Mutual Advisors, LLC Purchases in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.17K
+ 15.23%
$44.87 - $46.86 $232K - $242K
39.2K $1.76M
ORI
Old Republic International Corp

Financial Services
4.19K
+ 38.67%
$34.4 - $38.98 $144K - $163K
15K $544K
IDV
Ishares Tr

ETFs
10.6K
+ 23.09%
$27.03 - $29.92 $286K - $317K
56.5K $1.55M
CLOI
Vaneck ETF Tr

ETFs
3.05K
+ 15.53%
$52.7 - $53.15 $161K - $162K
22.7K $1.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.74K
+ 10.01%
$50.62 - $52.07 $189K - $195K
41.1K $2.1M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.44K
+ 8.16%
$55.58 - $62.6 $80.1K - $90.2K
19.1K $1.15M
MET
Metlife Inc

Financial Services
1.93K
+ 26.87%
$78.15 - $88.25 $151K - $170K
9.12K $746K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.05K
+ 14.42%
$30.18 - $33.87 $152K - $171K
40K $1.23M
AVY
Avery Dennison Corp

Industrials
1.07K
+ 74.93%
$186.26 - $220.48 $199K - $236K
2.5K $467K
D
Dominion Energy, Inc

Utilities
3.33K
+ 43.86%
$52.63 - $60.92 $175K - $203K
10.9K $588K
IYK
Ishares U.S. Consumer Staples

ETFs
2.9K
+ 34.45%
$65.32 - $70.92 $189K - $206K
11.3K $741K
IEO
Ishares Tr

ETFs
2.57K
+ 5.72%
$85.22 - $101.77 $219K - $261K
47.4K $4.25M
BALT
Innovator Etfs Tr
78
+ 0.03%
$30.76 - $31.55 $2.4K - $2.46K
245K $7.68M
PBRA
Petroleo Bras Ads (Ea Reptg 2
11.1K
+ 14.87%
N/A
85.6K $1.12M
TMUS
T Mobile Us, Inc.

Communication Services
71
+ 0.8%
$206.1 - $246.94 $14.6K - $17.5K
9K $1.99M
SO
Southern CO

Utilities
4.44K
+ 15.68%
$81.5 - $94.15 $362K - $418K
32.8K $2.7M
PYCR
Paycor Hcm, Inc.

Technology
3.97K
+ 25.17%
$13.11 - $20.35 $52K - $80.8K
19.7K $366K
PBF
Pbf Energy Inc.

Energy
7.82K
+ 49.14%
$25.15 - $33.71 $197K - $264K
23.7K $630K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.31K
+ 7.58%
$106.56 - $113.11 $566K - $600K
75.3K $8.05M
IWN
Ishares Russell2000 Val ETF

ETFs
884
+ 25.78%
$162.69 - $181.35 $144K - $160K
4.31K $708K
OXLC
Oxford Lane Capital Corp.

Financial Services
26.8K
New
$5.05 - $5.45 $135K - $146K
26.8K $135K
FTNT
Fortinet, Inc.

Technology
768
+ 20.59%
$76.49 - $99.21 $58.7K - $76.2K
4.5K $424K
EQIX
Equinix Inc

Real Estate
100
+ 14.53%
$865.69 - $985.0 $86.6K - $98.5K
788 $742K
IFRA
Ishares Tr

ETFs
3.03K
+ 26.01%
$45.94 - $51.71 $139K - $157K
14.7K $679K
SQ
Block, Inc.

Technology
498
+ 10.96%
$65.06 - $98.92 $32.4K - $49.3K
5.04K $428K
SAMT
Advisors Inn.Circle Fd Iii Str
3.7K
+ 33.06%
$27.63 - $31.15 $102K - $115K
14.9K $433K
GRAB
Grab Holdings LTD

Technology
25.9K
New
$3.6 - $5.67 $93.2K - $147K
25.9K $122K
VT
Vanguard Total World Stk Index

ETFs
1.19K
+ 14.85%
$117.09 - $123.07 $139K - $146K
9.17K $1.08M
SRE
Sempra Energy

Utilities
364
+ 1.7%
$80.81 - $94.77 $29.4K - $34.5K
21.8K $1.91M
DECK
Deckers Outdoor Corp

Consumer Cyclical
114
+ 5.22%
$152.04 - $211.12 $17.3K - $24.1K
2.3K $466K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11K
+ 11.49%
$15.05 - $16.03 $165K - $176K
106K $1.62M
TDY
Teledyne Technologies Inc

Technology
187
+ 18.37%
$436.59 - $489.24 $81.6K - $91.5K
1.21K $559K
XAR
Spdr S&P Aerospace & Defense E

ETFs
524
+ 16.74%
$153.8 - $176.52 $80.6K - $92.5K
3.65K $605K
VONE
Vanguard Russell 1000 ETF

ETFs
301
+ 6.08%
$257.18 - $277.76 $77.4K - $83.6K
5.25K $1.4M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
3.71K
+ 29.66%
$26.53 - $28.09 $98.4K - $104K
16.2K $446K
TSCO
Tractor Supply CO

Consumer Cyclical
10K
+ 568.46%
$52.59 - $303.74 $527K - $3.04M
11.8K $625K
GEL
Genesis Energy LP

Energy
16.1K
+ 101.81%
$9.92 - $13.67 $160K - $220K
31.9K $322K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 20.5%
$98.47 - $109.35 $140K - $156K
8.38K $824K
XLB
Select Sector Spdr Fd Material

ETFs
1.78K
+ 54.68%
$83.8 - $97.58 $149K - $174K
5.04K $424K
IP
International Paper CO

Consumer Cyclical
175
+ 0.88%
$46.64 - $59.57 $8.16K - $10.4K
20.2K $1.09M
NRZ
New Residential Investment Corp.

Real Estate
15K
New
N/A
15K $108K
DRI
Darden Restaurants Inc

Consumer Cyclical
205
+ 6.62%
$155.96 - $188.66 $32K - $38.7K
3.3K $616K
MGV
Vanguard Mega Cap Value

ETFs
1.8K
+ 5.1%
$124.06 - $133.48 $224K - $241K
37.2K $4.64M
HRZN
Horizon Technology Finance Corp

Financial Services
11.5K
New
$8.57 - $10.68 $98.7K - $123K
11.5K $103K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.73K
+ 1.42%
$13.61 - $14.58 $23.5K - $25.2K
124K $1.78M
DAN
Dana Inc

Consumer Cyclical
5
+ 0.0%
$7.67 - $13.0 $38.4 - $65
101K $1.16M
PANW
Palo Alto Networks Inc

Technology
7.24K
+ 94.9%
$181.96 - $405.9 $1.32M - $2.94M
14.9K $2.71M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
837
+ 27.75%
$100.18 - $109.1 $83.9K - $91.3K
3.85K $404K
CB
Chubb LTD

Financial Services
421
+ 25.52%
$271.57 - $301.89 $114K - $127K
2.07K $572K
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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