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Mutual Advisors

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

Top 5 stock holdings are SPY, IEF, AAPL, IVV, MSFT, and represent 19.43% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG (+$14M), NFLX (+$12M), IGIB (+$10M), XLK (+$8.5M), HNGE (+$6.0M), IEF (+$5.6M), MSFT, GOVT, BAI, SPY.
Started 82 new stock positions in PML, BAH, SPHY, PHYL, XAGG, NUV, ZION, LIT, FNDX, BTU.
Reduced shares in these 10 stocks: BIL (-$6.0M), STIP (-$5.2M), KDEC, VGT, Unilever, , , FTSM, IVOL, FIIG.
Sold out of its positions in ABM, ARKF, ATGE, ACI, ARM, AHH, AVY, BBY, CTRA, CVNA.
Mutual Advisors was a net buyer of stock by $123M.
Mutual Advisors has $4.7B in assets under management (AUM), dropping by 2.74%.
Central Index Key (CIK): 0001694080

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Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 1289 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Mutual Advisors has 1289 total positions. Only the first 250 positions are shown.

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Download the Mutual Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.8	$269M		395k	681.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.4	$203M	+2%	2.1M	96.16	View chart
Apple (AAPL)	3.8	$178M	+2%	654k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$146M		213k	684.94	View chart
Microsoft Corporation (MSFT)	2.3	$108M	+4%	224k	483.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$106M		211k	502.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.2	$101M		1.0M	100.38	View chart
Eli Lilly & Co. (LLY)	1.5	$71M		66k	1074.68	View chart
NVIDIA Corporation (NVDA)	1.4	$65M	+2%	348k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$59M	+3%	94k	627.13	View chart
Amazon (AMZN)	1.1	$51M		220k	230.82	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.1	$49M	+26%	914k	53.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$49M	+5%	782k	62.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$43M		138k	313.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$42M	+2%	69k	614.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$41M		130k	313.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$35M	-14%	380k	91.38	View chart
Meta Platforms Cl A (META)	0.7	$34M	+5%	51k	660.10	View chart
JPMorgan Chase & Co. (JPM)	0.7	$32M		99k	322.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$31M	+7%	567k	53.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$30M	+3%	90k	335.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$28M	-6%	537k	52.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$28M		197k	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$26M		120k	219.78	View chart
Commerce Bancshares (CBSH)	0.6	$26M	+5%	493k	52.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$25M	+121%	254k	99.88	View chart
Broadcom (AVGO)	0.5	$24M		70k	346.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$24M		126k	190.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$23M	-2%	715k	32.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$20M	-2%	420k	47.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$18M	+4%	414k	44.47	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.4	$18M	-5%	332k	54.92	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$18M	-5%	298k	60.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$18M		599k	29.61	View chart
Costco Wholesale Corporation (COST)	0.4	$17M	+2%	20k	862.34	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$17M	+3%	358k	47.35	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$17M	+100%	117k	143.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$17M		136k	123.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$17M		238k	69.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$16M	+3%	34k	487.85	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$16M		691k	23.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$16M	+18%	595k	26.68	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$16M	-8%	194k	80.22	View chart
Visa Com Cl A (V)	0.3	$16M		44k	350.71	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$15M	+4%	234k	64.53	View chart
Omega Healthcare Investors (OHI)	0.3	$15M	+3%	340k	44.34	View chart
Tesla Motors Call Option (TSLA)	0.3	$15M		67k	222.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$14M	-23%	19k	753.79	View chart
Advanced Micro Devices (AMD)	0.3	$14M		66k	214.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$14M		303k	46.54	View chart
Chevron Corporation (CVX)	0.3	$14M		92k	152.41	View chart
Wal-Mart Stores (WMT)	0.3	$14M		123k	111.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M	-4%	494k	27.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$13M	+18%	34k	396.31	View chart
Netflix (NFLX)	0.3	$13M	+891%	142k	93.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$13M	+15%	162k	81.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$13M	+3%	256k	50.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$13M	-15%	251k	50.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$13M	-13%	103k	121.75	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$13M		249k	50.25	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	-5%	104k	120.34	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$13M		106k	117.72	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.3	$12M	-16%	373k	33.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$12M	-4%	35k	360.13	View chart
Palantir Technologies Cl A (PLTR)	0.3	$12M	-6%	70k	177.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$12M	-20%	204k	59.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$12M	+7%	56k	212.07	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$12M	+7%	100k	119.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$12M	-9%	233k	50.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$12M	+68%	510k	23.02	View chart
Johnson & Johnson (JNJ)	0.3	$12M		57k	206.95	View chart
Cisco Systems (CSCO)	0.2	$11M	-4%	148k	77.03	View chart
