$132 Million is the total value of MKT Advisors LLC's 143 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,996,000 | – | 13,291 | +100.0% | 1.51% | – |
| MKSI | New | MKS INSTRS INC | $686,000 | – | 6,015 | +100.0% | 0.52% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $417,000 | – | 2,011 | +100.0% | 0.32% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $292,000 | – | 5,319 | +100.0% | 0.22% | – |
| GLD | New | SPDR GOLD TR | $276,000 | – | 1,599 | +100.0% | 0.21% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $241,000 | – | 1,761 | +100.0% | 0.18% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $231,000 | – | 1,163 | +100.0% | 0.17% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $216,000 | – | 2,637 | +100.0% | 0.16% | – |
| CMS | New | CMS ENERGY CORP | $215,000 | – | 3,103 | +100.0% | 0.16% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $205,000 | – | 3,718 | +100.0% | 0.16% | – |
| New | SHELL PLCspon ads | $202,000 | – | 3,725 | +100.0% | 0.15% | – | |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $184,000 | – | 15,744 | +100.0% | 0.14% | – |
| BIZD | New | VANECK ETF TRUST | $170,000 | – | 10,500 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 23.3% |
| SPDR DOW JONES INDL AVERAGE | 8 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.2% |
| APPLE INC | 8 | Q3 2023 | 1.6% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 1.7% |
| SEMPRA | 8 | Q3 2023 | 1.6% |
| ISHARES TR | 8 | Q3 2023 | 1.3% |
| AMGEN INC | 8 | Q3 2023 | 1.2% |
| ISHARES TR | 8 | Q3 2023 | 1.3% |
View MKT Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View MKT Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.