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Mutual Advisors

Latest statistics and disclosures from Mutual Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOVT, SPY, AAPL, IVV, MSFT, and represent 21.63% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$165M), SPTL (+$12M), TLT (+$11M), VOOG (+$11M), DFAI (+$10M), IQLT (+$8.7M), IVV (+$8.1M), DNOV (+$7.4M), DFAE (+$7.0M), VTI (+$7.0M).
Started 121 new stock positions in IDXX, DRD, IBDX, IQV, CGCB, PBR.A, LDP, USXF, FDIV, HTGC.
Reduced shares in these 10 stocks: IEF (-$109M), SHV (-$52M), JEPI (-$14M), FBND (-$10M), DFUS (-$9.2M), DDEC (-$7.8M), SCHD (-$7.7M), VO (-$7.3M), JPIE (-$6.8M), SPTI (-$6.8M).
Sold out of its positions in BTAL, AKTS, ALL, HRB, CME, Canopy Gro, CRBU, CIG, CORT, USSG.
Mutual Advisors was a net buyer of stock by $78M.
Mutual Advisors has $2.9B in assets under management (AUM), dropping by 12.11%.
Central Index Key (CIK): 0001694080

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Positions held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 1003 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Mutual Advisors has 1003 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mutual Advisors Dec. 31, 2023 positions
Download the Mutual Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Treas Bd Etf (GOVT)	5.9	$170M	+3451%	7.4M	23.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.9	$139M	+4%	293k	475.31	View chart
Apple (AAPL)	4.2	$121M		630k	192.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$108M	+8%	225k	477.63	View chart
Microsoft Corporation (MSFT)	2.9	$82M	+5%	218k	376.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$65M	+2%	182k	356.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$37M	+3%	90k	409.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$32M		74k	436.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$30M	+2%	622k	47.90	View chart
Amazon (AMZN)	1.0	$29M	+3%	188k	151.94	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$28M	-18%	306k	91.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$26M	-8%	155k	170.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$26M	+37%	108k	237.22	View chart
Commerce Bancshares (CBSH)	0.8	$24M	+7%	447k	53.41	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$21M	-7%	108k	192.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$20M	+3%	143k	139.69	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$18M	+9%	278k	65.06	View chart
JPMorgan Chase & Co. (JPM)	0.6	$18M	+13%	104k	170.10	View chart
NVIDIA Corporation (NVDA)	0.6	$17M		34k	495.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$17M	-17%	149k	111.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$16M	+30%	51k	310.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$15M		374k	41.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$15M	-8%	154k	99.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$15M	+4%	303k	50.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$15M	-28%	101k	149.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$15M	-2%	107k	140.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$15M	-33%	197k	76.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$15M	-6%	277k	53.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$14M	+250%	501k	28.64	View chart
Meta Platforms Cl A (META)	0.5	$14M		40k	353.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$14M	+12%	193k	70.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$13M	+400%	133k	98.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$13M	+3%	156k	82.96	View chart
Chevron Corporation (CVX)	0.4	$13M	+9%	85k	149.16	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$12M	+1638%	421k	29.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$12M	+18%	249k	46.07	View chart
Johnson & Johnson (JNJ)	0.4	$11M	+7%	73k	156.74	View chart
Visa Com Cl A (V)	0.4	$11M		44k	260.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$11M	+21%	63k	178.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$11M	+1336%	42k	270.79	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$11M	+30%	153k	72.66	View chart
Adobe Systems Incorporated (ADBE)	0.4	$11M		18k	596.59	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$11M	+6%	195k	55.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$11M	+69%	61k	173.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$10M	+8%	222k	46.62	View chart
UnitedHealth (UNH)	0.4	$10M	+5%	19k	526.46	View chart
Home Depot (HD)	0.4	$10M	+3%	29k	346.55	View chart
Broadcom (AVGO)	0.3	$9.9M	-6%	8.9k	1116.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$9.8M	+46%	62k	157.80	View chart
Cisco Systems (CSCO)	0.3	$9.7M	+11%	193k	50.52	View chart
Merck & Co (MRK)	0.3	$9.3M		85k	109.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$9.2M		56k	164.42	View chart
