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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.

Institution overview
Positions
767
No 13F data for Q4 2020
Portfolio value
$1.46B
No 13F data for Q4 2020
Filed
May 13, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Mutual Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BGSB&G Foods, Inc.COM8,256$256.0K<0.1%––History
First Tr Exchng Traded FD VI33740F854FT VEST U.S.7,628$258.0K<0.1%–––
RIOTRiot Platforms, Inc.COM4,851$258.0K<0.1%––History
APPFAppfolio IncCOM CL A1,830$259.0K<0.1%––History
PFNPIMCO Income Strategy Fund IICOM25,311$260.0K<0.1%––History
iShares Tr464289883CORE 30 70 ETF6,730$260.0K<0.1%–––
PNCPNC Financial Services Group, Inc.Stock1,493$262.0K<0.1%––History
AXAxos Financial, Inc.COM5,569$262.0K<0.1%––History
HRIHerc Holdings IncCOM2,586$262.0K<0.1%––History
Vanguard Consumer Discretionary ETF92204A108ETF889$263.0K<0.1%–––
iShares Inc464286525MSCI GBL MIN VOL2,667$263.0K<0.1%–––
CRNCCerence Inc.COM2,949$264.0K<0.1%––History
First Trust Rising Dividend Achievers ETF33738R506ETF5,844$266.0K<0.1%–––
ITWIllinois Tool Works IncStock1,205$267.0K<0.1%––History
IDXXIDEXX Laboratories IncCOM546$267.0K<0.1%––History
TTETotalEnergies SESPONSORED ADS5,818$271.0K<0.1%––History
EDConsolidated Edison IncStock3,649$273.0K<0.1%––History
VanEck Morningstar Wide Moat ETF92189F643ETF3,948$274.0K<0.1%–––
Invesco Exch Traded FD Tr II46138G508SR LN ETF12,429$275.0K<0.1%–––
SCHWSchwab Charles CorpStock4,247$277.0K<0.1%––History
OMCOmnicom Group Inc.COM3,740$277.0K<0.1%––History
NUENucor CorpCOM3,468$278.0K<0.1%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,358$279.0K<0.1%––History
HUMHumana IncStock666$279.0K<0.1%––History
Vanguard Total World Stock ETF922042742ETF2,877$280.0K<0.1%–––
FBINFortune Brands Innovations, Inc.COM2,935$281.0K<0.1%––History
iShares Core MSCI Europe ETF46434V738ETF5,258$284.0K<0.1%–––
First Tr Exch Traded FD III33739P871HORIZON MNGD ETF9,144$285.0K<0.1%–––
PGRProgressive CorpStock3,008$288.0K<0.1%––History
DVNDevon Energy CorpStock13,220$289.0K<0.1%––History
Cambria ETF Tr132061607GLB ASSET ALLO9,413$289.0K<0.1%–––
STWDStarwood Property Trust, Inc.COM11,779$291.0K<0.1%––History
MARAMARA Holdings, Inc.COM6,108$293.0K<0.1%––History
FS KKR Cap Corp II35952V303COM14,983$293.0K<0.1%–––
TTDTrade Desk, Inc.Stock454$296.0K<0.1%––History
iShares Tr464287119MORNINGSTAR GRWT1,026$296.0K<0.1%–––
iShares Tr464287622RUS 1000 ETF1,356$303.0K<0.1%–––
IQIInvesco Quality Municipal Income TrustCOM23,376$303.0K<0.1%––History
RFRegions Financial CorpCOM14,728$304.0K<0.1%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1924$305.0K<0.1%––History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT18,899$305.0K<0.1%––History
SPDR Ser Tr78464A813S&P 600 SML CAP3,249$305.0K<0.1%–––
CARRCarrier Global CorpStock7,255$306.0K<0.1%––History
JDJD.com, Inc.SPON ADS CL A3,645$307.0K<0.1%––History
SPDR Index Shs FDS78463X434ST STR MSCI EAFE4,276$308.0K<0.1%–––
MARMarriott International IncStock2,092$310.0K<0.1%––History
Schwab International Small-Cap Equity ETF808524888ETF7,858$310.0K<0.1%–––
HSYHershey CoCOM1,987$314.0K<0.1%––History
NMFCNew Mountain Finance CorpCOM25,498$316.0K<0.1%––History
Cambria ETF Tr132061201SHSHLD YIELD ETF5,302$318.0K<0.1%–––
