Mutual Advisors

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

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

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Portfolio Holdings for Mutual Advisors

Companies in the Mutual Advisors portfolio as of the December 2020 quarterly 13F filing

Mutual Advisors has 733 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.7 $63M +6% 474k 132.69
Ishares Tr Core S&p500 Etf (IVV) 3.1 $42M -4% 112k 375.39
Microsoft Corporation (MSFT) 2.6 $35M -3% 157k 222.42
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $28M +8% 240k 118.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $24M -19% 77k 313.74
Amazon (AMZN) 1.7 $23M +4% 7.1k 3256.99
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $23M -14% 160k 141.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $19M +51% 51k 373.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $16M -4% 47k 343.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $15M -7% 64k 231.87
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $14M +24% 90k 160.78
Select Sector Spdr Tr Technology (XLK) 1.0 $13M +2% 99k 130.02
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.9 $12M +161% 210k 58.55
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.9 $12M +2% 356k 33.50

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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $11M +253% 173k 63.82
Facebook Cl A (FB) 0.7 $9.7M +14% 36k 273.15
Ark Etf Tr Innovation Etf (ARKK) 0.7 $9.5M +787% 76k 124.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $9.3M -6% 197k 47.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $9.3M +16% 101k 91.51
Proshares Tr Large Cap Cre (CSM) 0.7 $9.1M -11% 107k 84.37
Walt Disney Company (DIS) 0.7 $9.0M -4% 50k 181.18
Alphabet Cap Stk Cl A (GOOGL) 0.7 $8.8M +11% 5.0k 1752.54
Cisco Systems (CSCO) 0.7 $8.8M -7% 197k 44.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $8.7M +133% 63k 138.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $7.9M -4% 48k 164.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $7.8M +8% 131k 59.53
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.6 $7.7M +9% 150k 51.47
Exchange Listed Fds Tr Cabana Target 10 (TDSC) 0.5 $7.4M +2825% 299k 24.64
Adobe Systems Incorporated (ADBE) 0.5 $7.1M +568% 14k 500.14
Ark Etf Tr Fintech Innova (ARKF) 0.5 $7.0M +457% 142k 49.71
Johnson & Johnson (JNJ) 0.5 $7.0M -8% 45k 157.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $7.0M +7% 4.0k 1751.81
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $7.0M +11% 135k 51.64
Procter & Gamble Company (PG) 0.5 $6.9M +9% 49k 139.14
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.5 $6.7M +31% 27k 253.55
Ishares Gold Trust Ishares (IAU) 0.5 $6.7M -2% 368k 18.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $6.6M +9% 143k 46.09
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $6.5M +3% 128k 50.47
Ishares Tr U.s. Tech Etf (IYW) 0.5 $6.4M +355% 75k 85.08
Intel Corporation (INTC) 0.5 $6.4M -8% 128k 49.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.3M +15% 33k 194.65
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $6.0M 137k 43.96
JPMorgan Chase & Co. (JPM) 0.4 $6.0M -15% 47k 127.06
Innovator Etfs Tr S&p 500 Ultra (USEP) 0.4 $6.0M +1721% 220k 27.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $5.8M +10% 104k 56.03
Verizon Communications (VZ) 0.4 $5.7M -11% 98k 58.75
Ishares Tr Core Div Grwth (DGRO) 0.4 $5.6M +2% 126k 44.82
Vanguard Index Fds Growth Etf (VUG) 0.4 $5.5M -22% 22k 253.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $5.4M +7% 42k 128.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $5.4M +43% 63k 86.03
Ishares Tr Exponential Tech (XT) 0.4 $5.3M -29% 93k 57.24
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $5.3M +258% 74k 72.22
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $5.1M -2% 45k 113.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $5.1M +78% 59k 86.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $5.1M 56k 90.99
Home Depot (HD) 0.4 $4.9M -9% 18k 265.64
