Mutual Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 821 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Mutual Advisors has 821 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.1 $57M 151k 379.15
Microsoft Corporation (MSFT) 3.0 $42M 164k 256.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $19M +5% 70k 273.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $18M +13% 48k 377.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $17M -17% 59k 280.28
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $17M +2% 115k 143.47
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $17M -10% 162k 101.68
Amazon (AMZN) 1.2 $16M +1797% 154k 106.21
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $14M +2% 138k 101.70
Alphabet Cap Stk Cl A (GOOGL) 0.9 $13M +17% 6.1k 2179.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $13M 38k 346.87
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.8 $12M +58% 445k 26.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $11M -2% 182k 62.42
Ishares Tr Core Div Grwth (DGRO) 0.8 $11M +38% 232k 47.64

Setup an alert

Mutual Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Core Total Usd (IUSB) 0.7 $10M -16% 217k 46.82
Chevron Corporation (CVX) 0.7 $10M +5% 70k 144.79
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.7 $9.9M NEW 340k 29.14
Select Sector Spdr Tr Technology (XLK) 0.7 $9.8M -40% 77k 127.13
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $9.7M -5% 203k 47.87
Alphabet Cap Stk Cl C (GOOG) 0.7 $9.6M +2% 4.4k 2187.26
Vanguard Index Fds Value Etf (VTV) 0.7 $9.2M -36% 70k 131.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $8.7M 150k 57.99
JPMorgan Chase & Co. (JPM) 0.6 $8.6M +11% 77k 112.61
Proshares Tr Short S&p 500 Ne (SH) 0.6 $8.5M +361% 517k 16.50
Johnson & Johnson (JNJ) 0.6 $8.5M 48k 177.51
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.6 $8.4M +14% 231k 36.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $8.3M 100k 82.79
Iron Mountain (IRM) 0.6 $8.3M 170k 48.69
Cisco Systems (CSCO) 0.6 $8.2M 192k 42.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $8.2M -7% 73k 111.72
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.5 $7.4M 246k 29.92
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.5 $7.4M -5% 243k 30.30
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.5 $7.3M -4% 179k 40.80
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $7.0M +5% 159k 44.34
Merck & Co (MRK) 0.5 $7.0M 77k 91.17
Verizon Communications (VZ) 0.5 $7.0M -3% 137k 50.75
Abbvie (ABBV) 0.5 $6.9M +2% 45k 153.16
Meta Platforms Cl A (META) 0.5 $6.8M +8% 42k 161.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $6.7M +13% 93k 71.63
Procter & Gamble Company (PG) 0.5 $6.7M 46k 143.78
Vanguard Index Fds Growth Etf (VUG) 0.5 $6.6M -26% 30k 222.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $6.5M +5% 77k 83.90
Ishares Tr Select Divid Etf (DVY) 0.5 $6.4M +3% 55k 117.66
UnitedHealth (UNH) 0.4 $6.3M +8% 12k 513.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $6.3M +17% 113k 55.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.3M -12% 33k 188.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $6.2M -4% 132k 47.40
Pfizer (PFE) 0.4 $6.2M 119k 52.43
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $6.2M +24% 152k 40.75
Intel Corporation (INTC) 0.4 $6.2M +3% 165k 37.41
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $5.8M +2% 196k 29.47
Home Depot (HD) 0.4 $5.7M +2% 21k 274.26
NVIDIA Corporation Put Option (NVDA) 0.4 $5.6M -3% 40k 140.00
Proshares Tr Large Cap Cre (CSM) 0.4 $5.6M 125k 44.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $5.6M 42k 131.11
Walt Disney Company (DIS) 0.4 $5.6M -4% 59k 94.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $5.5M -9% 43k 128.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $5.5M -10% 92k 60.35
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $5.5M -9% 137k 40.24
Adobe Systems Incorporated (ADBE) 0.4 $5.3M 14k 366.08
Wp Carey (WPC) 0.4 $5.2M 63k 82.86
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.4 $5.1M +16% 63k 81.12
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $5.1M -13% 101k 50.09
Visa Com Cl A (V) 0.4 $5.0M +19% 25k 196.89
Select Sector Spdr Tr Energy (XLE) 0.4 $4.9M +15% 69k 71.50
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.9M -4% 25k 196.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $4.9M +36% 169k 28.84
Omega Healthcare Investors (OHI) 0.3 $4.8M 171k 28.19
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $4.7M +172% 46k 101.43
Broadcom (AVGO) 0.3 $4.6M 9.4k 485.84
Spdr Gold Tr Gold Shs (GLD) 0.3 $4.5M 27k 168.46
Ishares Tr Short Treas Bd (SHV) 0.3 $4.5M +451% 41k 110.11
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $4.5M 97k 46.48
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $4.5M 182k 24.50
Lockheed Martin Corporation (LMT) 0.3 $4.4M -2% 10k 430.00
Cohen & Steers Quality Income Realty (RQI) 0.3 $4.4M +8% 321k 13.59
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $4.3M +47% 60k 72.18
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $4.2M +87% 30k 137.45
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.3 $4.2M 223k 18.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.1M 19k 218.71
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.3 $4.1M +361% 124k 33.10
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $4.0M -52% 40k 102.29
