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 March 2021 quarterly 13F filing

Mutual Advisors has 768 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 $61M +4% 495k 122.15
Ishares Tr Core S&p500 Etf (IVV) 2.8 $41M -8% 103k 397.82
Microsoft Corporation (MSFT) 2.4 $36M -3% 151k 235.77
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $28M +2% 245k 113.83
Amazon (AMZN) 1.8 $26M +17% 8.3k 3094.14
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $23M -3% 154k 147.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $17M -28% 55k 319.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $17M 65k 255.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $16M +4% 94k 168.07
Select Sector Spdr Tr Technology (XLK) 0.9 $13M -3% 96k 132.81
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $13M +79% 243k 51.29
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.8 $11M +75% 224k 50.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $11M +8% 110k 101.09
Facebook Cl A (FB) 0.8 $11M +5% 37k 294.52

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $11M -37% 29k 364.31
Ark Etf Tr Innovation Etf (ARKK) 0.7 $10M +11% 85k 119.94
Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.7M -6% 4.7k 2062.55
Wisdomtree Tr Em Ex St-owned (XSOE) 0.7 $9.6M +560% 235k 40.69
Cisco Systems (CSCO) 0.7 $9.5M -6% 184k 51.71
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $9.4M NEW 192k 49.13
Ark Etf Tr Fintech Innova (ARKF) 0.6 $9.3M +28% 182k 51.10
Ishares Tr Russell 2000 Etf (IWM) 0.6 $9.1M +252% 41k 220.94
Walt Disney Company (DIS) 0.6 $8.9M -3% 48k 184.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $8.8M +2% 134k 65.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $8.7M +242% 86k 100.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $8.4M +65% 98k 86.25
Intel Corporation (INTC) 0.6 $8.4M 131k 64.00
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.3M 4.0k 2068.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $8.2M +49% 64k 129.78
Proshares Tr Large Cap Cre (CSM) 0.5 $7.9M -18% 87k 91.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $7.9M -61% 20k 396.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $7.7M +677% 84k 91.60
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.5 $7.6M NEW 206k 36.86
Johnson & Johnson (JNJ) 0.5 $7.5M 45k 164.35
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.5 $7.4M +2% 27k 269.83
JPMorgan Chase & Co. (JPM) 0.5 $7.3M 48k 152.23
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $7.2M -15% 41k 176.91
Verizon Communications (VZ) 0.5 $7.1M +25% 123k 58.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $7.1M +85% 58k 121.77
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $7.1M -7% 138k 51.06
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $7.0M +21% 77k 90.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.0M +4% 34k 206.70
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $6.8M +608% 53k 128.23
Ishares Tr U.s. Tech Etf (IYW) 0.5 $6.7M 76k 87.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $6.6M NEW 65k 101.92
Adobe Systems Incorporated (ADBE) 0.5 $6.6M 14k 475.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $6.5M -20% 50k 130.05
Procter & Gamble Company (PG) 0.4 $6.4M -3% 47k 135.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $6.4M -43% 98k 65.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $6.3M +94% 169k 37.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $6.3M +2157% 13k 476.08
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $6.3M -35% 128k 49.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $6.1M +8% 113k 53.95
Ishares Tr Core Div Grwth (DGRO) 0.4 $6.0M 125k 48.27
Chevron Corporation (CVX) 0.4 $5.8M +16% 56k 104.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $5.7M -18% 117k 49.19
Iron Mountain (IRM) 0.4 $5.6M +29% 152k 37.01
Netflix (NFLX) 0.4 $5.6M +182% 11k 521.68
Ishares Tr Exponential Tech (XT) 0.4 $5.6M 94k 59.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $5.5M -13% 119k 46.61
Home Depot (HD) 0.4 $5.5M 18k 305.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $5.4M 56k 96.70
Vanguard Index Fds Growth Etf (VUG) 0.4 $5.4M -2% 21k 257.03
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.4 $5.4M NEW 131k 40.96
Vanguard Index Fds Value Etf (VTV) 0.3 $5.1M +59% 39k 131.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $4.8M 55k 87.17
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $4.8M 94k 50.75
At&t (T) 0.3 $4.8M +13% 157k 30.27
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $4.7M +70% 139k 34.05
Fidelity Covington Trust Total Bd Etf (FBND) 0.3 $4.7M +455% 90k 52.41
Merck & Co (MRK) 0.3 $4.7M +5% 61k 77.09
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $4.6M +11% 47k 98.46
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $4.6M +69% 75k 61.16
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $4.5M -8% 41k 109.45
Abbvie (ABBV) 0.3 $4.4M 41k 108.23
Pfizer (PFE) 0.3 $4.3M +7% 120k 36.23
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $4.3M +44% 29k 147.42
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $4.3M +233% 178k 24.30
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $4.2M 75k 56.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.2M 57k 72.93
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.1M +79% 19k 221.35
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $4.1M 99k 41.82
