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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, AAPL, IVV, SHV, IEF, and represent 19.48% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG (+$10M), IEF (+$6.1M), DFAI (+$5.1M), QQQ, DFUS, DFLV, SHV, JPST, TLT, IJR.
Started 117 new stock positions in VIS, FRDM, Rb Global, WEAT, Kelly Strategic Etf Trust, SCHJ, JETS, LTPZ, BBUS, SNY.
Reduced shares in these 10 stocks: FLOT (-$6.7M), HDV (-$5.3M), FTSM, XLU, IVW, IJK, CSCO, FTGC, JNK, BUFF.
Sold out of its positions in BCI, GLTR, GOLF, AAP, AVK, RAYC, AEG, APA, APPF, BGS.
Mutual Advisors was a net buyer of stock by $90M.
Mutual Advisors has $2.6B in assets under management (AUM), dropping by 7.99%.
Central Index Key (CIK): 0001694080

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Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 995 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Mutual Advisors has 995 total positions. Only the first 250 positions are shown.

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Download the Mutual Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.0	$130M	+2%	294k	443.28	View chart
Apple (AAPL)	4.6	$121M	+2%	622k	193.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$92M	+3%	207k	445.71	View chart
Ishares Tr Short Treas Bd (SHV)	3.3	$86M	+4%	778k	110.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.2	$83M	+7%	857k	96.60	View chart
Microsoft Corporation (MSFT)	2.5	$67M		197k	340.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$60M		175k	341.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$33M	+17%	90k	369.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$30M		74k	407.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$28M	+8%	604k	46.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$27M	+63%	272k	97.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$26M		161k	162.43	View chart
Amazon (AMZN)	0.9	$24M		184k	130.36	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$24M	+10%	260k	91.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$21M		285k	72.62	View chart
Commerce Bancshares (CBSH)	0.7	$20M		402k	48.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$19M	+2%	182k	106.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$19M	+8%	347k	55.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$18M	+16%	129k	142.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$18M	+4%	82k	220.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$17M		143k	119.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$14M	+9%	271k	51.53	View chart
NVIDIA Corporation (NVDA)	0.5	$14M	-8%	33k	423.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$14M	+9%	339k	40.68	View chart
JPMorgan Chase & Co. (JPM)	0.5	$13M	+5%	91k	145.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$13M	+39%	256k	50.14	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.5	$13M	+56%	261k	48.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$12M	-8%	70k	173.86	View chart
Chevron Corporation (CVX)	0.5	$12M		78k	157.35	View chart
Meta Platforms Cl A (META)	0.5	$12M		42k	286.98	View chart
Johnson & Johnson (JNJ)	0.5	$12M	+10%	73k	165.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$12M	-5%	98k	120.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$12M	-2%	174k	67.09	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$11M	+34%	404k	28.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$11M	-6%	152k	74.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$11M	+7%	40k	282.96	View chart
Visa Com Cl A (V)	0.4	$11M		44k	237.48	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$11M	-8%	231k	45.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$10M		221k	46.16	View chart
Merck & Co (MRK)	0.4	$10M	+2%	87k	115.39	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$9.7M	+52%	298k	32.54	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$9.2M	+45%	113k	81.17	View chart
Home Depot (HD)	0.3	$9.0M	+3%	29k	310.64	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR)	0.3	$8.9M	-8%	291k	30.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$8.9M	+16%	183k	48.88	View chart
Cisco Systems (CSCO)	0.3	$8.9M	-22%	172k	51.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$8.9M		170k	52.11	View chart
Adobe Systems Incorporated (ADBE)	0.3	$8.8M		18k	488.98	View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD)	0.3	$8.8M	+3%	353k	24.81	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$8.7M	+42%	134k	65.08	View chart
Broadcom (AVGO)	0.3	$8.6M	-5%	9.9k	867.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$8.6M	+37%	51k	169.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$8.6M	-4%	88k	97.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$8.5M	+5%	187k	45.42	View chart
