$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -530 | -100.0% | -0.15% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,793 | -100.0% | -0.15% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,127 | -100.0% | -0.16% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -5,293 | -100.0% | -0.16% | – |
| CMS | Exit | CMS ENERGY CORP | $0 | – | -3,270 | -100.0% | -0.16% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,350 | -100.0% | -0.16% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,631 | -100.0% | -0.16% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,942 | -100.0% | -0.18% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,360 | -100.0% | -0.18% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,305 | -100.0% | -0.24% | – |
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.