Iron Mountain (IRM)	0.3	$9.1M	-5%	130k	69.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.1M	+16%	62k	147.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$8.9M	+53%	263k	34.01	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV)	0.3	$8.9M	+493%	231k	38.72	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$8.9M	-85%	81k	110.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$8.7M	NEW	232k	37.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.7M	+5%	116k	75.10	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$8.5M	-51%	165k	51.83	View chart
Intel Corporation (INTC)	0.3	$8.5M	-2%	170k	50.25	View chart
Procter & Gamble Company (PG)	0.3	$8.2M		56k	146.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$8.1M	+152%	40k	200.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$8.0M	+654%	334k	24.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$8.0M	-2%	97k	82.04	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.9M	+9%	79k	99.98	View chart
Verizon Communications (VZ)	0.3	$7.7M	-13%	205k	37.70	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.3	$7.6M	+43%	270k	28.08	View chart
Omega Healthcare Investors (OHI)	0.3	$7.5M	+11%	245k	30.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$7.5M	-13%	152k	49.37	View chart
Walt Disney Company (DIS)	0.3	$7.4M		82k	90.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$7.3M	+60%	88k	83.84	View chart
Eli Lilly & Co. (LLY)	0.3	$7.2M	+20%	12k	582.93	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$7.2M		61k	117.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$7.1M	+28%	97k	73.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$7.1M	-7%	92k	77.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$7.0M	+26%	75k	93.81	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$7.0M		77k	90.51	View chart
Oracle Corporation (ORCL)	0.2	$6.8M	+4%	65k	105.43	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$6.8M	+21%	131k	52.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.8M	-5%	65k	104.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$6.7M	+59%	113k	59.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.7M	+15%	145k	46.36	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT)	0.2	$6.7M		184k	36.36	View chart
Wal-Mart Stores (WMT)	0.2	$6.7M	+23%	42k	157.65	View chart
Abbvie (ABBV)	0.2	$6.7M	-4%	43k	154.97	View chart
Netflix (NFLX)	0.2	$6.7M	-3%	14k	486.88	View chart
Costco Wholesale Corporation (COST)	0.2	$6.7M		10k	660.09	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.6M	+983%	61k	108.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$6.5M	+21%	48k	136.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$6.5M	-48%	173k	37.60	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$6.4M	+20%	284k	22.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$6.4M	-14%	30k	213.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$6.4M	+74%	56k	113.99	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$6.3M	+1022%	38k	167.96	View chart
Qualcomm (QCOM)	0.2	$6.3M	-3%	44k	144.63	View chart
Pfizer (PFE)	0.2	$6.2M	+29%	217k	28.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$6.2M	-5%	33k	191.17	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$6.2M	+6%	134k	46.55	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$6.0M	+3%	244k	24.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$5.9M	+75%	126k	47.09	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.9M	+15%	123k	48.45	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.9M	+11%	13k	453.25	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR)	0.2	$5.9M	-34%	183k	32.36	View chart
Caterpillar (CAT)	0.2	$5.9M	+35%	20k	295.66	View chart
Advanced Micro Devices (AMD)	0.2	$5.9M	-2%	40k	147.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$5.8M	-5%	100k	58.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$5.8M		107k	53.84	View chart
McDonald's Corporation (MCD)	0.2	$5.8M	+3%	20k	296.51	View chart
Amgen (AMGN)	0.2	$5.7M	+9%	20k	288.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.7M		19k	303.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$5.6M	+35%	69k	81.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$5.5M	-95%	57k	96.39	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$5.5M	+21%	109k	50.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.4M	-57%	23k	232.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.4M	-72%	98k	54.98	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$5.3M	-2%	48k	110.66	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$5.1M	NEW	231k	22.07	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$5.1M	-41%	114k	44.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.0M	+21%	98k	51.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.0M		71k	70.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$5.0M	+6%	41k	122.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.0M		64k	78.03	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$5.0M	+6%	64k	77.39	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$4.9M	+327%	10k	483.98	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$4.9M	NEW	185k	26.45	View chart
