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
MPLX
Mplx LP

Energy
378
+ 3.16%
$43.77 - $51.66 $16.5K - $19.5K
12.3K $590K
TTD
Trade Desk, Inc.

Technology
194
+ 4.37%
$108.7 - $139.51 $21.1K - $27.1K
4.63K $544K
FV
First Trust Dorsey Wright Focu

ETFs
467
+ 1.19%
$57.47 - $62.82 $26.8K - $29.3K
39.8K $2.35M
IXN
Ishares Global Information Tec

ETFs
415
+ 4.23%
$80.67 - $87.84 $33.5K - $36.5K
10.2K $865K
BST
Black Rock Science & Technology Trust

Financial Services
1.2K
+ 12.42%
$34.86 - $38.04 $41.8K - $45.6K
10.9K $397K
DFAI
Dimensional ETF Tr

ETFs
6.9K
+ 12.17%
$29.0 - $31.6 $200K - $218K
63.6K $1.86M
CW
Curtiss Wright Corp

Industrials
82
+ 8.38%
$335.08 - $389.49 $27.5K - $31.9K
1.06K $376K
DFAT
Dimensional ETF Tr U S Target

ETFs
948
+ 2.64%
$54.54 - $61.04 $51.7K - $57.9K
36.8K $2.05M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
386
+ 17.45%
$119.61 - $136.3 $46.2K - $52.6K
2.6K $320K
ZTS
Zoetis Inc.

Healthcare
882
+ 31.4%
$162.24 - $194.42 $143K - $171K
3.69K $601K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.12K
+ 29.61%
$64.18 - $70.42 $71.6K - $78.5K
4.88K $314K
CACI
Caci International Inc

Technology
107
+ 12.62%
N/A
955 $408K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
342
+ 7.62%
$70.54 - $79.61 $24.1K - $27.2K
4.83K $367K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
1.21K
+ 15.32%
$46.0 - $47.12 $55.5K - $56.9K
9.09K $418K
PRI
Primerica, Inc.

Financial Services
136
+ 10.81%
$265.71 - $304.93 $36.1K - $41.5K
1.39K $378K
BSX
Boston Scientific Corp

Healthcare
62
+ 0.87%
$83.62 - $91.5 $5.18K - $5.67K
7.18K $641K
CME
Cme Group Inc.

Financial Services
90
+ 4.44%
$221.17 - $246.02 $19.9K - $22.1K
2.12K $491K
TRV
Travelers Companies, Inc.

Financial Services
131
+ 6.81%
$225.97 - $266.66 $29.6K - $34.9K
2.05K $494K
RDVY
First Trust Rising Dividend Ac

ETFs
767
+ 1.48%
$58.65 - $64.37 $45K - $49.4K
52.6K $3.11M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
91
+ 0.46%
$24.76 - $27.53 $2.25K - $2.51K
20K $542K
WSO
Watsco Inc

Industrials
114
+ 15.38%
$466.57 - $568.78 $53.2K - $64.8K
855 $405K
WMB
Williams Companies, Inc.

Energy
1
+ 0.02%
$46.37 - $59.74 $46.4 - $59.7
4.53K $245K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
147
+ 2.47%
$63.19 - $73.31 $9.29K - $10.8K
6.11K $419K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.71K
+ 31.39%
$40.0 - $52.93 $68.2K - $90.3K
7.14K $287K
FISV
Fiserv Inc

Technology
295
+ 5.36%
N/A
5.8K $726K
BRO
Brown & Brown, Inc.

Financial Services
407
+ 13.09%
$100.93 - $113.42 $41.1K - $46.2K
3.52K $358K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
152
+ 8.47%
$174.04 - $205.27 $26.5K - $31.2K
1.95K $351K
DOX
Amdocs LTD

Technology
496
+ 15.16%
$82.94 - $92.86 $41.1K - $46.1K
3.77K $320K
PH
Parker Hannifin Corp

Industrials
46
+ 7.5%
$621.74 - $709.46 $28.6K - $32.6K
659 $419K
FCAL
First Tr Iii Calif Mun High In

ETFs
970
+ 4.7%
$49.2 - $50.51 $47.7K - $49K
21.6K $1.07M
AB
Alliancebernstein Holding L.P.

Financial Services
26
+ 0.18%
$34.59 - $38.68 $899 - $1.01K
14.2K $528K
SAIA
Saia Inc

Industrials
38
+ 4.95%
$411.44 - $569.08 $15.6K - $21.6K
805 $366K
IBM
International Business Machines Corp

Technology
358
+ 0.95%
$204.9 - $238.04 $73.4K - $85.2K
38.2K $8.39M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
892
+ 4.97%
$70.31 - $77.39 $62.7K - $69K
18.8K $1.32M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.48K
+ 20.4%
$8.24 - $11.07 $20.4K - $27.4K
14.6K $136K
OEF
Ishares S&P 100 ETF

ETFs
101
+ 1.48%
N/A
6.93K $1.84M
PAYX
Paychex Inc

Industrials
73
+ 2.6%
$135.86 - $148.73 $9.92K - $10.9K
2.88K $403K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
3
+ 0.05%
$221.83 - $266.82 $665 - $800
5.79K $1.41M
GGG
Graco Inc

Industrials
453
+ 12.17%
$81.45 - $92.29 $36.9K - $41.8K
4.18K $351K
NVT
N Vent Electric PLC

Industrials
510
+ 10.74%
$67.69 - $79.19 $34.5K - $40.4K
5.26K $358K
IYE
Ishares Tr

ETFs
895
+ 4.25%
$43.93 - $51.37 $39.3K - $46K
22K $1M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
366
+ 3.1%
$67.57 - $76.22 $24.7K - $27.9K
12.2K $840K
IWS
Ishares Russell Midcap Value E

ETFs
339
+ 4.81%
$128.08 - $140.32 $43.4K - $47.6K
7.38K $954K
WES
Western Midstream Partners, LP

Energy
577
+ 10.52%
$35.7 - $40.71 $20.6K - $23.5K
6.06K $232K
AIQ
Global X Funds Global X Artifi

ETFs
340
+ 4.93%
$36.57 - $40.57 $12.4K - $13.8K
7.23K $279K
VTWO
Vanguard Russell 2000 ETF

ETFs
254
+ 2.1%
$87.42 - $98.06 $22.2K - $24.9K
12.4K $1.1M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
1.07K
+ 11.58%
$23.22 - $23.84 $24.8K - $25.5K
10.3K $241K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.03K
+ 16.34%
$64.85 - $73.04 $66.5K - $74.9K
7.3K $477K
ITT
Itt Inc.

Industrials
239
+ 11.0%
$140.12 - $159.62 $33.5K - $38.1K
2.41K $344K
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email