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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-168K
- 60.2%
$96.64 - $101.23 $16.2M - $17M
111K $10.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.42K
- 1.15%
$22.63 - $47.53 $168K - $353K
636K $14.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.11K
- 0.47%
$22.4 - $68.28 $24.8K - $75.7K
235K $5.45M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-236K
- 93.31%
$23.08 - $23.28 $5.44M - $5.48M
16.9K $391K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17.8K
- 8.02%
$18.41 - $40.87 $327K - $726K
204K $3.77M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-152K
- 32.6%
$26.05 - $29.17 $3.95M - $4.42M
313K $8.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.43K
- 3.01%
$442.29 - $483.08 $2.84M - $3.11M
207K $93.8M
VEA
Vanguard Ftse Developed Market

ETFs
-14.5K
- 2.03%
$47.57 - $52.44 $691K - $762K
700K $33.5M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-136K
- 91.52%
$24.55 - $25.16 $3.33M - $3.41M
12.6K $309K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-63.9K
- 40.43%
$42.84 - $45.38 $2.74M - $2.9M
94.1K $4.04M
MSFT
Microsoft Corp

Technology
-2.68K
- 1.26%
$406.35 - $454.46 $1.09M - $1.22M
209K $88.2M
UNH
Unitedhealth Group Inc

Healthcare
-2.37K
- 11.38%
$485.52 - $625.25 $1.15M - $1.48M
18.5K $9.34M
IEF
Ishares Barclays

ETFs
-26.2K
- 71.77%
$92.08 - $98.18 $2.41M - $2.57M
10.3K $953K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-68K
- 73.53%
$36.54 - $37.53 $2.48M - $2.55M
24.5K $900K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.5K
- 28.3%
$113.92 - $127.38 $2.1M - $2.35M
46.8K $5.39M
JNJ
Johnson & Johnson

Healthcare
-6.77K
- 9.95%
$143.34 - $165.86 $970K - $1.12M
61.3K $8.86M
BA
Boeing CO

Industrials
-15.6K
- 61.14%
$138.14 - $180.72 $2.16M - $2.83M
9.94K $1.76M
IRM
Iron Mountain Inc

Real Estate
-2.98K
- 2.41%
$101.62 - $128.14 $303K - $382K
121K $12.7M
VTV
Vanguard Value ETF

ETFs
-8.1K
- 7.05%
$168.32 - $181.87 $1.36M - $1.47M
107K $18.1M
IYR
Ishares Tr

ETFs
-18K
- 57.01%
$90.74 - $102.87 $1.63M - $1.85M
13.5K $1.26M
ABBV
Abb Vie Inc.

Healthcare
-6.44K
- 15.94%
$164.99 - $203.87 $1.06M - $1.31M
34K $6.03M
DGRO
Ishares Core Dividend Growth E

ETFs
-26.1K
- 11.16%
$60.73 - $64.94 $1.59M - $1.7M
208K $12.8M
XLE
Energy Sector Spdr

ETFs
-18.9K
- 21.37%
$83.32 - $97.27 $1.57M - $1.83M
69.4K $5.95M
IGV
Ishares Expanded Tech Software

ETFs
-20.9K
- 68.45%
$87.5 - $110.17 $1.83M - $2.3M
9.64K $964K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.17K
- 1.88%
$25.74 - $53.78 $30.1K - $62.8K
61K $1.58M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.03K
- 68.05%
$417.69 - $450.94 $1.68M - $1.82M
1.89K $805K
XLU
Utilities Sector Spdr

ETFs
-18.1K
- 43.36%
$74.89 - $82.93 $1.36M - $1.5M
23.7K $1.79M
AMGN
Amgen Inc

Healthcare
-1.88K
- 10.93%
$258.78 - $328.31 $487K - $618K
15.3K $4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.72K
- 0.44%
$44.04 - $49.49 $75.6K - $84.9K
385K $16.9M
CGDV
Capital Group Divid Value ETF

ETFs
-38.6K
- 30.93%
$35.16 - $37.12 $1.36M - $1.43M
86.2K $3.04M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.17K
- 12.15%
$189.5 - $206.17 $1.17M - $1.27M
44.6K $8.51M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-121
- 0.21%
$24.31 - $49.53 $2.94K - $5.99K
58.9K $1.44M
ADBE
Adobe Inc.

Technology
-488
- 2.87%
$437.39 - $552.96 $213K - $270K
16.5K $7.35M
RTX
Raytheon Technologies Corp

Industrials
-10.2K
- 19.98%
$114.45 - $127.21 $1.16M - $1.29M
40.7K $4.71M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-24.2K
- 88.89%
$60.57 - $82.2 $1.46M - $1.99M
3.02K $233K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-27.1K
- 13.73%
$50.62 - $50.97 $1.37M - $1.38M
170K $8.65M
XOM
Exxon Mobil Corp

Energy
-3.51K
- 3.4%
$105.51 - $125.37 $370K - $440K
99.7K $10.7M
MRK
Merck & Co., Inc.

Healthcare
-1.48K
- 1.7%
$96.31 - $114.76 $142K - $169K
85.3K $8.49M
NVO
Novo Nordisk A S

Healthcare
-3.32K
- 10.52%
$85.0 - $120.04 $282K - $398K
28.2K $2.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.3K
- 36.6%
$75.1 - $82.99 $998K - $1.1M
23K $1.74M
LMT
Lockheed Martin Corp

Industrials
-224
- 1.95%
$479.66 - $614.62 $107K - $138K
11.2K $5.46M
HD
Home Depot, Inc.

Consumer Cyclical
-1.82K
- 5.86%
$385.02 - $431.37 $701K - $786K
29.3K $11.4M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-42.5K
- 81.21%
$29.11 - $41.59 $1.24M - $1.77M
9.83K $364K
MCD
Mcdonalds Corp

Consumer Cyclical
-3.01K
- 15.0%
$288.47 - $316.54 $869K - $953K
17.1K $4.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
-16.7K
- 46.84%
$57.29 - $63.1 $956K - $1.05M
18.9K $1.09M
BNDX
Vanguard Total International B

ETFs
-17.1K
- 7.95%
$48.91 - $50.61 $835K - $864K
198K $9.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-39.1K
- 15.27%
$21.43 - $22.55 $837K - $881K
217K $4.67M
IYM
Ishares Tr

ETFs
-6.98K
- 78.17%
$129.15 - $153.25 $902K - $1.07M
1.95K $253K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-11.4K
- 8.55%
$77.02 - $78.58 $880K - $898K
122K $9.44M
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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