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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 19.53% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: IGIB (+$30M), IGSB (+$23M), NJAN (+$19M), PJAN (+$18M), IVV (+$17M), SGOV (+$14M), IEF (+$11M), CANQ (+$9.0M), AAPL (+$8.0M), FTEC (+$8.0M).
Started 178 new stock positions in FDVV, HOUS, OMF, CLS, BE, ASTS, ACGL, NUKZ, SONY, IONQ.
Reduced shares in these 10 stocks: STIP (-$17M), ICSH (-$16M), FLOT (-$12M), SPY (-$12M), PEP (-$6.5M), TLT (-$6.5M), BUXX, FDIV, BIL, TFLO.
Sold out of its positions in AAP, YOLO, FLAO, ASTL, FDIV, AHLT, AXL, ARW, AVT, BCSF.
Mutual Advisors was a net buyer of stock by $356M.
Mutual Advisors has $4.5B in assets under management (AUM), dropping by 13.38%.
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 1276 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Mutual Advisors has 1276 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mutual Advisors Sept. 30, 2025 positions
Download the Mutual Advisors September 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	$261M	-4%	388k	671.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.4	$200M	+6%	2.1M	97.40	View chart
Apple (AAPL)	3.7	$166M	+5%	641k	259.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$146M	+13%	217k	674.97	View chart
Microsoft Corporation (MSFT)	2.5	$111M	-2%	214k	520.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.2	$102M	+16%	1.0M	100.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$101M		207k	490.16	View chart
NVIDIA Corporation (NVDA)	1.4	$62M	+10%	340k	182.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$56M	+4%	91k	617.44	View chart
Eli Lilly & Co. (LLY)	1.2	$54M	+3%	66k	821.04	View chart
Amazon (AMZN)	1.1	$49M	+9%	221k	221.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$45M		739k	61.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$41M	+7%	67k	610.58	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.9	$41M	-9%	446k	91.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$39M	+313%	724k	54.39	View chart
Meta Platforms Cl A (META)	0.8	$36M	+9%	49k	734.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$35M	+7%	137k	253.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$33M		131k	253.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$31M	+309%	574k	53.11	View chart
JPMorgan Chase & Co. (JPM)	0.6	$29M	+4%	99k	294.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$29M		527k	54.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$29M		87k	331.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$28M	+21%	198k	140.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$26M	-2%	119k	217.13	View chart
Commerce Bancshares (CBSH)	0.6	$25M		469k	53.16	View chart
Broadcom (AVGO)	0.5	$24M	+11%	69k	344.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$24M		731k	32.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$23M		124k	187.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$20M	+1281%	432k	46.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$19M	+7%	25k	762.27	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.4	$19M	NEW	352k	53.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$19M	+2%	314k	59.38	View chart
Costco Wholesale Corporation (COST)	0.4	$19M	+8%	20k	942.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$18M		606k	29.20	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$18M	+69%	394k	44.61	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$17M	-6%	59k	289.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$17M		139k	121.45	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.4	$17M	-3%	212k	79.01	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$17M	+14%	344k	47.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$16M	+4%	239k	68.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$16M	+5%	683k	23.65	View chart
Netflix (NFLX)	0.4	$16M		14k	1113.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$16M		33k	484.97	View chart
Visa Com Cl A (V)	0.3	$16M	+2%	45k	345.96	View chart
Tesla Motors Call Option (TSLA)	0.3	$16M	+8%	69k	226.35	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$15M	+105%	256k	60.09	View chart
Advanced Micro Devices (AMD)	0.3	$15M	+11%	65k	234.99	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.3	$15M		449k	34.14	View chart
Oracle Corporation (ORCL)	0.3	$15M	-4%	54k	280.07	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$15M	-51%	296k	50.73	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$15M	+2%	119k	121.64	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$14M	+5%	307k	47.03	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$14M	-2%	225k	63.59	View chart
Chevron Corporation (CVX)	0.3	$14M		90k	156.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M	-3%	520k	27.03	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$14M	+31%	503k	26.93	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	+29%	75k	180.48	View chart
Omega Healthcare Investors (OHI)	0.3	$13M	+8%	327k	40.69	View chart
Wal-Mart Stores (WMT)	0.3	$13M		124k	106.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$13M	+6%	259k	50.66	View chart
Iron Mountain (IRM)	0.3	$13M	-7%	123k	103.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	+5%	110k	115.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$13M	-3%	248k	50.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$13M	+44%	36k	344.80	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$12M	+14%	107k	115.25	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$12M	+81%	244k	50.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$12M	+7%	115k	101.04	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$12M	+3%	501k	22.94	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$11M	+19%	145k	77.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$11M	+4%	92k	120.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$11M	+3%	176k	62.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$11M	+8%	53k	208.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$11M	+91%	140k	77.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$11M	+26%	29k	378.78	View chart
