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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, BRK.B, and represent 23.27% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$23M), SPY (+$23M), SCHG (+$13M), SCHD (+$10M), SCHV (+$10M), SCHZ (+$8.3M), JCPB (+$6.6M), Innovator Etfs Tr, SCHO, IWP.
Started 96 new stock positions in ONEQ, CLBT, NVT, VEEV, IWY, CW, IWC, ETHT, Te Connectivity, INFY.
Reduced shares in these 10 stocks: AVUS (-$14M), IVV (-$11M), IWM (-$7.2M), TMFC (-$5.9M), FLOT (-$5.4M), USMV (-$5.2M), VUG, VTI, XLV, SPDW.
Sold out of its positions in ADPT, ATGE, YOLO, ABNB, AVLV, COR, BTI, GAA, EYLD, CNI.
Mutual Advisors was a net buyer of stock by $31M.
Mutual Advisors has $3.4B in assets under management (AUM), dropping by 2.86%.
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 1084 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Mutual Advisors has 1084 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mutual Advisors Sept. 30, 2024 positions
Download the Mutual Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Treas Bd Etf (GOVT)	6.5	$220M	+11%	9.6M	22.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$198M	+13%	342k	579.24	View chart
Apple (AAPL)	4.6	$156M		676k	230.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$111M	-9%	191k	582.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$98M	+3%	213k	457.77	View chart
Microsoft Corporation (MSFT)	2.7	$90M	+3%	212k	424.73	View chart
Eli Lilly & Co. (LLY)	1.6	$55M		62k	891.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$49M		92k	532.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$45M		91k	492.32	View chart
Amazon (AMZN)	1.2	$39M	+5%	208k	186.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$36M	+2%	714k	50.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$29M	-12%	102k	285.81	View chart
Commerce Bancshares (CBSH)	0.8	$28M		452k	61.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$28M	-2%	279k	98.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$26M		157k	162.72	View chart
Meta Platforms Cl A (META)	0.7	$25M	+3%	44k	567.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$24M		123k	197.92	View chart
JPMorgan Chase & Co. (JPM)	0.7	$24M		106k	224.98	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$23M	+15%	251k	91.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$20M	-15%	115k	174.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$20M		122k	164.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$19M		149k	129.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$18M	+2%	386k	47.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$17M	+311%	640k	26.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$17M	-21%	42k	390.66	View chart
Iron Mountain (IRM)	0.5	$16M		124k	125.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$16M	-7%	68k	229.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$16M	+199%	576k	26.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$15M	+208%	544k	28.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$15M		220k	68.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$15M	+124%	643k	23.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$15M	+2%	234k	62.91	View chart
Costco Wholesale Corporation (COST)	0.4	$14M	+5%	16k	893.42	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$14M	+8%	280k	50.56	View chart
Visa Com Cl A (V)	0.4	$14M		48k	283.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$13M	+6%	138k	97.07	View chart
Chevron Corporation (CVX)	0.4	$13M		89k	150.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$13M	+105%	273k	46.99	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$13M		465k	27.56	View chart
Cisco Systems (CSCO)	0.4	$13M	-3%	229k	55.96	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$13M	-11%	275k	46.02	View chart
Home Depot (HD)	0.4	$13M	-3%	31k	402.68	View chart
Omega Healthcare Investors (OHI)	0.4	$12M	-3%	298k	41.72	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$12M	+7%	230k	53.90	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	-3%	103k	119.59	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.4	$12M	+4%	370k	33.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$12M		235k	50.57	View chart
Wal-Mart Stores (WMT)	0.3	$12M	-2%	141k	83.04	View chart
UnitedHealth (UNH)	0.3	$12M	+6%	21k	560.82	View chart
Oracle Corporation (ORCL)	0.3	$12M		67k	174.38	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$11M	+12%	498k	22.63	View chart
Johnson & Johnson (JNJ)	0.3	$11M	-22%	68k	163.67	View chart
Netflix (NFLX)	0.3	$11M		15k	754.55	View chart
Broadcom (AVGO)	0.3	$11M		64k	171.35	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$11M	+3%	215k	50.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$11M	-5%	115k	92.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$10M	+3%	134k	77.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$10M	+16%	255k	39.75	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$10M		55k	184.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$10M	+32%	198k	50.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$10M	-8%	51k	197.79	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$9.5M	-11%	27k	350.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$9.2M	+3%	117k	79.36	View chart
Merck & Co (MRK)	0.3	$9.2M		87k	105.88	View chart
Procter & Gamble Company (PG)	0.3	$9.2M		54k	169.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$8.7M		65k	135.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$8.6M	+8%	118k	73.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$8.5M	+12%	87k	98.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.5M		47k	179.72	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$8.3M	-7%	70k	117.75	View chart
International Business Machines (IBM)	0.2	$8.3M	-7%	38k	218.39	View chart
Adobe Systems Incorporated (ADBE)	0.2	$8.2M		17k	482.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$8.1M	+29%	98k	82.45	View chart
Walt Disney Company (DIS)	0.2	$8.0M	+2%	84k	95.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$8.0M	+110%	329k	24.28	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$7.9M	+25%	88k	89.80	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$7.7M	-21%	153k	50.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$7.7M	-7%	70k	109.57	View chart
