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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MKT Advisors LLC
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|---|---|
| CRD # | 163833 |
| SEC # | 801-76469 |
| CIK # | 0001906802 |
| AUM | $422.6 M (2025-03-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 760-658-8780 |
| Address | 900 Canterbury Place Escondido, CA 92025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Apple Inc | 2.8 | ||
| Trebia Acquisition Corp | 2.5 | ||
| Costco Wholesale Corp /NEW | 2.2 | ||
| Amazon Com Inc | 2.0 | ||
| Broadcom Inc | 1.8 | ||
| Amgen Inc | 1.7 | ||
| Sempra Energy | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 87.0 |
| (b) Individuals (high net worth individuals) | 125 | 309.8 |
| (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 | 9 | 22.2 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 961 | 422.6 |
| By Discretionary | ||
| Discretionary | 927 | 407.2 |
| Non-Discretionary | 34 | 15.3 |
| Total | 961 | 422.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 422.6 | |
| Total | 961 | 422.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906802] |
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|---|---|---|
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Indivisible Partners LLC
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Go Invest LLC
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Bell & Brown Wealth Advisors LLC
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