Mutual Advisors, LLC
CIK Number: 0001694080
3.49B
Market Value
1,019
# of Holdings
14 months
Avg. Holding Period
35.25%
Win Rate
27.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOVT | iShares U.S. Tr... | 22.70 | -0.29% | 11.33M | +18.16% | 254.47M | 23.03 | 7.37% |
| 2 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 339.68K | -0.71% | 200.97M | 397.66 | 5.82% |
| 3 | AAPL | Apple Inc. | 196.25 | -1.48% | 657.53K | -2.73% | 150.09M | 91.73 | 4.34% |
| 4 | IVV | iShares Core S&... | 599.72 | -1.12% | 196.09K | +2.71% | 116.6M | 372.12 | 3.37% |
| 5 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 207.02K | -3.01% | 95.81M | 284.24 | 2.77% |
| 6 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 209.24K | -1.26% | 88.84M | 189.73 | 2.57% |
| 7 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 88.89K | -3.82% | 48.38M | 352.16 | 1.40% |
| 8 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 63.44K | +3.06% | 48.07M | 664.67 | 1.39% |
| 9 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 93.11K | +2.57% | 47.77M | 316.54 | 1.38% |
| 10 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 195.01K | -6.14% | 43.03M | 120.41 | 1.25% |
| 11 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 311.33K | -7.29% | 41.58M | 25.23 | 1.20% |
| 12 | VEA | Vanguard Develo... | 56.17 | -1.21% | 699.82K | -2.03% | 33.82M | 40.79 | 0.98% |
| 13 | CBSH | Commerce Bancsh... | 60.65 | -2.24% | 474.19K | +4.85% | 30.24M | 60.29 | 0.88% |
| 14 | VTI | Vanguard Total ... | 293.55 | -1.19% | 98.39K | -3.82% | 28.88M | 203.84 | 0.84% |
| 15 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 140.02K | -10.53% | 27.01M | 88.97 | 0.78% |
| 16 | META | Meta Platforms,... | 682.74 | -1.53% | 43.05K | -2.41% | 26.32M | 233.95 | 0.76% |
| 17 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 97.62K | -7.85% | 24.82M | 126.87 | 0.72% |
| 18 | VIG | Vanguard Divide... | 200.24 | -1.18% | 124.76K | +1.51% | 24.68M | 128.52 | 0.71% |
| 19 | BIL | SPDR Bloomberg ... | 91.58 | +0.04% | 250.08K | -0.46% | 22.9M | 91.73 | 0.66% |
| 20 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 115.96K | -4.84% | 22.54M | 88.53 | 0.65% |
| 21 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 48.74K | +3.80% | 20.17M | 185.43 | 0.58% |
| 22 | VYM | Vanguard High D... | 130.54 | -0.99% | 147.53K | -1.25% | 19.29M | 94.81 | 0.56% |
| 23 | VTV | Vanguard Value ... | 173.34 | -0.81% | 106.74K | -7.05% | 18.54M | 143.89 | 0.54% |
| 24 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 646.23K | +1.05% | 18.04M | 23.26 | 0.52% |
| 25 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 384.51K | -0.44% | 16.7M | 39.62 | 0.48% |
| 26 | XLK | Technology Sele... | 239.10 | -1.43% | 68.9K | +1.44% | 15.88M | 142.99 | 0.46% |
| 27 | SCHV | Schwab U.S. Lar... | 27.09 | -0.84% | 589.52K | +2.37% | 15.74M | 24.45 | 0.46% |
| 28 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 564.98K | +3.87% | 15.72M | 26.31 | 0.46% |