Abbvie (ABBV)	0.2	$7.7M		40k	189.65	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.2	$7.6M	+9%	242k	31.50	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$7.6M	-29%	244k	30.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$7.5M	+27%	65k	114.98	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$7.5M	-9%	169k	44.39	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$7.5M	-10%	142k	52.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.4M	-6%	19k	381.24	View chart
Caterpillar (CAT)	0.2	$7.3M		19k	387.05	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$7.1M		105k	67.77	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$6.9M	+43%	158k	43.92	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$6.8M	-33%	145k	47.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.8M		11k	599.13	View chart
Advanced Micro Devices (AMD)	0.2	$6.8M	+12%	44k	153.44	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.7M	-19%	145k	46.01	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$6.7M		109k	60.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.6M	-3%	52k	127.08	View chart
First Tr Exchange Traded Indxx Aerospace (MISL)	0.2	$6.6M	+33%	207k	31.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.5M	+8%	110k	59.39	View chart
Altria (MO)	0.2	$6.5M	+2%	130k	49.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$6.5M	+3%	104k	62.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$6.5M	-14%	26k	252.80	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.5M	-13%	12k	564.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$6.5M	-3%	166k	39.01	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.4M		51k	125.17	View chart
Verizon Communications (VZ)	0.2	$6.1M	-5%	145k	41.86	View chart
McDonald's Corporation (MCD)	0.2	$6.1M		20k	301.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.0M	-54%	27k	219.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.0M		39k	154.39	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$6.0M	-3%	84k	70.64	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$5.9M	+4%	253k	23.25	View chart
Pfizer (PFE)	0.2	$5.8M	-3%	203k	28.64	View chart
At&t (T)	0.2	$5.8M	-10%	262k	22.20	View chart
Philip Morris International (PM)	0.2	$5.7M	+3%	43k	132.80	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$5.7M	-7%	191k	29.94	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$5.6M	+4%	51k	110.45	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$5.6M	+9%	256k	21.93	View chart
Qualcomm (QCOM)	0.2	$5.6M	-17%	33k	168.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$5.6M	+165%	108k	51.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$5.6M	+3%	73k	76.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$5.6M	-8%	152k	36.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.5M		31k	178.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.5M	-3%	21k	266.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.5M	-5%	73k	74.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.4M	+2%	105k	52.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.4M	-8%	57k	95.42	View chart
Amgen (AMGN)	0.2	$5.4M	-7%	17k	315.69	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.4M	-43%	36k	149.41	View chart
Enterprise Products Partners (EPD)	0.2	$5.4M		187k	29.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.4M	-17%	23k	237.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.4M	+215%	236k	22.86	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$5.4M	-11%	28k	191.08	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$5.4M	-5%	51k	105.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$5.1M	+201%	227k	22.37	View chart
Coca-Cola Company (KO)	0.1	$5.0M	+12%	74k	67.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$4.9M	+442%	41k	120.52	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.9M	+3%	69k	71.61	View chart
Realty Income (O)	0.1	$4.9M		77k	63.31	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$4.8M	+115%	185k	26.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.8M	+3%	50k	95.75	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$4.7M		73k	64.66	View chart
Pepsi (PEP)	0.1	$4.7M		27k	172.16	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$4.7M	+5%	201k	23.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.6M	-8%	24k	190.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.6M		48k	95.89	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.6M	+21%	130k	35.17	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.6M	+7%	55k	83.64	View chart
T. Rowe Price (TROW)	0.1	$4.6M	+7%	41k	112.01	View chart
Starbucks Corporation (SBUX)	0.1	$4.6M	+3%	47k	97.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.6M	-40%	34k	135.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$4.6M	+3%	35k	128.64	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.5M	-16%	125k	36.27	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$4.5M	+73%	84k	52.82	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu	0.1	$4.4M	NEW	174k	25.48	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.4M	-39%	49k	90.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.4M	+93%	221k	19.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.3M		26k	167.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.3M	+5%	42k	102.66	View chart
Unilever Spon Adr New (UL)	0.1	$4.2M	-2%	68k	62.30	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$4.1M	+60%	45k	92.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.1M		118k	34.53	View chart
United Parcel Service CL B (UPS)	0.1	$4.0M	+35%	29k	138.35	View chart
Boeing Company (BA)	0.1	$4.0M	+125%	26k	155.20	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.0M	+9%	87k	45.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$4.0M		104k	38.19	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$3.9M	+10%	77k	50.83	View chart
