$134 Million is the total value of MKT Advisors LLC's 143 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $616,777 | – | 8,032 | +100.0% | 0.46% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $430,438 | – | 3,489 | +100.0% | 0.32% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $317,921 | – | 2,290 | +100.0% | 0.24% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $285,069 | – | 6,023 | +100.0% | 0.21% | – |
| NVDA | New | NVIDIA CORPORATION | $226,607 | – | 843 | +100.0% | 0.17% | – |
| GOVT | New | ISHARES TRus treas bd etf | $217,972 | – | 9,240 | +100.0% | 0.16% | – |
| New | GSK PLCsponsored adr | $211,443 | – | 5,646 | +100.0% | 0.16% | – | |
| MPW | New | MEDICAL PPTYS TRUST INC | $84,344 | – | 10,400 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
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.