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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 24.06% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$39M), FLOT (+$11M), TBIL (+$7.1M), IBHG (+$5.7M), XLF (+$5.0M), IBIT, JPIE, BLK, IVV, IUSB.
Started 64 new stock positions in CORN, ANSS, URI, RITM, ZSEP, GBIL, XDEC, ROKU, KR, SOUN.
Reduced shares in these 10 stocks: AGG (-$16M), IBHE (-$5.5M), AAPL, SPTL, , UCON, GOOGL, BRK.B, AMZN, FIXD.
Sold out of its positions in PRNT, PPLT, ARLP, AMR, AVDV, BLOK, Aqua Metals, Arista Networks, BMO, BTE.
Mutual Advisors was a net buyer of stock by $9.1M.
Mutual Advisors has $3.4B in assets under management (AUM), dropping by 1.09%.
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 1067 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Mutual Advisors has 1067 total positions. Only the first 250 positions are shown.

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Download the Mutual Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Treas Bd Etf (GOVT)	7.5	$255M	+18%	11M	22.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$201M		340k	591.64	View chart
Apple (AAPL)	4.4	$150M	-2%	658k	228.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$117M	+2%	196k	594.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$96M	-3%	207k	462.81	View chart
Microsoft Corporation (MSFT)	2.6	$89M		209k	424.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$48M	-3%	89k	544.24	View chart
Eli Lilly & Co. (LLY)	1.4	$48M	+3%	63k	757.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$48M	+2%	93k	513.08	View chart
Amazon (AMZN)	1.3	$43M	-6%	195k	220.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$34M	-2%	700k	48.33	View chart
Commerce Bancshares (CBSH)	0.9	$30M	+4%	474k	63.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$29M	-3%	98k	293.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$27M	-10%	140k	192.91	View chart
Meta Platforms Cl A (META)	0.8	$26M	-2%	43k	611.30	View chart
JPMorgan Chase & Co. (JPM)	0.7	$25M	-7%	98k	254.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$25M		125k	197.83	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$23M		250k	91.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$23M	-4%	116k	194.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$19M		148k	130.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$19M	-7%	107k	173.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$18M		646k	27.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$17M		385k	43.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$16M		69k	230.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$16M	+2%	590k	26.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$16M	+3%	565k	27.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$16M	+24%	343k	45.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$15M	-11%	38k	410.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$15M	+2%	286k	51.66	View chart
Visa Com Cl A (V)	0.4	$15M	-4%	46k	317.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$15M	+2%	141k	102.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$14M		636k	22.72	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.4	$14M	+15%	429k	33.63	View chart
Costco Wholesale Corporation (COST)	0.4	$14M		16k	919.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$14M	-6%	206k	69.60	View chart
Chevron Corporation (CVX)	0.4	$14M	-4%	85k	159.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$13M	+6%	290k	46.11	View chart
Iron Mountain (IRM)	0.4	$13M	-2%	121k	110.25	View chart
Broadcom (AVGO)	0.4	$13M	-10%	57k	229.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$13M	-11%	208k	62.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$13M	+880%	250k	51.00	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$12M	-3%	222k	55.54	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$12M	+69%	246k	49.81	View chart
Netflix (NFLX)	0.4	$12M	-2%	14k	842.37	View chart
Home Depot (HD)	0.4	$12M	-5%	29k	409.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$12M		234k	50.48	View chart
Omega Healthcare Investors (OHI)	0.3	$11M		300k	37.84	View chart
Cisco Systems (CSCO)	0.3	$11M	-17%	190k	59.82	View chart
Exxon Mobil Corporation (XOM)	0.3	$11M	-3%	100k	111.32	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$11M		495k	22.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$11M	-60%	111k	96.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$11M	+11%	284k	37.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$11M	+5%	122k	87.04	View chart
Wal-Mart Stores (WMT)	0.3	$11M	-18%	115k	91.30	View chart
Oracle Corporation (ORCL)	0.3	$10M	-2%	65k	159.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$10M	-4%	52k	196.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$10M	+7%	126k	79.39	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$9.9M		27k	369.61	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$9.8M	+9%	95k	103.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$9.6M	-7%	198k	48.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$9.5M	-8%	122k	77.35	View chart
UnitedHealth (UNH)	0.3	$9.4M	-11%	19k	510.58	View chart
Walt Disney Company (DIS)	0.3	$9.1M		85k	106.46	View chart
Johnson & Johnson (JNJ)	0.3	$9.1M	-9%	61k	147.77	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$9.0M	+13%	373k	24.19	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$9.0M	+65%	157k	57.09	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$8.7M	-13%	171k	50.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$8.6M	+11%	171k	50.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$8.6M	-12%	45k	192.82	View chart
Merck & Co (MRK)	0.3	$8.6M		85k	100.70	View chart
International Business Machines (IBM)	0.3	$8.5M		38k	222.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$8.4M	-3%	62k	133.92	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$8.3M	+8%	184k	45.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$8.3M		116k	71.93	View chart