Bank of America Corporation (BAC)	0.1	$3.9M		91k	42.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.8M	+6%	69k	55.44	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.8M	+5%	41k	93.31	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.8M	+73%	63k	59.99	View chart
Intel Corporation (INTC)	0.1	$3.7M	-11%	168k	22.34	View chart
Medtronic SHS (MDT)	0.1	$3.7M	-3%	41k	90.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.7M	+14%	95k	38.87	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$3.7M	-44%	148k	24.77	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.7M	-3%	65k	56.39	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$3.7M	+4%	55k	65.94	View chart
Servicenow (NOW)	0.1	$3.6M	+8%	3.8k	956.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.6M	+272%	34k	106.24	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.6M	+6%	32k	113.92	View chart
Ares Capital Corporation (ARCC)	0.1	$3.6M	+3%	165k	21.67	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.6M		46k	76.86	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$3.5M	+4%	128k	27.08	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.5M	-15%	37k	95.10	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.4M	-52%	92k	37.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.4M		5.00	687000.00	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.4M	-31%	42k	81.59	View chart
Lululemon Athletica (LULU)	0.1	$3.4M	+6%	11k	298.99	View chart
BlackRock (BLK)	0.1	$3.3M	-4%	3.4k	984.04	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.3M		35k	95.61	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.3M	-25%	108k	30.69	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.3M		33k	100.79	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.3M	+2%	16k	200.18	View chart
salesforce (CRM)	0.1	$3.3M	-16%	11k	286.77	View chart
Target Corporation (TGT)	0.1	$3.2M	+16%	21k	150.18	View chart
Emerson Electric (EMR)	0.1	$3.2M		30k	108.26	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.2M	-6%	16k	206.61	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.2M	+26%	56k	56.62	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$3.2M	+127%	32k	101.16	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$3.2M	+154%	29k	109.29	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$3.1M	+3%	71k	44.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.1M	+2%	6.1k	510.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.1M		13k	247.94	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.1M	-7%	27k	113.83	View chart
Lowe's Companies (LOW)	0.1	$3.1M	-5%	11k	271.35	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.1M	-2%	52k	59.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.1M	-62%	34k	91.57	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.0M	-3%	29k	104.08	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$3.0M	+14%	146k	20.86	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.0M	+15%	22k	137.01	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$3.0M	+12%	68k	44.42	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.0M		95k	31.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.9M	-27%	36k	80.15	View chart
Prudential Financial (PRU)	0.1	$2.9M		23k	125.36	View chart
Bristol Myers Squibb (BMY)	0.1	$2.9M	-36%	55k	52.92	View chart
Goldman Sachs (GS)	0.1	$2.9M	-2%	5.5k	524.54	View chart
Ea Series Trust Marketdesk Focus (FDIV)	0.1	$2.9M	+6%	101k	28.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.9M	-4%	175k	16.40	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.9M	-22%	81k	35.36	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.8M	+200%	31k	91.79	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$2.8M	-3%	32k	88.28	View chart
First American Financial (FAF)	0.1	$2.8M		44k	63.94	View chart
Us Bancorp Del Com New (USB)	0.1	$2.8M		57k	48.45	View chart
Palo Alto Networks (PANW)	0.1	$2.8M	-2%	7.6k	364.58	View chart
Calamos (CCD)	0.1	$2.8M		112k	24.70	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M	+9%	26k	106.87	View chart
General Dynamics Corporation (GD)	0.1	$2.7M		9.1k	301.26	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$2.7M	+158%	121k	22.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.7M	+2%	16k	169.66	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.7M		53k	50.43	View chart
Vistra Energy (VST)	0.1	$2.7M	+444%	21k	125.58	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$2.7M	+33%	102k	26.02	View chart
Southern Company (SO)	0.1	$2.7M	+2%	28k	93.61	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.6M	+4%	52k	50.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$2.6M	-12%	62k	42.52	View chart
BP Sponsored Adr (BP)	0.1	$2.6M	+175%	84k	31.30	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.6M	-4%	24k	108.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.6M	-61%	72k	36.09	View chart
Abbott Laboratories (ABT)	0.1	$2.6M		22k	116.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.6M	-8%	22k	119.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.6M	-11%	78k	33.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.5M	+78%	5.9k	423.79	View chart
Kinder Morgan (KMI)	0.1	$2.5M	-3%	99k	24.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.5M	+2%	19k	126.85	View chart
TJX Companies (TJX)	0.1	$2.4M	+4%	21k	114.20	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.4M		53k	44.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.4M		6.5k	364.24	View chart
Nike CL B (NKE)	0.1	$2.3M		29k	79.04	View chart
Texas Pacific Land Corp (TPL)	0.1	$2.3M	-3%	2.1k	1089.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.3M	-9%	39k	58.51	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.3M	+121%	121k	18.99	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.3M	+3%	39k	58.19	View chart
Waste Management (WM)	0.1	$2.3M	+2%	11k	208.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.3M	-2%	79k	28.67	View chart

Past Filings by Mutual Advisors

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

Mutual Advisors 2024 Q3 filed Oct. 25, 2024
Mutual Advisors 2024 Q2 filed July 30, 2024
Mutual Advisors 2024 Q1 filed May 2, 2024
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

View all past filings

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