Mutual Advisors, LLC Purchases in Q3 2024

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
484K
+ 311.11%
$92.63 - $105.69 $44.8M - $51.2M
640K $66.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
368K
+ 208.7%
$77.02 - $85.06 $28.3M - $31.3M
544K $46M
SCHV
Schwab Strategic Tr Us Large C

ETFs
384K
+ 199.42%
$73.43 - $80.37 $28.2M - $30.8M
576K $46.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
39.6K
+ 13.11%
$517.38 - $573.86 $20.5M - $22.8M
342K $196M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.01M
+ 11.74%
$22.38 - $23.66 $22.5M - $23.8M
9.59M $225M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
357K
+ 124.37%
$45.2 - $47.87 $16.1M - $17.1M
643K $30.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.86K
+ 3.32%
$405.19 - $478.57 $2.78M - $3.28M
213K $98.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
161K
+ 215.5%
$61.11 - $67.85 $9.87M - $11M
236K $16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
152K
+ 201.74%
$59.93 - $66.52 $9.09M - $10.1M
227K $15.1M
SCHO
Schwab Short Term Us Treasury

ETFs
173K
+ 110.46%
$47.93 - $49.06 $8.27M - $8.47M
329K $16.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
107K
+ 93.69%
$36.98 - $41.55 $3.96M - $4.45M
221K $9.1M
LRCX
Lam Research Corp

Technology
6.29K
+ 307.17%
$731.56 - $1127.3 $4.6M - $7.1M
8.34K $6.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
33.5K
+ 442.2%
$103.87 - $117.59 $3.48M - $3.94M
41K $4.81M
META
Meta Platforms, Inc.

Communication Services
1.56K
+ 3.66%
$453.41 - $572.44 $707K - $892K
44.1K $25.3M
IRM
Iron Mountain Inc

Real Estate
1.83K
+ 1.5%
$89.69 - $119.32 $164K - $218K
124K $14.7M
IAU
Ishares Gold Trust

ETFs
67.3K
+ 165.01%
$44.06 - $50.5 $2.96M - $3.4M
108K $5.37M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
74.2K
+ 158.23%
$43.73 - $46.29 $3.25M - $3.44M
121K $5.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 1.86%
$475.2 - $527.7 $802K - $890K
92.4K $48.8M
VEA
Vanguard Ftse Developed Market

ETFs
17.8K
+ 2.55%
$47.6 - $53.31 $846K - $947K
714K $37.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32.9K
+ 15.08%
$91.42 - $91.82 $3.01M - $3.02M
251K $23.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
24.8K
+ 272.27%
$95.81 - $109.03 $2.37M - $2.7M
33.9K $3.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
48.7K
+ 32.67%
$50.52 - $50.95 $2.46M - $2.48M
198K $10.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
47.9K
+ 43.55%
$42.87 - $45.76 $2.05M - $2.19M
158K $7.15M
UNH
Unitedhealth Group Inc

Healthcare
1.35K
+ 6.91%
$488.01 - $604.18 $657K - $813K
20.8K $12.2M
VST
Vistra Corp.

Utilities
17.4K
+ 444.33%
$69.0 - $119.06 $1.2M - $2.07M
21.3K $2.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 27.55%
$105.53 - $118.34 $1.49M - $1.67M
65.3K $7.63M
SMCI
Super Micro Computer, Inc.

Technology
5.04K
New
$386.46 - $909.96 $1.95M - $4.58M
5.04K $2.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
+ 2.95%
$41.9 - $48.26 $463K - $534K
386K $18.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
36.8K
+ 16.86%
$37.37 - $41.82 $1.37M - $1.54M
255K $10.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.07K
New
$194.66 - $225.97 $1.77M - $2.05M
9.07K $2M
IYR
Ishares Tr

ETFs
17.7K
+ 127.65%
$86.93 - $103.61 $1.54M - $1.83M
31.5K $3.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22K
+ 29.14%
$81.31 - $83.29 $1.79M - $1.84M
97.7K $8.13M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
44.2K
New
$37.45 - $44.25 $1.66M - $1.96M
44.2K $1.89M
IGV
Ishares Expanded Tech Software

ETFs
20.4K
+ 200.1%
$77.94 - $89.37 $1.59M - $1.82M
30.5K $2.73M
BA
Boeing CO

Industrials
14.2K
+ 125.54%
$152.04 - $190.6 $2.16M - $2.71M
25.6K $3.89M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.9K
+ 347.96%
$523.84 - $572.02 $1.52M - $1.66M
3.74K $2.13M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.7K
+ 8.01%
$44.24 - $49.47 $917K - $1.03M
280K $13.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
30.2K
+ 94.11%
$51.58 - $53.79 $1.56M - $1.62M
62.2K $3.34M
CGCP
Capital Group Core Plus Income

ETFs
53.6K
+ 12.07%
$22.12 - $23.31 $1.18M - $1.25M
498K $11.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
33.6K
New
$46.18 - $48.92 $1.55M - $1.65M
33.6K $1.63M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
26.5K
+ 73.65%
$59.61 - $60.15 $1.58M - $1.59M
62.5K $3.74M
BP
Bp PLC

Energy
53.3K
+ 175.34%
$30.78 - $37.05 $1.64M - $1.98M
83.7K $2.63M
DGRO
Ishares Core Dividend Growth E

ETFs
5.52K
+ 2.41%
$57.47 - $62.76 $317K - $346K
234K $14.7M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
29K
+ 96.41%
$48.09 - $49.69 $1.39M - $1.44M
59K $2.93M
SECT
Sector 10, Inc.

ETFs
15.8K
+ 7.37%
$48.64 - $53.77 $768K - $849K
230K $12.4M
XLE
Energy Sector Spdr

ETFs
17.9K
+ 25.42%
$84.35 - $93.39 $1.51M - $1.67M
88.3K $7.75M
IEO
Ishares Tr

ETFs
16.9K
+ 60.61%
$88.52 - $101.16 $1.5M - $1.71M
44.8K $4.1M
FSIG
First Tr ETF Iv LTD Duration I
66.6K
+ 121.86%
$18.72 - $19.32 $1.25M - $1.29M
121K $2.33M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.8K
+ 185.27%
$47.95 - $49.61 $1.24M - $1.28M
39.7K $1.96M
Activity Summary
Buys All Purchases 540 New Holdings 96 Increased Positions 444 Sells All Sells 492 Reductions 492 Sold out 0 Options Calls 1 Puts 1
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