Merck & Co (MRK) 0.4 $4.8M +4% 58k 81.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $4.8M +1414% 54k 87.30
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $4.7M -9% 93k 50.80
Qualcomm (QCOM) 0.3 $4.5M +49% 30k 152.34
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $4.3M +5% 98k 44.38
Innovator Etfs Tr S&p 500 Ultra (UNOV) 0.3 $4.3M NEW 152k 28.29
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $4.3M +16% 76k 56.73
Abbvie (ABBV) 0.3 $4.3M +4% 40k 107.14
Ishares Tr Expanded Tech (IGV) 0.3 $4.3M +62% 12k 354.15
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.3 $4.2M +317% 41k 103.39
Oracle Corporation (ORCL) 0.3 $4.2M -17% 64k 64.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $4.1M +11% 75k 55.17
Pfizer (PFE) 0.3 $4.1M +26% 111k 36.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.1M 17k 241.17
Chevron Corporation (CVX) 0.3 $4.0M +29% 48k 84.45
At&t (T) 0.3 $4.0M 139k 28.76
Visa Com Cl A (V) 0.3 $3.9M -6% 18k 218.72
Tesla Motors Call Option (TSLA) 0.3 $3.8M +2% 14k 264.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $3.7M +19% 42k 88.55
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $3.7M +25% 99k 37.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $3.6M -47% 31k 116.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.6M +5% 56k 64.14
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $3.6M +25% 93k 38.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.5M -20% 71k 50.11
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $3.5M 20k 173.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $3.5M -7% 42k 82.90
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.5M -22% 20k 178.38
UnitedHealth (UNH) 0.3 $3.5M +7% 9.9k 350.72
Iron Mountain (IRM) 0.3 $3.5M +40% 117k 29.48
Broadcom (AVGO) 0.3 $3.4M 7.9k 437.87
Wp Carey (WPC) 0.3 $3.4M 48k 70.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $3.4M -27% 30k 113.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $3.4M NEW 26k 131.75
Lockheed Martin Corporation (LMT) 0.2 $3.3M -8% 9.4k 355.00
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $3.2M +4% 160k 20.19
Wal-Mart Stores (WMT) 0.2 $3.2M -5% 22k 144.13
Paypal Holdings (PYPL) 0.2 $3.2M -40% 14k 234.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.1M +10% 87k 36.01
Bristol Myers Squibb (BMY) 0.2 $3.1M +10% 50k 62.04
CoreLogic (CLGX) 0.2 $3.1M 40k 77.31
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $3.1M 15k 212.04
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $3.1M 32k 96.64
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $3.0M -39% 33k 90.71
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $3.0M +59% 20k 146.39
Vanguard Index Fds Value Etf (VTV) 0.2 $2.9M +3% 24k 118.97
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.2 $2.9M +34% 141k 20.46
Ishares Tr National Mun Etf (MUB) 0.2 $2.8M +10% 24k 117.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.8M 32k 88.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.8M -4% 66k 42.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.8M 20k 136.75
Altria (MO) 0.2 $2.8M +4% 68k 41.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.8M +12% 45k 62.08
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.8M +7% 41k 67.88
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.7M -4% 21k 128.03
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $2.7M -8% 17k 161.28
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $2.7M +24% 45k 60.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.7M +5% 79k 33.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $2.6M +19% 51k 51.39
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $2.6M +13% 27k 95.03
CVS Caremark Corporation (CVS) 0.2 $2.6M +11% 37k 68.31
NVIDIA Corporation (NVDA) 0.2 $2.5M -46% 4.8k 522.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $2.5M -55% 16k 157.72
Pepsi (PEP) 0.2 $2.5M -5% 17k 148.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.5M +11% 43k 58.35
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.5M +12% 20k 127.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.5M -6% 41k 60.15