Cisco Systems (CSCO)	0.2	$11M		154k	70.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$11M		51k	211.63	View chart
Johnson & Johnson (JNJ)	0.2	$11M		56k	192.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$11M		215k	49.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$11M		135k	79.11	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$11M	+4%	387k	27.50	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$11M	+8%	216k	49.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$10M		138k	74.92	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$10M	+4%	128k	80.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$10M	+3%	424k	24.43	View chart
Home Depot (HD)	0.2	$10M		27k	385.03	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$10M	+42%	90k	114.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$10M	+116%	203k	49.97	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$10M	+8%	85k	118.50	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$10M	+375%	44k	227.04	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$10M		126k	79.08	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$9.8M	+2%	227k	43.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$9.7M	+16%	227k	42.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$9.5M		22k	438.19	View chart
Caterpillar (CAT)	0.2	$9.5M	-6%	18k	520.49	View chart
United Parcel Service CL B (UPS)	0.2	$9.3M	+52%	107k	87.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$9.3M	+2%	47k	196.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$9.3M	+106%	96k	96.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.2M	+4%	140k	65.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$9.1M	+3%	209k	43.55	View chart
International Business Machines (IBM)	0.2	$9.0M	+6%	32k	285.00	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.2	$9.0M	NEW	299k	30.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.0M		19k	472.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.0M	+2%	35k	257.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$8.9M	+9%	169k	52.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.7M	-19%	152k	57.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$8.6M	-2%	61k	141.43	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$8.6M	+124%	246k	34.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$8.5M	-21%	188k	44.98	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$8.5M	+9%	212k	39.86	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$8.3M		87k	95.15	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$8.2M	-67%	80k	103.54	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$8.1M	+13%	139k	58.07	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$8.1M	-5%	245k	32.93	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.9M	+35%	44k	179.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$7.8M	+2%	70k	112.53	View chart
Abbvie (ABBV)	0.2	$7.7M	-3%	34k	228.25	View chart
Walt Disney Company (DIS)	0.2	$7.7M	-3%	68k	113.03	View chart
Procter & Gamble Company (PG)	0.2	$7.6M		50k	152.21	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$7.6M		72k	105.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$7.6M	+6%	76k	99.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$7.5M	+4%	162k	46.42	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$7.5M	+11%	335k	22.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$7.5M	+7%	30k	251.39	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.5M	+3%	160k	46.71	View chart
Altria (MO)	0.2	$7.4M		114k	64.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$7.4M	+9%	25k	293.50	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$7.3M	NEW	308k	23.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$7.3M		155k	47.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$7.3M	+2%	281k	25.93	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.2M	+42%	22k	336.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$7.2M	+3%	80k	90.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.2M	-15%	87k	83.06	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.2	$7.2M	-20%	248k	28.98	View chart
Ares Capital Corporation (ARCC)	0.2	$7.1M	-2%	358k	19.94	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$7.1M		35k	201.63	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$7.1M		304k	23.29	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$7.1M	+11%	303k	23.32	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.2	$6.9M	-2%	205k	33.91	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$6.9M	+10%	199k	34.65	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$6.9M	+2%	123k	55.94	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$6.9M		84k	81.30	View chart
Merck & Co (MRK)	0.2	$6.8M	-5%	78k	87.18	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$6.6M	NEW	97k	68.70	View chart
Arista Networks Com Shs (ANET)	0.1	$6.6M	+103%	43k	152.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$6.6M		150k	43.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.6M	+9%	13k	488.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.5M	+10%	26k	246.42	View chart
Enterprise Products Partners (EPD)	0.1	$6.5M		210k	30.95	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$6.4M	-2%	58k	110.41	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$6.4M	-18%	145k	44.18	View chart
UnitedHealth (UNH)	0.1	$6.4M	-16%	18k	360.44	View chart
Goldman Sachs (GS)	0.1	$6.4M	+2%	8.5k	750.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$6.4M		81k	78.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.4M		239k	26.58	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.2M	-38%	124k	50.54	View chart
General Mills (GIS)	0.1	$6.2M	+47%	130k	47.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.1M	+6%	60k	101.03	View chart
Verizon Communications (VZ)	0.1	$6.0M	+7%	157k	38.40	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$5.9M	NEW	159k	37.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.9M	-6%	40k	146.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.9M	-38%	8.00	735600.00	View chart
Pfizer (PFE)	0.1	$5.9M	+2%	239k	24.67	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.8M	+4%	17k	354.12	View chart
