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
KNTK
Kinetik Holdings Inc.

Energy
-2.22K
- 40.42%
$45.65 - $61.95 $101K - $137K
3.27K $186K
ENB
Enbridge Inc

Energy
-3.25K
- 7.87%
$40.4 - $43.92 $131K - $143K
38.1K $1.62M
POOL
Pool Corp

Industrials
-107
- 15.4%
$339.32 - $390.03 $36.3K - $41.7K
588 $200K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.23K
- 10.68%
$50.23 - $50.46 $61.6K - $61.9K
10.3K $515K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.37K
- 12.82%
$25.0 - $25.11 $59.2K - $59.4K
16.1K $403K
HNDL
Strategy Shs

ETFs
-2.2K
- 15.07%
$21.25 - $22.4 $46.8K - $49.3K
12.4K $264K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.07K
- 5.11%
$112.15 - $127.2 $119K - $135K
19.8K $2.39M
USRT
Ishares Core U.S. Reit ETF

ETFs
-271
- 2.59%
$55.97 - $62.75 $15.2K - $17K
10.2K $584K
VDC
Vanguard Consumer Staples ETF

ETFs
-65
- 1.0%
$210.96 - $223.62 $13.7K - $14.5K
6.43K $1.36M
PGR
Progressive Corp

Financial Services
-45
- 1.34%
$239.6 - $268.88 $10.8K - $12.1K
3.31K $793K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.5K
- 10.66%
$41.08 - $42.6 $61.5K - $63.8K
12.6K $527K
PFG
Principal Financial Group Inc

Financial Services
-347
- 11.11%
$74.91 - $91.26 $26K - $31.7K
2.78K $214K
NRT
North European Oil Royalty Trust

Energy
-6.21K
- 25.93%
$3.9 - $5.5 $24.2K - $34.2K
17.7K $71K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.35K
- 11.95%
$45.35 - $47.21 $61.1K - $63.6K
9.92K $461K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-776
- 2.59%
$24.94 - $26.14 $19.4K - $20.3K
29.2K $728K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1K
- 2.86%
$20.28 - $21.2 $20.3K - $21.2K
34K $692K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.49K
- 6.34%
$5.31 - $10.12 $7.91K - $15.1K
22K $116K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-1.31K
- 5.43%
$33.45 - $35.38 $43.7K - $46.2K
22.7K $768K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-1.82K
- 10.15%
$23.18 - $23.74 $42.1K - $43.2K
16.1K $376K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-332
- 2.32%
$43.02 - $47.32 $14.3K - $15.7K
14K $605K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-182
- 3.31%
$108.6 - $115.42 $19.8K - $21K
5.32K $580K
TSN
Tyson Foods, Inc.

Consumer Defensive
-349
- 2.54%
$57.14 - $64.54 $19.9K - $22.5K
13.4K $769K
VXF
Vanguard Extended Market ETF

ETFs
-2.57K
- 4.68%
$179.17 - $207.15 $460K - $532K
52.2K $9.92M
MKC
Mccormick & CO Inc

Consumer Defensive
-339
- 9.45%
$73.97 - $84.09 $25.1K - $28.5K
3.25K $247K
DOV
Dover Corp

Industrials
-166
- 4.02%
$184.72 - $206.51 $30.7K - $34.3K
3.96K $743K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.18K
- 3.27%
$18.78 - $22.01 $22.2K - $26K
34.9K $693K
DIV
Global X Superdividend Us ETF

ETFs
-2.68K
- 18.31%
N/A
12K $205K
NUDM
Nuveen Esg International Devel

ETFs
-365
- 3.8%
$30.06 - $33.38 $11K - $12.2K
9.23K $277K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-1.71K
- 13.36%
$18.47 - $19.96 $31.5K - $34.1K
11.1K $204K
ROST
Ross Stores, Inc.

Consumer Cyclical
-320
- 7.05%
$138.59 - $156.61 $44.3K - $50.1K
4.22K $638K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.58K
- 1.56%
$38.63 - $39.95 $99.6K - $103K
163K $6.42M
FFIN
First Financial Bankshares Inc

Financial Services
-539
- 2.01%
$35.49 - $43.05 $19.1K - $23.2K
26.3K $947K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.2K
- 17.36%
$41.96 - $43.69 $50.4K - $52.4K
5.71K $247K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-125
- 1.96%
$58.88 - $64.8 $7.36K - $8.1K
6.25K $368K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-107
- 1.55%
$134.53 - $150.65 $14.4K - $16.1K
6.81K $922K
HEI
Heico Corp

Industrials
-61
- 5.13%
$237.06 - $279.02 $14.5K - $17K
1.13K $268K
VTR
Ventas, Inc.

Real Estate
-37
- 0.47%
$57.73 - $66.48 $2.14K - $2.46K
7.8K $459K
RACE
Ferrari N.V.

Consumer Cyclical
-23
- 3.46%
$422.83 - $490.34 $9.73K - $11.3K
642 $272K
CTVA
Corteva, Inc.

Basic Materials
-513
- 9.01%
$55.21 - $64.13 $28.3K - $32.9K
5.18K $295K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-178
- 0.23%
$18.41 - $18.97 $3.28K - $3.38K
77.6K $1.43M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.87K
- 9.77%
$24.94 - $25.74 $46.6K - $48.1K
17.3K $440K
VMC
Vulcan Materials CO

Basic Materials
-202
- 10.08%
$237.95 - $292.31 $48.1K - $59K
1.8K $463K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-7.65K
- 19.27%
$17.5 - $22.47 $134K - $172K
32.1K $667K
AGNC
Agnc Investment Corp.

Real Estate
-1.22K
- 5.8%
$9.21 - $10.59 $11.2K - $12.9K
19.8K $181K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1K
- 10.75%
$44.57 - $46.43 $44.6K - $46.4K
8.3K $379K
VLUE
Ishares Msci Usa Value Factor

ETFs
-20
- 0.19%
$104.01 - $115.38 $2.08K - $2.31K
10.4K $1.1M
TEF
Telefonica S A

Communication Services
-1.02K
- 2.57%
$4.02 - $4.88 $4.1K - $4.98K
38.6K $155K
CEIX
Consol Energy Inc.

Energy
-448
- 7.6%
$101.36 - $133.33 $45.4K - $59.7K
5.44K $580K
SIVR
Abrdn Silver ETF Trust

ETFs
-25
- 0.15%
$27.61 - $33.22 $690 - $831
17K $469K
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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