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $4.1M -66% 71k 57.12
Broadcom (AVGO) 0.3 $4.0M +10% 8.7k 463.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.0M -2% 17k 243.01
Altria (MO) 0.3 $3.9M +13% 77k 51.16
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $3.9M +58% 90k 42.87
Ishares Tr Expanded Tech (IGV) 0.3 $3.8M -8% 11k 341.38
UnitedHealth (UNH) 0.3 $3.7M +2% 10k 372.04
Wp Carey (WPC) 0.3 $3.7M +8% 52k 70.77
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $3.7M -9% 68k 54.68
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.6M 94k 38.40
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.2 $3.6M NEW 150k 23.90
Omega Healthcare Investors (OHI) 0.2 $3.6M +65% 97k 36.63
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $3.5M -13% 22k 159.49
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $3.5M +27% 22k 160.88
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.2 $3.5M +75% 65k 53.37
Visa Com Cl A (V) 0.2 $3.5M -7% 16k 211.75
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.5M +182% 16k 214.10
Tesla Motors Call Option (TSLA) 0.2 $3.5M +3% 15k 234.44
Paypal Holdings (PYPL) 0.2 $3.5M +6% 14k 242.82
Qualcomm (QCOM) 0.2 $3.4M -12% 26k 132.58
Lockheed Martin Corporation (LMT) 0.2 $3.4M 9.2k 369.51
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $3.4M +3% 167k 20.15
Oracle Corporation (ORCL) 0.2 $3.3M -25% 48k 70.17
Etfs Tr Bbrg All Comd K1 (BCI) 0.2 $3.3M +351% 141k 23.28
CoreLogic 0.2 $3.2M 40k 79.26
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.1M +7% 71k 43.78
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.2 $3.1M +9% 154k 20.23
CVS Caremark Corporation (CVS) 0.2 $3.1M +9% 41k 75.24
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $3.1M +46% 34k 91.76
Spdr Gold Tr Gold Shs (GLD) 0.2 $3.1M 19k 159.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $3.1M +17% 60k 51.32
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $3.1M +48% 36k 83.94
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $3.1M +8% 44k 69.18
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.0M +108% 116k 26.19
Bristol Myers Squibb (BMY) 0.2 $3.0M -5% 48k 63.13
Caterpillar (CAT) 0.2 $3.0M -2% 13k 231.89
Exxon Mobil Corporation (XOM) 0.2 $3.0M +38% 54k 55.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.0M +351% 30k 99.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.0M -3% 20k 151.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.0M +10% 35k 84.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.9M -15% 36k 82.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.9M -6% 14k 214.62
Amgen (AMGN) 0.2 $2.9M +12% 12k 248.84
Lululemon Athletica (LULU) 0.2 $2.9M +827% 9.4k 306.67
L Brands (LB) 0.2 $2.9M -11% 46k 61.85
Enterprise Products Partners (EPD) 0.2 $2.8M +4% 129k 22.02
Select Sector Spdr Tr Energy (XLE) 0.2 $2.8M +192% 58k 49.06
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.8M +15% 39k 72.04
Johnson Ctls Intl SHS (JCI) 0.2 $2.8M 46k 59.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $2.7M +83% 29k 93.02
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.7M -10% 19k 141.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $2.7M NEW 36k 74.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.7M +169% 85k 31.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.7M 7.00 385714.29
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.7M +19% 179k 15.00
Ishares Tr Select Divid Etf (DVY) 0.2 $2.7M +4% 23k 114.11
NVIDIA Corporation (NVDA) 0.2 $2.6M +2% 4.9k 533.90
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $2.6M +18% 21k 125.33
Boeing Company (BA) 0.2 $2.6M -3% 10k 254.75
Freeport-mcmoran CL B (FCX) 0.2 $2.6M +4% 79k 32.93
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $2.6M -3% 43k 59.97
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.2 $2.6M +154% 50k 51.30
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.6M +82% 20k 129.88
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.5M +6% 24k 105.86
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $2.5M -3% 26k 95.75
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.5M +29% 25k 100.44
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $2.5M NEW 50k 49.99
First American Financial (FAF) 0.2 $2.5M 44k 56.64
First Tr Value Line Divid In SHS (FVD) 0.2 $2.5M -4% 65k 37.99
Wal-Mart Stores (WMT) 0.2 $2.5M -18% 18k 135.82
Abbott Laboratories (ABT) 0.2 $2.5M -2% 21k 119.84
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $2.4M +2% 154k 15.49
Select Sector Spdr Tr Communication (XLC) 0.2 $2.4M -10% 32k 73.31
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $2.4M +8% 137k 17.37
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $2.4M -12% 9.7k 243.58
Williams Companies (WMB) 0.2 $2.3M NEW 99k 23.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.3M -36% 45k 52.04
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $2.3M +10% 32k 73.00
Ishares Core Msci Emkt (IEMG) 0.2 $2.3M +62% 36k 64.37
Starbucks Corporation (SBUX) 0.2 $2.3M -4% 21k 109.29
Icahn Enterprises Depositary Unit (IEP) 0.2 $2.2M 41k 53.71
Philip Morris International (PM) 0.2 $2.2M +7% 25k 88.74
Tapestry (TPR) 0.2 $2.2M NEW 54k 41.22
Ishares Tr Global Mater Etf (MXI) 0.2 $2.2M +72% 25k 86.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $2.2M 16k 135.45
Ishares Tr Mbs Etf (MBB) 0.1 $2.2M +19% 20k 108.42