Realty Income (O)	0.2	$4.9M	+20%	85k	57.42	View chart
Lululemon Athletica (LULU)	0.2	$4.9M		9.5k	511.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$4.8M	+3%	62k	78.02	View chart
Enterprise Products Partners (EPD)	0.2	$4.8M	+19%	180k	26.35	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)	0.2	$4.7M	-6%	135k	35.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.7M	+13%	128k	36.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.7M	-19%	162k	29.23	View chart
Altria (MO)	0.2	$4.7M	+13%	117k	40.34	View chart
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)	0.2	$4.6M	-32%	84k	55.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$4.6M	+98%	130k	35.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.6M	-3%	43k	108.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.6M	+117%	88k	51.99	View chart
At&t (T)	0.2	$4.5M	-4%	270k	16.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.5M		27k	165.25	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$4.4M		70k	63.33	View chart
International Business Machines (IBM)	0.2	$4.4M	-37%	27k	163.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.4M	+4%	85k	52.10	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.2	$4.4M	+11%	188k	23.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.3M		77k	56.40	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.2	$4.3M		228k	18.85	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$4.3M	+12%	186k	23.10	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.3M	-10%	165k	25.73	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$4.2M	+255%	53k	79.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.1M		54k	76.38	View chart
Starbucks Corporation (SBUX)	0.1	$4.0M	+8%	42k	96.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.0M	+17%	54k	75.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.0M	-4%	42k	96.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.0M	+127%	18k	223.39	View chart
Pepsi (PEP)	0.1	$4.0M	-9%	23k	169.84	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M	+101%	76k	51.31	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.9M	+225%	38k	103.07	View chart
Coca-Cola Company (KO)	0.1	$3.9M	-2%	66k	58.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.8M	+6%	69k	55.67	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$3.8M		50k	75.90	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.7M	+3%	74k	50.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.7M	-11%	13k	277.14	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.7M	+4%	38k	98.04	View chart
T. Rowe Price (TROW)	0.1	$3.7M	+14%	34k	107.69	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$3.7M	+3%	66k	55.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$3.6M	+4%	43k	84.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.6M	+16%	120k	29.84	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.6M	+123%	66k	53.97	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$3.5M	-47%	47k	74.58	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$3.5M	-58%	64k	54.77	View chart
Tesla Motors Call Option (TSLA)	0.1	$3.5M		64k	54.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.4M	-3%	32k	107.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.4M	+17%	40k	84.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.4M	+17%	40k	84.14	View chart
Philip Morris International (PM)	0.1	$3.4M	+3%	36k	94.08	View chart
AFLAC Incorporated (AFL)	0.1	$3.3M		41k	82.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.3M	+14%	47k	72.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.3M	+4%	56k	59.66	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.3M	+67%	28k	121.51	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.3M	-11%	34k	98.59	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.3M	-5%	35k	94.08	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.3M	+48%	65k	50.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.2M	+27%	22k	145.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.2M	-16%	102k	31.19	View chart
Ares Capital Corporation (ARCC)	0.1	$3.2M	+15%	158k	20.03	View chart
Boeing Company (BA)	0.1	$3.1M	-4%	12k	260.65	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.1M	+2%	37k	82.18	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.0M	+8%	98k	30.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.0M	-24%	59k	51.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$3.0M	+12%	48k	61.53	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.0M	+8%	29k	101.99	View chart
