MKT Advisors LLC

CIK 0001906802 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026

Import this data to Google Sheets with:

=jivedata("mkt-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $213.2M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$537K	0.3%	2,880 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.5%	7,589 SH
ALPHABET INC	CAP STK CL C	$562K	0.3%	3,766 SH
ALPS ETF TR	SECTR DIV DOGS	$228K	0.1%	4,418 SH
AMAZON COM INC	COM	$1.6M	0.7%	9,060 SH
AMERICAN ELEC PWR CO INC	COM	$682K	0.3%	6,711 SH
AMGEN INC	COM	$1.7M	0.8%	5,773 SH
APPLE INC	COM	$2.5M	1.2%	13,652 SH
AT&T INC	COM	$285K	0.1%	10,641 SH
AUTOZONE INC	COM	$887K	0.4%	255 SH
BANK AMERICA CORP	COM	$349K	0.2%	9,817 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.8%	3,385 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.1M	0.5%	24,544 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$457K	0.2%	8,915 SH
BLACKSTONE INC	COM	$405K	0.2%	3,247 SH
BOEING CO	COM	$514K	0.2%	3,704 SH
BRISTOL-MYERS SQUIBB CO	COM	$440K	0.2%	7,981 SH
BROADCOM INC	COM	$1.0M	0.5%	6,712 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$395K	0.2%	43,010 SH
CHEVRON CORP NEW	COM	$471K	0.2%	3,361 SH
CME GROUP INC	COM	$405K	0.2%	1,604 SH
COCA COLA CO	COM	$269K	0.1%	3,931 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$282K	0.1%	10,380 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.9%	2,224 SH
CVS HEALTH CORP	COM	$330K	0.2%	5,165 SH
DOMINION ENERGY INC	COM	$225K	0.1%	4,424 SH
DUKE ENERGY CORP NEW	COM NEW	$368K	0.2%	3,145 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$367K	0.2%	3,291 SH
EATON VANCE CALIF MUN BD FD	COM	$112K	0.1%	12,105 SH
EATON VANCE TAX-MANAGED GLOB	COM	$252K	0.1%	34,911 SH
ENBRIDGE INC	COM	$201K	0.1%	4,786 SH
ENTERPRISE PRODS PARTNERS L	COM	$305K	0.1%	10,225 SH
EXXON MOBIL CORP	COM	$452K	0.2%	4,393 SH
FEDEX CORP	COM	$432K	0.2%	2,103 SH
HENRY SCHEIN INC	COM	$254K	0.1%	3,942 SH
HOME DEPOT INC	COM	$315K	0.1%	924 SH
INTERNATIONAL BUSINESS MACHS	COM	$272K	0.1%	1,203 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$287K	0.1%	3,435 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$513K	0.2%	3,293 SH
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.7%	3,347 SH
ISHARES INC	CORE MSCI EMKT	$392K	0.2%	8,094 SH
ISHARES TR	CORE 1 5 YR USD	$1.9M	0.9%	39,053 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	0.7%	2,960 SH
ISHARES TR	ESG AWR MSCI USA	$728K	0.3%	6,626 SH
ISHARES TR	ESG MSCI LEADR	$273K	0.1%	3,130 SH
ISHARES TR	IBONDS 25 TRM TS	$12.1M	5.7%	519,470 SH
ISHARES TR	IBONDS 26 TRM TS	$12.2M	5.7%	533,576 SH
ISHARES TR	IBONDS 27 ETF	$244K	0.1%	10,166 SH
ISHARES TR	IBONDS 27 TRM TS	$12.2M	5.7%	542,599 SH
ISHARES TR	IBONDS 28 TRM TS	$11.1M	5.2%	499,428 SH
ISHARES TR	IBONDS 29 TRM TS	$9.7M	4.6%	444,890 SH
ISHARES TR	IBONDS DEC2026	$243K	0.1%	10,088 SH
ISHARES TR	IBONDS DEC25 ETF	$237K	0.1%	9,445 SH
ISHARES TR	MBS ETF	$337K	0.2%	3,621 SH
ISHARES TR	MORNINGSTAR GRWT	$426K	0.2%	5,805 SH
ISHARES TR	MSCI EAFE ETF	$334K	0.2%	4,560 SH
ISHARES TR	MSCI USA MIN VOL	$388K	0.2%	4,498 SH
ISHARES TR	MSCI USA QLT FCT	$1.9M	0.9%	12,155 SH
ISHARES TR	PFD AND INCM SEC	$268K	0.1%	9,200 SH
ISHARES TR	RUS 1000 GRW ETF	$298K	0.1%	914 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.5%	12,077 SH
ISHARES TR	S&P 500 VAL ETF	$762K	0.4%	4,450 SH
ISHARES TR	S&P MC 400GR ETF	$301K	0.1%	4,000 SH
ISHARES TR	S&P MC 400VL ETF	$277K	0.1%	2,600 SH
ISHARES TR	SELECT DIVID ETF	$927K	0.4%	7,688 SH
ISHARES TR	TRS FLT RT BD	$10.0M	4.7%	198,749 SH
ISHARES TR	U.S. TECH ETF	$1.0M	0.5%	8,089 SH
JEFFERIES FINL GROUP INC	COM	$222K	0.1%	5,275 SH
JOHNSON & JOHNSON	COM	$289K	0.1%	1,920 SH
JPMORGAN CHASE & CO.	COM	$615K	0.3%	2,869 SH
