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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, BRK.B, and represent 18.34% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: MINT (+$37M), IEF (+$33M), FLOT (+$22M), VUG (+$16M), VGT (+$16M), VOOG (+$13M), NVDA (+$12M), IALT (+$8.8M), VOO (+$8.4M), VO (+$7.5M).
Started 142 new stock positions in SPCX, ZMAY, BMNR, CHY, GAB, CATF, EL, VNO, FEM, BSJQ.
Reduced shares in these 10 stocks: IGIB (-$39M), AGG (-$20M), SPY (-$19M), HNGE (-$11M), TFLO (-$8.4M), QQQ (-$6.7M), IBHF (-$5.9M), CGGR (-$5.4M), ITA (-$5.3M), FENI.
Sold out of its positions in ADT, ALB.PA, BUXX, ABEV, ARI, ARES, ADSK, AN, MUA, HRB.
Mutual Advisors was a net buyer of stock by $227M.
Mutual Advisors has $5.3B in assets under management (AUM), dropping by 13.80%.
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 1377 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mutual Advisors has 1377 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mutual Advisors June 30, 2026 positions
Download the Mutual Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.3	$280M	-6%	375k	746.77	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.5	$238M	+15%	2.5M	94.57	View chart
Apple (AAPL)	3.6	$192M	+3%	663k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$157M		209k	748.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$108M		216k	500.39	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.0	$106M	+2%	1.1M	100.67	View chart
Microsoft Corporation (MSFT)	1.7	$92M	+2%	247k	373.02	View chart
Eli Lilly & Co. (LLY)	1.6	$83M		69k	1199.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$82M	+11%	120k	686.81	View chart
NVIDIA Corporation Put Option (NVDA)	1.5	$81M	+16%	406k	200.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$63M	+5%	879k	71.25	View chart
Amazon Put Option (AMZN)	1.0	$56M	+3%	233k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$51M	-11%	69k	736.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$48M	+2%	135k	353.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$44M		124k	357.37	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$39M	+2218%	381k	100.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$38M	+5%	637k	59.69	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$34M	+6%	1.3M	26.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$34M	+8%	215k	158.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$33M	+2%	90k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$33M	+17%	151k	217.93	View chart
JPMorgan Chase & Co. (JPM)	0.6	$33M		99k	327.33	View chart
Meta Platforms Cl A (META)	0.6	$31M		55k	563.29	View chart
Tesla Motors Call Option (TSLA)	0.6	$30M	+6%	71k	420.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$29M		579k	49.49	View chart
Commerce Bancshares (CBSH)	0.5	$29M		493k	57.75	View chart
Broadcom (AVGO)	0.5	$28M	+3%	75k	377.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$28M		120k	236.62	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.5	$28M		479k	59.02	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$28M	-9%	308k	91.64	View chart
Advanced Micro Devices (AMD)	0.5	$28M	-12%	48k	580.91	View chart
Micron Technology (MU)	0.5	$27M	+2%	24k	1154.30	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$25M	+24%	504k	49.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$25M		725k	33.84	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$24M	+1192%	466k	51.05	View chart
Costco Wholesale Corporation (COST)	0.4	$23M		24k	935.48	View chart
Caterpillar Put Option (CAT)	0.4	$22M	+6%	21k	1064.90	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$21M	+8%	607k	34.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$20M	-2%	435k	46.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$19M		285k	68.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$19M	+4%	255k	75.79	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$19M	-7%	100k	190.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$19M	+510%	221k	86.14	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$19M	-22%	400k	47.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$19M		28k	655.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$18M	-4%	133k	137.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$18M	+668%	151k	119.52	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$18M	+13%	205k	87.88	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$18M	+5%	247k	72.06	View chart
Omega Healthcare Investors (OHI)	0.3	$17M		365k	47.68	View chart
Cisco Systems (CSCO)	0.3	$17M	-3%	147k	117.46	View chart
Iron Mountain (IRM)	0.3	$16M		129k	126.31	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$16M		684k	23.13	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$16M	+11%	353k	44.48	View chart
Chevron Corporation (CVX)	0.3	$15M		93k	165.76	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$15M	+2%	54k	285.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$15M	+8%	120k	127.81	View chart
Visa Com Cl A (V)	0.3	$15M		44k	343.09	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$15M	+590%	179k	82.62	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$15M	+5%	293k	50.15	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$15M		161k	89.85	View chart
Johnson & Johnson (JNJ)	0.3	$15M	+2%	57k	253.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M	-3%	453k	31.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$14M	+7%	58k	246.21	View chart
Exxon Mobil Corporation (XOM)	0.3	$14M		104k	136.72	View chart
Intel Corporation (INTC)	0.3	$14M	-9%	100k	139.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$14M		61k	227.06	View chart
Wal-Mart Stores (WMT)	0.3	$14M	-13%	122k	113.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$14M	-38%	267k	50.63	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$13M	+6%	247k	52.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$13M	+6%	265k	48.43	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$13M	+11%	255k	50.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$13M	-7%	34k	368.38	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$12M	+6%	547k	22.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$12M	+2%	156k	77.91	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$12M	+5%	258k	46.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$12M	-14%	522k	22.78	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$12M	+17%	101k	117.09	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$12M	-22%	234k	49.55	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$12M		91k	126.76	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$11M	+4%	250k	45.77	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$11M	+52%	137k	82.84	View chart
