBRK.BBerkshire Hathaway$1,659,936$28,932 ▲1.8%3,3850.8%FinanceAMZNAmazon.com$1,587,824$78,690 ▲5.2%9,0600.7%Retail/WholesaleIVViShares Core S&P 500 ETF$1,498,6920.0%2,9600.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,472,943$292,811 ▲24.8%20,2220.7%ETFQQQInvesco QQQ$1,418,181$21,186 ▲1.5%3,3470.7%FinanceSRESempra$1,263,045$24,094 ▼-1.9%19,7630.6%UtilitiesXLFFinancial Select Sector SPDR Fund$1,205,243$17,327 ▲1.5%27,3360.6%ETFMCDMcDonald's$1,177,368$1,799 ▲0.2%3,9260.6%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$1,152,045$11,921 ▲1.0%6,3780.5%FinanceGOOGLAlphabet$1,113,644$28,615 ▲2.6%7,5890.5%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$1,082,390$217,016 ▲25.1%24,5440.5%ETFAVGOBroadcom$1,034,652$8,941 ▲0.9%6,7120.5%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,031,668$55,827 ▲5.7%20,4940.5%FinanceIVWiShares S&P 500 Growth ETF$1,015,0720.0%12,0770.5%ETFIYWiShares U.S. Technology ETF$1,011,610$75,286 ▲8.0%8,0890.5%ManufacturingQCOMQUALCOMM$961,893$8,691 ▼-0.9%7,4150.5%Computer and TechnologyDVYiShares Select Dividend ETF$926,565$362 ▲0.0%7,6880.4%ETFNVDANVIDIA$909,810$1,855 ▲0.2%9,3180.4%Computer and TechnologyNUVEEN CALIFORNIA AMT QLT MU$896,2530.0%71,6430.4%COMAZOAutoZone$886,987$6,957 ▼-0.8%2550.4%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$873,005$292,393 ▲50.4%19,0280.4%ETFXLVHealth Care Select Sector SPDR Fund$870,155$23,801 ▲2.8%6,4710.4%ETFSDYSPDR S&P Dividend ETF$764,140$1,731 ▲0.2%6,1800.4%ETFIVEiShares S&P 500 Value ETF$762,1070.0%4,4500.4%ETFSPROTT PHYSICAL GOLD TR$742,700$822 ▲0.1%32,5460.3%UNITESGUiShares ESG Aware MSCI USA ETF$727,800$11,314 ▼-1.5%6,6260.3%ManufacturingXLIIndustrial Select Sector SPDR Fund$708,801$21,482 ▲3.1%6,0380.3%ETFAEPAmerican Electric Power$681,637$9,954 ▼-1.4%6,7110.3%UtilitiesSBUXStarbucks$669,706$1,600 ▲0.2%8,3710.3%Retail/WholesalePPLPPL$640,553$15,653 ▼-2.4%19,1100.3%UtilitiesVUGVanguard Growth ETF$629,736$15,049 ▲2.4%1,8830.3%ETFXLCCommunication Services Select Sector SPDR Fund$625,9500.0%7,1660.3%ETFXLPConsumer Staples Select Sector SPDR Fund$621,805$27,918 ▲4.7%8,0180.3%ETFJPMJPMorgan Chase & Co.$615,168$19,512 ▲3.3%2,8690.3%FinancePGProcter & Gamble$610,243$12,496 ▼-2.0%3,8090.3%Consumer StaplesWMTWalmart$602,411$10,563 ▼-1.7%7,1860.3%Retail/WholesaleVVisa$579,519$1,249 ▲0.2%1,8560.3%Business ServicesGOOGAlphabet$562,038$3,134 ▼-0.6%3,7660.3%Computer and TechnologyABBVAbbVie$537,342$13,993 ▼-2.5%2,8800.3%MedicalGLDSPDR Gold Shares$521,6910.0%1,9060.2%FinanceMCKMcKesson$520,9700.0%7870.2%MedicalBABoeing$514,337$139 ▼0.0%3,7040.2%AerospaceRSPInvesco S&P 500 Equal Weight ETF$513,272$67,491 ▼-11.6%3,2930.2%ETFNEENextEra Energy$503,509$651 ▲0.1%7,7390.2%UtilitiesPMPhilip Morris International$497,698$6,352 ▲1.3%3,2910.2%Consumer StaplesOKEONEOK$481,900$8,657 ▼-1.8%5,9560.2%EnergyVZVerizon Communications$478,210$7,196 ▼-1.5%11,2310.2%Computer and TechnologyCVXChevron$471,018$2,102 ▼-0.4%3,3610.2%EnergyMRKMerck & Co., Inc.$469,416$3,491 ▲0.7%5,7820.2%MedicalBINCiShares Flexible Income Active ETF$456,537$63,654 ▲16.2%8,9150.2%ETFXOMExxon Mobil$452,229$4,735 ▲1.1%4,3930.2%EnergyBMYBristol-Myers Squibb$440,482$166 ▲0.0%7,9810.2%MedicalFDXFedEx$431,5990.0%2,1030.2%TransportationILCGiShares Morningstar Growth ETF$425,939$65,597 ▲18.2%5,8050.2%ETFSOSouthern$417,260$698 ▲0.2%4,7840.2%UtilitiesPFEPfizer$409,448$10,523 ▼-2.5%18,0930.2%MedicalWPCW. P. Carey$406,9220.0%7,1440.2%FinanceCMECME Group$404,8010.0%1,6040.2%FinanceBXBlackstone$404,739$3,366 ▼-0.8%3,2470.2%FinanceMETAMeta Platforms$397,2540.0%7690.2%Computer and TechnologyCHYCalamos Convertible and High Income Fund$394,832$23,997 ▼-5.7%43,0100.2%Financial ServicesIEMGiShares Core MSCI Emerging Markets ETF$392,397$392,397 ▲New Holding8,0940.2%ETFVTVVanguard Value ETF$390,0840.0%2,5060.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$387,753$86 ▲0.0%4,4980.2%ETFMKSIMKS Instruments$379,8930.0%6,0310.2%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$377,462$377,462 ▲New Holding6,4020.2%FinanceDUKDuke Energy$367,508$17,528 ▼-4.6%3,1450.2%UtilitiesBOXXAlpha Architect 1-3 Month Box ETF$366,9900.0%3,2910.2%ETFSYYSysco$358,231$208 ▲0.1%5,1570.2%Consumer StaplesRTXRTX$357,181$30,967 ▼-8.0%3,0450.2%AerospaceBACBank of America$349,289$1,743 ▼-0.5%9,8170.2%FinanceTRVTravelers Companies$341,1580.0%1,4590.2%FinanceMBBiShares MBS ETF$337,369$146,836 ▼-30.3%3,6210.2%ETFTGTTarget$336,068$2,265 ▼-0.7%3,5610.2%Retail/WholesaleEFAiShares MSCI EAFE ETF$333,838$6,589 ▼-1.9%4,5600.2%FinanceCVSCVS Health$329,817$958 ▲0.3%5,1650.2%MedicalBNDVanguard Total Bond Market ETF$327,4560.0%4,4900.2%ETFHDHome Depot$315,493$21,511 ▼-6.4%9240.1%Retail/WholesaleBSRRSierra Bancorp$314,7760.0%12,3200.1%FinanceVTIVanguard Total Stock Market ETF$311,736$38,379 ▲14.0%1,2590.1%ETFUPSUnited Parcel Service$309,901$3,058 ▲1.0%3,2430.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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