MKT Advisors LLC
Top Portfolio Positions
79 positions ·
$97,995,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
48,925 | $31,817,884 | 32.47% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
31,015 | $14,365,837 | 14.66% | |
| AAPL |
Apple Inc.
Technology
|
13,557 | $3,440,631 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
8,264 | $3,059,084 | 3.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,121 | $2,047,714 | 2.09% | |
| SRE |
Sempra
Utilities
|
20,799 | $2,021,038 | 2.06% | |
| AMGN |
Amgen Inc
Healthcare
|
5,649 | $1,987,600 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
6,314 | $1,954,246 | 1.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,286 | $1,896,613 | 1.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,774 | $1,767,666 | 1.80% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BSRR
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,894 | 12,320 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $402,617 | 12,320 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $356,171 | 12,320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $365,780 | 12,320 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $343,481 | 12,320 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $356,294 | 12,320 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $355,801 | 12,320 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $275,721 | 12,320 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $248,864 | 12,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $277,816 | 12,320 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $233,587 | 12,320 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $209,070 | 12,320 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $212,150 | 12,320 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $261,676 | 12,320 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $243,320 | 12,320 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $267,713 | 12,320 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $307,753 | 12,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,488 | 12,320 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||