Target Corporation (TGT)	0.1	$3.0M	-13%	21k	142.42	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.0M	+41%	105k	28.23	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.9M		73k	40.56	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.9M	+6%	27k	109.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.9M	+2%	42k	69.34	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.9M		27k	108.41	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+9%	13k	222.55	View chart
Prudential Financial (PRU)	0.1	$2.9M		28k	103.71	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$2.9M	-31%	40k	72.54	View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)	0.1	$2.9M	+27%	72k	40.08	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$2.9M	-4%	54k	52.58	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$2.8M	+3%	68k	41.51	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$2.8M	+238%	96k	29.41	View chart
Morgan Stanley Com New (MS)	0.1	$2.8M	+25%	30k	93.25	View chart
Bank of America Corporation (BAC)	0.1	$2.8M	-4%	84k	33.67	View chart
First American Financial (FAF)	0.1	$2.8M		44k	64.44	View chart
Union Pacific Corporation (UNP)	0.1	$2.8M	+7%	11k	245.62	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.7M	+5%	26k	103.45	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.7M	+3%	28k	97.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.7M		5.00	542625.00	View chart
salesforce (CRM)	0.1	$2.7M	-7%	10k	263.15	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.7M	+7%	109k	24.79	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.7M	-5%	52k	51.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.7M	+9%	30k	89.80	View chart
Nike CL B (NKE)	0.1	$2.7M	+9%	25k	108.57	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$2.7M		46k	57.64	View chart
Medtronic SHS (MDT)	0.1	$2.7M	+15%	32k	82.38	View chart
CVS Caremark Corporation (CVS)	0.1	$2.7M		34k	78.96	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	-4%	24k	110.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.6M		12k	219.56	View chart
Us Bancorp Del Com New (USB)	0.1	$2.6M		59k	43.28	View chart
Alpha Metallurgical Resources (AMR)	0.1	$2.4M	-6%	7.2k	338.92	View chart
BlackRock (BLK)	0.1	$2.4M		3.0k	811.79	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.4M	-40%	87k	27.99	View chart
Pvh Corporation (PVH)	0.1	$2.4M	-11%	20k	122.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.4M	-17%	41k	58.33	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.4M	-9%	47k	50.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.4M	-11%	9.1k	262.27	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.4M	+19%	137k	17.34	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.4M	-64%	72k	33.05	View chart
Shopify Cl A (SHOP)	0.1	$2.3M	+5%	30k	77.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.3M	+6%	29k	81.28	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.3M	+158%	5.7k	405.67	View chart
Deere & Company (DE)	0.1	$2.3M	+19%	5.7k	399.89	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$2.3M	NEW	58k	39.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.3M	+12%	6.5k	350.91	View chart
Unilever Spon Adr New (UL)	0.1	$2.3M	+32%	47k	48.48	View chart
Gilead Sciences (GILD)	0.1	$2.3M	+2%	28k	81.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.2M	-22%	30k	75.35	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.2M	-7%	27k	83.31	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$2.2M	+21%	42k	53.00	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.2M	+20%	27k	83.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M	-14%	13k	170.46	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.2M	+23%	60k	36.48	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.2M	-63%	39k	56.14	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$2.2M	+37%	86k	25.46	View chart
Calamos (CCD)	0.1	$2.2M	+5%	110k	19.78	View chart
Leggett & Platt (LEG)	0.1	$2.2M	-2%	83k	26.17	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$2.1M	+13%	43k	50.52	View chart

Past Filings by Mutual Advisors

SEC 13F filings are viewable for Mutual Advisors going back to 2017

Mutual Advisors 2023 Q4 filed Jan. 12, 2024
Mutual Advisors 2023 Q3 filed Nov. 13, 2023
Mutual Advisors 2023 Q2 filed July 31, 2023
Mutual Advisors 2023 Q1 filed April 11, 2023
Mutual Advisors 2022 Q4 filed Jan. 12, 2023
Mutual Advisors 2022 Q3 filed Nov. 3, 2022
Mutual Advisors 2022 Q2 filed Aug. 15, 2022
Mutual Advisors 2022 Q1 filed May 9, 2022
Mutual Advisors 2021 Q4 filed Feb. 14, 2022
Mutual Advisors 2021 Q3 filed Nov. 15, 2021
Mutual Advisors 2021 Q2 filed Aug. 12, 2021
Mutual Advisors 2021 Q1 filed May 13, 2021
Mutual Advisors 2020 Q4 filed Feb. 11, 2021
Mutual Advisors 2020 Q3 filed Nov. 13, 2020
Mutual Advisors 2020 Q2 filed Aug. 5, 2020
Mutual Advisors 2020 Q1 filed May 13, 2020

View all past filings

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