Netflix (NFLX)	0.2	$11M	-7%	158k	71.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$11M	+5%	89k	124.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$11M	+4%	23k	477.56	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$11M		124k	88.17	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.2	$11M	+5%	224k	48.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$11M	+22%	130k	82.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$11M	+2%	134k	79.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	+3%	143k	73.41	View chart
International Business Machines (IBM)	0.2	$10M	+4%	37k	281.21	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$10M	+14%	245k	42.33	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$10M	+18%	298k	34.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$10M	+13%	34k	300.45	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$10M	+3%	86k	119.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$10M	+277%	126k	80.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$10M	-12%	201k	50.57	View chart
Home Depot (HD)	0.2	$10M		29k	352.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$10M		419k	24.14	View chart
Merck & Co (MRK)	0.2	$10M		79k	128.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$9.8M	+17%	32k	302.97	View chart
Altria (MO)	0.2	$9.7M	+9%	135k	71.95	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$9.7M	+23%	211k	46.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$9.7M	+86%	62k	156.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.5M	+2%	32k	303.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$9.4M	-19%	186k	50.49	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$9.3M	+2%	78k	118.99	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$9.3M	-15%	176k	52.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.2M	+295%	74k	124.17	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.2	$9.0M	+19%	77k	116.67	View chart
United Parcel Svcs CL B (UPS)	0.2	$8.9M	+3%	83k	107.50	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$8.8M	NEW	313k	28.05	View chart
Procter & Gamble Company (PG)	0.2	$8.8M	+4%	60k	146.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$8.8M	-22%	193k	45.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$8.7M	+9%	41k	212.77	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$8.7M	+10%	368k	23.50	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.2	$8.6M	-28%	267k	32.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$8.6M	-81%	162k	53.17	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.2	$8.6M	+9%	245k	35.16	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$8.6M	+8%	141k	60.79	View chart
Abbvie (ABBV)	0.2	$8.5M	+5%	34k	251.64	View chart
Oracle Corporation (ORCL)	0.2	$8.4M	+3%	57k	146.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$8.4M	-4%	54k	156.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$8.3M		288k	28.96	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.2	$8.3M	-10%	269k	30.77	View chart
Lam Research Corp Com New (LRCX)	0.2	$8.3M	+94%	19k	433.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$8.2M	+4%	99k	82.11	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$8.1M	+15%	325k	25.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.1M	+3%	143k	56.48	View chart
Capital Group International SHS (CGIC)	0.1	$7.9M	+28%	217k	36.39	View chart
Applied Materials (AMAT)	0.1	$7.9M		11k	723.01	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$7.8M	+5%	74k	106.31	View chart
Philip Morris International (PM)	0.1	$7.8M	+3%	43k	180.91	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$7.8M	-22%	36k	219.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.7M	-11%	35k	219.43	View chart
Enterprise Products Partners (EPD)	0.1	$7.7M		209k	36.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$7.6M	+2%	40k	189.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.6M	+8%	69k	110.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$7.6M	-4%	10k	763.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$7.5M	+2%	93k	81.06	View chart
Arista Networks Com Shs (ANET)	0.1	$7.5M	+26%	44k	169.88	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$7.5M	-4%	82k	90.79	View chart
Boeing Company Call Option (BA)	0.1	$7.4M	+7%	34k	216.47	View chart
Goldman Sachs (GS)	0.1	$7.2M	+3%	7.2k	1011.30	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$7.2M	-15%	144k	49.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$7.1M		93k	76.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.1M		240k	29.43	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$7.0M	+5%	60k	117.33	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$7.0M	+18%	152k	46.15	View chart
Palo Alto Networks (PANW)	0.1	$7.0M	-2%	21k	341.03	View chart
UnitedHealth (UNH)	0.1	$7.0M	-2%	17k	415.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$7.0M	-22%	117k	59.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$7.0M	-2%	43k	161.54	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$6.9M	+9%	144k	48.18	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$6.9M	-2%	62k	110.35	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$6.9M	-18%	129k	53.11	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.1	$6.8M	+1602%	293k	23.39	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$6.8M	+3%	99k	68.93	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$6.8M	+491%	24k	283.79	View chart
Starbucks Corporation (SBUX)	0.1	$6.7M	-4%	66k	102.19	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$6.7M	+5%	3.4k	1989.45	View chart
Ge Vernova (GEV)	0.1	$6.7M		5.7k	1174.89	View chart
Verizon Communications (VZ)	0.1	$6.6M	-2%	156k	42.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$6.6M	-32%	126k	52.41	View chart
