MKT Advisors LLC
Top Portfolio Positions
78 positions ·
$96,575,252 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 | 32.95% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
31,015 | $14,365,837 | 14.88% | |
| AAPL |
Apple Inc.
Technology
|
13,557 | $3,440,631 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
8,264 | $3,059,084 | 3.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,121 | $2,047,714 | 2.12% | |
| SRE |
Sempra
Utilities
|
20,799 | $2,021,038 | 2.09% | |
| AMGN |
Amgen Inc
Healthcare
|
5,649 | $1,987,600 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
6,314 | $1,954,246 | 2.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,286 | $1,896,613 | 1.96% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,774 | $1,767,666 | 1.83% |
Portfolio Trend
Holdings in CHY
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,047 | 31,042 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $412,419 | 36,465 | Shares | Sole | 2026-01-08 | |
| 2023-06-30 | $541,566 | 48,225 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $648,921 | 59,425 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $626,933 | 59,425 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $633,904 | 62,825 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $705,106 | 63,125 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $885,127 | 62,775 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $980,103 | 60,575 | Shares | Sole | 2022-02-11 | |
| No quarters match your search. | ||||||