| 29 | IUSB | iShares Core To... | 45.63 | -0.38% | 342.93K | +24.65% | 15.5M | 48.07 | 0.45% |
| 30 | VUG | Vanguard Growth... | 418.25 | -1.39% | 37.59K | -11.44% | 15.43M | 273.64 | 0.45% |
| 31 | DYNF | BlackRock U.S. ... | 52.33 | -1.17% | 286.04K | +2.30% | 14.78M | 44.2 | 0.43% |
| 32 | V | Visa Inc. | 352.88 | -4.99% | 45.91K | -4.57% | 14.57M | 190.9 | 0.42% |
| 33 | IVW | iShares S&P 500... | 105.11 | -1.22% | 141.42K | +2.36% | 14.5M | 70.09 | 0.42% |
| 34 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.39% | 635.88K | -1.15% | 14.45M | 24.37 | 0.42% |
| 35 | RUNN | Running Oak Eff... | 32.92 | -1.11% | 428.8K | +15.94% | 14.42M | 28.58 | 0.42% |
| 36 | COST | Costco Wholesal... | 990.08 | -1.26% | 15.63K | -1.45% | 14.38M | 534.6 | 0.42% |
| 37 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 206.1K | -6.38% | 14.34M | 42.99 | 0.42% |
| 38 | CVX | Chevron Corpora... | 145.87 | +0.62% | 84.59K | -4.47% | 13.48M | 120.61 | 0.39% |
| 39 | JCPB | JPMorgan Core P... | 46.44 | -0.37% | 290.44K | +6.40% | 13.39M | 46.96 | 0.39% |
| 40 | IRM | Iron Mountain I... | 101.59 | -0.9% | 120.84K | -2.4% | 13.32M | 34.22 | 0.39% |
| 41 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 57.33K | -10.08% | 13.15M | 146.97 | 0.38% |
| 42 | DGRO | iShares Core Di... | 62.78 | -1.05% | 208.05K | -11.16% | 12.96M | 45.68 | 0.38% |
| 43 | FLOT | iShares Floatin... | 50.88 | +0.02% | 249.8K | +880.69% | 12.74M | 50.88 | 0.37% |
| 44 | SECT | Main Sector Rot... | 55.44 | -1.44% | 221.91K | -3.54% | 12.33M | 45.34 | 0.36% |
| 45 | XLF | Financial Selec... | 49.96 | -2.04% | 245.75K | +69.59% | 12.24M | 40.33 | 0.35% |
| 46 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 14.4K | -2.22% | 12.13M | 452.46 | 0.35% |
| 47 | HD | The Home Depot,... | 354.54 | -2.37% | 29.26K | -5.86% | 11.98M | 268.57 | 0.35% |
| 48 | JPST | JPMorgan Ultra-... | 50.53 | +0.04% | 233.78K | -0.67% | 11.8M | 50.27 | 0.34% |
| 49 | OHI | Omega Healthcar... | 37.01 | -0.03% | 299.76K | +0.60% | 11.34M | 31.45 | 0.33% |
| 50 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 189.53K | -17.2% | 11.34M | 44.52 | 0.33% |
| 51 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 99.71K | -3.4% | 11.1M | 87.98 | 0.32% |
| 52 | CGCP | Capital Group C... | 22.28 | -0.36% | 495.04K | -0.5% | 10.98M | 22.36 | 0.32% |
| 53 | AGG | iShares Core U.... | 97.95 | -0.36% | 110.97K | -60.2% | 10.75M | 99.78 | 0.31% |
| 54 | IQLT | iShares MSCI In... | 43.22 | -1.25% | 284.35K | +11.55% | 10.73M | 38.08 | 0.31% |
| 55 | TLT | iShares 20+ Yea... | 86.30 | -1% | 121.53K | +5.33% | 10.58M | 100.22 | 0.31% |
| 56 | WMT | Walmart Inc. | 94.42 | -0.43% | 114.76K | -18.52% | 10.48M | 45.97 | 0.30% |
| 57 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 65.25K | -2.05% | 10.41M | 61.7 | 0.30% |
| 58 | VXF | Vanguard Extend... | 185.35 | -1.64% | 52.23K | -4.68% | 10.24M | 121.16 | 0.30% |
