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
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.39K
+ 30.9%
$72.97 - $96.75 $320K - $425K
18.6K $1.38M
ACM
Aecom

Industrials
22
+ 0.5%
$101.97 - $116.97 $2.24K - $2.57K
4.44K $474K
TDIV
First Trust Nasdaq Technology

ETFs
323
+ 8.13%
$78.03 - $82.13 $25.2K - $26.5K
4.3K $337K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.24%
$178.39 - $215.0 $892 - $1.08K
2.08K $401K
PPA
Invesco Exchange Traded Fd Tr

ETFs
152
+ 5.02%
$113.79 - $124.5 $17.3K - $18.9K
3.18K $364K
APPF
Appfolio Inc

Technology
1
+ 0.07%
$192.07 - $269.26 $192 - $269
1.45K $357K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
213
+ 1.44%
$16.4 - $17.85 $3.49K - $3.8K
15K $262K
IYT
Ishares Tr U.S. Transportation

ETFs
330
+ 8.64%
$66.79 - $75.4 $22K - $24.9K
4.15K $280K
FNDF
Schwab Fundamental Intl Large

ETFs
1.34K
+ 20.59%
$32.92 - $37.15 $44.1K - $49.8K
7.85K $260K
APD
Air Products & Chemicals, Inc.

Basic Materials
145
+ 4.3%
$285.5 - $335.62 $41.4K - $48.7K
3.52K $1.02M
USAC
Usa Compression Partners, LP

Energy
12
+ 0.05%
$21.54 - $23.99 $258 - $288
22.5K $530K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
16
+ 0.02%
$8.01 - $11.0 $128 - $176
99.3K $893K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
211
+ 7.32%
$209.89 - $233.24 $44.3K - $49.2K
3.09K $656K
MELI
Mercadolibre Inc

Consumer Cyclical
147
+ 21.81%
$1666.0 - $2117.3 $245K - $311K
821 $1.4M
CEG
Constellation Energy Corp

Utilities
247
+ 20.83%
$224.28 - $285.52 $55.4K - $70.5K
1.43K $322K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.12K
+ 1.54%
$63.01 - $68.55 $70.6K - $76.8K
74K $4.68M
IR
Ingersoll Rand Inc.

Industrials
436
+ 12.25%
$90.46 - $105.35 $39.4K - $45.9K
4K $361K
DHS
Wisdomtree Tr U.S

ETFs
289
+ 0.83%
$92.66 - $100.58 $26.8K - $29.1K
35.3K $3.3M
TAXF
American Centy ETF Tr Diversif

ETFs
1.17K
+ 3.23%
$49.94 - $51.44 $58.6K - $60.3K
37.5K $1.88M
ROP
Roper Technologies Inc

Industrials
103
+ 9.18%
$519.85 - $575.95 $53.5K - $59.3K
1.23K $636K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
21
+ 0.56%
$563.99 - $620.12 $11.8K - $13K
3.76K $2.14M
MP
Mp Materials Corp.

Basic Materials
3.9K
+ 15.53%
$15.6 - $23.11 $60.9K - $90.2K
29K $453K
PECO
Phillips Edison & Company, Inc.

Real Estate
618
+ 1.21%
$35.96 - $39.8 $22.2K - $24.6K
51.9K $1.94M
FTA
First Tr Large Cap Value

ETFs
361
+ 5.2%
$75.21 - $83.49 $27.2K - $30.1K
7.3K $558K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
90
+ 3.52%
$94.54 - $104.98 $8.51K - $9.45K
2.65K $253K
FTCS
First Trust Capital Strength E

ETFs
749
+ 3.88%
$87.62 - $94.03 $65.6K - $70.4K
20K $1.76M
SGOL
Abrdn Gold ETF Trust

ETFs
554
+ 0.9%
$24.46 - $26.62 $13.6K - $14.7K
62.4K $1.56M
LDOS
Leidos Holdings, Inc.

Technology
312
+ 16.12%
$143.17 - $201.39 $44.7K - $62.8K
2.25K $323K
ROL
Rollins Inc

Consumer Cyclical
618
+ 12.91%
$46.35 - $51.59 $28.6K - $31.9K
5.41K $250K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.4K
+ 7.65%
$12.43 - $13.36 $17.4K - $18.7K
19.7K $247K
PSX
Phillips 66

Energy
2.3K
+ 15.81%
$110.35 - $138.93 $254K - $320K
16.9K $1.92M
NCA
Nuveen California Municipal Value Fund

Financial Services
2.1K
+ 12.58%
$8.37 - $9.19 $17.5K - $19.3K
18.8K $158K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
193
+ 1.83%
$14.38 - $15.35 $2.78K - $2.96K
10.7K $160K
AOR
Ishares Tr Core Growth Allocat

ETFs
808
+ 3.75%
$57.32 - $59.66 $46.3K - $48.2K
22.4K $1.28M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
271
+ 2.16%
$27.48 - $32.37 $7.45K - $8.77K
12.8K $368K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.66K
+ 2.04%
$34.42 - $35.88 $91.6K - $95.5K
133K $4.62M
AKAM
Akamai Technologies Inc

Technology
42
+ 1.07%
N/A
3.96K $359K
AOA
Ishares Tr Core Aggressive All

ETFs
854
+ 3.1%
$76.61 - $79.88 $65.4K - $68.2K
28.4K $2.18M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
25
+ 0.79%
N/A
3.2K $207K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
163
+ 0.74%
$28.62 - $34.06 $4.67K - $5.55K
22.1K $697K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
282
+ 9.2%
$74.68 - $81.45 $21.1K - $23K
3.35K $250K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
200
+ 0.05%
N/A
422K $1.42M
ADI
Analog Devices Inc

Technology
164
+ 8.65%
$206.35 - $236.48 $33.8K - $38.8K
2.06K $437K
CGMU
Capital Group Core Plus Income
2.03K
+ 1.58%
N/A
130K $0
Rb Global Inc
338
+ 5.8%
N/A
6.16K $0
Tidal Tr Ii
1.46K
+ 11.81%
N/A
13.8K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
47.8K
+ 140.62%
N/A
81.7K $0
NYCBPRU
New York Community Cap Tr V Pf
7.19K
+ 27.77%
N/A
33.1K $0
Blackrock ETF Trust Ii
8.33K
+ 9.88%
N/A
92.7K $0
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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