Mutual Advisors, LLC Incresed Positions in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.74M
+ 18.16%
$22.39 - $23.45 $39M - $40.8M
11.3M $260M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
224K
+ 880.69%
$50.73 - $51.08 $11.4M - $11.5M
250K $12.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.79K
+ 3.8%
$213.65 - $479.86 $382K - $857K
48.7K $19.7M
IBHG
Ishares Tr Ibonds 2027 Term Hi
255K
+ 2676.07%
$22.11 - $22.54 $5.65M - $5.76M
265K $5.89M
IVV
Ishares Core S&P 500 ETF

ETFs
5.18K
+ 2.71%
$570.51 - $610.59 $2.96M - $3.16M
196K $115M
XLF
Financial Sector Spdr

ETFs
101K
+ 69.59%
$44.89 - $51.34 $4.53M - $5.18M
246K $11.9M
JPIE
J P Morgan Exchange Traded Fd
73.1K
+ 1666.14%
$45.59 - $46.25 $3.33M - $3.38M
77.5K $3.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.33K
+ 2.57%
$481.22 - $538.17 $1.12M - $1.26M
93.1K $47.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
50.4K
+ 80.61%
$59.74 - $60.03 $3.01M - $3.03M
113K $6.75M
PLTR
Palantir Technologies Inc.

Technology
11.7K
+ 22.78%
$36.46 - $82.38 $427K - $965K
63.1K $4.77M
LDSF
First Tr ETF Viii Low Duration

ETFs
138K
+ 342.92%
$18.74 - $19.18 $2.59M - $2.65M
178K $3.34M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
67.8K
+ 24.65%
$45.07 - $47.1 $3.06M - $3.19M
343K $15.5M
SJM
J M Smucker CO

Consumer Defensive
21.4K
+ 1074.21%
$106.92 - $121.75 $2.28M - $2.6M
23.4K $2.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.4K
+ 43.89%
$174.22 - $187.62 $2.34M - $2.52M
44K $7.71M
VB
Vanguard Small Cap ETF

ETFs
7.66K
+ 33.6%
$233.76 - $261.58 $1.79M - $2M
30.4K $7.31M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16.8K
+ 49.49%
$104.59 - $118.05 $1.75M - $1.98M
50.6K $5.5M
XLI
Industrial Sector Spdr

ETFs
14.5K
+ 43.19%
$131.76 - $143.99 $1.91M - $2.09M
48.1K $6.33M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.2K
+ 573.57%
$121.89 - $135.52 $1.73M - $1.92M
16.7K $2.08M
IAU
Ishares Gold Trust

ETFs
33.3K
+ 30.81%
$48.37 - $52.65 $1.61M - $1.75M
141K $7M
DIS
Walt Disney CO

Communication Services
1.25K
+ 1.48%
$92.39 - $117.6 $115K - $147K
85.2K $9.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.92K
+ 9.1%
$95.27 - $107.82 $754K - $853K
94.9K $9.81M
IYF
Ishares Tr

ETFs
12K
+ 125.93%
$102.7 - $119.05 $1.23M - $1.43M
21.6K $2.38M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.5K
+ 164.54%
$238.25 - $261.28 $1.31M - $1.44M
8.84K $2.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.26K
+ 2.36%
$94.43 - $105.47 $308K - $344K
141K $14.4M
FDVV
Fidelity High Dividend ETF

ETFs
22K
+ 195.6%
$49.66 - $52.63 $1.09M - $1.16M
33.2K $1.66M
TD
Toronto Dominion Bank

Financial Services
20.4K
+ 467.03%
$51.56 - $63.8 $1.05M - $1.3M
24.8K $1.32M
ET
Energy Transfer LP

Energy
20.9K
+ 11.94%
$16.05 - $19.86 $335K - $414K
196K $3.83M
TGT
Target Corp

Consumer Defensive
10K
+ 46.79%
$121.59 - $160.69 $1.22M - $1.61M
31.4K $4.24M
GIS
General Mills Inc

Consumer Defensive
16K
+ 136.26%
$62.78 - $74.62 $1M - $1.19M
27.7K $1.77M
EPD
Enterprise Products Partners L.P.

Energy
14.5K
+ 7.75%
$28.66 - $34.43 $414K - $498K
201K $6.3M
TFLO
Ishares Treasury Floating Rate

ETFs
17.5K
+ 11.45%
$50.37 - $50.63 $884K - $888K
171K $8.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.42K
+ 2.3%
$49.03 - $53.35 $315K - $343K
286K $14.7M
VOTE
Engine No 1 ETF Tr

ETFs
9.15K
+ 8.74%
$66.37 - $71.58 $607K - $655K
114K $7.83M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
14.9K
+ 8.82%
$43.97 - $45.33 $656K - $676K
184K $8.26M
UPS
United Parcel Service Inc

Industrials
8.59K
+ 29.76%
$122.65 - $138.35 $1.05M - $1.19M
37.5K $4.72M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.8K
+ 50.05%
$35.45 - $40.33 $774K - $880K
65.4K $2.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.83K
+ 6.9%
$116.4 - $138.52 $329K - $392K
43.9K $5.56M
XLK
Technology Sector Spdr

ETFs
981
+ 1.44%
$220.26 - $241.44 $216K - $237K
68.9K $16M
WFC
Wells Fargo & Company

Financial Services
5.22K
+ 27.49%
$54.98 - $77.35 $287K - $404K
24.2K $1.7M
UNP
Union Pacific Corp

Industrials
3.48K
+ 36.63%
$223.15 - $249.32 $776K - $867K
13K $2.96M
AVUV
American Centy ETF Tr Avantis

ETFs
5.95K
+ 10.45%
$94.37 - $106.41 $562K - $634K
62.9K $6.08M
PEP
Pepsico Inc

Consumer Defensive
7.21K
+ 26.44%
$151.29 - $176.1 $1.09M - $1.27M
34.5K $5.24M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.95K
+ 184.53%
$219.66 - $257.62 $647K - $759K
4.54K $1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.67K
+ 33.01%
$53.94 - $58.15 $521K - $562K
39K $2.2M
VST
Vistra Corp.

Utilities
1.2K
+ 5.66%
$115.74 - $166.61 $139K - $201K
22.5K $3.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12.5K
+ 31.47%
$48.48 - $49.47 $606K - $618K
52.2K $2.54M
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
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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