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
VNQ
Vanguard Specialized Funds Van

ETFs
-1.59K
- 19.56%
$87.85 - $98.6 $140K - $157K
6.54K $582K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-965
- 4.5%
$60.13 - $67.31 $58K - $65K
20.5K $1.25M
SCCO
Southern Copper Corp

Basic Materials
-167
- 2.13%
$91.13 - $117.95 $15.2K - $19.7K
7.67K $698K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.25K
- 17.11%
$57.38 - $61.11 $186K - $198K
15.7K $917K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-7.72K
- 14.37%
$25.33 - $27.57 $196K - $213K
46K $1.19M
SECT
Sector 10, Inc.

ETFs
-8.15K
- 3.54%
$53.17 - $57.82 $433K - $471K
222K $12.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
-493
- 13.84%
$264.2 - $326.32 $130K - $161K
3.07K $826K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.16K
- 0.46%
$91.29 - $91.8 $106K - $106K
250K $22.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.77K
- 5.41%
$100.24 - $101.35 $177K - $179K
30.9K $3.11M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.22K
- 5.81%
$27.09 - $32.06 $60.2K - $71.3K
36K $1.01M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.6K
- 3.94%
$11.39 - $12.41 $75.1K - $81.9K
161K $1.87M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.06K
- 10.1%
$103.53 - $112.72 $110K - $119K
9.42K $980K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.03K
- 7.14%
$55.86 - $60.21 $225K - $243K
52.4K $3M
FL
Foot Locker, Inc.

Consumer Cyclical
-19
- 0.04%
$21.17 - $25.31 $402 - $481
46.3K $1.01M
AZN
Astrazeneca PLC

Healthcare
-674
- 5.82%
$63.2 - $79.58 $42.6K - $53.6K
10.9K $714K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.05K
- 8.92%
$49.79 - $51.14 $152K - $156K
31.1K $1.56M
MU
Micron Technology Inc

Technology
-204
- 2.42%
$84.16 - $113.41 $17.2K - $23.1K
8.23K $692K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-280
- 2.38%
$59.25 - $72.99 $16.6K - $20.4K
11.5K $684K
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.72K
- 11.38%
$68.06 - $76.27 $117K - $131K
13.4K $916K
IBB
Ishares Biotechnology ETF

ETFs
-300
- 3.13%
$131.21 - $148.85 $39.4K - $44.7K
9.3K $1.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.58K
- 0.67%
$50.37 - $50.6 $79.5K - $79.8K
234K $11.8M
HPE
Hewlett Packard Enterprise CO

Technology
-9.28K
- 21.41%
$19.31 - $23.95 $179K - $222K
34.1K $727K
AEP
American Electric Power CO Inc

Utilities
-487
- 4.62%
$90.91 - $102.21 $44.3K - $49.8K
10K $926K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.41K
- 13.24%
$32.56 - $42.89 $45.8K - $60.3K
9.21K $305K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.73K
- 20.78%
$94.36 - $102.06 $163K - $176K
6.58K $637K
OMI
Owens & Minor Inc

Healthcare
-7
- 0.01%
$11.8 - $14.78 $82.6 - $103
57.6K $752K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7
- 0.05%
$131.66 - $144.0 $922 - $1.01K
14.8K $1.95M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-4K
- 13.15%
$39.78 - $41.04 $159K - $164K
26.4K $1.07M
EMB
Ishares Tr

ETFs
-1K
- 7.86%
$88.94 - $93.46 $89.2K - $93.7K
11.8K $1.05M
A
Agilent Technologies, Inc.

Healthcare
-454
- 7.52%
$125.69 - $146.56 $57.1K - $66.5K
5.58K $750K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.48K
- 4.41%
$46.33 - $48.6 $68.8K - $72.1K
32.1K $1.49M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-501
- 0.7%
$43.44 - $45.05 $21.8K - $22.6K
70.6K $3.07M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.88K
- 4.14%
$22.65 - $23.8 $65.2K - $68.5K
66.6K $1.51M
MS
Morgan Stanley

Financial Services
-3.58K
- 24.85%
$104.42 - $134.99 $373K - $483K
10.8K $1.36M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-3.55K
- 2.66%
$10.38 - $11.36 $36.8K - $40.3K
130K $1.36M
ABT
Abbott Laboratories

Healthcare
-1.01K
- 4.54%
$111.93 - $119.39 $113K - $120K
21.2K $2.4M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-2.08K
- 5.15%
$22.66 - $27.11 $47.2K - $56.5K
38.4K $903K
JHX
James Hardie Industries PLC

Basic Materials
-150
- 1.09%
$30.81 - $38.63 $4.62K - $5.79K
13.6K $417K
IDU
Ishares Tr U S Utils ETF

ETFs
-1.07K
- 24.37%
$94.65 - $105.73 $102K - $114K
3.33K $320K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-14.5K
- 46.59%
$9.71 - $15.34 $141K - $223K
16.7K $221K
XLP
Consumer Staples Sector Spdr

ETFs
-1.7K
- 8.37%
N/A
18.6K $1.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.25K
- 14.42%
$100.16 - $100.7 $125K - $126K
7.41K $742K
DVN
Devon Energy Corp

Energy
-1.82K
- 17.19%
$30.52 - $42.96 $55.4K - $78K
8.75K $286K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-3.58K
- 12.74%
$39.69 - $41.26 $142K - $148K
24.5K $997K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.95K
- 10.5%
$33.39 - $37.66 $65.2K - $73.5K
16.7K $556K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.44K
- 22.53%
$36.95 - $43.06 $90.3K - $105K
8.4K $320K
CTAS
Cintas Corp

Industrials
-227
- 6.91%
$182.7 - $226.47 $41.5K - $51.4K
3.06K $559K
RWO
Spdr Dow Jones Global Real Est

ETFs
-6
- 0.02%
$42.41 - $47.31 $254 - $284
24.6K $1.05M
F
Ford Motor CO

Consumer Cyclical
-6.07K
- 7.39%
$9.69 - $11.4 $58.8K - $69.2K
76.1K $753K
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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