Oracle Corporation (ORCL)	0.2	$11M	+7%	58k	194.91	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$11M	+4%	89k	127.30	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$11M		496k	22.64	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$11M	+6%	155k	71.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$11M	+3%	140k	78.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$11M	+2%	52k	209.12	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$11M		217k	49.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$11M	+3%	223k	48.32	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$11M	+5%	47k	224.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$11M		429k	24.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$10M		129k	80.63	View chart
Caterpillar (CAT)	0.2	$10M		18k	572.88	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$10M	+3%	235k	43.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$10M		138k	74.07	View chart
Iron Mountain (IRM)	0.2	$10M		123k	82.95	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$10M	+4%	23k	444.58	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$10M		125k	80.22	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$9.9M	+2%	232k	42.79	View chart
Home Depot (HD)	0.2	$9.9M	+8%	29k	344.10	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$9.8M	-5%	85k	115.10	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$9.7M	+17%	164k	59.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$9.6M	+4%	217k	44.41	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$9.6M	+12%	212k	45.45	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$9.6M	+31%	204k	47.08	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$9.5M	+16%	284k	33.51	View chart
International Business Machines (IBM)	0.2	$9.5M		32k	296.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$9.3M	+5%	186k	49.65	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.2	$9.3M	+3%	311k	29.77	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$9.2M		143k	64.42	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$9.2M		168k	54.77	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$9.2M	+27%	45k	204.85	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$9.1M	+5%	259k	35.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.1M		35k	257.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$9.1M	-3%	46k	198.62	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$9.0M	-12%	340k	26.47	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$9.0M	+4%	223k	40.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$8.9M		19k	473.31	View chart
United Parcel Service CL B (UPS)	0.2	$8.8M	-16%	89k	99.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.8M	-4%	134k	66.00	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.2	$8.8M	+21%	300k	29.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$8.6M		61k	141.14	View chart
Merck & Co (MRK)	0.2	$8.3M		79k	105.26	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.2M		45k	183.40	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$8.2M		87k	94.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$8.0M	+3%	79k	101.98	View chart
Abbvie (ABBV)	0.2	$7.9M	+2%	35k	228.49	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$7.8M	+3%	168k	46.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.7M	+3%	22k	342.97	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$7.6M	-24%	153k	49.99	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$7.6M		71k	106.70	View chart
Procter & Gamble Company (PG)	0.2	$7.6M	+5%	53k	143.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$7.6M	-12%	132k	57.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.5M	+4%	90k	82.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$7.4M		284k	26.23	View chart
Verizon Communications (VZ)	0.2	$7.4M	+16%	183k	40.73	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$7.4M		311k	23.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.3M		159k	46.04	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$7.3M	+64%	160k	45.80	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$7.3M	-2%	326k	22.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$7.2M	-5%	28k	252.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$7.1M	-2%	24k	290.22	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$7.1M	+2%	204k	34.65	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$7.0M		124k	56.81	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$7.0M		304k	23.08	View chart
Ares Capital Corporation (ARCC)	0.1	$6.9M	-4%	343k	20.23	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$6.9M		84k	82.50	View chart
Walt Disney Company (DIS)	0.1	$6.9M	-10%	61k	113.77	View chart
Goldman Sachs (GS)	0.1	$6.8M	-8%	7.8k	879.04	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.8M	+9%	135k	50.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$6.8M	-11%	62k	110.19	View chart
Altria (MO)	0.1	$6.8M	+3%	118k	57.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.7M	+3%	27k	246.16	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$6.7M	-3%	197k	34.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$6.6M	+5%	85k	77.88	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$6.6M	+2%	60k	110.15	View chart
Enterprise Products Partners (EPD)	0.1	$6.6M	-2%	204k	32.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$6.5M		147k	44.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.4M		239k	26.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.4M	+3%	63k	102.54	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$6.3M	-15%	68k	92.30	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$6.2M	+293%	186k	33.30	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$6.1M		162k	37.78	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$6.1M		96k	63.50	View chart
Pfizer (PFE)	0.1	$6.1M	+2%	244k	24.90	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.1M	-6%	13k	483.68	View chart
Philip Morris International (PM)	0.1	$6.0M	+4%	38k	160.40	View chart
Hinge Health Cl A (HNGE)	0.1	$6.0M	NEW	130k	46.45	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M		8.00	754800.00	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.0M	+4%	39k	155.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$6.0M		84k	71.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.0M	+18%	86k	69.47	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$6.0M	+6%	89k	67.22	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.9M	+2%	17k	349.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.9M		40k	148.98	View chart
