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
Innovator Etfs Trust
-19K
- 41.77%
N/A
26.5K $0
CGMS
Capital Grp Core Plus Income E
-5.32K
- 22.26%
N/A
18.6K $0
HIGH
Simplify Exchange Traded Fds E
-542
- 5.02%
N/A
10.3K $0
Ishares Tr
-915
- 7.57%
N/A
11.2K $0
ROK
Rockwell Automation, Inc

Industrials
-132
- 5.77%
$264.65 - $302.92 $34.9K - $40K
2.16K $615K
RDNT
Rad Net, Inc.

Healthcare
-14
- 0.39%
$64.99 - $86.38 $910 - $1.21K
3.56K $248K
RPM
Rpm International Inc

Basic Materials
-33
- 0.85%
$120.09 - $140.26 $3.96K - $4.63K
3.86K $475K
ALLY
Ally Financial Inc.

Financial Services
-39
- 0.28%
$34.12 - $39.98 $1.33K - $1.56K
13.9K $500K
PRK
Park National Corp

Financial Services
-22
- 0.97%
$160.0 - $206.49 $3.52K - $4.54K
2.25K $386K
KEY
Keycorp

Financial Services
-10
- 0.07%
$16.21 - $19.97 $162 - $200
13.8K $236K
SPG
Simon Property Group Inc

Real Estate
-10
- 0.36%
$167.23 - $183.84 $1.67K - $1.84K
2.78K $479K
WDAY
Workday, Inc.

Technology
-36
- 3.06%
$233.85 - $279.91 $8.42K - $10.1K
1.14K $294K
APH
Amphenol Corp

Technology
-73
- 2.44%
$62.07 - $75.35 $4.53K - $5.5K
2.92K $203K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1
- 0.01%
$37.61 - $38.92 $37.6 - $38.9
13.3K $511K
CMI
Cummins Inc

Industrials
-159
- 6.17%
$324.93 - $383.42 $51.7K - $61K
2.42K $842K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-32
- 0.13%
$84.34 - $95.14 $2.7K - $3.04K
25.3K $2.2M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-276
- 3.61%
$33.74 - $36.85 $9.31K - $10.2K
7.36K $269K
AMP
Ameriprise Financial Inc

Financial Services
-50
- 8.52%
$473.15 - $574.01 $23.7K - $28.7K
537 $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-656
- 3.6%
$55.73 - $66.16 $36.6K - $43.4K
17.6K $1.06M
SPYG
Spdr Portfolio

ETFs
-866
- 4.89%
$81.74 - $91.38 $70.8K - $79.1K
16.8K $1.48M
MAR
Marriott International Inc

Consumer Cyclical
-67
- 6.42%
$246.06 - $292.59 $16.5K - $19.6K
977 $272K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-124
- 5.89%
$193.7 - $235.05 $24K - $29.1K
1.98K $453K
FTC
First Tr Lge Cap Growth

ETFs
-118
- 2.5%
$130.13 - $149.09 $15.4K - $17.6K
4.6K $633K
FDS
Factset Research Systems Inc

Financial Services
-4
- 0.49%
$449.69 - $495.72 $1.8K - $1.98K
813 $390K
AME
Ametek Inc

Industrials
-96
- 2.37%
$165.89 - $197.38 $15.9K - $18.9K
3.96K $713K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-554
- 2.7%
$38.88 - $44.07 $21.5K - $24.4K
20K $825K
BK
Bank Of New York Mellon Corp

Financial Services
-3
- 0.06%
$70.82 - $81.87 $212 - $246
4.65K $357K
EW
Edwards Lifesciences Corp

Healthcare
-110
- 2.88%
$64.54 - $75.92 $7.1K - $8.35K
3.72K $275K
MTB
M&T Bank Corp

Financial Services
-84
- 2.03%
$172.48 - $221.95 $14.5K - $18.6K
4.06K $763K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-5
- 0.08%
$194.9 - $214.12 $975 - $1.07K
6.24K $1.26M
CTRA
Coterra Energy Inc.

Energy
-150
- 0.76%
$22.71 - $27.63 $3.41K - $4.14K
19.5K $497K
EQH
Equitable Holdings, Inc.

Financial Services
-18
- 0.3%
$41.59 - $50.4 $749 - $907
6.05K $285K
FSK
Fs Kkr Capital Corp

Financial Services
-1.02K
- 3.63%
$19.71 - $22.22 $20K - $22.6K
27K $586K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-216
- 0.35%
$42.25 - $43.54 $9.13K - $9.4K
61.7K $2.65M
CPRT
Copart Inc

Consumer Cyclical
-993
- 5.14%
$51.36 - $63.8 $51K - $63.4K
18.3K $1.05M
DLR
Digital Realty Trust, Inc.

Real Estate
-121
- 3.09%
$156.46 - $195.69 $18.9K - $23.7K
3.8K $674K
ISRG
Intuitive Surgical Inc

Healthcare
-27
- 1.52%
$471.27 - $550.62 $12.7K - $14.9K
1.75K $912K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-6.52K
- 5.97%
$58.39 - $67.04 $380K - $437K
103K $6.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
-301
- 2.4%
$241.48 - $274.89 $72.7K - $82.7K
12.3K $3.11M
MAIN
Main Street Capital Corp

Financial Services
-1.12K
- 7.77%
$49.95 - $58.58 $56.1K - $65.8K
13.3K $781K
EMR
Emerson Electric CO

Industrials
-3K
- 10.13%
$108.13 - $134.33 $325K - $404K
26.6K $3.3M
JCI
Johnson Controls International PLC

Industrials
-5
- 0.01%
$74.23 - $86.6 $371 - $433
46.3K $3.65M
ADP
Automatic Data Processing Inc

Industrials
-190
- 2.59%
$280.08 - $307.97 $53.2K - $58.5K
7.15K $2.09M
SCHW
Schwab Charles Corp

Financial Services
-566
- 4.92%
$63.31 - $82.85 $35.8K - $46.9K
10.9K $809K
SNA
Snap On Inc

Industrials
-405
- 9.95%
$285.44 - $371.35 $116K - $150K
3.67K $1.24M
WHR
Whirlpool Corp

Consumer Cyclical
-84
- 0.81%
$99.28 - $124.45 $8.34K - $10.5K
10.3K $1.18M
GM
General Motors CO

Consumer Cyclical
-1.91K
- 9.25%
$44.82 - $60.2 $85.7K - $115K
18.8K $1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-577
- 0.68%
$69.3 - $74.3 $40K - $42.9K
83.7K $5.98M
M
Macy'S, Inc.

Consumer Cyclical
-301
- 0.46%
$14.56 - $18.1 $4.38K - $5.45K
64.6K $1.09M
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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