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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.86K
+ 1.77%
$51.54 - $52.55 $95.6K - $97.5K
106K $5.5M
SUB
Ishares Short Term National Mu

ETFs
30
+ 0.2%
$104.94 - $106.2 $3.15K - $3.19K
14.8K $1.56M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
479
+ 2.77%
$19.7 - $20.82 $9.44K - $9.97K
17.8K $352K
TT
Trane Technologies PLC

Industrials
5
+ 0.96%
$369.35 - $419.14 $1.85K - $2.1K
527 $194K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
229
+ 1.49%
$56.06 - $61.35 $12.8K - $14K
15.6K $880K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
530
+ 1.68%
$47.98 - $49.47 $25.4K - $26.2K
32.1K $1.55M
STE
Steris PLC

Healthcare
269
+ 15.28%
$204.34 - $235.7 $55K - $63.4K
2.03K $417K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
537
+ 8.32%
$79.93 - $88.06 $42.9K - $47.3K
6.99K $559K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
10
+ 0.01%
$2.14 - $2.24 $21.4 - $22.4
77.2K $165K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
259
+ 2.04%
$25.18 - $26.55 $6.52K - $6.88K
12.9K $326K
SLB
Schlumberger Limited

Energy
149
+ 2.92%
$36.83 - $45.59 $5.49K - $6.79K
5.25K $201K
VALE
Vale S.A.

Basic Materials
4.45K
+ 23.75%
$8.74 - $11.78 $38.9K - $52.4K
23.2K $205K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
190
+ 1.09%
$24.5 - $25.72 $4.66K - $4.89K
17.6K $433K
ENSG
Ensign Group, Inc

Healthcare
11
+ 0.73%
$132.78 - $156.91 $1.46K - $1.73K
1.51K $200K
IQV
Iqvia Holdings Inc.

Healthcare
218
+ 14.82%
$190.97 - $236.63 $41.6K - $51.6K
1.69K $331K
STWD
Starwood Property Trust, Inc.

Real Estate
1.56K
+ 4.69%
$18.95 - $20.37 $29.6K - $31.8K
34.9K $660K
ALC
Alcon Inc

Healthcare
438
+ 11.87%
$83.87 - $99.15 $36.7K - $43.4K
4.13K $350K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
39
+ 0.15%
$40.38 - $44.35 $1.57K - $1.73K
26.3K $1.08M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
228
+ 2.43%
$25.02 - $27.43 $5.7K - $6.25K
9.61K $240K
RYI
Ryerson Holding Corp

Industrials
2.14K
+ 5.01%
$18.17 - $26.12 $38.9K - $55.9K
44.9K $830K
ICLR
Icon PLC

Healthcare
260
+ 26.8%
$187.22 - $297.57 $48.7K - $77.4K
1.23K $257K
IQLT
Ishares Msci Intl Quality Fact

ETFs
29.4K
+ 11.55%
$37.12 - $41.23 $1.09M - $1.21M
284K $10.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.01%
$47.58 - $48.56 $143 - $146
22.8K $1.09M
LAMR
Lamar Advertising CO

Real Estate
45
+ 2.0%
$121.37 - $138.11 $5.46K - $6.21K
2.29K $279K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
75
+ 0.27%
$11.42 - $12.5 $857 - $938
27.9K $321K
PPG
Ppg Industries Inc

Basic Materials
92
+ 3.57%
$119.09 - $131.37 $11K - $12.1K
2.67K $318K
JRS
Nuveen Real Estate Income Fund

Financial Services
3.52K
+ 4.33%
$8.09 - $9.64 $28.5K - $33.9K
84.7K $731K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
473
+ 1.9%
$89.9 - $100.66 $42.5K - $47.6K
25.4K $2.3M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
94
+ 0.4%
$21.41 - $23.64 $2.01K - $2.22K
23.8K $524K
KHC
Kraft Heinz CO

Consumer Defensive
1.28K
+ 8.65%
$30.1 - $36.02 $38.6K - $46.1K
16.1K $494K
ITA
Ishares Tr

ETFs
34
+ 0.48%
$144.31 - $157.31 $4.91K - $5.35K
7.12K $1.03M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
780
+ 1.31%
$11.12 - $11.98 $8.67K - $9.34K
60.3K $680K
CSL
Carlisle Companies Inc

Industrials
93
+ 12.22%
$368.67 - $480.91 $34.3K - $44.7K
854 $314K
VOE
Vanguard Mid Cap Value Index F

ETFs
775
+ 2.99%
$160.89 - $176.18 $125K - $137K
26.7K $4.31M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
839
+ 1.28%
$9.57 - $10.31 $8.03K - $8.65K
66.4K $638K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.37K
+ 7.0%
$24.04 - $26.75 $57K - $63.4K
36.2K $880K
WY
Weyerhaeuser CO

Real Estate
325
+ 4.6%
$27.21 - $33.7 $8.84K - $11K
7.39K $207K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15
+ 0.2%
$50.06 - $55.0 $751 - $825
7.7K $386K
AVEM
American Centy ETF Tr Avantis

ETFs
7
+ 0.11%
$58.59 - $66.14 $410 - $463
6.38K $375K
INTC
Intel Corp

Technology
26.7K
+ 15.92%
$19.07 - $26.23 $509K - $700K
194K $3.89M
PIO
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.22%
$39.06 - $42.96 $820 - $902
9.43K $368K
IWD
Ishares Russell 1000 Val ETF

ETFs
407
+ 1.67%
$183.23 - $199.79 $74.6K - $81.3K
24.8K $4.58M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.62K
+ 3.68%
$19.47 - $20.95 $51.1K - $55K
74K $1.44M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4
+ 0.04%
$33.93 - $38.37 $136 - $153
9.59K $329K
PM
Philip Morris International Inc.

Consumer Defensive
26
+ 0.06%
$118.38 - $133.06 $3.08K - $3.46K
43.3K $5.21M
AWK
American Water Works Company, Inc.

Utilities
17
+ 0.8%
$123.83 - $146.07 $2.11K - $2.48K
2.13K $265K
DXC
Dxc Technology CO

Technology
67
+ 0.11%
$19.59 - $22.83 $1.31K - $1.53K
60.2K $1.2M
CCI
Crown Castle International Corp

Real Estate
1.26K
+ 21.95%
$89.78 - $119.11 $113K - $151K
7.02K $637K
AVT
Avnet Inc

Technology
7
+ 0.03%
$52.09 - $57.69 $365 - $404
25.4K $1.33M
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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