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
MGV
Vanguard Mega Cap Value

ETFs
1.8K
+ 5.1%
$124.06 - $133.48 $224K - $241K
37.2K $4.64M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.73K
+ 1.42%
$13.61 - $14.58 $23.5K - $25.2K
124K $1.78M
DAN
Dana Inc

Consumer Cyclical
5
+ 0.0%
$7.67 - $13.0 $38.4 - $65
101K $1.16M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
837
+ 27.75%
$100.18 - $109.1 $83.9K - $91.3K
3.85K $404K
PANW
Palo Alto Networks Inc

Technology
7.24K
+ 94.9%
$181.96 - $405.9 $1.32M - $2.94M
14.9K $2.71M
INTU
Intuit Inc

Technology
123
+ 4.57%
$602.01 - $706.25 $74K - $86.9K
2.81K $1.77M
CB
Chubb LTD

Financial Services
421
+ 25.52%
$271.57 - $301.89 $114K - $127K
2.07K $572K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.71K
+ 1.45%
$33.92 - $36.6 $58K - $62.6K
120K $4.14M
ALL
Allstate Corp

Financial Services
465
+ 24.92%
$181.25 - $208.2 $84.3K - $96.8K
2.33K $449K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.08K
+ 5.77%
$50.02 - $51.24 $154K - $158K
56.5K $2.83M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.39K
+ 17.39%
$80.93 - $85.66 $112K - $119K
9.36K $757K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.53K
+ 21.97%
$43.6 - $47.2 $110K - $119K
14K $613K
ASML
Asml Holding Nv

Technology
463
+ 28.47%
$658.43 - $872.27 $305K - $404K
2.09K $1.45M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
915
+ 40.65%
$109.14 - $121.63 $99.9K - $111K
3.17K $347K
PAVE
Global X Fds Us Infrastructure

ETFs
2.58K
+ 15.62%
$40.41 - $45.95 $104K - $119K
19.1K $772K
OKE
Oneok Inc

Energy
103
+ 1.17%
$92.28 - $117.05 $9.5K - $12.1K
8.88K $891K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
100
+ 1.4%
$198.04 - $221.51 $19.8K - $22.2K
7.22K $1.52M
WTBA
West Bancorporation Inc

Financial Services
713
+ 2.6%
$18.15 - $24.35 $12.9K - $17.4K
28.2K $610K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.48K
+ 4.98%
$91.94 - $100.02 $228K - $248K
52.3K $4.84M
VRT
Vertiv Holdings CO

Industrials
1.01K
+ 16.59%
N/A
7.08K $613K
FELE
Franklin Electric CO Inc

Industrials
1.1K
+ 39.82%
$95.71 - $110.4 $105K - $122K
3.87K $376K
SKYY
First Trust Cloud Computing Et

ETFs
3
+ 0.06%
$99.98 - $130.46 $300 - $391
5.18K $616K
ETN
Eaton Corp PLC

Industrials
246
+ 3.85%
$326.96 - $377.52 $80.4K - $92.9K
6.63K $2.2M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.48K
+ 11.39%
$45.73 - $47.09 $113K - $117K
24.2K $1.12M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 9.83%
$42.33 - $43.3 $105K - $107K
27.7K $1.18M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
848
+ 10.44%
$72.18 - $81.41 $61.2K - $69K
8.97K $677K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.74K
+ 19.74%
$54.15 - $58.81 $94.3K - $102K
10.6K $573K
GLNG
Golar Lng LTD

Energy
51
+ 0.36%
$34.0 - $43.59 $1.73K - $2.22K
14.1K $594K
COP
Conocophillips

Energy
1.64K
+ 11.95%
$95.12 - $114.72 $156K - $188K
15.4K $1.53M
KRE
Spdr S&P Regional Banking ETF

ETFs
434
+ 3.21%
$54.6 - $68.9 $23.7K - $29.9K
13.9K $840K
TTC
Toro CO

Industrials
1.29K
+ 31.22%
$80.1 - $88.44 $103K - $114K
5.41K $433K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
242
+ 4.11%
$201.32 - $217.44 $48.7K - $52.6K
6.13K $1.27M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.51K
+ 17.66%
$43.61 - $45.3 $65.9K - $68.5K
10.1K $449K
GWW
W.W. Grainger, Inc.

Industrials
61
+ 8.73%
$1023.06 - $1220.93 $62.4K - $74.5K
760 $801K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
6
+ 0.01%
$11.18 - $13.68 $67.1 - $82.1
44K $558K
DFAE
Dimensional ETF Tr

ETFs
5.6K
+ 16.64%
$25.36 - $28.15 $142K - $157K
39.2K $994K
IBDV
Ishares Tr

Technology
3.92K
+ 26.16%
$21.24 - $22.15 $83.3K - $86.9K
18.9K $404K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.76K
+ 5.23%
$88.59 - $94.57 $156K - $166K
35.4K $3.14M
EME
Emcor Group, Inc.

Industrials
112
+ 14.05%
$427.96 - $526.95 $47.9K - $59K
909 $412K
VRSK
Verisk Analytics, Inc.

Industrials
217
+ 17.28%
$262.86 - $294.75 $57K - $64K
1.47K $405K
FTI
Technip Fmc PLC

Energy
1.33K
+ 12.66%
$25.16 - $31.95 $33.3K - $42.3K
11.8K $341K
FDN
First Tr Fd Dow Jones

ETFs
54
+ 3.21%
$210.5 - $257.24 $11.4K - $13.9K
1.74K $422K
BR
Broadridge Financial Solutions, Inc.

Technology
204
+ 11.75%
$209.64 - $236.44 $42.8K - $48.2K
1.94K $438K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.47K
+ 13.88%
$55.45 - $61.08 $248K - $273K
36.7K $2.03M
SWK
Stanley Black & Decker, Inc.

Industrials
3.27K
+ 48.96%
$79.07 - $109.36 $258K - $357K
9.93K $797K
EFV
Msci Eafe Value ETF

ETFs
7.78K
+ 11.35%
$51.78 - $57.15 $403K - $444K
76.3K $4M
ACN
Accenture PLC

Technology
202
+ 3.1%
$343.9 - $376.86 $69.5K - $76.1K
6.71K $2.36M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.89K
+ 4.68%
$29.77 - $30.19 $86.1K - $87.3K
64.7K $1.93M
AJG
Arthur J. Gallagher & Co.

Financial Services
193
+ 12.09%
$278.49 - $315.16 $53.7K - $60.8K
1.79K $508K
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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