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
IWM
Ishares Russell 2000 ETF

ETFs
-4.75K
- 17.39%
$216.13 - $242.4 $1.03M - $1.15M
22.6K $4.98M
KO
Coca Cola CO

Consumer Defensive
-4.74K
- 6.37%
$61.74 - $71.71 $292K - $340K
69.6K $4.33M
CAT
Caterpillar Inc

Industrials
-1.3K
- 6.88%
$360.37 - $416.88 $469K - $542K
17.6K $6.38M
WMT
Walmart Inc.

Consumer Defensive
-26.1K
- 18.52%
$79.1 - $95.7 $2.06M - $2.5M
115K $10.4M
CSCO
Cisco Systems, Inc.

Technology
-39.4K
- 17.2%
$52.45 - $60.02 $2.07M - $2.36M
190K $11.2M
CGGO
Capital Group Global Growth Eq

ETFs
-26.6K
- 13.91%
$29.21 - $30.67 $777K - $816K
165K $4.81M
CGUS
Capital Group Core Equity ETF
-27.6K
- 63.9%
$33.96 - $36.24 $939K - $1M
15.6K $546K
QCOM
Qualcomm Inc

Technology
-2.24K
- 6.74%
$150.4 - $178.04 $337K - $399K
31K $4.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.53K
- 3.82%
$521.84 - $558.82 $1.84M - $1.97M
88.9K $47.9M
VUG
Vanguard Growth ETF

ETFs
-4.86K
- 11.44%
$378.79 - $428.11 $1.84M - $2.08M
37.6K $15.4M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-5.29K
- 7.69%
$68.25 - $75.42 $361K - $399K
63.5K $4.35M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5.2K
- 17.75%
$99.04 - $109.59 $515K - $570K
24.1K $2.4M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.23K
- 4.83%
$29.26 - $59.11 $35.8K - $72.4K
24.1K $717K
CVX
Chevron Corp

Energy
-3.96K
- 4.47%
$141.15 - $162.53 $559K - $644K
84.6K $12.3M
DE
Deere & CO

Industrials
-1.9K
- 41.93%
$389.45 - $466.0 $740K - $885K
2.63K $1.11M
XLV
Select Sector Spdr Fund Health

ETFs
-1.31K
- 3.6%
$136.28 - $154.74 $178K - $202K
35K $4.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.28K
- 8.23%
$25.33 - $51.16 $57.7K - $117K
25.4K $656K
ICF
Ishares Tr

ETFs
-9.37K
- 28.74%
$58.8 - $66.61 $551K - $624K
23.2K $1.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.66K
- 7.84%
$81.68 - $82.93 $625K - $635K
90.1K $7.38M
PG
Procter & Gamble CO

Consumer Defensive
-2.65K
- 4.89%
$161.05 - $179.7 $426K - $475K
51.4K $8.62M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.53K
- 6.94%
$99.2 - $108.47 $350K - $382K
47.3K $4.71M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.53K
- 7.59%
$74.5 - $78.37 $412K - $433K
67.4K $5.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14K
- 6.38%
$66.77 - $71.52 $938K - $1M
206K $14.2M
MMM
3 M CO

Industrials
-4.03K
- 27.39%
$124.74 - $137.12 $503K - $553K
10.7K $1.38M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.67K
- 12.7%
$40.06 - $45.21 $347K - $392K
59.6K $2.42M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.97K
- 20.61%
$106.33 - $110.69 $528K - $550K
19.1K $2.04M
WPC
W. P. Carey Inc.

Real Estate
-7.53K
- 28.51%
$53.44 - $61.33 $403K - $462K
18.9K $1.03M
VHT
Vanguard Health Care ETF

ETFs
-1.54K
- 19.36%
$250.81 - $283.3 $385K - $435K
6.4K $1.62M
NEM
Newmont Corp

Basic Materials
-5.67K
- 23.64%
$37.0 - $58.68 $210K - $333K
18.3K $681K
PRU
Prudential Financial Inc

Financial Services
-4.46K
- 19.2%
$114.59 - $129.52 $510K - $577K
18.8K $2.22M
GLD
Spdr Gold Trust

ETFs
-2.29K
- 8.94%
$236.59 - $257.5 $542K - $589K
23.3K $5.65M
DVY
Ishares Tr

ETFs
-2.39K
- 3.69%
$129.55 - $143.41 $309K - $342K
62.4K $8.19M
PFE
Pfizer Inc

Healthcare
-2.33K
- 1.15%
$24.8 - $30.19 $57.8K - $70.4K
201K $5.33M
CVS
Cvs Health Corp

Healthcare
-4.58K
- 23.96%
$43.78 - $67.46 $201K - $309K
14.6K $653K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.01K
- 4.15%
$45.17 - $47.23 $271K - $284K
139K $6.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-200
- 17.02%
$701.85 - $1046.91 $140K - $209K
975 $694K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.17K
- 1.84%
$71.75 - $75.11 $156K - $163K
116K $8.31M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-18.9K
- 18.43%
$23.63 - $26.47 $446K - $499K
83.5K $1.98M
CGCP
Capital Group Core Plus Income

ETFs
-2.5K
- 0.5%
$22.13 - $23.17 $55.2K - $57.8K
495K $11M
HYLS
First Tr Tactical High Yield L

ETFs
-12K
- 37.62%
$41.29 - $42.03 $495K - $504K
19.9K $821K
ORCL
Oracle Corp

Technology
-1.37K
- 2.05%
$165.41 - $192.43 $226K - $263K
65.2K $10.9M
VLO
Valero Energy Corp

Energy
-2.88K
- 29.84%
$118.59 - $144.02 $341K - $414K
6.77K $829K
VTI
Vanguard Total Stock Market Et

ETFs
-3.91K
- 3.82%
$280.04 - $302.45 $1.1M - $1.18M
98.4K $28.5M
VO
Vanguard Mid Cap ETF

ETFs
-1.67K
- 8.14%
$261.5 - $284.63 $437K - $476K
18.8K $4.98M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-12.1K
- 24.81%
$23.01 - $26.06 $279K - $316K
36.7K $848K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-487
- 13.13%
$396.64 - $516.74 $193K - $252K
3.22K $1.3M
MUB
Ishares National Muni Bond ETF

ETFs
-3.45K
- 13.43%
$105.78 - $108.7 $365K - $375K
22.3K $2.37M
SBUX
Starbucks Corp

Consumer Cyclical
-1.25K
- 2.66%
$87.44 - $102.5 $109K - $128K
45.7K $4.17M
HDV
Ishares Core High Dividend ETF

ETFs
-2.61K
- 15.68%
$110.82 - $121.28 $290K - $317K
14.1K $1.58M
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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