Bristol Myers Squibb (BMY)	0.1	$5.9M		109k	53.94	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$5.9M	+104%	132k	44.71	View chart
Arista Networks Com Shs (ANET)	0.1	$5.9M	+3%	45k	131.03	View chart
At&t (T)	0.1	$5.7M	+6%	230k	24.84	View chart
Boeing Company (BA)	0.1	$5.6M	+16%	26k	217.12	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$5.6M	+16%	107k	52.77	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$5.6M		47k	119.75	View chart
General Mills (GIS)	0.1	$5.6M	-7%	120k	46.50	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.6M		121k	46.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$5.6M	+2%	18k	303.88	View chart
UnitedHealth (UNH)	0.1	$5.5M	-5%	17k	330.10	View chart
Realty Income (O)	0.1	$5.5M	+8%	97k	56.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.5M	+2%	94k	58.12	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$5.5M	-25%	72k	76.23	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$5.4M	+3%	215k	25.32	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$5.4M	-2%	55k	97.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.4M	+11%	28k	191.56	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$5.4M	+169%	45k	119.41	View chart
Bank of America Corporation (BAC)	0.1	$5.4M	-2%	98k	55.00	View chart
Qualcomm (QCOM)	0.1	$5.3M	-9%	31k	171.05	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$5.3M		37k	141.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$5.2M	-2%	133k	39.35	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$5.2M	+3%	75k	69.52	View chart
Kimberly-Clark Corporation (KMB)	0.1	$5.0M	+27%	49k	100.89	View chart
Coca-Cola Company (KO)	0.1	$4.8M	+2%	69k	69.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.8M		27k	177.37	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$4.8M	+6%	174k	27.38	View chart
Pepsi (PEP)	0.1	$4.7M	+4%	33k	143.52	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.7M		92k	50.94	View chart
Target Corporation (TGT)	0.1	$4.7M	-9%	48k	97.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.7M		22k	210.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.7M	+2%	56k	83.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.6M	-8%	23k	199.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.6M		192k	24.04	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$4.6M	-3%	54k	85.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.6M		116k	39.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.6M	+24%	9.7k	468.75	View chart
McDonald's Corporation (MCD)	0.1	$4.5M		15k	305.63	View chart
Amgen (AMGN)	0.1	$4.5M		14k	327.30	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$4.5M	-5%	149k	29.82	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.4M		188k	23.62	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$4.4M	+21%	70k	63.18	View chart
Ge Vernova (GEV)	0.1	$4.4M		6.8k	653.56	View chart
Micron Technology (MU)	0.1	$4.4M		15k	285.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.4M	+11%	31k	141.06	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$4.3M	+4%	79k	54.84	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$4.3M	-2%	223k	19.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.2M	+11%	27k	154.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.2M	-7%	35k	120.18	View chart
Medtronic SHS (MDT)	0.1	$4.2M		44k	96.06	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$4.2M		52k	79.68	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$4.2M	+117%	98k	42.69	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$4.2M		107k	38.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$4.1M		96k	42.95	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$4.1M		79k	51.87	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$4.1M	-4%	178k	22.97	View chart
Intel Corporation (INTC)	0.1	$4.1M	-5%	110k	36.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.0M	-2%	91k	44.32	View chart
Starbucks Corporation (SBUX)	0.1	$4.0M	-2%	48k	84.21	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$4.0M	+2%	177k	22.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.0M	+14%	14k	279.14	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.0M	-18%	96k	41.36	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$3.9M		231k	17.01	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$3.8M	+18%	100k	38.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.7M	+62%	47k	79.73	View chart
Us Bancorp Del Com New (USB)	0.1	$3.7M		70k	53.36	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.7M	+9%	55k	67.64	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.7M		39k	95.22	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.7M	+4%	74k	49.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.7M	-14%	32k	113.92	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M		12k	308.03	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.7M		23k	162.01	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$3.6M		96k	38.11	View chart
Eaton Corp SHS (ETN)	0.1	$3.6M	+20%	11k	318.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.6M	+2%	40k	89.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.6M	+8%	42k	85.37	View chart
Blackrock (BLK)	0.1	$3.6M	+12%	3.4k	1070.41	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$3.6M	NEW	177k	20.12	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.6M		41k	86.25	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.6M	+2%	36k	98.32	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$3.5M	+11%	130k	27.20	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$3.5M	+24%	67k	52.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.5M	-5%	215k	16.49	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$3.5M	+6%	22k	160.97	View chart

Past Filings by Mutual Advisors

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

Mutual Advisors 2025 Q4 filed Feb. 2, 2026
Mutual Advisors 2025 Q3 filed Nov. 4, 2025
Mutual Advisors 2025 Q2 filed July 28, 2025
Mutual Advisors 2025 Q1 filed April 28, 2025
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

View all past filings

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