Mutual Advisors, LLC Incresed Positions in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
9.09K
+ 7.8%
$78.09 - $80.04 $709K - $727K
126K $9.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
670
+ 15.08%
$275.15 - $388.2 $184K - $260K
5.11K $1.75M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
24K
+ 11.93%
$23.03 - $23.33 $552K - $559K
225K $5.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10K
+ 40.09%
$50.0 - $50.27 $501K - $504K
35K $1.75M
TPL
Texas Pacific Land Corp

Energy
24
+ 1.13%
$915.49 - $1730.0 $22K - $41.5K
2.14K $2.37M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.22K
+ 13.21%
$80.87 - $87.69 $584K - $633K
61.9K $5.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.55K
+ 7.29%
$61.68 - $67.87 $466K - $513K
111K $6.93M
BP
Bp PLC

Energy
20.9K
+ 25.01%
$28.16 - $33.14 $590K - $694K
105K $3.09M
MPC
Marathon Petroleum Corp

Energy
4.05K
+ 70.84%
$131.65 - $174.84 $534K - $709K
9.78K $1.36M
BAC
Bank Of America Corp

Financial Services
862
+ 0.95%
$39.22 - $47.77 $33.8K - $41.2K
91.8K $4.03M
MRVL
Marvell Technology, Inc.

Technology
374
+ 3.93%
$70.31 - $124.78 $26.3K - $46.7K
9.9K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
4.94K
+ 22.26%
$130.37 - $146.09 $644K - $722K
27.1K $3.56M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12K
+ 26.22%
$29.73 - $30.81 $357K - $370K
57.8K $1.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 9.51%
$57.53 - $60.83 $601K - $636K
120K $6.92M
ULCC
Frontier Group Holdings, Inc.

Industrials
8K
+ 4.47%
$4.99 - $7.29 $39.9K - $58.3K
187K $1.33M
LNG
Cheniere Energy, Inc.

Energy
491
+ 6.69%
$181.07 - $225.92 $88.9K - $111K
7.83K $1.68M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.5K
+ 112.46%
$75.95 - $88.05 $417K - $484K
10.4K $791K
VIG
Vanguard Dividend Appreciation

ETFs
1.86K
+ 1.51%
N/A
125K $22.7M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.76K
+ 9.77%
$184.21 - $199.29 $508K - $549K
31K $5.71M
DEO
Diageo PLC

Consumer Defensive
3.9K
+ 31.6%
$118.0 - $139.88 $460K - $545K
16.2K $2.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.32K
+ 40.14%
$100.22 - $100.73 $333K - $334K
11.6K $1.16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 1.54%
$4100.99 - $5300.34 $24.6K - $31.8K
396 $1.97M
HON
Honeywell International Inc

Industrials
785
+ 10.22%
$202.84 - $236.0 $159K - $185K
8.46K $1.91M
AXP
American Express CO

Financial Services
410
+ 5.22%
$267.35 - $305.57 $110K - $125K
8.26K $2.45M
KBE
Spdr S&P Bank ETF

ETFs
5.44K
+ 95.95%
$51.33 - $62.76 $279K - $342K
11.1K $616K
SHV
Ishares Tr

ETFs
3.07K
+ 6.02%
$109.92 - $110.57 $337K - $339K
54K $5.95M
T
At&T Inc.

Communication Services
4.72K
+ 1.81%
$21.22 - $23.88 $100K - $113K
266K $6.06M
BMY
Bristol Myers Squibb CO

Healthcare
741
+ 1.36%
$51.92 - $59.94 $38.5K - $44.4K
55.4K $3.13M
ARCC
Ares Capital Corp

Financial Services
6.18K
+ 3.74%
$20.74 - $22.27 $128K - $138K
172K $3.76M
SYK
Stryker Corp

Healthcare
769
+ 13.83%
$345.14 - $392.15 $265K - $302K
6.33K $2.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
702
+ 34.87%
$173.13 - $258.09 $122K - $181K
2.72K $626K
SR
Spire Inc

Utilities
3.84K
+ 38.89%
$62.24 - $73.38 $239K - $281K
13.7K $929K
TROW
Price T Rowe Group Inc

Financial Services
779
+ 1.91%
$106.48 - $124.69 $82.9K - $97.1K
41.5K $4.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
503
+ 5.54%
$216.72 - $244.71 $109K - $123K
9.58K $2.25M
SOXX
Ishares Semiconductor ETF

ETFs
1.28K
+ 58.83%
$211.27 - $239.8 $271K - $308K
3.46K $746K
TFC
Truist Financial Corp

Financial Services
5.1K
+ 16.26%
$41.51 - $48.1 $212K - $245K
36.5K $1.58M
DK
Delek Us Holdings, Inc.

Energy
13.7K
+ 26.29%
$15.4 - $20.37 $211K - $279K
65.8K $1.22M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.83K
+ 15.05%
$50.35 - $50.69 $243K - $245K
36.9K $1.86M
CCL
Carnival Corp

Consumer Cyclical
5.06K
+ 31.33%
$17.34 - $26.8 $87.7K - $136K
21.2K $528K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.05K
+ 6.69%
$85.96 - $101.28 $89.8K - $106K
16.7K $1.6M
C
Citigroup Inc

Financial Services
1.42K
+ 8.77%
$61.31 - $72.5 $86.9K - $103K
17.6K $1.24M
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.5K
+ 6.4%
$46.07 - $48.17 $805K - $842K
290K $13.4M
AAP
Advance Auto Parts Inc

Consumer Cyclical
54
+ 0.22%
$35.69 - $47.44 $1.93K - $2.56K
24.8K $1.17M
NEE
Nextera Energy Inc

Utilities
6.05K
+ 34.06%
$69.77 - $85.43 $422K - $517K
23.8K $1.71M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.84K
+ 7.22%
$73.49 - $86.09 $135K - $158K
27.3K $2.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
320
+ 3.36%
$110.69 - $154.48 $35.4K - $49.4K
9.85K $1.25M
ARES
Ares Management Corp

Financial Services
620
+ 14.64%
$153.38 - $183.7 $95.1K - $114K
4.86K $859K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.5K
+ 68.48%
$23.02 - $23.23 $196K - $197K
20.9K $482K
PARR
Par Pacific Holdings, Inc.

Energy
15.5K
+ 30.89%
$15.09 - $19.32 $234K - $300K
65.7K $1.08M
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email