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Mutual Advisors

Latest statistics and disclosures from Mutual Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOVT, SPY, AAPL, IVV, MSFT, and represent 21.33% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: LLY (+$39M), GOVT (+$19M), DYNF (+$7.8M), AAPL (+$7.6M), MTUM (+$6.4M), WMT (+$6.2M), QUAL (+$5.2M), IJH, MSFT, BUFF.
Started 143 new stock positions in IBHG, ALL, PYCR, FIIG, ILF, HYDB, WFRD, DGX, ELF, ITB.
Reduced shares in these 10 stocks: SPYG (-$19M), DFAI (-$14M), IVV (-$9.3M), DFUS (-$8.5M), DFAE (-$7.5M), VIG (-$6.8M), DFAS (-$6.7M), RSP (-$6.6M), BIL (-$5.7M), IBHD.
Sold out of its positions in POWW, Ageagle Aerial Sys, AEL, COR, Aurora Cannabis, BAX, LCTU, RA, CSWC, LDP.
Mutual Advisors was a net buyer of stock by $86M.
Mutual Advisors has $3.1B in assets under management (AUM), dropping by 8.50%.
Central Index Key (CIK): 0001694080

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Positions held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 1078 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Mutual Advisors has 1078 total positions. Only the first 250 positions are shown.

