Mutual Advisors

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

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Portfolio Holdings for Mutual Advisors

Companies in the Mutual Advisors portfolio as of the June 2021 quarterly 13F filing

Mutual Advisors has 820 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.1 $69M 502k 136.96
Ishares Tr Core S&p500 Etf (IVV) 2.9 $49M +10% 114k 429.92
Microsoft Corporation (MSFT) 2.4 $41M 152k 270.90
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $27M -5% 232k 115.33
Amazon (AMZN) 1.4 $24M -14% 7.1k 3440.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $21M +9% 60k 354.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $18M 65k 277.92
Select Sector Spdr Tr Technology (XLK) 1.1 $18M +27% 122k 147.66
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $17M -27% 112k 154.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $15M +102% 156k 98.47
Facebook Cl A (FB) 0.8 $13M +2% 38k 347.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $13M -21% 73k 178.55
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $13M +41% 190k 68.37
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.8 $13M +263% 544k 23.29

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Tesla Motors (TSLA) 0.7 $13M +24% 19k 679.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $12M +6% 117k 104.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $12M -3% 235k 51.29
Ishares Tr Core Total Usd (IUSB) 0.7 $12M NEW 223k 53.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $12M +38% 28k 428.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $12M 30k 393.51
Alphabet Cap Stk Cl A (GOOGL) 0.7 $12M 4.7k 2441.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $11M +19% 76k 145.97
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.6 $11M +447% 271k 40.15
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $11M +6% 204k 51.84
Alphabet Cap Stk Cl C (GOOG) 0.6 $10M +3% 4.1k 2506.28
Walt Disney Company (DIS) 0.6 $10M +19% 57k 175.76
Ishares Tr Russell 2000 Etf (IWM) 0.6 $10M +6% 44k 229.37
Cisco Systems (CSCO) 0.6 $9.7M 183k 53.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $9.4M +3% 89k 105.43
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.5 $9.1M NEW 297k 30.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $8.7M +2% 100k 86.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $8.5M +12% 38k 222.81
Adobe Systems Incorporated (ADBE) 0.5 $8.4M +3% 14k 585.60
JPMorgan Chase & Co. (JPM) 0.5 $8.2M +9% 53k 155.53
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $8.1M +16% 61k 132.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $8.1M +32% 149k 54.60
Proshares Tr Large Cap Cre (CSM) 0.5 $8.0M -7% 80k 99.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $7.9M +61% 89k 88.04
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $7.7M 41k 188.60
Vanguard Index Fds Value Etf (VTV) 0.4 $7.5M +41% 55k 137.46
Johnson & Johnson (JNJ) 0.4 $7.5M 45k 164.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $7.5M +14% 15k 491.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $7.4M +8% 70k 105.34
Intel Corporation (INTC) 0.4 $7.4M 132k 56.14
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $7.4M NEW 179k 41.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $7.3M +2% 100k 72.73
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $7.2M +9% 140k 51.52
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.4 $6.9M +51% 45k 154.08
Verizon Communications (VZ) 0.4 $6.9M 123k 56.03
Iron Mountain (IRM) 0.4 $6.9M +6% 162k 42.32
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $6.7M 50k 134.35
Ishares Tr Msci Usa Value (VLUE) 0.4 $6.7M +406% 63k 105.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $6.7M 169k 39.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $6.6M +401% 125k 52.41
Home Depot (HD) 0.4 $6.4M +11% 20k 318.89
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.4 $6.4M +9% 144k 44.41
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $6.3M NEW 191k 33.28
Chevron Corporation (CVX) 0.4 $6.3M +7% 60k 104.73