Qualcomm (QCOM)	0.1	$5.8M	+5%	34k	170.03	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$5.8M	-16%	37k	154.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$5.7M	+4%	84k	68.35	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.7M	-7%	64k	88.97	View chart
Philip Morris International (PM)	0.1	$5.7M		36k	157.70	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$5.6M	+9%	83k	67.61	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.5M	+3%	120k	46.11	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$5.5M		57k	96.62	View chart
Realty Income (O)	0.1	$5.4M	+16%	90k	60.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.4M	+26%	92k	58.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$5.3M		137k	38.74	View chart
At&t (T)	0.1	$5.3M	-7%	215k	24.62	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$5.3M	+32%	208k	25.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$5.2M		38k	138.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$5.2M	+96%	18k	290.73	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$5.2M	-3%	72k	72.19	View chart
Bank of America Corporation (BAC)	0.1	$5.2M	-2%	100k	51.76	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$5.1M		47k	110.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$5.1M	-30%	25k	199.98	View chart
Target Corporation (TGT)	0.1	$5.0M	-14%	53k	94.25	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.9M	+16%	73k	67.38	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.9M	-7%	92k	53.35	View chart
Boeing Company (BA)	0.1	$4.9M	+82%	22k	217.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.8M	+2%	25k	190.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.8M	-16%	118k	40.84	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.8M	+2%	94k	50.96	View chart
Bristol Myers Squibb (BMY)	0.1	$4.8M	+22%	109k	43.83	View chart
Pepsi (PEP)	0.1	$4.8M	-57%	31k	151.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.7M		27k	174.64	View chart
Coca-Cola Company (KO)	0.1	$4.7M	+8%	67k	69.94	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$4.6M	NEW	179k	25.67	View chart
McDonald's Corporation (MCD)	0.1	$4.6M	+5%	15k	306.97	View chart
Kimberly-Clark Corporation (KMB)	0.1	$4.6M	+138%	39k	118.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.6M		193k	23.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.6M	+20%	54k	84.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.5M	-3%	22k	205.09	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$4.5M		159k	28.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.5M	+4%	38k	120.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.5M	-7%	116k	38.76	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$4.5M	+18%	164k	27.50	View chart
Intel Corporation (INTC)	0.1	$4.4M	-5%	117k	38.16	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.4M	NEW	188k	23.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.4M	-5%	38k	116.71	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$4.4M	+234%	229k	19.24	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$4.3M	NEW	79k	55.14	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$4.3M	+12%	187k	23.21	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.2M	+149%	23k	183.20	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.2M	+12%	93k	44.79	View chart
Starbucks Corporation (SBUX)	0.1	$4.2M	+6%	49k	85.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.1M	-16%	43k	94.43	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$4.1M		108k	37.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$4.1M		97k	42.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$4.1M	+12%	55k	73.79	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.1M	+20%	7.8k	521.97	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$4.0M		45k	90.33	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$4.0M		52k	77.24	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$4.0M	-12%	23k	172.85	View chart
Amgen (AMGN)	0.1	$4.0M	-14%	14k	292.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$4.0M	+72%	75k	53.60	View chart
Medtronic SHS (MDT)	0.1	$4.0M		43k	94.21	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.0M	+7%	17k	238.37	View chart
Ge Vernova (GEV)	0.1	$4.0M	+107%	6.6k	595.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.9M	+5%	28k	139.40	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.1	$3.9M		172k	22.62	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$3.9M	+413%	181k	21.32	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.8M	+3%	227k	16.85	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$3.8M	-22%	230k	16.61	View chart
Emerson Electric (EMR)	0.1	$3.7M		28k	133.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.7M	-11%	36k	102.54	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$3.7M	+9%	97k	38.09	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.7M	+2%	38k	95.85	View chart
Servicenow (NOW)	0.1	$3.6M	+56%	3.9k	939.29	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.6M	+3%	58k	63.05	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.6M		12k	293.21	View chart
Unilever Spon Adr New (UL)	0.1	$3.6M	+2%	58k	62.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.6M	-17%	25k	146.04	View chart
Ge Aerospace Com New (GE)	0.1	$3.6M	+6%	12k	306.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.6M	-4%	42k	85.62	View chart
Eaton Corp SHS (ETN)	0.1	$3.5M	+9%	9.5k	372.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.5M	+23%	71k	49.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$3.5M	+18%	95k	36.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.5M	+2%	40k	88.56	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.5M		6.1k	573.77	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.4M		34k	100.46	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.4M	+10%	35k	97.02	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$3.4M	-7%	20k	167.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.4M		58k	58.92	View chart

Past Filings by Mutual Advisors

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

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
Mutual Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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