Procter & Gamble Company (PG)	0.3	$8.4M	+3%	56k	151.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$8.4M		57k	148.83	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.3	$8.3M	-11%	246k	33.76	View chart
Iron Mountain (IRM)	0.3	$8.3M	-12%	145k	56.82	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$8.3M	+15%	192k	43.09	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$8.2M	-3%	76k	108.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$8.2M	+2%	101k	81.08	View chart
UnitedHealth (UNH)	0.3	$8.1M	+6%	17k	480.64	View chart
Verizon Communications (VZ)	0.3	$8.0M	-10%	216k	37.19	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.6M	-3%	71k	107.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.5M	+5%	56k	134.87	View chart
Oracle Corporation (ORCL)	0.3	$7.5M	-3%	63k	119.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$7.5M		99k	75.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$7.4M	-29%	106k	70.48	View chart
Walt Disney Company (DIS)	0.3	$7.4M		83k	89.28	View chart
Intel Corporation (INTC)	0.3	$7.2M	-12%	217k	33.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$7.2M	+93%	72k	99.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$7.1M	+267%	259k	27.32	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$7.0M		62k	113.30	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT)	0.3	$7.0M	-12%	200k	34.90	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$6.9M	+3%	153k	45.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$6.9M		204k	33.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.9M	-3%	39k	178.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$6.6M	-25%	50k	132.73	View chart
Omega Healthcare Investors (OHI)	0.3	$6.6M	+3%	216k	30.69	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.3	$6.6M		81k	81.87	View chart
Abbvie (ABBV)	0.3	$6.6M	-13%	49k	134.73	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.5M	+2%	14k	460.37	View chart
International Business Machines (IBM)	0.2	$6.5M	+14%	49k	133.81	View chart
Netflix (NFLX)	0.2	$6.4M		15k	440.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$6.4M	+56%	280k	22.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.2M		12.00	517810.00	View chart
Engine No 1 Etf Trust Transfrm 500 Etf (VOTE)	0.2	$6.0M	+16%	116k	51.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.0M	-6%	83k	72.69	View chart
Eli Lilly & Co. (LLY)	0.2	$6.0M	+16%	13k	468.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.9M	+19%	27k	220.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$5.8M	+10%	127k	45.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.8M	+7%	107k	54.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$5.7M	+12%	105k	54.44	View chart
Pfizer (PFE)	0.2	$5.7M	+7%	154k	36.68	View chart
Costco Wholesale Corporation (COST)	0.2	$5.6M	-9%	10k	538.37	View chart
Qualcomm (QCOM)	0.2	$5.5M	+26%	46k	119.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.4M	+7%	20k	275.19	View chart
Wal-Mart Stores (WMT)	0.2	$5.4M	-7%	34k	157.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.4M	+30%	80k	67.50	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$5.3M	+164%	301k	17.75	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$5.2M	+6%	103k	51.02	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$5.2M	+2%	216k	24.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.2M	+12%	108k	48.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$5.1M	+242%	49k	102.94	View chart
McDonald's Corporation (MCD)	0.2	$5.1M	-3%	17k	298.40	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$5.0M	+48%	67k	74.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.9M	+22%	67k	74.33	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.9M		109k	45.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.9M	+6%	52k	95.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.8M		175k	27.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.7M		44k	108.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.6M	-26%	23k	198.89	View chart
Wp Carey (WPC)	0.2	$4.6M	-19%	68k	67.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.5M	+5%	52k	87.30	View chart
Ishares Msci Italy Etf (EWI)	0.2	$4.5M	+155%	142k	31.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$4.5M	+11%	60k	75.07	View chart
Ishares Msci Germany Etf (EWG)	0.2	$4.4M	+169%	156k	28.57	View chart
Altria (MO)	0.2	$4.4M	+6%	98k	45.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.4M	-3%	23k	187.27	View chart
Advanced Micro Devices (AMD)	0.2	$4.3M	-5%	38k	113.91	View chart
At&t (T)	0.2	$4.2M	+3%	266k	15.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$4.2M	+13%	60k	70.76	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$4.2M	-9%	45k	93.27	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.2	$4.2M	+135%	60k	69.92	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.1M		85k	48.94	View chart
