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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-391
- 7.09%
$69.58 - $74.87 $27.2K - $29.3K
5.12K $358K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-22
- 0.4%
$42.32 - $55.35 $931 - $1.22K
5.41K $231K
JKHY
Henry Jack & Associates Inc

Technology
-177
- 10.8%
$171.12 - $186.18 $30.3K - $33K
1.46K $256K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-590
- 0.84%
$111.94 - $126.4 $66K - $74.6K
69.8K $8.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.06K
- 13.31%
$77.25 - $91.3 $81.8K - $96.7K
6.9K $588K
FBT
First Trust Nyse Arca Biotechn

ETFs
-10
- 0.2%
$161.65 - $178.69 $1.62K - $1.79K
5.09K $846K
AEE
Ameren Corp

Utilities
-742
- 3.53%
$85.81 - $94.98 $63.7K - $70.5K
20.3K $1.81M
GNL
Global Net Lease, Inc.

Real Estate
-1.93K
- 12.43%
$7.02 - $8.61 $13.5K - $16.6K
13.6K $99K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-517
- 3.18%
$28.62 - $30.45 $14.8K - $15.7K
15.7K $452K
MGC
Vanguard Mega Cap ETF

ETFs
-168
- 14.99%
$204.21 - $220.18 $34.3K - $37K
953 $202K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-2.3K
- 2.22%
$37.81 - $38.94 $87K - $89.6K
101K $3.91M
CHKP
Check Point Software Technologies LTD

Technology
-60
- 2.08%
$170.18 - $209.01 $10.2K - $12.5K
2.82K $526K
SPFF
Global X Superincome Preferred

ETFs
-2.1K
- 11.28%
$9.26 - $9.83 $19.5K - $20.7K
16.6K $153K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.6K
- 29.59%
$7.33 - $12.37 $77.6K - $131K
25.2K $267K
MSI
Motorola Solutions, Inc.

Technology
-72
- 13.74%
$449.08 - $504.6 $32.3K - $36.3K
452 $208K
FDL
First Tr Morningstar Dividend

ETFs
-405
- 6.12%
$39.59 - $43.95 $16K - $17.8K
6.21K $250K
SSNC
Ss&C Technologies Holdings Inc

Technology
-443
- 8.62%
$69.93 - $77.36 $31K - $34.3K
4.7K $355K
NMFC
New Mountain Finance Corp

Financial Services
-264
- 0.81%
$10.68 - $11.94 $2.82K - $3.15K
32.4K $365K
FEP
First Trust Europe Alphadex Fu

ETFs
-176
- 2.75%
$35.46 - $38.46 $6.24K - $6.77K
6.23K $223K
ADSK
Autodesk, Inc.

Technology
-109
- 8.54%
N/A
1.17K $287K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-345
- 2.68%
$41.74 - $46.2 $14.4K - $15.9K
12.5K $525K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-605
- 0.78%
$19.8 - $20.06 $12K - $12.1K
76.5K $1.52M
GWRE
Guidewire Software, Inc.

Technology
-24
- 1.65%
$168.58 - $207.12 $4.05K - $4.97K
1.43K $241K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-302
- 1.73%
$44.33 - $49.55 $13.4K - $15K
17.1K $769K
INFY
Infosys LTD

Technology
-890
- 5.87%
$20.71 - $23.42 $18.4K - $20.8K
14.3K $313K
PNW
Pinnacle West Capital Corp

Utilities
-17
- 0.29%
$84.03 - $94.52 $1.43K - $1.61K
5.81K $492K
YUM
Yum Brands Inc

Consumer Cyclical
-39
- 1.34%
$130.36 - $139.54 $5.08K - $5.44K
2.87K $385K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-141
- 0.78%
$24.43 - $26.01 $3.44K - $3.67K
18K $440K
PULS
Pgim ETF Tr

ETFs
-305
- 1.09%
$49.51 - $49.79 $15.1K - $15.2K
27.7K $1.37M
RSG
Republic Services, Inc.

Industrials
-111
- 1.55%
$198.0 - $218.75 $22K - $24.3K
7.05K $1.42M
LBRT
Liberty Energy Inc.

Energy
-3.29K
- 5.96%
$16.68 - $20.84 $54.9K - $68.6K
51.9K $1.03M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-79
- 1.39%
$38.37 - $42.82 $3.03K - $3.38K
5.62K $215K
IYY
Ishares Tr

ETFs
-315
- 4.26%
$138.14 - $149.13 $43.5K - $47K
7.08K $1.01M
LCID
Lucid Group, Inc.

Consumer Cyclical
-3.74K
- 23.94%
$2.01 - $3.44 $7.51K - $12.8K
11.9K $35K
IT
Gartner Inc

Technology
-14
- 2.58%
$481.22 - $551.8 $6.74K - $7.73K
528 $255K
REAX
Real Brokerage Inc

Real Estate
-400
- 2.43%
$4.6 - $6.5 $1.84K - $2.6K
16.1K $73K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-17
- 0.44%
$164.89 - $177.66 $2.8K - $3.02K
3.83K $632K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.22K
- 10.11%
$14.69 - $15.67 $18K - $19.1K
10.9K $164K
PWR
Quanta Services, Inc.

Industrials
-107
- 11.75%
$296.05 - $346.6 $31.7K - $37.1K
804 $254K
MPV
Barings Participation Investors

Financial Services
-1.15K
- 3.91%
$16.29 - $17.37 $18.7K - $20K
28.2K $482K
UTHR
United Therapeutics Corp

Healthcare
-5
- 0.2%
$348.66 - $410.0 $1.74K - $2.05K
2.5K $881K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-48
- 0.27%
$49.58 - $50.28 $2.38K - $2.41K
17.7K $881K
CAH
Cardinal Health Inc

Healthcare
-512
- 8.23%
$107.89 - $125.33 $55.2K - $64.2K
5.71K $674K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.32K
- 2.01%
$17.93 - $18.8 $23.7K - $24.9K
64.4K $1.17M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-110
- 1.94%
$68.71 - $73.91 $7.56K - $8.13K
5.57K $384K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-141
- 0.29%
N/A
48.2K $4.13M
FTGC
First Trust Global Tactical CO

ETFs
-1.06K
- 1.88%
$23.23 - $24.25 $24.6K - $25.7K
55.3K $1.32M
CINF
Cincinnati Financial Corp

Financial Services
-246
- 7.68%
$132.86 - $160.16 $32.7K - $39.4K
2.96K $424K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-694
- 2.05%
$1.07 - $1.47 $743 - $1.02K
33.1K $35K
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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