MKT Advisors LLC logo

MKT Advisors LLC

RIA/Wealth

MKT Advisors LLC is a RIA/Wealth based in Escondido, CA led by Taylor Carl Jobe, reporting $422.6M in AUM as of Q3 2025 with 78% ETF concentration and 58% concentrated in top 10 holdings.

Managing PartnerTaylor Carl Jobe
Portfolio Value
$267.9M
Positions
166
Top Holding
SPY at 12.74%
Last Reported
Q3 2025
Address900 Canterbury Place, Suite 340, Escondido, CA, 92025, United States

Top Holdings

Largest long holdings in MKT Advisors LLC's portfolio (57.9% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$34.1M
12.74%
-$202.5K
Sold
51.0K shares
ETF
ETF
$23.6M
8.83%
-$106.9K
Sold
38.5K shares
ETF
ETF
$15.1M
5.66%
-$127.7K
Sold
32.6K shares
ETF
ETF
$12.8M
4.78%
+$214.8K
Bought
570.3K shares
ETF
ETF
$12.7M
4.75%
+$129.5K
Bought
556.0K shares
ETF
ETF
$12.4M
4.64%
-$8.1K
Sold
533.6K shares
ETF
ETF
$11.8M
4.39%
+$186.4K
Bought
526.3K shares
ETF
ETF
$11.0M
4.10%
+$2.6M
Bought
139.6K shares
ETF
ETF
$11.0M
4.10%
+$270.0K
Bought
217.6K shares
ETF
ETF
$10.5M
3.90%
+$329.9K
Bought
476.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MKT Advisors LLC's latest filing

See all changes
Market Value
$267.9M
Prior: $252.4M
Q/Q Change
+6.15%
+$15.5M
Net Flows % of MV
+0.708%
Turnover Ratio
2.67%
New Purchases
4 stocks
$1.8M
Added To
57 stocks
+$6.2M
Sold Out Of
8 stocks
$2.0M
Reduced Holdings
68 stocks
-$4.1M

Increased Positions

PositionShares Δ
1
Aflac logo
New
New
New
New
+73.8%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Unitil logo
Sold

Analytics

Portfolio insights and performance metrics for MKT Advisors LLC

View analytics

Sector Allocation

ETF: 77.70%ETFTechnology: 5.20%Financial Services: 3.00%Consumer Cyclical: 2.20%Healthcare: 2.00%Utilities: 1.90%Consumer Defensive: 1.80%Communication Services: 1.60%Energy: 0.80%Industrials: 0.80%Real Estate: 0.20%
ETF
77.70%
Technology
5.20%
Financial Services
3.00%
Consumer Cyclical
2.20%
Healthcare
2.00%
Utilities
1.90%
Consumer Defensive
1.80%
Communication Services
1.60%
Energy
0.80%
Industrials
0.80%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 11.99%Mega Cap (> $200B)Large Cap ($10B - $200B): 7.01%Mid Cap ($2B - $10B): 0.18%Small Cap ($300M - $2B): 0.30%N/A (ETF or Unknown): 80.53%N/A (ETF or Unknown)
Mega Cap (> $200B)
11.99%
Large Cap ($10B - $200B)
7.01%
Mid Cap ($2B - $10B)
0.18%
Small Cap ($300M - $2B)
0.30%
N/A (ETF or Unknown)
80.53%

Portfolio Concentration

Top 10 Holdings %
57.88%
Top 20 Holdings %
68.47%
Top 50 Holdings %
83.15%
Top 100 Holdings %
93.17%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.