| 59 | HYG | iShares iBoxx $... | 79.35 | -0.31% | 125.58K | +7.80% | 9.97M | 79.73 | 0.29% |
| 60 | VOOG | Vanguard S&P 50... | 379.07 | -1.22% | 26.89K | -0.38% | 9.94M | 267.19 | 0.29% |
| 61 | VONG | Vanguard Russel... | 104.35 | -1.32% | 94.92K | +9.10% | 9.81M | 71.54 | 0.28% |
| 62 | BNDX | Vanguard Total ... | 49.30 | -0.35% | 197.66K | -7.95% | 9.64M | 50.19 | 0.28% |
| 63 | BSV | Vanguard Short-... | 78.10 | -0.1% | 122.22K | -8.55% | 9.45M | 77.2 | 0.27% |
| 64 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 18.46K | -11.38% | 9.43M | 389.32 | 0.27% |
| 65 | DIS | The Walt Disney... | 117.89 | -0.6% | 85.2K | +1.48% | 9.07M | 115.04 | 0.26% |
| 66 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 61.25K | -9.95% | 9.05M | 149.1 | 0.26% |
| 67 | SCHO | Schwab Short-Te... | 24.25 | -0.06% | 373.13K | +13.48% | 9.03M | 24.61 | 0.26% |
| 68 | IBIT | iShares Bitcoin... | 59.73 | -1.59% | 157.06K | +65.81% | 8.97M | 44.75 | 0.26% |
| 69 | JAAA | Janus Henderson... | 50.65 | -0.02% | 170.48K | -13.73% | 8.67M | 50.5 | 0.25% |
| 70 | TFLO | iShares Treasur... | 50.55 | +0.02% | 170.73K | +11.45% | 8.64M | 50.47 | 0.25% |
| 71 | IVE | iShares S&P 500... | 191.02 | -0.95% | 44.6K | -12.15% | 8.6M | 157.15 | 0.25% |
| 72 | MRK | Merck & Co., In... | 81.72 | -0.12% | 85.35K | -1.7% | 8.59M | 73.21 | 0.25% |
| 73 | IBM | International B... | 277.18 | -1.37% | 38.18K | +0.95% | 8.5M | 147.13 | 0.25% |
| 74 | DVY | iShares Select ... | 131.22 | -1.06% | 62.36K | -3.69% | 8.35M | 113.43 | 0.24% |
| 75 | BUFF | Innovator Ladde... | 45.93 | -0.63% | 183.91K | +8.82% | 8.32M | 40.26 | 0.24% |
| 76 | BND | Vanguard Total ... | 72.69 | -0.36% | 115.52K | -1.84% | 8.31M | 75.57 | 0.24% |
| 77 | PG | The Procter & G... | 160.25 | -1.79% | 51.44K | -4.89% | 8.26M | 110.78 | 0.24% |
| 78 | SPTL | SPDR Portfolio ... | 26.01 | -0.95% | 313.49K | -32.6% | 8.17M | 29.2 | 0.24% |
| 79 | QUAL | iShares MSCI US... | 178.22 | -1.64% | 45.45K | -3.62% | 8.16M | 142.54 | 0.24% |
| 80 | KBWP | Invesco KBW Pro... | 121.83 | -0.93% | 69.8K | -0.84% | 8.09M | 77.72 | 0.23% |
| 81 | LQD | iShares iBoxx $... | 107.79 | -0.6% | 75.33K | +7.58% | 8.04M | 108.14 | 0.23% |
| 82 | TBIL | US Treasury 3 M... | 49.91 | +0.02% | 160.36K | +802.34% | 8.01M | 49.86 | 0.23% |
| 83 | VOTE | Engine No. 1 Tr... | 70.20 | -1.09% | 113.82K | +8.74% | 7.91M | 50.28 | 0.23% |
| 84 | RSP | Invesco S&P 500... | 177.34 | -1.21% | 43.99K | +43.89% | 7.88M | 158.73 | 0.23% |
| 85 | BALT | Innovator Defin... | 31.98 | -0.02% | 244.51K | +0.03% | 7.72M | 30.09 | 0.22% |
| 86 | IWF | iShares Russell... | 405.56 | -1.27% | 19.09K | -1.08% | 7.68M | 203.8 | 0.22% |
| 87 | VB | Vanguard Small ... | 229.60 | -1.65% | 30.44K | +33.60% | 7.53M | 205.56 | 0.22% |
| 88 | IGIB | iShares 5-10 Ye... | 52.42 | -0.4% | 145.95K | +2.83% | 7.51M | 52.35 | 0.22% |
| 89 | SHY | iShares 1-3 Yea... | 82.42 | -0.07% | 90.06K | -7.84% | 7.39M | 83.79 | 0.21% |