TEITempleton Emerging Markets Income FundCOM43,328$319.0K<0.1%––History
STZConstellation Brands, Inc.Stock1,405$320.0K<0.1%––History
DJCODaily Journal CorpCOM1,018$322.0K<0.1%––History
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM12,294$323.0K<0.1%––History
GPIGroup 1 Automotive IncCOM2,050$323.0K<0.1%––History
DREDuke Realty CorpCOM NEW7,745$325.0K<0.1%––History
APPNAppian CorpCL A2,460$327.0K<0.1%––History
AKAMAkamai Technologies IncCOM3,231$329.0K<0.1%––History
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM31,885$329.0K<0.1%––History
UBERUber Technologies, IncStock6,052$330.0K<0.1%––History
iShares Tr464289479CORE LT USDB ETF4,818$330.0K<0.1%–––
ALKAlaska Air Group, Inc.COM4,789$331.0K<0.1%––History
GPCGenuine Parts CoStock2,874$332.0K<0.1%––History
EXCExelon CorpStock7,581$332.0K<0.1%––History
American Centy ETF Tr025072877US SML CP VALU4,602$332.0K<0.1%–––
First Tr Exchange Trad FD VI33739H101FST TR GLB FD15,855$332.0K<0.1%–––
BNYBank of New York Mellon CorpStock7,098$336.0K<0.1%––History
Schwab U.S. Large-Cap ETF808524201ETF3,496$336.0K<0.1%–––
Fidelity Comwlth Tr315912808NASDAQ COMPSIT653$336.0K<0.1%–––
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP7,748$336.0K<0.1%––History
PSXPPhillips 66 Partners LPCOM UNIT REP INT10,600$336.0K<0.1%––History
iShares Tr46434V449MSCI INTL MOMENT8,976$337.0K<0.1%–––
NCANuveen California Municipal Value FundCOM STK33,012$337.0K<0.1%––History
BUSEFirst Busey CorpCOM NEW13,221$339.0K<0.1%––History
CHWYChewy, Inc.CL A4,010$340.0K<0.1%––History
DFSDiscover Financial ServicesCOM3,590$341.0K<0.1%––History
MCNXAI Madison Equity Premium Income FundCOM45,213$342.0K<0.1%––History
PXDPioneer Natural Resources CoCOM2,164$344.0K<0.1%––History
ZTSZoetis Inc.Stock2,190$345.0K<0.1%––History
iShares Tr464288760US AER DEF ETF3,319$346.0K<0.1%–––
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF23,050$347.0K<0.1%––History
CCitigroup IncStock4,824$351.0K<0.1%––History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,882$352.0K<0.1%–––
Vanguard Communication Services ETF92204A884ETF2,709$352.0K<0.1%–––
Fidelity MSCI Utilities Index ETF316092865ETF8,487$352.0K<0.1%–––
TSEOQTrinseo PLCSHS5,550$353.0K<0.1%––History
COPConocoPhillipsStock6,826$362.0K<0.1%––History
DBLDoubleLine Opportunistic Credit FundCOM18,399$363.0K<0.1%––History
ULUnilever PLCSPON ADR NEW6,497$363.0K<0.1%––History
SHWSherwin Williams CoCOM493$364.0K<0.1%––History
ODFLOld Dominion Freight Line, Inc.COM1,516$365.0K<0.1%––History
MEDMedifast IncCOM1,728$366.0K<0.1%––History
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX9,027$367.0K<0.1%–––
iShares Core S&P U.S. Growth ETF464287671ETF4,052$368.0K<0.1%–––
APDAir Products & Chemicals, Inc.Stock1,311$369.0K<0.1%––History
LYVLive Nation Entertainment, Inc.COM4,403$373.0K<0.1%––History
Fidelity MSCI Materials Index ETF316092881ETF8,457$374.0K<0.1%–––
LBRTLiberty Energy Inc.COM CL A33,160$374.0K<0.1%––History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT7,070$376.0K<0.1%––History
CLXClorox CoStock1,956$377.0K<0.1%––History

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Mutual Advisors, LLC in Q1 2021
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$2.96M
SUSuncor Energy IncStock–$13.0K