Ares Capital Corporation (ARCC)	0.1	$6.6M	+2%	355k	18.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.5M	+4%	13k	509.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$6.5M	-4%	139k	46.68	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$6.4M	+22%	243k	26.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$6.4M		39k	163.67	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$6.3M	+14%	47k	133.25	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$6.3M	+86%	165k	37.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.2M	+2%	81k	77.11	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$6.2M	-8%	176k	35.09	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$6.1M	-26%	121k	50.58	View chart
Pfizer (PFE)	0.1	$6.0M	+6%	250k	24.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.0M	-76%	61k	98.98	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M		8.00	748850.00	View chart
General Mills (GIS)	0.1	$6.0M	+21%	172k	34.80	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.0M		97k	61.46	View chart
Kimberly-Clark Corporation (KMB)	0.1	$5.9M		54k	109.77	View chart
Marvell Technology (MRVL)	0.1	$5.9M	+42%	20k	297.89	View chart
Pepsi (PEP)	0.1	$5.9M	+30%	44k	135.40	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.9M		18k	334.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$5.9M		142k	41.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$5.9M	-10%	176k	33.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.8M	+213%	17k	342.83	View chart
Bank of America Corporation (BAC)	0.1	$5.7M	+2%	100k	56.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.7M		29k	197.60	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$5.7M	-4%	8.9k	640.74	View chart
Walt Disney Company (DIS)	0.1	$5.7M	-6%	59k	96.25	View chart
Kla Corp Com New (KLAC)	0.1	$5.6M	+714%	19k	301.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.6M	+5%	202k	27.70	View chart
Realty Income (O)	0.1	$5.6M	+8%	90k	61.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.5M	-16%	51k	109.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$5.5M	+22%	18k	306.31	View chart
Qualcomm (QCOM)	0.1	$5.5M	-6%	30k	184.79	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$5.5M	-20%	102k	53.61	View chart
Coca-Cola Company (KO)	0.1	$5.5M		67k	81.27	View chart
Ishares Silver Tr Ishares Put Option (SLV)	0.1	$5.4M	+7%	102k	53.47	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$5.4M	-20%	29k	185.23	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.4M	-11%	88k	61.23	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$5.4M	+8%	87k	62.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.3M	+3%	36k	148.31	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$5.2M	+3%	73k	72.28	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$5.2M		129k	40.67	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$5.2M	+8%	231k	22.64	View chart
Eaton Corp SHS (ETN)	0.1	$5.2M	-2%	12k	426.14	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$5.2M		190k	27.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.2M	-2%	21k	242.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.2M		69k	75.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$5.2M		127k	40.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$5.2M	-7%	32k	163.45	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$5.1M	-19%	98k	52.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$5.1M	+36%	118k	43.14	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$5.0M	-2%	112k	44.36	View chart
Amgen (AMGN)	0.1	$4.9M	+3%	14k	362.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.9M	-14%	64k	76.55	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$4.9M	NEW	96k	50.95	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$4.9M	+12%	26k	191.75	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.1	$4.9M	+5%	72k	68.16	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.9M	+17%	111k	43.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$4.8M		107k	45.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.8M	-5%	19k	252.23	View chart
Hewlett Packard Enterprise (HPE)	0.1	$4.8M	+7%	106k	45.11	View chart
Ge Aerospace Com New (GE)	0.1	$4.7M	+6%	13k	373.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.7M	+5%	59k	79.03	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$4.6M	+8%	115k	40.58	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$4.6M	-3%	147k	31.73	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$4.6M		235k	19.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.6M	+5%	98k	46.92	View chart
Ea Series Trust Mark Fo Mome Etf (FMTM)	0.1	$4.5M	+3%	104k	43.64	View chart
Corning Incorporated (GLW)	0.1	$4.5M	+115%	18k	255.43	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$4.5M	NEW	149k	30.37	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$4.5M	+24%	124k	36.53	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$4.5M	+26%	84k	53.09	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.5M	+33%	163k	27.33	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$4.5M		52k	85.22	View chart
Emerson Electric (EMR)	0.1	$4.4M	+13%	31k	143.15	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$4.3M	NEW	119k	36.60	View chart
Prudential Financial (PRU)	0.1	$4.3M	+80%	40k	107.93	View chart
Us Bancorp Com New (USB)	0.1	$4.3M	+3%	72k	60.40	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.3M	-11%	85k	51.00	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.3M	+14%	87k	49.55	View chart
Rocket Lab Corp (RKLB)	0.1	$4.3M	+14%	42k	101.65	View chart
Calamos Etf Tr Ladd S&p 500 Etf (CPSL)	0.1	$4.3M	+13%	154k	27.92	View chart
Western Digital (WDC)	0.1	$4.3M	+401%	6.7k	638.68	View chart
At&t (T)	0.1	$4.2M	+2%	202k	20.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.2M		219k	19.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.2M	+2%	43k	96.58	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$4.2M	+13%	26k	158.66	View chart

Past Filings by Mutual Advisors

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

Mutual Advisors 2026 Q2 filed Aug. 14, 2026
Mutual Advisors 2026 Q1 filed May 4, 2026
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

View all past filings

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