| 90 | IAU | iShares Gold Tr... | 64.73 | +1.32% | 141.36K | +30.81% | 7.24M | 45.21 | 0.21% |
| 91 | IJH | iShares Core S&... | 60.25 | -1.54% | 111.19K | +7.29% | 7.16M | 53.26 | 0.21% |
| 92 | ADBE | Adobe Inc. | 391.76 | -5.3% | 16.54K | -2.87% | 7.06M | 445.54 | 0.20% |
| 93 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 120.36K | +9.51% | 7.01M | 54.46 | 0.20% |
| 94 | MISL | First Trust Ind... | 35.52 | +0.69% | 214.89K | +4.08% | 6.78M | 27.05 | 0.20% |
| 95 | VGT | Vanguard Inform... | 623.31 | -1.65% | 10.96K | -3.9% | 6.77M | 447.72 | 0.20% |
| 96 | EPD | Enterprise Prod... | 32.03 | +0.22% | 200.94K | +7.75% | 6.77M | 26.46 | 0.20% |
| 97 | FTSM | First Trust Enh... | 59.90 | +0.01% | 112.92K | +80.61% | 6.76M | 59.71 | 0.20% |
| 98 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 17.6K | -6.88% | 6.7M | 201.52 | 0.19% |
| 99 | CIBR | First Trust NAS... | 72.41 | -0.96% | 102.72K | -5.97% | 6.65M | 36.54 | 0.19% |
| 100 | XLI | Industrial Sele... | 142.65 | -0.84% | 48.07K | +43.19% | 6.58M | 108.35 | 0.19% |
| 101 | XLE | Energy Select S... | 88.08 | +1.72% | 69.42K | -21.37% | 6.47M | 76.89 | 0.19% |
| 102 | DOCT | FT Cboe Vest U.... | 39.95 | -0.89% | 163.13K | -1.56% | 6.45M | 33.03 | 0.19% |
| 103 | ESGU | iShares ESG Awa... | 130.45 | -1.21% | 48.8K | -6.62% | 6.36M | 87.87 | 0.18% |
| 104 | VMBS | Vanguard Mortga... | 45.69 | -0.4% | 138.81K | -4.15% | 6.29M | 47.8 | 0.18% |
| 105 | AVUV | Avantis U.S. Sm... | 89.20 | -1.46% | 62.94K | +10.45% | 6.23M | 84.71 | 0.18% |
| 106 | MO | Altria Group, I... | 59.80 | -0.19% | 119.97K | -7.8% | 6.14M | 51.25 | 0.18% |
| 107 | SPTM | SPDR Portfolio ... | 72.36 | -1.19% | 83.68K | -0.68% | 6.04M | 38.99 | 0.17% |
| 108 | VZ | Verizon Communi... | 43.01 | -0.35% | 157.56K | +8.87% | 6.04M | 46.43 | 0.17% |
| 109 | IYW | iShares U.S. Te... | 163.30 | -1.47% | 37.9K | -2.29% | 6.02M | 76.99 | 0.17% |
| 110 | AMD | Advanced Micro ... | 116.17 | -1.96% | 50.56K | +13.78% | 5.99M | 101.82 | 0.17% |
| 111 | SHV | iShares Short T... | 110.24 | +0.04% | 54.04K | +6.02% | 5.96M | 110.25 | 0.17% |
| 112 | IBHG | iShares iBonds ... | 22.30 | -0.02% | 264.95K | +2.68K% | 5.95M | 22.23 | 0.17% |
| 113 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 33.95K | -15.94% | 5.9M | 106.31 | 0.17% |
| 114 | T | AT&T Inc. | 28.17 | -0.34% | 266.29K | +1.81% | 5.86M | 21.86 | 0.17% |
| 115 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 23.32K | -8.94% | 5.84M | 167.17 | 0.17% |
| 116 | VOOV | Vanguard S&P 50... | 184.61 | -0.99% | 30.97K | +9.77% | 5.77M | 169.43 | 0.17% |
| 117 | IWP | iShares Russell... | 133.39 | -1.29% | 43.86K | +6.90% | 5.77M | 111.91 | 0.17% |
| 118 | QBUF | Innovator Nasda... | 27.53 | +0.11% | 212.93K | +22.32% | 5.66M | 25.52 | 0.16% |
| 119 | IJS | iShares S&P Sma... | 97.04 | -1.95% | 50.63K | +49.49% | 5.57M | 106.53 | 0.16% |
