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
DMAR
First Tr Ex Tr Viii Cboe Vest
-3.61K
- 10.73%
$37.14 - $38.49 $134K - $139K
30K $1.15M
FDX
Fedex Corp

Industrials
-513
- 11.55%
$260.5 - $305.15 $134K - $157K
3.93K $1.11M
UAA
Under Armour, Inc.

Consumer Cyclical
-71
- 0.04%
$8.21 - $11.13 $583 - $790
170K $1.41M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-924
- 3.78%
$90.66 - $99.46 $83.8K - $91.9K
23.5K $2.14M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-5.87K
- 3.87%
$36.3 - $37.43 $213K - $220K
146K $5.43M
ICLN
Ishares

ETFs
-3.64K
- 18.7%
$11.35 - $14.51 $41.3K - $52.8K
15.8K $179K
GNR
Spdr S&P Global Natural Resour

ETFs
-760
- 9.23%
$48.67 - $58.43 $37K - $44.4K
7.48K $372K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-614
- 5.63%
$67.29 - $73.38 $41.3K - $45.1K
10.3K $699K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-27
- 0.8%
$123.8 - $167.8 $3.34K - $4.53K
3.37K $423K
SWKS
Skyworks Solutions, Inc.

Technology
-605
- 13.33%
$83.18 - $99.15 $50.3K - $60K
3.94K $348K
MOH
Molina Healthcare, Inc.

Healthcare
-43
- 2.64%
$274.73 - $341.91 $11.8K - $14.7K
1.59K $462K
UBER
Uber Technologies, Inc

Technology
-132
- 2.18%
$59.93 - $86.34 $7.91K - $11.4K
5.93K $357K
VPU
Vanguard Utilities ETF

ETFs
-250
- 4.72%
$160.52 - $179.11 $40.1K - $44.8K
5.04K $824K
ED
Consolidated Edison Inc

Utilities
-138
- 2.41%
$88.87 - $107.38 $12.3K - $14.8K
5.6K $499K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.37K
- 4.03%
$22.71 - $23.47 $53.8K - $55.6K
56.3K $1.28M
LAND
Gladstone Land Corp

Real Estate
-3K
- 14.39%
$10.48 - $13.85 $31.4K - $41.6K
17.9K $193K
IXUS
Ishares Tr

ETFs
-943
- 18.27%
$65.95 - $72.56 $62.2K - $68.4K
4.22K $279K
BBY
Best Buy CO Inc

Consumer Cyclical
-465
- 15.1%
$85.2 - $101.35 $39.6K - $47.1K
2.62K $224K
HYGV
Flexshares Tr High Yield Value

ETFs
-1.93K
- 13.93%
$40.53 - $41.51 $78.3K - $80.2K
11.9K $485K
VCIT
Vanguard Intermediate Term Cor

ETFs
-450
- 2.99%
$80.13 - $83.77 $36.1K - $37.7K
14.6K $1.17M
WM
Waste Management Inc

Industrials
-126
- 1.15%
$201.79 - $228.46 $25.4K - $28.8K
10.8K $2.18M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-128
- 2.53%
$49.78 - $66.55 $6.37K - $8.52K
4.94K $247K
SPGI
S&P Global Inc.

Financial Services
-115
- 7.17%
$480.36 - $529.17 $55.2K - $60.9K
1.49K $742K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.11K
- 25.52%
$80.84 - $86.4 $89.4K - $95.6K
3.23K $268K
CUBE
Cube Smart

Real Estate
-249
- 3.61%
$41.74 - $53.03 $10.4K - $13.2K
6.64K $284K
CARR
Carrier Global Corp

Industrials
-276
- 5.03%
$66.69 - $82.65 $18.4K - $22.8K
5.21K $355K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.25K
- 16.17%
$23.88 - $24.32 $77.7K - $79.1K
16.9K $404K
KEYS
Keysight Technologies, Inc.

Technology
-551
- 25.26%
$149.01 - $172.53 $82.1K - $95.1K
1.63K $261K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.01K
- 10.35%
$170.03 - $192.78 $171K - $194K
8.72K $1.61M
EEM
Ishares Msci Emerging Markets

ETFs
-1.04K
- 10.31%
$41.82 - $47.36 $43.4K - $49.2K
9.03K $377K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-737
- 3.96%
$77.86 - $79.27 $57.4K - $58.4K
17.9K $1.39M
LEN
Lennar Corp

Consumer Cyclical
-42
- 2.76%
$136.2 - $188.96 $5.72K - $7.94K
1.48K $201K
BHP
Bhp Group LTD

Basic Materials
-133
- 2.35%
$48.78 - $62.43 $6.49K - $8.3K
5.52K $269K
EPP
Ishares Inc

ETFs
-69
- 0.45%
$43.59 - $49.13 $3.01K - $3.39K
15.3K $672K
EIX
Edison International

Utilities
-47
- 0.47%
$77.93 - $88.36 $3.66K - $4.15K
9.96K $794K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.16K
- 13.6%
N/A
20.1K $476K
CLH
Clean Harbors Inc

Industrials
-250
- 20.29%
$228.61 - $263.39 $57.2K - $65.8K
982 $225K
VGSH
Vanguard

ETFs
-650
- 1.65%
$58.02 - $58.88 $37.7K - $38.3K
38.7K $2.25M
AN
Autonation, Inc.

Consumer Cyclical
-64
- 0.97%
$155.47 - $182.16 $9.95K - $11.7K
6.53K $1.11M
IWV
Ishares Russell 3000 ETF

ETFs
-290
- 7.98%
$323.08 - $349.08 $93.7K - $101K
3.34K $1.12M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.12K
- 4.13%
$111.85 - $120.71 $125K - $135K
26K $3M
HSY
Hershey CO

Consumer Defensive
-26
- 0.91%
$168.67 - $193.65 $4.39K - $5.03K
2.83K $479K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.1K
- 6.02%
$47.26 - $48.18 $52.1K - $53.1K
17.2K $815K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-6.42K
- 19.78%
$45.39 - $62.98 $291K - $404K
26K $1.48M
PCAR
Paccar Inc

Industrials
-784
- 25.68%
$97.92 - $118.41 $76.8K - $92.8K
2.27K $236K
VDE
Vanguard Energy ETF

ETFs
-469
- 7.8%
$116.67 - $136.78 $54.7K - $64.1K
5.54K $672K
OTIS
Otis Worldwide Corp

Industrials
-128
- 2.87%
$92.57 - $106.01 $11.8K - $13.6K
4.34K $401K
VTC
Vanguard Scottsdale Fds Total

ETFs
-580
- 11.44%
$75.59 - $79.31 $43.8K - $46K
4.49K $339K
FTSL
First Trust Senior Ln Fund

ETFs
-1.58K
- 5.79%
$45.9 - $46.48 $72.3K - $73.2K
25.6K $1.18M
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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