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Download the Mutual Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Treas Bd Etf (GOVT)	6.0	$188M	+11%	8.2M	22.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.0	$155M		297k	523.07	View chart
Apple (AAPL)	3.7	$116M	+7%	674k	171.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$109M	-7%	207k	525.73	View chart
Microsoft Corporation (MSFT)	3.1	$96M	+4%	228k	420.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$79M	+3%	188k	420.52	View chart
Eli Lilly & Co. (LLY)	1.6	$49M	+404%	63k	777.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$44M	+9%	98k	444.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$39M	+8%	80k	480.70	View chart
Amazon (AMZN)	1.1	$35M	+2%	194k	180.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$31M		611k	50.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$29M	+2%	110k	259.90	View chart
NVIDIA Corporation (NVDA)	0.9	$28M	-9%	31k	903.57	View chart
Commerce Bancshares (CBSH)	0.8	$24M	+2%	459k	53.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$23M	+7%	155k	150.93	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$23M	-20%	245k	91.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$22M	-2%	106k	208.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$22M	-23%	118k	182.61	View chart
JPMorgan Chase & Co. (JPM)	0.7	$21M		103k	200.30	View chart
Meta Platforms Cl A (META)	0.7	$21M	+6%	42k	485.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$19M	+15%	117k	162.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$18M		151k	120.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$18M	+7%	115k	152.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$17M	+9%	168k	97.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$16M	-2%	193k	80.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$15M	+51%	93k	164.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$15M	-5%	261k	58.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$15M	-13%	44k	344.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$15M		192k	75.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$14M	-5%	286k	50.45	View chart
Chevron Corporation (CVX)	0.5	$14M	+5%	90k	157.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$14M	-10%	336k	41.77	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$14M	+10%	170k	81.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$14M	-6%	146k	92.72	View chart
Visa Com Cl A (V)	0.4	$14M	+11%	48k	279.08	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$13M	+3%	137k	94.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$13M	+22%	273k	46.00	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$12M	+3%	201k	61.53	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$12M	+7%	267k	45.59	View chart
Johnson & Johnson (JNJ)	0.4	$12M	+5%	77k	158.19	View chart
Merck & Co (MRK)	0.4	$12M	+3%	88k	131.95	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$12M	-2%	411k	27.94	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.4	$11M	+30%	352k	31.17	View chart
Broadcom (AVGO)	0.4	$11M	-6%	8.3k	1325.34	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$10M	+305%	233k	44.40	View chart
Costco Wholesale Corporation (COST)	0.3	$10M	+39%	14k	732.63	View chart
Iron Mountain (IRM)	0.3	$10M		128k	80.21	View chart
Exxon Mobil Corporation (XOM)	0.3	$10M	+11%	88k	116.24	View chart
Home Depot (HD)	0.3	$10M	-9%	26k	383.60	View chart
Cisco Systems (CSCO)	0.3	$10M	+5%	203k	49.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$10M	+3%	120k	84.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$10M	+3%	58k	175.27	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$10M	-20%	33k	304.71	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$10M	+28%	96k	103.79	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$9.9M	-14%	54k	183.89	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$9.8M	+45%	194k	50.38	View chart
UnitedHealth (UNH)	0.3	$9.7M		20k	494.70	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$9.5M	+58%	386k	24.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.4M	-16%	50k	186.81	View chart
Walt Disney Company (DIS)	0.3	$9.4M	-6%	77k	122.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$9.3M		229k	40.39	View chart
Omega Healthcare Investors (OHI)	0.3	$9.2M	+19%	292k	31.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$9.2M	+23%	187k	49.19	View chart
Adobe Systems Incorporated (ADBE)	0.3	$9.1M		18k	504.59	View chart
Procter & Gamble Company (PG)	0.3	$9.1M		56k	162.25	View chart
Netflix (NFLX)	0.3	$8.8M	+5%	15k	607.33	View chart
Wal-Mart Stores (WMT)	0.3	$8.7M	+242%	145k	60.17	View chart
Oracle Corporation (ORCL)	0.3	$8.4M	+3%	67k	125.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$8.3M	+17%	114k	72.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$8.3M	+4%	101k	81.78	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.3	$8.3M		77k	107.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$8.2M	-10%	207k	39.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$8.2M	+8%	66k	123.18	View chart
Intel Corporation (INTC)	0.3	$8.1M	+8%	184k	44.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$8.1M	+31%	91k	89.50	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$8.1M	-9%	73k	110.54	View chart
Abbvie (ABBV)	0.3	$8.0M		44k	182.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$7.9M	+12%	104k	76.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$7.8M	+445%	42k	187.35	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$7.8M	+55%	178k	43.60	View chart
Pfizer (PFE)	0.2	$7.7M	+27%	276k	27.75	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$7.6M	+19%	340k	22.46	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$7.6M	+11%	146k	51.60	View chart
Caterpillar (CAT)	0.2	$7.5M	+2%	21k	366.43	View chart