Vanguard Index Fds Growth Etf (VUG) 0.4 $6.1M +2% 21k 286.83
NVIDIA Corporation (NVDA) 0.4 $6.1M +54% 7.6k 800.18
Procter & Gamble Company (PG) 0.4 $6.1M -5% 45k 134.93
Netflix (NFLX) 0.4 $6.1M +6% 12k 528.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $6.0M 120k 50.33
Ishares Tr Core Div Grwth (DGRO) 0.4 $6.0M -4% 119k 50.36
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $5.8M +21% 115k 50.74
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $5.8M +114% 54k 107.28
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $5.7M NEW 122k 47.12
Ishares Tr Eafe Value Etf (EFV) 0.3 $5.7M +468% 111k 51.76
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $5.6M -19% 111k 50.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $5.6M -8% 106k 52.97
Ark Etf Tr Innovation Etf (ARKK) 0.3 $5.6M -49% 43k 130.78
Ishares Tr Exponential Tech (XT) 0.3 $5.4M -8% 86k 63.25
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $5.3M +13% 85k 62.51
Merck & Co (MRK) 0.3 $5.1M +7% 66k 77.77
Ark Etf Tr Fintech Innova (ARKF) 0.3 $5.1M -48% 94k 54.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $5.1M +173% 138k 36.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $5.1M +1291% 49k 103.96
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $5.0M +8% 107k 46.76
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $4.9M +1802% 68k 71.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $4.8M +2009% 32k 150.72
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $4.8M 47k 102.39
Paypal Holdings (PYPL) 0.3 $4.7M +13% 16k 291.49
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $4.7M +2% 43k 110.96
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.3 $4.7M +49% 230k 20.29
Pfizer (PFE) 0.3 $4.6M 118k 39.16
Abbvie (ABBV) 0.3 $4.6M 41k 112.65
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $4.6M +15% 104k 44.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.6M +2% 17k 271.49
At&t (T) 0.3 $4.5M 157k 28.78
Omega Healthcare Investors (OHI) 0.3 $4.5M +28% 125k 36.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.5M +3% 59k 75.63
UnitedHealth (UNH) 0.3 $4.4M +8% 11k 400.40
Ishares Tr Core Msci Eafe (IEFA) 0.3 $4.3M +50% 58k 74.86
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $4.3M +38% 161k 26.60
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.3 $4.3M -46% 15k 290.08
Select Sector Spdr Tr Energy (XLE) 0.3 $4.3M +37% 79k 53.87
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.3M -4% 18k 237.34
Visa Com Cl A (V) 0.3 $4.2M +10% 18k 233.80
Select Sector Spdr Tr Communication (XLC) 0.2 $4.2M +58% 51k 80.96
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $4.2M -3% 73k 57.28
Broadcom (AVGO) 0.2 $4.1M 8.6k 476.91
Wp Carey (WPC) 0.2 $4.1M +5% 55k 74.62
Spdr Gold Tr Gold Shs (GLD) 0.2 $4.1M +28% 25k 165.64
Etfs Tr Bbrg All Comd K1 (BCI) 0.2 $4.0M +7% 152k 26.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $4.0M +8% 73k 54.81
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $4.0M +6% 23k 173.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $3.9M +27% 77k 51.21
Oracle Corporation (ORCL) 0.2 $3.9M +4% 50k 77.83
Lockheed Martin Corporation (LMT) 0.2 $3.9M +11% 10k 378.33
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.9M +4% 98k 39.34
Advanced Micro Devices (AMD) 0.2 $3.8M +87% 41k 93.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $3.7M 22k 165.77
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $3.7M -67% 73k 50.22
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.6M 16k 225.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.5M +24% 45k 78.28
Ishares Esg Awr Msci Em (ESGE) 0.2 $3.5M +459% 78k 45.15
Qualcomm (QCOM) 0.2 $3.5M -6% 24k 142.91
Lululemon Athletica (LULU) 0.2 $3.5M 9.5k 364.99
Exxon Mobil Corporation (XOM) 0.2 $3.5M +2% 55k 63.07
Altria (MO) 0.2 $3.5M -5% 73k 47.68
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $3.4M +814% 145k 23.65
Cohen & Steers Quality Income Realty (RQI) 0.2 $3.4M +40% 217k 15.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.4M -56% 25k 132.88
CVS Caremark Corporation (CVS) 0.2 $3.4M 41k 83.44