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $2.4M +20% 126k 19.35
Select Sector Spdr Tr Communication (XLC) 0.2 $2.4M +90% 36k 67.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.4M NEW 7.00 347857.14
FedEx Corporation (FDX) 0.2 $2.4M +208% 9.3k 259.63
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $2.4M +24% 82k 29.47
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $2.4M +22% 11k 218.37
Enterprise Products Partners (EPD) 0.2 $2.4M 123k 19.59
Caterpillar (CAT) 0.2 $2.4M +17% 13k 182.04
First Tr Value Line Divid In SHS (FVD) 0.2 $2.4M 68k 35.07
Amgen (AMGN) 0.2 $2.4M -23% 10k 229.91
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $2.4M +32% 23k 102.78
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.3M -50% 22k 104.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $2.3M -2% 25k 92.86
Starbucks Corporation (SBUX) 0.2 $2.3M -22% 22k 106.98
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $2.3M 151k 15.35
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.3M -17% 33k 69.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.3M 27k 84.94
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.3M +31% 12k 196.08
Abbott Laboratories (ABT) 0.2 $2.3M -3% 21k 109.47
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.3M -8% 149k 15.26
Boeing Company (BA) 0.2 $2.3M 11k 214.04
First American Financial (FAF) 0.2 $2.2M 44k 51.64
Johnson Ctls Intl SHS (JCI) 0.2 $2.2M 47k 46.60
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.2M 10k 206.74
Ishares Tr Select Divid Etf (DVY) 0.2 $2.2M -6% 22k 96.16
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $2.2M +6% 23k 93.25
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.2 $2.2M +228% 30k 71.51
Coca-Cola Company (KO) 0.2 $2.1M -26% 39k 54.83
Icahn Enterprises Depositary Unit (IEP) 0.2 $2.1M -17% 42k 50.67
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $2.1M +372% 57k 37.58
Omega Healthcare Investors (OHI) 0.2 $2.1M -7% 59k 36.32
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $2.1M -12% 18k 119.98
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $2.1M +11% 29k 73.41
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $2.1M -24% 43k 49.28
Adient Ord Shs (ADNT) 0.2 $2.1M 60k 34.77
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $2.1M -63% 19k 109.66
Netflix (NFLX) 0.2 $2.1M +39% 3.8k 540.69
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.1M +72% 25k 81.31
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $2.0M 33k 61.79
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.1 $2.0M NEW 35k 56.77
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $2.0M -2% 37k 54.06
Ishares Tr Nasdaq Biotech (IBB) 0.1 $2.0M 13k 151.48
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $2.0M -4% 103k 19.21
Freeport-mcmoran CL B (FCX) 0.1 $2.0M NEW 76k 26.02
Realty Income (O) 0.1 $2.0M 32k 62.18
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.9M -37% 29k 67.46
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.9M +52% 19k 100.89
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $1.9M -21% 14k 141.38
Philip Morris International (PM) 0.1 $1.9M 23k 82.80
L Brands (LB) 0.1 $1.9M +110% 52k 37.19
Cohen & Steers Quality Income Realty (RQI) 0.1 $1.9M -3% 155k 12.40
Trinseo S A SHS (TSE) 0.1 $1.9M +2% 37k 51.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.9M +62% 5.8k 327.33
Ishares Tr Short Treas Bd (SHV) 0.1 $1.9M -75% 17k 110.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.9M -38% 18k 102.01
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $1.9M +16% 25k 76.30
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.9M 17k 107.78
Ishares Tr Mbs Etf (MBB) 0.1 $1.9M +11% 17k 110.14
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.8M +94% 34k 53.88
Dxc Technology (DXC) 0.1 $1.8M +34% 69k 25.74
Ally Financial (ALLY) 0.1 $1.8M 50k 35.65
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $1.8M -46% 49k 36.03
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.8M -21% 7.9k 223.76