Procter & Gamble Company (PG)	0.2	$8.3M	-4%	51k	160.50	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$8.2M	-32%	314k	26.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$8.2M	-3%	46k	179.47	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$8.1M		70k	115.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$8.0M	+7%	75k	106.69	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$8.0M	+802%	160k	49.94	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$7.9M	+8%	114k	69.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.9M	+43%	44k	179.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$7.7M		245k	31.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.7M		19k	402.05	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.2	$7.6M		239k	31.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.5M	+33%	30k	247.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$7.5M	+2%	146k	51.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.4M	-7%	90k	82.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$7.2M	+30%	141k	51.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$7.2M	+7%	111k	64.41	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.1M	-2%	17k	426.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$7.0M	+9%	120k	58.25	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$6.8M	+4%	215k	31.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.8M	-3%	11k	618.17	View chart
Enterprise Products Partners (EPD)	0.2	$6.8M	+7%	201k	33.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$6.8M	+80%	113k	59.89	View chart
Caterpillar (CAT)	0.2	$6.7M	-6%	18k	380.54	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$6.6M	-5%	103k	64.71	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$6.6M	+43%	48k	136.93	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$6.5M	-21%	69k	93.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$6.5M		163k	39.55	View chart
Tesla Motors Call Option (TSLA)	0.2	$6.4M	-9%	56k	113.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.4M	-6%	49k	130.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.3M	-4%	139k	45.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$6.2M	+10%	63k	98.91	View chart
Altria (MO)	0.2	$6.1M	-7%	120k	51.16	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$6.0M		84k	72.21	View chart
Verizon Communications (VZ)	0.2	$6.0M	+8%	158k	38.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.0M	-2%	38k	158.73	View chart
Advanced Micro Devices (AMD)	0.2	$6.0M	+13%	51k	118.44	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$6.0M	+6%	54k	110.28	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$5.9M	+2676%	265k	22.44	View chart
Abbvie (ABBV)	0.2	$5.9M	-15%	34k	173.70	View chart
At&t (T)	0.2	$5.9M		266k	22.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$5.8M	-8%	23k	250.60	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$5.8M	+9%	31k	186.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.8M	+6%	44k	131.45	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.2	$5.7M	+22%	213k	26.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.6M	+49%	51k	109.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.5M		235k	23.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.5M		106k	51.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.5M	-28%	47k	117.37	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.5M		11k	486.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$5.5M	-3%	146k	37.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$5.4M	+11%	207k	26.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$5.3M	+2%	232k	22.97	View chart
Pfizer (PFE)	0.2	$5.3M		201k	26.49	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$5.2M	+11%	225k	23.33	View chart
Philip Morris International (PM)	0.2	$5.2M		43k	119.80	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$5.2M	+13%	62k	83.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.1M	-8%	19k	272.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.1M	-17%	23k	224.49	View chart
Pepsi (PEP)	0.1	$5.1M	+26%	35k	146.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$5.0M	-7%	67k	74.73	View chart
Qualcomm (QCOM)	0.1	$5.0M	-6%	31k	161.43	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.9M	-3%	35k	141.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.9M	-19%	41k	120.46	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.9M	-13%	165k	29.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.9M	+4%	52k	93.63	View chart
United Parcel Service CL B (UPS)	0.1	$4.9M	+29%	38k	129.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.8M	+9%	93k	52.19	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$4.8M		74k	65.20	View chart
McDonald's Corporation (MCD)	0.1	$4.8M	-14%	17k	279.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.8M	-6%	47k	100.77	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$4.8M	+5%	37k	127.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.7M		25k	190.13	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$4.7M	+5%	47k	99.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.7M	+2%	133k	35.26	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$4.7M	-15%	217k	21.51	View chart
T. Rowe Price (TROW)	0.1	$4.7M		42k	112.13	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$4.6M	+44%	42k	110.52	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.6M	-2%	48k	96.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.5M		48k	93.63	View chart
Realty Income (O)	0.1	$4.5M	+5%	82k	54.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.4M	+2%	27k	165.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.4M	+22%	63k	69.24	View chart
Coca-Cola Company (KO)	0.1	$4.3M	-6%	70k	62.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.3M	+6%	44k	98.12	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.3M	-7%	64k	68.20	View chart
Starbucks Corporation (SBUX)	0.1	$4.3M	-2%	46k	94.43	View chart
Bank of America Corporation (BAC)	0.1	$4.3M		92k	46.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.2M		120k	35.21	View chart
Target Corporation (TGT)	0.1	$4.2M	+46%	31k	133.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.2M	+8%	95k	43.98	View chart
