MKT Advisors LLC

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Assets, Funds, Holdings

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MKT Advisors LLC
CRD #163833
SEC #801-76469
CIK #0001906802
AUM $381.5 MM (2024-02-02)
Employees 4 (75% Investors, 0% Brokers)
Phone760-658-8780
Address900 Canterbury Place
Escondido, CA 92025
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 4.0
AAPL 2,382,844.0 2.9
COST 207,576.9 2.0
AMGN 130,083.0 1.8
AMZN 1,092,997.8 1.7
QCOM 147,392.0 1.6
SRE 47,526.0 1.6
GOOGL 1,475,138.5 1.4
NVDA 399,550.0 1.1
 
 
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 263 85.8
(b) Individuals (high net worth individuals) 111 272.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 10 20.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 3.4
(n) Other 0 0.0
Total 915 381.5
By Discretionary
Discretionary 869 363.7
Non-Discretionary 46 17.8
Total 915 381.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 381.5
Total 915 381.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001906802]
Comparable Firms State AUM ($BB)
Lefavi Wealth Management Inc
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MD 0.4
Rosenblum Silverman Sutton SF Inc
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Objective Capital Management LLC
OH 0.4
Matson Financial Advisors Inc
CT 0.4
Boltwood Capital Management
CA 0.4
Master's Wealth Management Inc
PA 0.4
Mosaic Pacific Investment Advisors LLC
HI 0.4
Narus Financial Partners LLC
UT 0.4
Global Kandor Advisors LLC
FL 0.4
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