MA

MKT Advisors LLC

13F
MKT Advisors LLC
Last update 2024-10-07 155 Stocks (8 new)
Value $213.00 Mil Turnover 5 %
Countries:
Top Holdings: SPY(15.47%)VOO(9.98%)DIA(6.83%)IBTF(4.31%)IBTG(4.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
MKT Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
57,966
32974.340
-0.23%
15.470
-0.04%
0.010
+11.47%
+21.33%
596470.496
 
VOO 		Vanguard S&P 500 ETF
40,696
21277.080
+3.39%
9.980
+0.33%
0.000
+11.55%
+21.36%
493529.541
 
DIA 		SPDR Dow Jones Industrial Average ETF
34,528
14567.630
-5.72%
6.830
-0.41%
0.040
+9.18%
+12.05%
35829.143
 
IBTF 		iShares iBonds Dec 2025 Term Treasury ETF
393,854
9196.490
+11.64%
4.310
+0.45%
0.450
+0.04%
+0.13%
2057.401
 
IBTG 		iShares iBonds Dec 2026 Term Treasury ETF
398,765
9171.600
+10.84%
4.300
+0.42%
0.660
-0.55%
-0.24%
1412.249
 
IBTE 		iShares iBonds Dec 2024 Term Treasury ETF
367,015
8771.650
+10.59%
4.110
+0.39%
0.430
-0.04%
+0.21%
1788.513
 
IBTI 		iShares iBonds Dec 2028 Term Treasury ETF
376,209
8447.770
+10.89%
3.960
+0.39%
1.230
-1.79%
-1.04%
708.097
 
IBTH 		iShares iBonds Dec 2027 Term Treasury ETF
374,130
8445.990
+10.82%
3.960
+0.39%
0.830
-1.13%
-0.69%
1049.593
 
TFLO 		iShares Treasury Floating Rate Bond ETF
132,555
6683.420
+50.33%
3.130
+1.05%
0.090
+0.06%
-0.02%
6978.526
 
MSFT 		Microsoft Corp
8,360
3487.180
-2.81%
1.640
-0.06%
0.000
+4.32%
+10.02%
3059156.044
Software

MKT Advisors LLC's Historical Top Holdings Breakdowns

MKT Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TFLO 		iShares Treasury Floating Rate Bond ETF2024-09-30Add
+1.05%
●
50.42 ($50.54) 50.66
$50.46
-0.16%
Add 50.33%
132,555
44,381
IBTF 		iShares iBonds Dec 2025 Term Treasury ETF2024-09-30Add
+0.45%
●
23.13 ($23.3) 23.43
$23.30
0%
Add 11.64%
393,854
41,055
IBTG 		iShares iBonds Dec 2026 Term Treasury ETF2024-09-30Add
+0.42%
●
22.55 ($22.88) 23.1
$22.80
-0.35%
Add 10.84%
398,765
38,997
DIA 		SPDR Dow Jones Industrial Average ETF2024-09-30Reduce
-0.41%
●
386.81 ($406.27) 423.12
$422.30
3.95%
Reduce -5.72%
34,528
-2,096
IBTE 		iShares iBonds Dec 2024 Term Treasury ETF2024-09-30Add
+0.39%
●
23.88 ($23.95) 24.01
$23.91
-0.17%
Add 10.59%
367,015
35,151
IBTH 		iShares iBonds Dec 2027 Term Treasury ETF2024-09-30Add
+0.39%
●
21.96 ($22.42) 22.69
$22.23
-0.85%
Add 10.82%
374,130
36,536
IBTI 		iShares iBonds Dec 2028 Term Treasury ETF2024-09-30Add
+0.39%
●
21.7 ($22.27) 22.6
$21.98
-1.30%
Add 10.89%
376,209
36,942
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.33%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Add 3.39%
40,696
1,335
JKE 		BTC iShares Morningstar Large-Cap Growth ETF2024-09-30New Buy
+0.19%
●
74.17 ($80.73) 85.07
$283.81
251.55%
New holding
4,906
4,906
VONG 		Vanguard Russell 1000 Growth Index Fund2024-09-30Sold Out
-0.18%
●
85.48 ($93.31) 98.39
$98.04
5.07%
Sold Out
0
-3,780

MKT Advisors LLC Total Holding History ($B)

To

MKT Advisors LLC's Asset Allocation

To

MKT Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MKT Advisors LLC's Hypothetical Growth since 2024-09-30

MKT Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MKT Advisors LLC's Holdings Heat Map

Size field:

MKT Advisors LLC's Holdings Bubble Chart

MKT Advisors LLC News

  • 1

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