Qualcomm (QCOM)	0.2	$7.4M		44k	169.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$7.2M	+2%	49k	147.73	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$7.2M	+8%	158k	45.61	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$7.0M	-3%	167k	42.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$7.0M		55k	125.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$6.9M		183k	37.62	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.8M	+14%	15k	454.88	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$6.8M	+125%	162k	41.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$6.6M	+22%	70k	94.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.6M	+11%	137k	48.21	View chart
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)	0.2	$6.5M	+26%	106k	61.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.5M	+2%	19k	337.05	View chart
Advanced Micro Devices (AMD)	0.2	$6.3M	-12%	35k	180.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$6.3M	-33%	175k	35.84	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$6.3M	+6%	134k	46.64	View chart
Verizon Communications (VZ)	0.2	$6.2M	-27%	149k	41.96	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$6.2M	+2%	110k	56.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$6.2M	-7%	30k	205.72	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.9M	-28%	63k	94.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.8M	+9%	78k	74.22	View chart
McDonald's Corporation (MCD)	0.2	$5.8M	+5%	21k	281.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$5.8M	+8%	67k	86.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.8M		99k	57.86	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$5.7M	-10%	90k	64.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$5.7M	-23%	49k	114.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$5.6M	+584%	92k	60.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.6M	-18%	25k	228.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.6M	+5%	11k	524.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$5.6M	-8%	167k	33.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.4M	-6%	22k	249.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.4M	+7%	106k	51.28	View chart
Bristol Myers Squibb (BMY)	0.2	$5.4M	+31%	100k	54.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$5.3M		49k	108.92	View chart
At&t (T)	0.2	$5.3M	+11%	300k	17.60	View chart
Altria (MO)	0.2	$5.2M	+2%	120k	43.62	View chart
Enterprise Products Partners (EPD)	0.2	$5.2M		179k	29.18	View chart
Amgen (AMGN)	0.2	$5.2M	-7%	18k	284.33	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$5.2M	+3%	239k	21.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.2M	-38%	25k	210.30	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$5.2M	+8%	180k	28.80	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$5.2M	+18%	221k	23.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$5.1M	-6%	38k	135.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.1M	+8%	46k	110.52	View chart
International Business Machines (IBM)	0.2	$5.1M	-2%	27k	190.96	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$5.0M	-26%	28k	180.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$5.0M	+49%	98k	50.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.8M		27k	179.11	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$4.8M	-3%	62k	77.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.8M	-10%	57k	83.58	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.7M	+19%	48k	97.53	View chart
Pepsi (PEP)	0.2	$4.7M	+14%	27k	175.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.7M		75k	62.06	View chart
T. Rowe Price (TROW)	0.1	$4.6M	+11%	38k	121.92	View chart
Kimberly-Clark Corporation (KMB)	0.1	$4.6M	+28%	35k	129.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.6M	-8%	117k	39.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.5M	+12%	60k	75.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.5M	+60%	48k	93.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.4M	+5%	73k	61.05	View chart
Coca-Cola Company (KO)	0.1	$4.3M	+7%	70k	61.18	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$4.2M	+7%	71k	59.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.2M	+382%	19k	224.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$4.2M	-14%	116k	36.21	View chart
Starbucks Corporation (SBUX)	0.1	$4.1M	+6%	45k	91.39	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.1M	+5%	45k	90.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.1M	+13%	46k	89.90	View chart
Lululemon Athletica (LULU)	0.1	$4.1M	+9%	11k	390.65	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$4.1M		38k	106.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.0M	-62%	23k	169.37	View chart
Realty Income (O)	0.1	$3.9M	-14%	72k	54.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.9M	+13%	25k	155.91	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$3.9M	-9%	207k	18.75	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$3.9M	+12%	53k	72.33	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.8M	-40%	36k	105.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.8M	-13%	46k	81.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.8M	-2%	37k	102.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$3.8M	+17%	32k	119.51	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$3.7M	NEW	162k	23.06	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.7M	+165%	100k	36.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.7M	-28%	115k	31.95	View chart
Bank of America Corporation (BAC)	0.1	$3.5M	+11%	93k	37.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.5M	-18%	34k	103.79	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.5M	+3%	27k	128.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.5M	+18%	69k	50.60	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$3.5M	+267%	70k	50.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.5M	-24%	64k	54.40	View chart
CVS Caremark Corporation (CVS)	0.1	$3.5M	+30%	44k	79.76	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.5M	+6%	37k	92.42	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$3.5M	+9%	44k	78.64	View chart
Philip Morris International (PM)	0.1	$3.4M	+4%	38k	91.62	View chart
Ameren Corporation (AEE)	0.1	$3.4M	+195%	46k	73.96	View chart