| 120 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 235.31K | -0.47% | 5.53M | 20.82 | 0.16% |
| 121 | IGSB | iShares 1-5 Yea... | 52.30 | -0.15% | 106.4K | +1.77% | 5.51M | 52.32 | 0.16% |
| 122 | IJR | iShares Core S&... | 106.31 | -1.93% | 46.78K | -28.3% | 5.49M | 102.93 | 0.16% |
| 123 | LMT | Lockheed Martin... | 486.25 | +3.62% | 11.24K | -1.95% | 5.47M | 399.36 | 0.16% |
| 124 | DAPR | FT Cboe Vest U.... | 37.13 | -0.44% | 145.91K | -3.87% | 5.47M | 29.11 | 0.16% |
| 125 | PYLD | PIMCO ETF Trust... | 26.21 | -0.31% | 206.7K | +11.91% | 5.38M | 26.1 | 0.16% |
| 126 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 232.17K | +2.32% | 5.33M | 19.33 | 0.15% |
| 127 | PFE | Pfizer Inc. | 24.52 | -1.29% | 200.81K | -1.15% | 5.32M | 33.76 | 0.15% |
| 128 | IBHF | iShares iBonds ... | 23.00 | -0.13% | 224.78K | +11.93% | 5.24M | 22.91 | 0.15% |
| 129 | PM | Philip Morris I... | 184.25 | +0.08% | 43.28K | +0.06% | 5.18M | 94.25 | 0.15% |
| 130 | VONV | Vanguard Russel... | 83.33 | -1% | 61.88K | +13.21% | 5.16M | 69.9 | 0.15% |
| 131 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 18.85K | -8.14% | 5.13M | 209.88 | 0.15% |
| 132 | IWM | iShares Russell... | 208.90 | -1.82% | 22.55K | -17.39% | 5.06M | 198.38 | 0.15% |
| 133 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 34.48K | +26.44% | 5.05M | 157.18 | 0.15% |
| 134 | BIV | Vanguard Interm... | 76.20 | -0.31% | 67.36K | -7.59% | 5.03M | 78.15 | 0.15% |
| 135 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 31.04K | -6.74% | 5.01M | 107.91 | 0.14% |
| 136 | XLV | Health Care Sel... | 136.13 | -0.5% | 34.98K | -3.6% | 4.94M | 131 | 0.14% |
| 137 | RTX | RTX Corporation | 145.67 | +3.33% | 40.72K | -19.98% | 4.9M | 98.47 | 0.14% |
| 138 | CGGO | Capital Group G... | 30.99 | -1.46% | 164.76K | -13.91% | 4.9M | 23.81 | 0.14% |
| 139 | IUSV | iShares Core S&... | 92.55 | -1.04% | 52.3K | +4.98% | 4.9M | 74.88 | 0.14% |
| 140 | UPS | United Parcel S... | 99.97 | -0.94% | 37.45K | +29.76% | 4.87M | 139.27 | 0.14% |
| 141 | BINC | Blackrock Etf T... | 52.33 | -0.2% | 92.71K | +9.88% | 4.84M | 52.63 | 0.14% |
| 142 | JAVA | JPMorgan Active... | 63.84 | -0.92% | 74.02K | +1.54% | 4.83M | 51.13 | 0.14% |
| 143 | MCD | McDonald's Corp... | 301.85 | -0.43% | 17.07K | -15% | 4.78M | 224.61 | 0.14% |
| 144 | NOBL | ProShares S&P 5... | 99.79 | -1.29% | 47.28K | -6.94% | 4.76M | 91.92 | 0.14% |
| 145 | MGV | Vanguard Mega C... | 128.70 | -0.67% | 37.18K | +5.10% | 4.75M | 106.27 | 0.14% |
| 146 | IWD | iShares Russell... | 189.82 | -1% | 24.76K | +1.67% | 4.71M | 143.75 | 0.14% |
| 147 | IEO | iShares U.S. Oi... | 93.33 | +2.36% | 47.39K | +5.72% | 4.7M | 83.09 | 0.14% |
| 148 | HEFA | iShares Currenc... | 37.65 | -1.08% | 132.98K | +2.04% | 4.69M | 34.79 | 0.14% |
| 149 | SPMB | SPDR Portfolio ... | 21.80 | -0.37% | 216.74K | -15.27% | 4.66M | 22.09 | 0.13% |
| 150 | TROW | T. Rowe Price G... | 91.58 | -3.17% | 41.55K | +1.91% | 4.66M | 113.34 | 0.13% |