MCDONALDS CORP	COM	$1.2M	0.6%	3,926 SH
MCKESSON CORP	COM	$521K	0.2%	787 SH
MERCK & CO INC	COM	$469K	0.2%	5,782 SH
META PLATFORMS INC	CL A	$397K	0.2%	769 SH
MICROSOFT CORP	COM	$3.3M	1.6%	9,347 SH
MKS INSTRS INC	COM	$380K	0.2%	6,031 SH
NETFLIX INC	COM	$262K	0.1%	302 SH
NEXTERA ENERGY INC	COM	$504K	0.2%	7,739 SH
NUVEEN AMT FREE MUN CR INC F	COM	$121K	0.1%	10,350 SH
NUVEEN CA QUALTY MUN INCOME	COM	$250K	0.1%	23,060 SH
NUVEEN CALIFORNIA AMT QLT MU	COM	$896K	0.4%	71,643 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$113K	0.1%	16,061 SH
NVIDIA CORPORATION	COM	$910K	0.4%	9,318 SH
ONEOK INC NEW	COM	$482K	0.2%	5,956 SH
OREILLY AUTOMOTIVE INC	COM	$212K	0.1%	159 SH
PEPSICO INC	COM	$221K	0.1%	1,542 SH
PFIZER INC	COM	$409K	0.2%	18,093 SH
PHILIP MORRIS INTL INC	COM	$498K	0.2%	3,291 SH
PPL CORP	COM	$641K	0.3%	19,110 SH
PROCTER AND GAMBLE CO	COM	$610K	0.3%	3,809 SH
PROSHARES TR	PSHS ULT S&P 500	$214K	0.1%	3,200 SH
QUALCOMM INC	COM	$962K	0.5%	7,415 SH
RIO TINTO PLC	SPONSORED ADR	$270K	0.1%	4,940 SH
RTX CORPORATION	COM	$357K	0.2%	3,045 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$626K	0.3%	7,166 SH
SELECT SECTOR SPDR TR	ENERGY	$277K	0.1%	3,540 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.2M	0.6%	27,336 SH
SELECT SECTOR SPDR TR	INDL	$709K	0.3%	6,038 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.2M	0.5%	6,378 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$622K	0.3%	8,018 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$870K	0.4%	6,471 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$245K	0.1%	3,343 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.9M	1.4%	15,912 SH
SEMPRA	COM	$1.3M	0.6%	19,763 SH
SIERRA BANCORP	COM	$315K	0.1%	12,320 SH
SLR INVESTMENT CORP	COM	$148K	0.1%	10,050 SH
SOUTHERN CO	COM	$417K	0.2%	4,784 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$12.6M	5.9%	33,128 SH
SPDR GOLD TR	GOLD SHS	$522K	0.2%	1,906 SH
SPDR S&P 500 ETF TR	TR UNIT	$28.0M	13.1%	55,428 SH
SPDR SER TR	PORTFOLIO S&P500	$4.2M	2.0%	71,381 SH
SPDR SER TR	PORTFOLIO SH TSR	$1.9M	0.9%	64,022 SH
SPDR SER TR	PRTFLO S&P500 GW	$1.5M	0.7%	20,222 SH
SPDR SER TR	PRTFLO S&P500 VL	$873K	0.4%	19,028 SH
SPDR SER TR	S&P DIVID ETF	$764K	0.4%	6,180 SH
SPROTT PHYSICAL GOLD TR	UNIT	$743K	0.3%	32,546 SH
STARBUCKS CORP	COM	$670K	0.3%	8,371 SH
SYSCO CORP	COM	$358K	0.2%	5,157 SH
TARGET CORP	COM	$336K	0.2%	3,561 SH
TESLA INC	COM	$236K	0.1%	1,012 SH
TRAVELERS COMPANIES INC	COM	$341K	0.2%	1,459 SH
UNITED PARCEL SERVICE INC	CL B	$310K	0.1%	3,243 SH
UNITIL CORP	COM	$229K	0.1%	4,159 SH
VANECK ETF TRUST	BDC INCOME ETF	$144K	0.1%	10,100 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$327K	0.2%	4,490 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$266K	0.1%	1,725 SH
VANGUARD INDEX FDS	GROWTH ETF	$630K	0.3%	1,883 SH
VANGUARD INDEX FDS	MID CAP ETF	$288K	0.1%	1,240 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.0M	8.4%	38,767 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$312K	0.1%	1,259 SH
VANGUARD INDEX FDS	VALUE ETF	$390K	0.2%	2,506 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.9%	11,174 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$235K	0.1%	5,131 SH
VANGUARD WORLD FD	INF TECH ETF	$270K	0.1%	563 SH
VERIZON COMMUNICATIONS INC	COM	$478K	0.2%	11,231 SH
VISA INC	COM CL A	$580K	0.3%	1,856 SH
WALMART INC	COM	$602K	0.3%	7,186 SH
WELLS FARGO CO NEW	COM	$294K	0.1%	4,724 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.0M	0.5%	20,494 SH
WORLD GOLD TR	SPDR GLD MINIS	$377K	0.2%	6,402 SH
WP CAREY INC	COM	$407K	0.2%	7,144 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001697	—	View
Jan 8, 2026	Q4 2025	13F-HR	0001951757-26-000037	$293.1M	View
Oct 17, 2025	Q3 2025