Mutual Advisors, LLC Reduced Holdings in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-52
- 1.15%
$316.94 - $357.88 $16.5K - $18.6K
4.46K $1.53M
RBLX
Roblox Corp

Communication Services
-185
- 2.76%
$39.86 - $61.45 $7.37K - $11.4K
6.52K $377K
LUV
Southwest Airlines CO

Industrials
-2.64K
- 6.21%
$28.99 - $34.84 $76.4K - $91.8K
39.8K $1.34M
APP
App Lovin Corp

Technology
-611
- 42.25%
$130.67 - $401.5 $79.8K - $245K
835 $270K
USB
Us Bancorp \De\

Financial Services
-459
- 0.8%
$43.98 - $53.66 $20.2K - $24.6K
57K $2.73M
GILD
Gilead Sciences, Inc.

Healthcare
-1.01K
- 4.35%
$83.95 - $97.9 $84.4K - $98.4K
22.1K $2.04M
VGT
Vanguard Information Technolog

ETFs
-444
- 3.9%
$571.78 - $647.97 $254K - $288K
11K $6.81M
META
Meta Platforms, Inc.

Communication Services
-1.06K
- 2.41%
$554.08 - $632.68 $590K - $673K
43.1K $25.4M
KKR
Kkr & Co. Inc.

Financial Services
-103
- 1.12%
$129.87 - $162.87 $13.4K - $16.8K
9.11K $1.35M
UNM
Unum Group

Financial Services
-22
- 0.2%
$58.88 - $77.07 $1.3K - $1.7K
10.8K $791K
IYW
Ishares Dj Us Tech ETF

ETFs
-887
- 2.29%
$148.14 - $166.23 $131K - $147K
37.9K $6.05M
COIN
Coinbase Global, Inc.

Technology
-136
- 4.51%
$163.17 - $343.62 $22.2K - $46.7K
2.88K $714K
MCK
Mckesson Corp

Healthcare
-85
- 2.8%
$482.27 - $628.5 $41K - $53.4K
2.95K $1.68M
UAL
United Airlines Holdings, Inc.

Industrials
-4.12K
- 28.02%
$55.62 - $102.44 $229K - $422K
10.6K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.16K
- 2.37%
$89.66 - $102.16 $104K - $118K
47.7K $4.61M
ARKW
Ark Next Generation Internet E

ETFs
-4.65K
- 14.71%
$82.66 - $120.04 $384K - $558K
26.9K $2.91M
EXEL
Exelixis, Inc.

Healthcare
-90
- 0.26%
$25.39 - $36.46 $2.29K - $3.28K
34.3K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-230
- 1.45%
$873.59 - $994.69 $201K - $229K
15.6K $14.3M
BX
Blackstone Inc.

Financial Services
-261
- 1.64%
$148.45 - $199.05 $38.7K - $52K
15.7K $2.71M
GS
Goldman Sachs Group Inc

Financial Services
-62
- 1.13%
$486.1 - $608.57 $30.1K - $37.7K
5.45K $3.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-208
- 1.08%
$370.24 - $418.94 $77K - $87.1K
19.1K $7.67M
NOW
Service Now, Inc.

Technology
-185
- 4.86%
$867.18 - $1148.42 $160K - $212K
3.62K $3.84M
CRM
Salesforce, Inc.

Technology
-606
- 5.34%
$270.87 - $367.87 $164K - $223K
10.8K $3.59M
SHOP
Shopify Inc.

Technology
-1.36K
- 5.5%
$78.14 - $119.49 $106K - $162K
23.3K $2.48M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-103
- 0.38%
$340.59 - $380.5 $35.1K - $39.2K
26.9K $9.84M
GOOGL
Alphabet Inc.

Communication Services
-16.5K
- 10.53%
$161.86 - $196.66 $2.67M - $3.24M
140K $26.5M
ALK
Alaska Air Group, Inc.

Industrials
-693
- 2.18%
$42.48 - $67.6 $29.4K - $46.8K
31K $2.01M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-857
- 7.58%
$260.53 - $404.79 $223K - $347K
10.4K $3.99M
NVDA
Nvidia Corp

Technology
-24.5K
- 7.29%
$117.0 - $148.88 $2.87M - $3.65M
311K $41.8M
JPM
Jpmorgan Chase & CO

Financial Services
-8.31K
- 7.85%
$205.18 - $250.29 $1.71M - $2.08M
97.6K $23.4M
V
Visa Inc.

Financial Services
-2.2K
- 4.57%
$273.87 - $320.91 $603K - $706K
45.9K $14.5M
GOOG
Alphabet Inc.

Communication Services
-5.9K
- 4.84%
$163.08 - $198.16 $962K - $1.17M
116K $22.1M
AVGO
Broadcom Inc.

Technology
-6.43K
- 10.08%
$159.67 - $250.0 $1.03M - $1.61M
57.3K $13.3M
NFLX
Netflix Inc

Communication Services
-327
- 2.22%
$687.65 - $936.56 $225K - $306K
14.4K $12.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.44K
- 0.71%
$567.81 - $607.81 $1.39M - $1.48M
340K $199M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.8K
- 6.14%
$180.88 - $232.93 $2.31M - $2.97M
195K $42.8M
AAPL
Apple Inc.

Technology
-18.4K
- 2.73%
$221.69 - $259.02 $4.08M - $4.77M
658K $165M
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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