Mutual Advisors, LLC Purchases in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
1.2K
+ 5.66%
$115.74 - $166.61 $139K - $201K
22.5K $3.1M
PJAN
Innovator U.S. Equity Power Bu

ETFs
12.3K
+ 59.73%
$41.16 - $42.25 $504K - $518K
32.8K $1.38M
XLY
Select Sector Spdr Consumer Di

ETFs
643
+ 3.93%
$194.8 - $239.43 $125K - $154K
17K $3.81M
KMI
Kinder Morgan, Inc.

Energy
137
+ 0.14%
$22.59 - $28.54 $3.09K - $3.91K
99.1K $2.71M
HYG
Ishares Tr

ETFs
9.09K
+ 7.8%
$78.09 - $80.04 $709K - $727K
126K $9.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
670
+ 15.08%
$275.15 - $388.2 $184K - $260K
5.11K $1.75M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
24K
+ 11.93%
$23.03 - $23.33 $552K - $559K
225K $5.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10K
+ 40.09%
$50.0 - $50.27 $501K - $504K
35K $1.75M
TPL
Texas Pacific Land Corp

Energy
24
+ 1.13%
$915.49 - $1730.0 $22K - $41.5K
2.14K $2.37M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.22K
+ 13.21%
$80.87 - $87.69 $584K - $633K
61.9K $5.03M
EVR
Evercore Inc.

Financial Services
1.69K
New
$247.66 - $315.67 $418K - $533K
1.69K $467K
BP
Bp PLC

Energy
20.9K
+ 25.01%
$28.16 - $33.14 $590K - $694K
105K $3.09M
MPC
Marathon Petroleum Corp

Energy
4.05K
+ 70.84%
$131.65 - $174.84 $534K - $709K
9.78K $1.36M
BAC
Bank Of America Corp

Financial Services
862
+ 0.95%
$39.22 - $47.77 $33.8K - $41.2K
91.8K $4.03M
LVHI
Franklin International Low Vol

ETFs
13.7K
New
$29.98 - $31.57 $411K - $433K
13.7K $418K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.8K
+ 40.73%
$27.88 - $30.51 $523K - $572K
64.8K $1.81M
MRVL
Marvell Technology, Inc.

Technology
374
+ 3.93%
$70.31 - $124.78 $26.3K - $46.7K
9.9K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
4.94K
+ 22.26%
$130.37 - $146.09 $644K - $722K
27.1K $3.56M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12K
+ 26.22%
$29.73 - $30.81 $357K - $370K
57.8K $1.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 9.51%
$57.53 - $60.83 $601K - $636K
120K $6.92M
ULCC
Frontier Group Holdings, Inc.

Industrials
8K
+ 4.47%
$4.99 - $7.29 $39.9K - $58.3K
187K $1.33M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.47K
New
$225.16 - $265.16 $331K - $390K
1.47K $365K
LNG
Cheniere Energy, Inc.

Energy
491
+ 6.69%
$181.07 - $225.92 $88.9K - $111K
7.83K $1.68M
GLBE
Global E Online Ltd.

Consumer Cyclical
6.64K
New
$35.95 - $57.07 $239K - $379K
6.64K $361K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.5K
+ 112.46%
$75.95 - $88.05 $417K - $484K
10.4K $791K
VIG
Vanguard Dividend Appreciation

ETFs
1.86K
+ 1.51%
N/A
125K $22.7M
AXON
Axon Enterprise, Inc.

Industrials
568
New
$399.22 - $689.78 $227K - $392K
568 $337K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.76K
+ 9.77%
$184.21 - $199.29 $508K - $549K
31K $5.71M
DEO
Diageo PLC

Consumer Defensive
3.9K
+ 31.6%
$118.0 - $139.88 $460K - $545K
16.2K $2.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.32K
+ 40.14%
$100.22 - $100.73 $333K - $334K
11.6K $1.16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 1.54%
$4100.99 - $5300.34 $24.6K - $31.8K
396 $1.97M
HON
Honeywell International Inc

Industrials
785
+ 10.22%
$202.84 - $236.0 $159K - $185K
8.46K $1.91M
AXP
American Express CO

Financial Services
410
+ 5.22%
$267.35 - $305.57 $110K - $125K
8.26K $2.45M
SOUN
Soundhound Ai, Inc.

Technology
16.1K
New
$4.51 - $24.23 $72.7K - $390K
16.1K $319K
KBE
Spdr S&P Bank ETF

ETFs
5.44K
+ 95.95%
$51.33 - $62.76 $279K - $342K
11.1K $616K
SHV
Ishares Tr

ETFs
3.07K
+ 6.02%
$109.92 - $110.57 $337K - $339K
54K $5.95M
T
At&T Inc.

Communication Services
4.72K
+ 1.81%
$21.22 - $23.88 $100K - $113K
266K $6.06M
BMY
Bristol Myers Squibb CO

Healthcare
741
+ 1.36%
$51.92 - $59.94 $38.5K - $44.4K
55.4K $3.13M
PSTG
Pure Storage, Inc.

Technology
4.92K
New
$48.19 - $66.6 $237K - $328K
4.92K $302K
ARCC
Ares Capital Corp

Financial Services
6.18K
+ 3.74%
$20.74 - $22.27 $128K - $138K
172K $3.76M
STRL
Sterling Construction CO Inc

Industrials
1.73K
New
$142.94 - $199.03 $248K - $345K
1.73K $291K
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.88K
New
$34.25 - $37.94 $270K - $299K
7.88K $286K
GBIL
Goldman Sachs Access Treasury

ETFs
2.81K
New
$99.85 - $100.22 $280K - $281K
2.81K $280K
SNOW
Snowflake Inc.

Technology
1.78K
New
$109.65 - $186.51 $195K - $332K
1.78K $274K
SYK
Stryker Corp

Healthcare
769
+ 13.83%
$345.14 - $392.15 $265K - $302K
6.33K $2.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
702
+ 34.87%
$173.13 - $258.09 $122K - $181K
2.72K $626K
TRGP
Targa Resources Corp.

Energy
1.51K
New
$150.58 - $207.69 $227K - $313K
1.51K $268K
SR
Spire Inc

Utilities
3.84K
+ 38.89%
$62.24 - $73.38 $239K - $281K
13.7K $929K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.27K
New
$40.86 - $43.42 $256K - $272K
6.27K $262K
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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