Innovator Etfs Tr S&p 500 Ultra (USEP) 0.1 $2.2M -64% 78k 27.64
Cohen & Steers Quality Income Realty (RQI) 0.1 $2.1M 154k 13.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.1M -13% 23k 91.86
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $2.1M +196% 27k 79.10
McDonald's Corporation (MCD) 0.1 $2.1M +15% 9.4k 224.18
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $2.1M -41% 12k 178.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.1M -18% 33k 62.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.1M -40% 18k 116.74
Coca-Cola Company (KO) 0.1 $2.1M 39k 52.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.0M +103% 38k 53.33
Realty Income (O) 0.1 $2.0M +2% 32k 63.49
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.0M +7% 25k 82.01
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.1 $2.0M NEW 26k 77.48
International Business Machines (IBM) 0.1 $2.0M +35% 15k 133.27
Ishares Tr National Mun Etf (MUB) 0.1 $2.0M -29% 17k 116.07
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M +2% 6.0k 330.32
Applied Materials (AMAT) 0.1 $2.0M -25% 15k 133.61
Ishares Tr Nasdaq Biotech (IBB) 0.1 $2.0M 13k 150.52
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.9M -38% 21k 95.13
Invesco SHS (IVZ) 0.1 $1.9M NEW 76k 25.22
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.9M 18k 108.62
Pepsi (PEP) 0.1 $1.9M -20% 14k 141.46
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.9M -22% 15k 125.51
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.9M -2% 32k 59.24
Bank of America Corporation (BAC) 0.1 $1.9M +5% 49k 38.69
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.9M -3% 33k 57.82
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.1 $1.9M -23% 27k 69.53
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.9M +17% 14k 135.63
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $1.9M NEW 50k 37.70
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.9M 24k 76.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.9M +21% 16k 118.04
Eli Lilly & Co. (LLY) 0.1 $1.8M +9% 9.9k 186.79
Kimberly-Clark Corporation (KMB) 0.1 $1.8M +22% 13k 139.08
Lumen Technologies (LUMN) 0.1 $1.8M NEW 138k 13.35
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $1.8M -5% 98k 18.88
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.1 $1.8M NEW 37k 50.48
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.8M -10% 21k 88.73
Teladoc (TDOC) 0.1 $1.8M +19% 10k 181.73
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $1.8M -49% 50k 36.24
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $1.8M NEW 67k 27.27
SVB Financial (SIVB) 0.1 $1.8M NEW 3.7k 493.72
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.8M -2% 40k 44.65
Hp (HPQ) 0.1 $1.8M -10% 57k 31.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.8M -36% 50k 35.36
Ishares Tr Short Treas Bd (SHV) 0.1 $1.8M -6% 16k 110.49
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.8M +18% 24k 73.08
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $1.8M +6% 85k 20.87
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.8M -2% 7.7k 228.73
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.7M -16% 36k 48.22
Innovative Industria A (IIPR) 0.1 $1.7M +70% 9.5k 180.15
Advanced Micro Devices (AMD) 0.1 $1.7M +267% 22k 78.50
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.1 $1.7M +30% 23k 75.08
Comcast Corp Cl A (CMCSA) 0.1 $1.7M +12% 31k 54.11
Costco Wholesale Corporation (COST) 0.1 $1.7M +3% 4.8k 352.57
Viacomcbs CL B (VIAC) 0.1 $1.7M NEW 37k 45.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.7M -35% 28k 60.68
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.1 $1.7M -3% 22k 74.85
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $1.7M -58% 17k 98.37
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.7M +2% 40k 41.30
Blackstone Group Inc Com Cl A (BX) 0.1 $1.7M -7% 22k 74.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.6M -26% 18k 88.73
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M -3% 21k 75.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.6M +2% 19k 82.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.6M +83% 15k 108.88
Lowe's Companies (LOW) 0.1 $1.6M -7% 8.3k 190.21
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $1.6M -25% 41k 38.84
Emerson Electric (EMR) 0.1 $1.6M +22% 18k 90.21
Adient Ord Shs (ADNT) 0.1 $1.6M -41% 35k 44.21
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $1.5M -22% 11k 144.69
United Parcel Service CL B (UPS) 0.1 $1.5M +49% 9.1k 170.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.5M 22k 70.84
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.1 $1.5M +3% 108k 14.22
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.5M 19k 78.78
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.5M 17k 87.84
Fluor Corporation (FLR) 0.1 $1.5M -40% 65k 23.09
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $1.5M -3% 52k 28.92
Ares Capital Corporation (ARCC) 0.1 $1.5M 79k 18.70
Nextera Energy (NEE) 0.1 $1.5M +2% 20k 75.61
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $1.5M +26% 96k 15.14
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.1 $1.5M NEW 19k 75.52
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $1.4M +18% 21k 68.61
Texas Instruments Incorporated (TXN) 0.1 $1.4M +49% 7.5k 188.94

Past Filings by Mutual Advisors

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