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
LEG
Leggett & Platt Inc

Consumer Cyclical
-7.36K
- 9.72%
$9.5 - $13.67 $69.9K - $101K
68.4K $656K
MO
Altria Group, Inc.

Consumer Defensive
-10.1K
- 7.8%
$49.06 - $57.74 $498K - $586K
120K $6.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.71K
- 3.62%
$176.42 - $186.91 $301K - $319K
45.5K $8.09M
DHR
Danaher Corp

Healthcare
-190
- 2.93%
$226.16 - $274.52 $43K - $52.2K
6.29K $1.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
-14.7K
- 18.23%
$34.49 - $39.24 $508K - $578K
66K $2.45M
AMAT
Applied Materials Inc

Technology
-524
- 7.91%
$161.44 - $213.89 $84.6K - $112K
6.1K $992K
DHI
Horton D R Inc

Consumer Cyclical
-1.4K
- 49.38%
$137.24 - $194.56 $191K - $271K
1.43K $199K
KLAC
Kla Corp

Technology
-30
- 1.36%
$614.46 - $829.55 $18.4K - $24.9K
2.18K $1.37M
MBB
Ishares Tr

ETFs
-1.83K
- 4.5%
$91.26 - $95.82 $167K - $175K
38.8K $3.55M
TTE
Total Energies Se

Energy
-4.86K
- 44.55%
N/A
6.05K $414K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.86K
- 1.25%
$126.68 - $134.74 $236K - $251K
148K $18.8M
RIO
Rio Tinto PLC

Basic Materials
-3.53K
- 35.84%
$58.59 - $71.15 $207K - $251K
6.32K $371K
PSA
Public Storage

Real Estate
-156
- 3.61%
$289.33 - $360.21 $45.1K - $56.2K
4.17K $1.25M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.18K
- 3.02%
$34.13 - $37.35 $74.2K - $81.2K
69.7K $2.38M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-513
- 3.96%
$82.28 - $117.52 $42.2K - $60.3K
12.5K $1.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.48K
- 20.87%
$32.65 - $33.68 $277K - $285K
32.1K $1.05M
TXN
Texas Instruments Inc

Technology
-1.63K
- 10.52%
N/A
13.9K $2.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-112
- 4.3%
$501.29 - $612.85 $56.1K - $68.6K
2.49K $1.3M
HPQ
Hp Inc

Technology
-3.63K
- 6.08%
$32.46 - $39.3 $118K - $143K
56K $1.83M
NOC
Northrop Grumman Corp

Industrials
-169
- 4.28%
$466.52 - $543.88 $78.8K - $91.9K
3.78K $1.78M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.46K
- 6.62%
$124.61 - $133.96 $431K - $464K
48.8K $6.29M
CLF
Cleveland Cliffs Inc.

Basic Materials
-423
- 0.48%
$9.24 - $13.94 $3.91K - $5.9K
88.2K $829K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6.43K
- 41.26%
$46.48 - $51.32 $299K - $330K
9.15K $440K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.88K
- 55.78%
$99.0 - $99.5 $285K - $286K
2.28K $226K
GE
General Electric CO

Industrials
-72
- 0.59%
$159.95 - $194.23 $11.5K - $14K
12.2K $2.03M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-6.42K
- 5.76%
$23.56 - $25.94 $151K - $167K
105K $2.56M
SHEL
Shell PLC

Energy
-3.69K
- 27.59%
$60.63 - $70.23 $223K - $259K
9.68K $606K
MPW
Medical Properties Trust Inc

Real Estate
-32.8K
- 44.37%
$3.72 - $5.77 $122K - $189K
41.2K $162K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.42K
- 3.04%
$26.63 - $30.23 $64.4K - $73.1K
77K $2.05M
IEMG
Ishares Inc

ETFs
-4.99K
- 7.67%
N/A
60.1K $3.22M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-5.21K
- 17.74%
$32.68 - $36.28 $170K - $189K
24.2K $789K
ITW
Illinois Tool Works Inc

Industrials
-932
- 31.95%
$253.56 - $278.5 $236K - $260K
1.99K $503K
BNDC
Flexshares Tr Core Select Bd F

ETFs
-8.57K
- 12.91%
$21.68 - $22.86 $186K - $196K
57.8K $1.26M
MPWR
Monolithic Power Systems Inc

Technology
-31
- 4.56%
$560.06 - $942.58 $17.4K - $29.2K
649 $384K
UGI
Ugi Corp

Utilities
-10.5K
- 59.1%
$23.24 - $30.37 $245K - $320K
7.29K $205K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3K
- 13.31%
$33.77 - $44.09 $101K - $132K
19.5K $661K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.26K
- 11.65%
$124.26 - $134.12 $280K - $302K
17.1K $2.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.22K
- 16.6%
$103.6 - $112.52 $230K - $250K
11.2K $1.17M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-978
- 3.7%
$70.1 - $76.53 $68.6K - $74.8K
25.4K $1.8M
PLD
Prologis, Inc.

Real Estate
-947
- 15.84%
$101.4 - $126.96 $96K - $120K
5.03K $531K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-761
- 4.3%
$89.81 - $104.0 $68.3K - $79.1K
16.9K $1.52M
CSX
Csx Corp

Industrials
-6.02K
- 48.4%
$31.58 - $36.88 $190K - $222K
6.41K $206K
SYY
Sysco Corp

Consumer Defensive
-2.69K
- 26.61%
$73.63 - $81.77 $198K - $220K
7.43K $568K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-7.44K
- 45.17%
$23.41 - $25.88 $174K - $193K
9.03K $211K
DUK
Duke Energy Corp

Utilities
-510
- 2.37%
$105.76 - $120.76 $53.9K - $61.6K
21K $2.27M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-394
- 0.3%
$11.44 - $13.22 $4.51K - $5.21K
131K $1.51M
NEAR
Blackrock Short Maturity Bond

ETFs
-3.07K
- 3.98%
$50.28 - $51.08 $155K - $157K
74.1K $3.74M
AMT
American Tower Corp

Real Estate
-25
- 0.59%
$179.4 - $232.01 $4.49K - $5.8K
4.21K $771K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.77K
- 18.26%
$46.94 - $51.62 $271K - $298K
25.8K $1.29M
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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