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $3.4M 164k 20.60
Select Sector Spdr Tr Financial (XLF) 0.2 $3.4M -34% 92k 36.69
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $3.4M +11% 38k 89.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.4M -42% 32k 104.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.3M +12% 41k 82.16
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $3.3M +72% 36k 92.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $3.3M 14k 236.34
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $3.3M 44k 73.62
Applied Materials (AMAT) 0.2 $3.3M +56% 23k 142.41
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $3.2M +25% 54k 59.94
Caterpillar (CAT) 0.2 $3.2M +14% 15k 217.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.2M +4% 20k 158.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $3.2M +43% 26k 125.93
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.2M -58% 32k 99.41
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $3.1M -24% 134k 23.46
Bristol Myers Squibb (BMY) 0.2 $3.1M 47k 66.82
L Brands 0.2 $3.1M -5% 43k 72.05
Johnson Ctls Intl SHS (JCI) 0.2 $3.1M 46k 68.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.1M +3% 36k 85.88
Enterprise Products Partners (EPD) 0.2 $3.1M 128k 24.13
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $3.1M -24% 53k 57.10
Ishares Tr Select Divid Etf (DVY) 0.2 $3.0M +11% 26k 116.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.0M +23% 56k 54.32
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $3.0M -5% 34k 86.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.9M 7.00 418571.43
Freeport-mcmoran CL B (FCX) 0.2 $2.9M 78k 37.11
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $2.9M +36% 34k 85.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $2.9M -40% 54k 53.33
Amgen (AMGN) 0.2 $2.8M 12k 243.76
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.8M 19k 147.64
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $2.8M 27k 105.98
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $2.8M +10% 150k 18.68
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $2.8M -71% 66k 42.07
Wal-Mart Stores (WMT) 0.2 $2.8M +8% 20k 141.04
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.8M +19% 32k 86.03
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $2.7M +7% 10k 262.23
First American Financial (FAF) 0.2 $2.7M 44k 62.34
Legg Mason Etf Invt Tr Westn Aset Ttl (WBND) 0.2 $2.7M NEW 98k 27.28
First Tr Value Line Divid In SHS (FVD) 0.2 $2.7M +3% 67k 39.77
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.7M +79% 52k 51.49
Williams Companies (WMB) 0.2 $2.7M 100k 26.55
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $2.6M -7% 19k 133.09
Tapestry (TPR) 0.2 $2.6M +10% 59k 43.48
Abbott Laboratories (ABT) 0.2 $2.6M +7% 22k 115.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.6M +115% 37k 69.96
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $2.5M 156k 16.28
Boeing Company (BA) 0.1 $2.5M +3% 11k 239.51
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.5M +112% 11k 226.76
Ishares Tr Ishares Biotech (IBB) 0.1 $2.5M +16% 15k 163.69
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $2.5M +22% 61k 40.31
McDonald's Corporation (MCD) 0.1 $2.4M +12% 11k 231.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.4M +39% 39k 63.40
Proshares Tr Invt Int Rt Hg (IGHG) 0.1 $2.4M +983% 32k 76.53
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.4M +98% 22k 113.00
Philip Morris International (PM) 0.1 $2.4M -4% 24k 99.09
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.4M 16k 144.33
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.3M +21% 19k 122.31
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.3M -2% 23k 101.79
Icahn Enterprises Depositary Unit (IEP) 0.1 $2.3M 42k 55.00
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.3M -16% 150k 15.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.3M -26% 22k 104.20
Ishares Core Msci Emkt (IEMG) 0.1 $2.3M -4% 34k 66.99
Eli Lilly & Co. (LLY) 0.1 $2.3M 9.9k 229.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.3M +108% 8.5k 268.74