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $4.0M -6% 81k 49.19
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $3.9M 85k 46.37
Bristol Myers Squibb (BMY) 0.3 $3.9M 51k 77.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $3.8M -11% 75k 50.55
Qualcomm (QCOM) 0.3 $3.8M +13% 29k 127.75
At&t (T) 0.3 $3.7M +8% 179k 20.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $3.7M 25k 144.99
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.6M +10% 21k 176.10
Oracle Corporation (ORCL) 0.3 $3.5M +7% 51k 69.87
Apple Put Option (AAPL) 0.2 $3.5M 526k 6.67
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.5M +8% 50k 70.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.5M +3% 146k 23.90
Ares Capital Corporation (ARCC) 0.2 $3.4M +62% 192k 17.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.4M +3% 109k 31.45
CVS Caremark Corporation (CVS) 0.2 $3.4M +4% 37k 92.66
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $3.3M -17% 44k 74.93
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $3.3M +5% 42k 77.86
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $3.3M +41% 80k 40.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.3M +10% 74k 44.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.3M +16% 52k 62.74
Amgen (AMGN) 0.2 $3.2M -3% 13k 243.32
Costco Wholesale Corporation (COST) 0.2 $3.2M -10% 6.8k 479.23
Enterprise Products Partners (EPD) 0.2 $3.2M 130k 24.37
Eli Lilly & Co. (LLY) 0.2 $3.2M -5% 9.8k 324.24
Altria (MO) 0.2 $3.2M 76k 41.77
Coca-Cola Company (KO) 0.2 $3.1M +5% 49k 62.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.1M -2% 41k 75.27
McDonald's Corporation (MCD) 0.2 $3.0M +9% 12k 246.91
Caterpillar (CAT) 0.2 $3.0M -2% 17k 178.75
Williams Companies (WMB) 0.2 $3.0M 95k 31.21
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $3.0M +2% 25k 118.71
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $2.9M +11% 40k 72.40
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.9M -18% 88k 32.88
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.9M -6% 41k 70.21
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $2.9M 40k 71.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.9M 7.00 409000.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $2.9M -2% 58k 49.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.9M +47% 57k 49.92
International Business Machines (IBM) 0.2 $2.8M +9% 20k 141.20
Tesla Motors Call Option (TSLA) 0.2 $2.8M +45% 31k 92.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $2.8M -17% 39k 73.61
Philip Morris International (PM) 0.2 $2.8M +4% 29k 98.72
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.2 $2.8M +147% 75k 37.50
Advanced Micro Devices (AMD) 0.2 $2.8M +13% 37k 76.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.8M +96% 31k 89.03
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $2.8M +767% 53k 52.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.8M -2% 36k 76.79
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $2.8M +4% 164k 16.82
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.7M +17% 108k 25.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $2.7M -4% 57k 47.81
Realty Income (O) 0.2 $2.7M +2% 40k 68.26
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $2.7M 66k 40.92
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.7M -5% 45k 58.85
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.6M +10% 23k 113.90
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.6M +3% 61k 43.39
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $2.6M 44k 59.38
Devon Energy Corporation (DVN) 0.2 $2.6M -5% 48k 55.11
Abbott Laboratories (ABT) 0.2 $2.6M 24k 108.66
Kinder Morgan (KMI) 0.2 $2.6M +7% 155k 16.76
First Tr Value Line Divid In SHS (FVD) 0.2 $2.6M -7% 67k 38.81
Ishares Tr Ishares Biotech (IBB) 0.2 $2.6M -8% 22k 117.65
Ishares Tr National Mun Etf (MUB) 0.2 $2.6M -17% 24k 106.36
Lululemon Athletica (LULU) 0.2 $2.6M 9.4k 272.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $2.5M -11% 50k 51.05
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.5M +10% 92k 27.16
Templeton Emerging Markets Income Fund (TEI) 0.2 $2.5M +11% 462k 5.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.4M -21% 58k 41.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.4M -8% 14k 175.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.3M +46% 14k 169.36
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $2.3M -12% 48k 48.30
First American Financial (FAF) 0.2 $2.3M 44k 52.93
Icahn Enterprises Depositary Unit (IEP) 0.2 $2.3M +3% 47k 48.13
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.3M 25k 92.41
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $2.3M -26% 84k 27.16
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $2.3M +3% 71k 32.10
Ishares Tr Modert Alloc Etf (AOM) 0.2 $2.3M +7% 58k 38.95
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $2.3M -16% 118k 19.05
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.2M -16% 28k 79.97
Wal-Mart Stores (WMT) 0.2 $2.2M +2% 18k 121.60
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $2.2M -3% 45k 48.99
Johnson Ctls Intl SHS (JCI) 0.2 $2.2M 46k 47.89
Crown Castle Intl (CCI) 0.2 $2.2M 13k 168.38
Wisdomtree Tr Us High Dividend (DHS) 0.2 $2.2M 26k 82.30
ConocoPhillips (COP) 0.2 $2.2M +9% 24k 89.81
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.1M -3% 27k 80.49
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $2.1M +5% 47k 44.72
