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| MKT Advisors LLC
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|
|---|---|
| CRD # | 163833 |
| SEC # | 801-76469 |
| CIK # | 0001906802 |
| AUM | $354.0 MM (2023-02-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 760-658-8780 |
| Address | 900 Canterbury Place Suite 340 Escondido, CA 92025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.8 | |
| AAPL | 2,382,844.0 | 2.1 | |
| SRE | 47,526.0 | 1.8 | |
| AMGN | 130,083.0 | 1.5 | |
| PG | 338,108.9 | 1.4 | |
| PFE | 284,248.0 | 1.3 | |
| WMT | 335,434.5 | 1.2 | |
| MCD | 179,584.2 | 1.1 | |
| COST | 207,576.9 | 1.1 | |
| AEP | 48,827.8 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 84.8 |
| (b) Individuals (high net worth individuals) | 97 | 246.3 |
| (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 | 1.4 |
| (h) Charitable organizations | 9 | 18.2 |
| (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 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 354.0 |
| By Discretionary | ||
| Discretionary | 817 | 312.9 |
| Non-Discretionary | 81 | 41.1 |
| Total | 898 | 354.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.0 | |
| Total | 898 | 354.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001906802] |
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