Mutual Advisors, LLC Purchases in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.37K
+ 7.0%
$24.04 - $26.75 $57K - $63.4K
36.2K $880K
WY
Weyerhaeuser CO

Real Estate
325
+ 4.6%
$27.21 - $33.7 $8.84K - $11K
7.39K $207K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15
+ 0.2%
$50.06 - $55.0 $751 - $825
7.7K $386K
AVEM
American Centy ETF Tr Avantis

ETFs
7
+ 0.11%
$58.59 - $66.14 $410 - $463
6.38K $375K
INTC
Intel Corp

Technology
26.7K
+ 15.92%
$19.07 - $26.23 $509K - $700K
194K $3.89M
PIO
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.22%
$39.06 - $42.96 $820 - $902
9.43K $368K
IWD
Ishares Russell 1000 Val ETF

ETFs
407
+ 1.67%
$183.23 - $199.79 $74.6K - $81.3K
24.8K $4.58M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.62K
+ 3.68%
$19.47 - $20.95 $51.1K - $55K
74K $1.44M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4
+ 0.04%
$33.93 - $38.37 $136 - $153
9.59K $329K
PM
Philip Morris International Inc.

Consumer Defensive
26
+ 0.06%
$118.38 - $133.06 $3.08K - $3.46K
43.3K $5.21M
DXC
Dxc Technology CO

Technology
67
+ 0.11%
$19.59 - $22.83 $1.31K - $1.53K
60.2K $1.2M
CCI
Crown Castle International Corp

Real Estate
1.26K
+ 21.95%
$89.78 - $119.11 $113K - $151K
7.02K $637K
AVT
Avnet Inc

Technology
7
+ 0.03%
$52.09 - $57.69 $365 - $404
25.4K $1.33M
RC
Ready Capital Corp

Real Estate
4.89K
+ 4.65%
$6.71 - $7.57 $32.8K - $37K
110K $750K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.7K
+ 13.31%
$49.38 - $59.52 $133K - $161K
23K $1.16M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
75
+ 0.36%
$18.62 - $22.39 $1.4K - $1.68K
21.1K $397K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
225
+ 1.99%
$101.82 - $114.06 $22.9K - $25.7K
11.5K $1.19M
AFL
Aflac Inc

Financial Services
701
+ 4.48%
$100.37 - $115.27 $70.4K - $80.8K
16.3K $1.69M
IYH
Ishares Tr

ETFs
16
+ 0.16%
$57.53 - $65.24 $920 - $1.04K
10.1K $585K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.87K
+ 5.9%
$31.33 - $35.13 $89.9K - $101K
51.5K $1.62M
FSLR
First Solar, Inc.

Technology
73
+ 5.25%
$175.88 - $240.66 $12.8K - $17.6K
1.46K $257K
LHX
L3 Harris Technologies, Inc.

Industrials
123
+ 2.8%
$208.94 - $264.22 $25.7K - $32.5K
4.52K $950K
OMC
Omnicom Group Inc.

Communication Services
407
+ 5.38%
$85.82 - $105.47 $34.9K - $42.9K
7.98K $686K
DINO
Hf Sinclair Corp

Energy
5.59K
+ 17.8%
$33.69 - $47.67 $188K - $267K
37K $1.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
350
+ 1.46%
$34.21 - $38.73 $12K - $13.6K
24.4K $834K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.02K
+ 2.83%
$51.33 - $53.74 $206K - $216K
146K $7.52M
IHDG
Wisdomtree Tr

ETFs
216
+ 0.41%
$43.38 - $46.0 $9.37K - $9.94K
53K $2.3M
FCX
Freeport Mcmoran Inc

Basic Materials
812
+ 5.4%
$38.08 - $50.82 $30.9K - $41.3K
15.9K $603K
NVS
Novartis Ag

Healthcare
62
+ 0.7%
$96.78 - $117.18 $6K - $7.27K
8.89K $864K
DOW
Dow Inc.

Basic Materials
831
+ 6.21%
$39.1 - $55.34 $32.5K - $46K
14.2K $570K
EMN
Eastman Chemical CO

Basic Materials
525
+ 4.82%
$90.03 - $110.64 $47.3K - $58.1K
11.4K $1.04M
CMCSA
Comcast Corp

Communication Services
108
+ 0.25%
$37.39 - $45.14 $4.04K - $4.88K
42.8K $1.61M
EFG
Msci Eafe Growth ETF

ETFs
2.69K
+ 6.5%
$96.83 - $106.88 $261K - $288K
44.2K $4.28M
ARW
Arrow Electronics Inc

Technology
9
+ 0.09%
$112.44 - $137.23 $1.01K - $1.24K
10K $1.13M
GD
General Dynamics Corp

Industrials
574
+ 6.33%
$260.28 - $314.03 $149K - $180K
9.64K $2.54M
VZ
Verizon Communications Inc

Communication Services
12.8K
+ 8.87%
$39.6 - $45.21 $508K - $580K
158K $6.3M
SLV
I Shares Silver Trust

ETFs
408
+ 0.38%
$26.33 - $31.74 $10.7K - $12.9K
109K $2.86M
ADNT
Adient PLC

Consumer Cyclical
5
+ 0.01%
$16.85 - $22.74 $84.3 - $114
43K $740K
LOW
Lowes Companies Inc

Consumer Cyclical
169
+ 1.49%
$244.52 - $284.07 $41.3K - $48K
11.5K $2.85M
TEI
Templeton Emerging Markets Income Fund

Financial Services
4.52K
+ 1.24%
$5.09 - $5.89 $23K - $26.6K
368K $1.89M
CI
Cigna Corp

Healthcare
346
+ 7.32%
$265.59 - $358.58 $91.9K - $124K
5.08K $1.4M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.55K
+ 1.74%
$11.91 - $14.14 $30.4K - $36.1K
149K $1.83M
ELV
Elevance Health, Inc.

Healthcare
52
+ 2.46%
$365.96 - $514.62 $19K - $26.8K
2.16K $799K
NKE
Nike, Inc.

Consumer Cyclical
744
+ 2.53%
$73.36 - $89.13 $54.6K - $66.3K
30.2K $2.28M
AES
Aes Corp

Utilities
4.72K
+ 6.8%
$12.44 - $20.24 $58.8K - $95.6K
74.2K $954K
UL
Unilever PLC

Consumer Defensive
1.98K
+ 2.91%
$56.7 - $64.64 $112K - $128K
69.9K $3.97M
O
Realty Income Corp

Real Estate
4.3K
+ 5.57%
$51.76 - $64.71 $223K - $278K
81.5K $4.35M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.15K
+ 5.33%
$87.1 - $98.49 $535K - $605K
122K $10.6M
OHI
Omega Healthcare Investors Inc

Real Estate
1.79K
+ 0.6%
$37.51 - $42.56 $67K - $76K
300K $11.3M
Activity Summary
Buys All Purchases 509 New Holdings 64 Increased Positions 445 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 1 Puts 1
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