Duke Energy Corp Com New (DUK) 0.1 $2.1M +6% 20k 107.19
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $2.1M -29% 41k 50.61
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $2.1M +5% 165k 12.47
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $2.0M +27% 26k 79.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.0M -11% 87k 23.30
Blackstone Group Inc Com Cl A (BX) 0.1 $2.0M 22k 91.24
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $2.0M 150k 13.51
Boeing Company (BA) 0.1 $2.0M +6% 15k 136.71
Danaher Corporation (DHR) 0.1 $2.0M 7.7k 253.46
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.9M -8% 22k 87.35
Prudential Financial (PRU) 0.1 $1.9M +3% 20k 95.69
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.9M -14% 18k 103.14
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.9M -8% 8.0k 235.48
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.9M -2% 10k 185.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.9M +37% 9.0k 207.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M +246% 46k 40.10
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.8M +11% 37k 50.45
Kimberly-Clark Corporation (KMB) 0.1 $1.8M +3% 13k 135.19
Northrop Grumman Corporation (NOC) 0.1 $1.8M +5% 3.7k 478.47
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.8M +61% 36k 49.91
Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.1 $1.8M NEW 71k 24.92
BlackRock Municipal Income Trust II (BLE) 0.1 $1.8M +2% 159k 11.05
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.8M -5% 23k 77.66
Goldman Sachs (GS) 0.1 $1.8M +76% 5.9k 297.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.7M +7% 15k 114.87
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.1 $1.7M 54k 32.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.7M NEW 19k 94.38
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $1.7M +92% 28k 61.98
Bank of America Corporation (BAC) 0.1 $1.7M +2% 55k 31.13
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.7M -2% 46k 37.42
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $1.7M NEW 13k 132.82
United Parcel Service CL B (UPS) 0.1 $1.7M 9.3k 182.52
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.7M -8% 27k 63.32
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.7M -9% 10k 168.56
Lowe's Companies (LOW) 0.1 $1.7M 9.7k 174.71
Calamos (CCD) 0.1 $1.7M +9% 79k 21.44
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.7M NEW 11k 153.92
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $1.7M +3% 86k 19.46
Innovative Industria A (IIPR) 0.1 $1.7M +10% 15k 109.90
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $1.7M NEW 12k 144.56
Target Corporation (TGT) 0.1 $1.7M +10% 12k 141.25
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.7M -2% 24k 70.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.7M +39% 30k 55.46
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.7M 40k 41.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.7M +185% 25k 66.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.6M -8% 33k 50.12
Pepsi (PEP) 0.1 $1.6M +4% 9.9k 166.63
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.6M 27k 60.78
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $1.6M -12% 25k 65.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.6M +4% 42k 39.00
Phillips Edison & Co Common Stock (PECO) 0.1 $1.6M +4% 48k 33.41
Enbridge (ENB) 0.1 $1.6M +11% 37k 42.25
Southern Company (SO) 0.1 $1.6M +20% 22k 71.32
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $1.6M -3% 31k 50.09
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.6M +38% 17k 91.46
Comcast Corp Cl A (CMCSA) 0.1 $1.6M +5% 40k 39.24
Blackrock Muniyield Quality Fund (MQY) 0.1 $1.6M +15% 122k 12.69
Lumen Technologies (LUMN) 0.1 $1.5M -2% 142k 10.91
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $1.5M -20% 36k 43.01
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $1.5M +210% 78k 19.85
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.5M +13% 89k 17.33
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $1.5M 67k 22.95
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.5M -6% 48k 31.48
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $1.5M +10% 34k 44.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.5M -44% 14k 110.06
Starbucks Corporation (SBUX) 0.1 $1.5M -4% 19k 76.40
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.5M -5% 11k 136.33
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.5M +67% 14k 104.69
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.1 $1.5M +12% 48k 30.84
Franklin Templeton Etf Tr Libertyq Us Mid (FLQM) 0.1 $1.5M +36% 38k 38.76
Automatic Data Processing (ADP) 0.1 $1.5M 6.9k 210.02
Gilead Sciences (GILD) 0.1 $1.5M +11% 24k 61.83
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.4M +27% 14k 100.40
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $1.4M -20% 30k 47.52
Proshares Tr Shrt 20+yr Tre (TBF) 0.1 $1.4M NEW 72k 20.05
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $1.4M +33% 33k 44.11
GSK Sponsored Adr (GSK) 0.1 $1.4M +34% 33k 43.54
Apa Corporation (APA) 0.1 $1.4M +56% 40k 34.90
Texas Instruments Incorporated (TXN) 0.1 $1.4M -3% 9.1k 153.69
salesforce (CRM) 0.1 $1.4M -2% 8.5k 165.02
Ishares Msci Jpn Etf New (EWJ) 0.1 $1.4M +459% 27k 52.84
Union Pacific Corporation (UNP) 0.1 $1.4M +2% 6.5k 213.28

Past Filings by Mutual Advisors

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

View all past filings