Nucor Corporation (NUE) 0.1 $2.3M +580% 24k 95.95
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $2.3M +202% 44k 51.18
International Business Machines (IBM) 0.1 $2.3M +3% 15k 146.57
Starbucks Corporation (SBUX) 0.1 $2.3M -2% 20k 111.80
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $2.3M +194% 42k 54.22
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.1 $2.3M NEW 67k 33.69
Realty Income (O) 0.1 $2.2M +4% 34k 66.73
Ishares Tr Expanded Tech (IGV) 0.1 $2.2M -48% 5.7k 390.09
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.1 $2.2M +9% 40k 55.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.2M +4% 40k 55.15
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $2.2M -21% 19k 117.77
Ishares Tr National Mun Etf (MUB) 0.1 $2.2M +10% 19k 117.22
Blackstone Group Inc Com Cl A (BX) 0.1 $2.2M 23k 97.15
Devon Energy Corporation (DVN) 0.1 $2.2M +464% 75k 29.19
Costco Wholesale Corporation (COST) 0.1 $2.2M +15% 5.5k 395.71
Bank of America Corporation (BAC) 0.1 $2.1M +6% 52k 41.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.1M -2% 33k 65.68
Square Cl A (SQ) 0.1 $2.1M +60% 8.7k 243.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.1M -24% 64k 32.88
Ishares Tr Mbs Etf (MBB) 0.1 $2.1M -3% 20k 108.22
Teladoc (TDOC) 0.1 $2.1M +26% 13k 166.26
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $2.1M -2% 12k 182.55
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $2.1M +62% 24k 88.76
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.1M -13% 28k 75.55
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $2.1M 18k 117.13
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.1 $2.1M +19% 27k 76.25
Coca-Cola Company (KO) 0.1 $2.0M -3% 38k 54.11
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.1 $2.0M 27k 75.56
Peloton Interactive Cl A Com (PTON) 0.1 $2.0M +686% 17k 124.01
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M -5% 5.6k 361.09
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $2.0M +253% 39k 52.37
Ishares Tr Tips Bd Etf (TIP) 0.1 $2.0M +2% 16k 128.03
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.0M +15% 41k 48.42
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $2.0M -43% 37k 53.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $2.0M 32k 60.52
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.9M NEW 7.7k 251.33
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.9M -9% 30k 65.35
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.9M 25k 78.21
Innovative Industria A (IIPR) 0.1 $1.9M +6% 10k 191.04
Comcast Corp Cl A (CMCSA) 0.1 $1.9M +8% 34k 57.03
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.9M +8% 44k 44.12
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $1.9M +2% 100k 19.29
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.9M NEW 71k 26.99
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.9M +2% 25k 76.33
Target Corporation (TGT) 0.1 $1.9M +18% 7.9k 241.73
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.9M +120% 23k 81.10
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.9M 40k 47.38
Lumen Technologies (LUMN) 0.1 $1.9M 138k 13.59
Capital One Financial (COF) 0.1 $1.9M NEW 12k 154.66
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.8M -3% 7.4k 247.11
Crown Castle Intl (CCI) 0.1 $1.8M +17% 9.4k 195.04
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $1.8M 87k 21.13
United Parcel Service CL B (UPS) 0.1 $1.8M -4% 8.7k 208.02
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $1.8M +16% 112k 16.01
Lowe's Companies (LOW) 0.1 $1.8M +11% 9.3k 193.93
BlackRock Municipal Income Trust II (BLE) 0.1 $1.8M NEW 113k 15.75
Snowflake Cl A (SNOW) 0.1 $1.7M +568% 7.2k 241.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.7M +5% 19k 89.95
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.1 $1.7M 22k 77.60
BlackRock (BLK) 0.1 $1.7M +7% 1.9k 874.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.7M +6% 21k 82.72
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M 22k 78.90

Past Filings by Mutual Advisors

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