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.8M -27% 15k 119.93
McDonald's Corporation (MCD) 0.1 $1.7M -40% 8.1k 214.55
Fluor Corporation (FLR) 0.1 $1.7M +41% 109k 15.97
Costco Wholesale Corporation (COST) 0.1 $1.7M -18% 4.6k 376.72
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $1.7M +163% 55k 31.47
Align Technology (ALGN) 0.1 $1.7M NEW 3.2k 534.44
Applied Materials (AMAT) 0.1 $1.7M +10% 20k 86.32
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.7M 25k 69.37
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.7M +8% 7.3k 232.71
Teladoc (TDOC) 0.1 $1.7M +7% 8.4k 199.95
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.7M -2% 42k 40.47
Quanta Services (PWR) 0.1 $1.7M NEW 23k 72.00
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.7M -25% 12k 140.79
Nike CL B (NKE) 0.1 $1.7M -16% 12k 141.45
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $1.7M +24% 80k 20.91
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.1 $1.6M +264% 23k 70.50
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $1.6M +12% 41k 39.55
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 22k 72.98
Exxon Mobil Corporation (XOM) 0.1 $1.6M 39k 41.22
3M Company (MMM) 0.1 $1.6M -8% 9.0k 174.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.6M -46% 19k 83.24
Huntsman Corporation (HUN) 0.1 $1.6M 62k 25.14
Hp (HPQ) 0.1 $1.6M +9% 63k 24.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.6M 16k 97.11
Blackstone Group Com Cl A (BX) 0.1 $1.6M +88% 24k 64.80
Gilead Sciences (GILD) 0.1 $1.5M +11% 27k 58.26
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $1.5M -5% 9.5k 162.88
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.5M +6% 39k 39.31
Medtronic SHS (MDT) 0.1 $1.5M -17% 13k 117.12
Eli Lilly & Co. (LLY) 0.1 $1.5M -11% 9.0k 168.80
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.5M +90% 56k 27.23
Raytheon Technologies Corp (RTX) 0.1 $1.5M -11% 21k 71.49
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.5M 23k 66.19
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $1.5M NEW 53k 28.25
Dana Holding Corporation (DAN) 0.1 $1.5M +12% 77k 19.52
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $1.5M +16% 53k 27.65
Nextera Energy (NEE) 0.1 $1.5M +241% 19k 77.12
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.5M +9% 22k 67.50
Kimberly-Clark Corporation (KMB) 0.1 $1.5M +16% 11k 134.80
Comcast Corp Cl A (CMCSA) 0.1 $1.4M +44% 28k 52.39
Lowe's Companies (LOW) 0.1 $1.4M 9.0k 160.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.4M -35% 11k 132.98
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.4M +13% 26k 54.74
Advansix (ASIX) 0.1 $1.4M 71k 19.99
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.4M NEW 21k 69.21
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.1 $1.4M +4% 104k 13.54
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.4M +94% 36k 39.68
Hooker Furniture Corporation (HOFT) 0.1 $1.4M -8% 44k 32.24
Taylor Morrison Hom (TMHC) 0.1 $1.4M 55k 25.66
Bank of America Corporation (BAC) 0.1 $1.4M -15% 46k 30.31
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.4M +129% 17k 82.32
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $1.4M 66k 21.05
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.4M NEW 19k 72.42
International Business Machines (IBM) 0.1 $1.4M +26% 11k 125.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.4M +4% 13k 105.96
Ishares Core Msci Emkt (IEMG) 0.1 $1.4M -5% 22k 62.06
Atlas Air Worldwide Hldgs In Com New (AAWW) 0.1 $1.4M -13% 25k 54.52
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $1.3M +10% 30k 44.45
Truist Financial Corp equities (TFC) 0.1 $1.3M 28k 47.91
Gap (GPS) 0.1 $1.3M NEW 66k 20.18
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.3M -5% 39k 33.52
Goldman Sachs Physical Gold Unit 0.1 $1.3M NEW 69k 18.93
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.3M +21% 23k 56.22
Ares Capital Corporation (ARCC) 0.1 $1.3M +351% 77k 16.89
Pvh Corporation (PVH) 0.1 $1.3M 14k 93.89

Past Filings by Mutual Advisors

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