Enterprise Products Partners (EPD)	0.2	$4.1M	+16%	156k	26.35	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.2	$4.1M		223k	18.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$4.1M	+2%	82k	50.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$4.1M	+5%	54k	75.23	View chart
Amgen (AMGN)	0.2	$4.1M	+3%	18k	222.02	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$4.0M	NEW	159k	25.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.0M	+13%	26k	157.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.0M	+6%	113k	35.65	View chart
Realty Income (O)	0.2	$4.0M	+48%	67k	59.79	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.0M	+12%	82k	49.29	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$4.0M	+6%	79k	50.57	View chart
Starbucks Corporation (SBUX)	0.2	$4.0M	-5%	40k	99.06	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.2	$4.0M	+135%	62k	64.90	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$4.0M	-2%	12k	343.84	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$4.0M	-32%	105k	37.69	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$3.9M	+3%	219k	18.02	View chart
Coca-Cola Company (KO)	0.1	$3.9M	+2%	65k	60.22	View chart
Pepsi (PEP)	0.1	$3.9M	+7%	21k	185.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$3.9M		13k	294.09	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.9M		40k	97.60	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$3.8M	+15%	166k	23.08	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$3.8M	+18%	55k	69.21	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$3.8M	+15%	163k	23.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.7M		33k	110.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.6M	+7%	118k	30.93	View chart
Lululemon Athletica (LULU)	0.1	$3.6M		9.6k	378.50	View chart
Caterpillar (CAT)	0.1	$3.6M		15k	246.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.6M	+14%	71k	50.22	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.5M	-27%	39k	90.78	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$3.5M	+26%	79k	44.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.4M	+47%	48k	72.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.4M	+3%	21k	161.19	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.4M	-15%	67k	50.67	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.4M	-6%	32k	106.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$3.4M	+15%	45k	75.19	View chart
Philip Morris International (PM)	0.1	$3.4M	+17%	35k	97.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.4M		34k	97.96	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$3.4M	+33%	138k	24.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M	-7%	22k	149.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.3M	+304%	63k	52.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$3.3M	+1381%	31k	107.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.3M	+9%	64k	51.70	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$3.3M	-4%	148k	22.26	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.2M	-45%	139k	22.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.1M	+8%	29k	107.62	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.1M		46k	68.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$3.1M	+55%	51k	61.01	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$3.1M	+5%	29k	107.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.1M	+18%	12k	261.49	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$3.1M	+1468%	59k	52.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$3.1M	+7%	24k	126.96	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$3.1M	+33%	116k	26.33	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC)	0.1	$3.0M	-31%	93k	32.63	View chart
T. Rowe Price (TROW)	0.1	$2.9M	+16%	26k	112.02	View chart
3M Company (MMM)	0.1	$2.9M		29k	100.09	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$2.9M		50k	58.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.9M	+12%	37k	78.26	View chart
M/I Homes (MHO)	0.1	$2.9M		33k	87.19	View chart
Us Bancorp Del Com New (USB)	0.1	$2.9M	+29%	87k	33.04	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.9M		36k	79.57	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$2.9M	-62%	48k	59.41	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.9M		6.3k	455.81	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$2.8M	+99%	44k	63.53	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$2.8M		39k	71.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.8M	+229%	49k	57.73	View chart
Bristol Myers Squibb (BMY)	0.1	$2.8M	-10%	43k	63.95	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.7M	+19%	41k	67.50	View chart
