Mutual Advisors, LLC Reduced Holdings in Q3 2024

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-147K
- 94.66%
$86.27 - $95.15 $12.7M - $14M
8.3K $789K
IWM
Ishares Russell 2000 ETF

ETFs
-32.6K
- 54.41%
$200.87 - $224.6 $6.54M - $7.32M
27.3K $6.03M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-103K
- 85.34%
$49.94 - $56.3 $5.13M - $5.79M
17.7K $993K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-106K
- 80.58%
$50.63 - $51.11 $5.35M - $5.4M
25.5K $1.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-19.2K
- 9.12%
$520.18 - $576.82 $9.97M - $11.1M
191K $110M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-56.3K
- 62.63%
$83.76 - $91.82 $4.72M - $5.17M
33.6K $3.07M
VUG
Vanguard Growth ETF

ETFs
-11.9K
- 21.9%
$341.08 - $391.94 $4.06M - $4.67M
42.4K $16.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-114K
- 61.22%
$33.74 - $37.96 $3.83M - $4.31M
71.9K $2.7M
XLV
Select Sector Spdr Fund Health

ETFs
-27.5K
- 43.15%
$143.3 - $157.24 $3.95M - $4.33M
36.3K $5.59M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-101K
- 52.33%
$36.06 - $37.66 $3.66M - $3.82M
92.4K $3.48M
BALT
Innovator Etfs Tr
-102K
- 29.53%
$29.76 - $30.83 $3.05M - $3.16M
244K $7.54M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-119K
- 44.46%
$24.39 - $25.28 $2.89M - $3M
148K $3.72M
GOOGL
Alphabet Inc.

Communication Services
-438
- 0.28%
$148.65 - $191.18 $65.1K - $83.7K
157K $26M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-23.1K
- 90.32%
$111.9 - $124.28 $2.58M - $2.87M
2.47K $305K
XLC
Select Sector Spdr Tr Communic

ETFs
-32.2K
- 39.74%
$82.16 - $90.4 $2.65M - $2.91M
48.8K $4.41M
QCOM
Qualcomm Inc

Technology
-7.23K
- 17.84%
$156.12 - $209.64 $1.13M - $1.52M
33.3K $5.66M
AVIG
American Centy ETF Tr Avantis

ETFs
-59.3K
- 89.13%
$40.41 - $42.73 $2.39M - $2.53M
7.22K $307K
XLI
Industrial Sector Spdr

ETFs
-23.3K
- 40.98%
$120.56 - $135.44 $2.81M - $3.16M
33.6K $4.55M
XLF
Financial Sector Spdr

ETFs
-72.5K
- 33.34%
$40.84 - $45.74 $2.96M - $3.31M
145K $6.57M
VTI
Vanguard Total Stock Market Et

ETFs
-14.8K
- 12.65%
$255.18 - $283.2 $3.78M - $4.19M
102K $29M
TFLO
Ishares Treasury Floating Rate

ETFs
-41.9K
- 21.46%
$50.42 - $50.66 $2.11M - $2.12M
153K $7.75M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-41.5K
- 54.82%
$49.93 - $51.15 $2.07M - $2.12M
34.2K $1.75M
GOOG
Alphabet Inc.

Communication Services
-4
- -0.0%
$149.54 - $192.66 $598 - $771
122K $20.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-19.5K
- 59.28%
$96.3 - $106.49 $1.88M - $2.07M
13.4K $1.4M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-38.2K
- 81.23%
$50.64 - $55.7 $1.93M - $2.13M
8.82K $491K
INTC
Intel Corp

Technology
-20.8K
- 11.05%
$18.9 - $34.87 $393K - $726K
168K $3.93M
JNJ
Johnson & Johnson

Healthcare
-20.1K
- 22.82%
$145.48 - $167.38 $2.93M - $3.37M
68K $11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-47.2K
- 89.23%
$36.02 - $41.68 $1.7M - $1.97M
5.7K $235K
CMCSA
Comcast Corp

Communication Services
-47.1K
- 52.44%
$37.33 - $41.78 $1.76M - $1.97M
42.7K $1.78M
VTV
Vanguard Value ETF

ETFs
-20.6K
- 15.2%
$159.75 - $174.57 $3.29M - $3.59M
115K $20M
GILD
Gilead Sciences, Inc.

Healthcare
-27.5K
- 54.41%
$66.59 - $83.99 $1.83M - $2.31M
23.1K $1.93M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-19.9K
- 38.91%
$75.47 - $83.18 $1.5M - $1.65M
31.2K $2.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-36.2K
- 19.99%
$44.9 - $47.55 $1.62M - $1.72M
145K $6.84M
XLK
Technology Sector Spdr

ETFs
-5.9K
- 7.99%
$197.34 - $237.68 $1.16M - $1.4M
67.9K $15.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-24.9K
- 52.19%
$47.18 - $48.74 $1.18M - $1.21M
22.8K $1.11M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-19K
- 41.87%
$69.31 - $77.34 $1.32M - $1.47M
26.4K $2.02M
MRK
Merck & Co., Inc.

Healthcare
-1.75K
- 1.97%
$111.15 - $128.97 $194K - $225K
86.8K $9.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-35.4K
- 11.39%
$44.83 - $47.42 $1.58M - $1.68M
275K $13M
ALLY
Ally Financial Inc.

Financial Services
-25.6K
- 64.75%
$32.67 - $45.01 $837K - $1.15M
14K $496K
AMAT
Applied Materials Inc

Technology
-3.14K
- 32.16%
$174.88 - $254.97 $549K - $801K
6.63K $1.34M
FTSL
First Trust Senior Ln Fund

ETFs
-20.3K
- 42.73%
$45.51 - $46.26 $923K - $938K
27.2K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.7K
- 27.36%
$75.32 - $84.37 $1.03M - $1.15M
36.3K $3.04M
XLP
Consumer Staples Sector Spdr

ETFs
-11.3K
- 35.79%
$76.04 - $76.04 $861K - $861K
20.3K $1.54M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.56K
- 11.65%
$305.34 - $350.41 $1.09M - $1.25M
27K $9.32M
SLV
I Shares Silver Trust

ETFs
-37.6K
- 25.78%
$24.33 - $29.38 $916K - $1.11M
108K $3.08M
NVDA
Nvidia Corp

Technology
-676
- 0.2%
$98.91 - $134.91 $66.9K - $91.2K
336K $40.8M
XLU
Utilities Sector Spdr

ETFs
-19.3K
- 31.64%
$67.67 - $80.78 $1.31M - $1.56M
41.8K $3.37M
WY
Weyerhaeuser CO

Real Estate
-28.6K
- 80.2%
$27.05 - $33.84 $773K - $968K
7.06K $238K
ADBE
Adobe Inc.

Technology
-211
- 1.22%
$508.13 - $586.55 $107K - $124K
17K $8.82M
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
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