Amgen (AMGN)	0.1	$4.1M	-10%	15k	269.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.0M	+11%	76k	53.03	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$4.0M	-40%	94k	42.97	View chart
Medtronic SHS (MDT)	0.1	$4.0M	+12%	46k	87.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.0M	+11%	196k	20.25	View chart
Ares Capital Corporation (ARCC)	0.1	$3.9M	+3%	172k	23.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$3.9M	-2%	101k	38.89	View chart
Vistra Energy (VST)	0.1	$3.9M	+5%	23k	174.00	View chart
Unilever Spon Adr New (UL)	0.1	$3.9M	+2%	70k	55.44	View chart
Lululemon Athletica (LULU)	0.1	$3.9M	-7%	10k	370.99	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.8M	+3%	17k	226.04	View chart
Servicenow (NOW)	0.1	$3.8M	-4%	3.6k	1057.16	View chart
Intel Corporation (INTC)	0.1	$3.8M	+15%	194k	19.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.8M	-8%	204k	18.71	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$3.7M	-3%	74k	50.58	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.7M		46k	80.46	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$3.7M		55k	67.10	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.6M	-4%	39k	91.66	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$3.5M	+1666%	78k	45.75	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$3.5M		130k	26.84	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$3.5M	+320%	171k	20.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.5M		5.00	692904.00	View chart
salesforce (CRM)	0.1	$3.4M	-5%	11k	320.01	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.4M	+22%	27k	126.65	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$3.4M	+342%	178k	18.81	View chart
Goldman Sachs (GS)	0.1	$3.3M		5.4k	612.95	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.3M		35k	94.45	View chart
BP Sponsored Adr (BP)	0.1	$3.3M	+25%	105k	31.78	View chart
Emerson Electric (EMR)	0.1	$3.3M	-10%	27k	123.29	View chart
Blackrock (BLK)	0.1	$3.3M	NEW	3.3k	995.77	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.3M		53k	61.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.2M	-2%	12k	264.65	View chart
Ea Series Trust Marketdesk Focus (FDIV)	0.1	$3.2M	+16%	117k	27.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.2M	+5%	35k	89.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.2M		6.0k	523.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.1M	-5%	31k	101.16	View chart
Bristol Myers Squibb (BMY)	0.1	$3.1M		55k	56.38	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.1M	-7%	60k	51.98	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$3.1M		71k	43.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.1M	-30%	86k	35.53	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$3.1M	-14%	27k	113.51	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.1M		109k	28.04	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.0M	-7%	52k	58.17	View chart
Union Pacific Corporation (UNP)	0.1	$3.0M	+36%	13k	234.89	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.0M	-4%	26k	116.72	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.0M	+4%	99k	30.43	View chart
Texas Pacific Land Corp (TPL)	0.1	$3.0M		2.1k	1392.98	View chart
Lowe's Companies (LOW)	0.1	$3.0M		12k	258.79	View chart
Kinder Morgan (KMI)	0.1	$3.0M		99k	30.06	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.8M	+7%	56k	50.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.8M	+5%	57k	49.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.8M		16k	176.72	View chart
Southern Company (SO)	0.1	$2.8M	+15%	33k	83.89	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$2.7M	+2%	124k	22.06	View chart
Us Bancorp Del Com New (USB)	0.1	$2.7M		57k	48.03	View chart
First American Financial (FAF)	0.1	$2.7M		44k	62.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$2.7M		62k	43.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.7M	-48%	37k	71.03	View chart
Arista Networks Com Shs (ANET)	0.1	$2.6M	NEW	22k	118.13	View chart
Palo Alto Networks (PANW)	0.1	$2.6M	+94%	15k	177.17	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.1	$2.6M	NEW	103k	25.54	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.6M	-10%	14k	187.37	View chart
General Dynamics Corporation (GD)	0.1	$2.6M	+6%	9.6k	268.84	View chart
American Express Company (AXP)	0.1	$2.6M	+5%	8.3k	311.48	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.5M	+31%	52k	48.70	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.5M	-18%	66k	38.02	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.5M	+9%	133k	18.86	View chart
Calamos (CCD)	0.1	$2.5M	-5%	105k	23.77	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.5M	+125%	22k	114.82	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.4M	-12%	60k	41.09	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.4M	+50%	65k	37.43	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	-4%	21k	113.91	View chart
Stryker Corporation (SYK)	0.1	$2.4M	+13%	6.3k	381.78	View chart
Shopify Cl A (SHOP)	0.1	$2.4M	-5%	23k	103.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.4M	-3%	70k	34.50	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.4M		40k	60.38	View chart
TJX Companies (TJX)	0.1	$2.4M	-5%	20k	121.38	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.4M	-2%	76k	31.68	View chart
Smucker J M Com New (SJM)	0.1	$2.4M	+1074%	23k	102.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.4M	-17%	24k	99.11	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.4M	-13%	22k	105.99	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.4M		25k	92.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.4M	+3%	6.7k	350.57	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.4M		53k	44.41	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.3M	-10%	28k	83.07	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.3M	-2%	21k	109.06	View chart

Past Filings by Mutual Advisors

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

Mutual Advisors 2024 Q4 filed Jan. 17, 2025
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

View all past filings

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