Abbott Laboratories (ABT)	0.1	$2.7M		25k	109.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.7M	-4%	11k	243.74	View chart
Kelly Strategic Etf Trust Running Gwth Etf	0.1	$2.7M	NEW	100k	26.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.7M	+3%	78k	34.38	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.7M	-7%	56k	47.10	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.6M	+4%	65k	40.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.6M		106k	24.63	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.6M	-6%	35k	74.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.6M	-4%	21k	122.58	View chart
Ares Capital Corporation (ARCC)	0.1	$2.6M	-26%	138k	18.79	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$2.6M	-17%	63k	40.41	View chart
Lowe's Companies (LOW)	0.1	$2.6M	-6%	11k	225.69	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.6M	-43%	49k	52.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.5M	+15%	32k	79.79	View chart
General Electric Com New (GE)	0.1	$2.5M	+3%	23k	109.85	View chart
Medtronic SHS (MDT)	0.1	$2.5M		29k	88.10	View chart
Target Corporation (TGT)	0.1	$2.5M	+8%	19k	131.90	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.5M	-14%	32k	77.19	View chart
Boeing Company (BA)	0.1	$2.5M	-7%	12k	211.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$2.5M	+2%	54k	46.39	View chart
First American Financial (FAF)	0.1	$2.5M		44k	57.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.5M	-68%	25k	100.79	View chart
Nike CL B (NKE)	0.1	$2.5M	+2%	23k	110.37	View chart
CVS Caremark Corporation (CVS)	0.1	$2.5M		36k	69.13	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	+26%	86k	28.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.4M	-13%	34k	71.03	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.4M	+10%	15k	161.83	View chart
General Motors Company (GM)	0.1	$2.4M	+161%	63k	38.56	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$2.4M	-32%	208k	11.60	View chart
Prudential Financial (PRU)	0.1	$2.4M	+9%	27k	88.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.4M	+4%	27k	89.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.4M		12k	205.77	View chart
Ternium Sa Sponsored Ads (TX)	0.1	$2.4M		60k	39.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.3M		30k	77.61	View chart
Leggett & Platt (LEG)	0.1	$2.3M	+7%	79k	29.62	View chart
Templeton Emerging Markets Income Fund (TEI)	0.1	$2.3M		448k	5.15	View chart
United Parcel Service CL B (UPS)	0.1	$2.3M	+11%	13k	179.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.3M	+7%	13k	180.02	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.3M	+103%	84k	27.04	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$2.2M	-33%	121k	18.40	View chart
Calamos (CCD)	0.1	$2.2M	+5%	102k	21.74	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.2M	NEW	58k	37.82	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M	+16%	11k	204.62	View chart
Jeld-wen Hldg (JELD)	0.1	$2.2M		125k	17.54	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$2.2M	+30%	51k	43.09	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.2M	+6%	43k	50.65	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.1M	-4%	55k	39.08	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$2.1M		188k	11.27	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.1M	+5%	45k	46.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.1M	+4%	101k	20.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.1M	+522%	27k	79.03	View chart
BlackRock (BLK)	0.1	$2.1M	+8%	3.0k	691.07	View chart
Pvh Corporation (PVH)	0.1	$2.1M		25k	84.97	View chart
Kinder Morgan (KMI)	0.1	$2.1M	-41%	121k	17.22	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$2.1M	+12%	87k	23.94	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.1	$2.1M		59k	35.37	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.1M	+7%	15k	138.06	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+2%	5.1k	393.34	View chart

Past Filings by Mutual Advisors

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

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
Mutual Advisors 2022 Q2 filed Aug. 15, 2022
Mutual Advisors 2022 Q1 filed May 9, 2022
Mutual Advisors 2021 Q4 filed Feb. 14, 2022
Mutual Advisors 2021 Q3 filed Nov. 15, 2021
Mutual Advisors 2021 Q2 filed Aug. 12, 2021
Mutual Advisors 2021 Q1 filed May 13, 2021
Mutual Advisors 2020 Q4 filed Feb. 11, 2021
Mutual Advisors 2020 Q3 filed Nov. 13, 2020
Mutual Advisors 2020 Q2 filed Aug. 5, 2020
Mutual Advisors 2020 Q1 filed May 13, 2020
Mutual Advisors 2019 Q4 filed Feb. 11, 2020
Mutual Advisors 2019 Q3 filed Nov. 1, 2019

View all past filings

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