Medtronic SHS (MDT)	0.1	$3.4M	+21%	39k	87.15	View chart
Target Corporation (TGT)	0.1	$3.4M	-7%	19k	177.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.4M		34k	99.43	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$3.3M	NEW	29k	115.77	View chart
Ishares Bitcoin Tr SHS	0.1	$3.3M	NEW	83k	40.47	View chart
Ares Capital Corporation (ARCC)	0.1	$3.3M		159k	20.82	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.3M	+34%	185k	17.91	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.3M	+7%	78k	42.23	View chart
Lowe's Companies (LOW)	0.1	$3.3M	-2%	13k	254.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.3M	-4%	30k	107.41	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.3M	-14%	63k	51.60	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$3.3M	-16%	54k	60.74	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.2M	-9%	42k	76.36	View chart
salesforce (CRM)	0.1	$3.2M	+3%	11k	301.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.2M		5.00	634440.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.1M	-4%	98k	32.23	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$3.1M	+33%	115k	27.19	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.1M	-3%	36k	86.66	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.1	$3.1M	NEW	59k	52.07	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$3.1M	+298%	89k	34.42	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.1M		47k	65.32	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$3.1M	-26%	37k	83.30	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.0M	-4%	93k	32.19	View chart
Emerson Electric (EMR)	0.1	$3.0M	+34%	26k	113.42	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.0M	-10%	50k	59.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$3.0M	+1146%	25k	118.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.0M		42k	70.88	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$3.0M		69k	42.78	View chart
Abbott Laboratories (ABT)	0.1	$2.9M	+7%	26k	113.66	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.9M	+18%	103k	28.04	View chart
Prudential Financial (PRU)	0.1	$2.8M	-13%	24k	117.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.8M		12k	235.79	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.8M	+3%	29k	96.71	View chart
Unilever Spon Adr New (UL)	0.1	$2.8M	+19%	56k	50.19	View chart
Union Pacific Corporation (UNP)	0.1	$2.8M		11k	245.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M	+18%	5.6k	481.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.7M	+29%	53k	50.74	View chart
First American Financial (FAF)	0.1	$2.7M		44k	61.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.6M	+10%	52k	50.74	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.6M	+17%	15k	174.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.6M	+10%	45k	58.07	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.6M	-45%	101k	25.99	View chart
Nike CL B (NKE)	0.1	$2.6M	+13%	28k	93.98	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.6M	+21%	115k	22.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.6M		9.0k	288.02	View chart
Nucor Corporation (NUE)	0.1	$2.6M	+9%	13k	197.90	View chart
Us Bancorp Del Com New (USB)	0.1	$2.6M	-2%	58k	44.70	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.6M	+502%	74k	34.88	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.5M	+9%	161k	15.73	View chart
Gilead Sciences (GILD)	0.1	$2.5M	+23%	35k	73.25	View chart
Deere & Company (DE)	0.1	$2.5M	+7%	6.1k	410.73	View chart
General Dynamics Corporation (GD)	0.1	$2.5M	+19%	8.9k	282.49	View chart
Palo Alto Networks (PANW)	0.1	$2.5M	+134%	8.8k	284.13	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.5M	-15%	44k	56.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.5M	+216%	6.2k	397.78	View chart
Alpha Metallurgical Resources (AMR)	0.1	$2.4M	+2%	7.3k	331.17	View chart
Servicenow (NOW)	0.1	$2.4M	+36%	3.2k	762.40	View chart
Calamos (CCD)	0.1	$2.4M		111k	21.80	View chart
General Motors Company (GM)	0.1	$2.4M		53k	45.35	View chart
BlackRock (BLK)	0.1	$2.4M	-4%	2.9k	833.76	View chart
General Mills (GIS)	0.1	$2.4M	+438%	34k	69.97	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$2.4M	+13%	47k	50.55	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$2.4M	-56%	47k	50.69	View chart
Goldman Sachs (GS)	0.1	$2.4M	+11%	5.7k	417.72	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.4M	+40%	15k	155.84	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$2.3M	+4%	22k	106.97	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.3M	+2%	51k	45.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M	-19%	22k	107.60	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.1	$2.3M	+2%	53k	43.10	View chart
Waste Management (WM)	0.1	$2.3M	+5%	11k	213.16	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.2M	+7%	80k	28.18	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$2.2M	-6%	39k	57.05	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.2M	+2%	8.2k	270.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.2M	-3%	38k	58.65	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.2M		39k	57.23	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.2M		27k	82.97	View chart

Past Filings by Mutual Advisors

SEC 13F filings are viewable for Mutual Advisors going back to 2017

Mutual Advisors 2024 Q1 filed May 2, 2024
Mutual Advisors 2023 Q4 filed Jan. 12, 2024
Mutual Advisors 2023 Q3 filed Nov. 13, 2023
Mutual Advisors 2023 Q2 filed July 31, 2023
Mutual Advisors 2023 Q1 filed April 11, 2023
Mutual Advisors 2022 Q4 filed Jan. 12, 2023
Mutual Advisors 2022 Q3 filed Nov. 3, 2022
Mutual Advisors 2022 Q2 filed Aug. 15, 2022
Mutual Advisors 2022 Q1 filed May 9, 2022
Mutual Advisors 2021 Q4 filed Feb. 14, 2022
Mutual Advisors 2021 Q3 filed Nov. 15, 2021
Mutual Advisors 2021 Q2 filed Aug. 12, 2021
Mutual Advisors 2021 Q1 filed May 13, 2021
Mutual Advisors 2020 Q4 filed Feb. 11, 2021
Mutual Advisors 2020 Q3 filed Nov. 13, 2020
Mutual Advisors 2020 Q2 filed Aug. 5, 2020

View all past filings

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