MKT Advisors LLC
MKT Advisors LLC is a Registered Investment Adviser headquartered in Escondido, California. Founded in 2012 by industry veterans, the firm specializes in providing investment advisory and related services to a diverse group of clients including professionals, business owners, and retirees who seek both asset growth and protection. The MKT team has over 60 years combined industry experience and is committed to tailoring financial strategies for each client. They serve clients nationwide, focusing on personalized service and wealth management advice. The staff count is approximately 5-7 based on listed advisors and support personnel.
Investment Strategy
MKT Advisors LLC takes a client-centered and modern approach to investment management, designing customized portfolios aligned with individual goals and long-term objectives. Their philosophy emphasizes wealth accumulation, risk management, retirement planning, and portfolio design using personalized and modern investing principles. The firm prides itself on community-focused investing and helping clients define and pursue financial goals through educational guidance and comprehensive planning.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.70% | $34.1M | 51,048 | $470.99 | $666.18 | +$2.4M |
V VOO | VANGUARD INDEX FDS | 8.80% | $23.6M | 38,475 | $419.16 | $612.38 | +$1.7M |
D DIA | SPDR DOW JONES INDL AVERAGE | 5.64% | $15.1M | 32,633 | $362.95 | $463.74 | +$509.5K |
I IBTH | ISHARES TR | 4.77% | $12.8M | 570,279 | $22.16 | $22.52 | +$251.2K |
I IBTG | ISHARES TR | 4.74% | $12.7M | 556,032 | $22.71 | $22.95 | +$151.6K |