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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
1,077
−1 vs. Q1 2024
Portfolio value
$3.31B
+$194.4M (+6.2%) vs. Q1 2024
Filed
Jul 30, 2024
SEC
Holdings of Mutual Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares U.S. Treasury Bond ETF46429B267ETF8,583,512$196.1M5.9%+349,922+4.2%Added–
SPYSPDR S&P 500 ETF TrustETF302,477$164.8M5.0%+5,601+1.9%AddedHistory
AAPLApple Inc.Stock679,177$148.2M4.5%+4,851+0.7%AddedHistory
iShares Core S&P 500 ETF464287200ETF210,075$115.1M3.5%+2,635+1.3%Added–
BRK.BBerkshire Hathaway IncStock206,587$90.5M2.7%+18,243+9.7%AddedHistory
MSFTMicrosoft CorpStock204,413$87.2M2.6%−23,518−10.3%ReducedHistory
LLYEli Lilly & CoStock61,510$49.7M1.5%−1,088−1.7%ReducedHistory
Vanguard S&P 500 ETF922908363ETF90,736$45.4M1.4%+10,504+13.1%Added–
Invesco QQQ Trust Series I46090E103ETF92,097$42.7M1.3%−6,117−6.2%Reduced–
NVDANVIDIA CorpStock336,505$37.6M1.1%+25,665+8.3%AddedConverted for a 10-for-1 splitHistory
AMZNAmazon Com IncStock196,672$36.0M1.1%+2,946+1.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF696,582$34.9M1.1%+85,416+14.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF117,119$31.6M1.0%+6,675+6.0%Added–
CBSHCommerce Bancshares IncStock453,411$29.5M0.9%−5,401−1.2%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF284,939$28.1M0.8%+116,891+69.6%Added–
GOOGLAlphabet Inc.Stock156,938$26.6M0.8%+2,276+1.5%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF123,087$23.2M0.7%+5,184+4.4%Added–
Vanguard Morningstar Value ETF922908744ETF135,423$22.6M0.7%+18,917+16.2%Added–
JPMJPMorgan Chase & CoStock105,485$22.2M0.7%+2,063+2.0%AddedHistory
GOOGAlphabet Inc.Stock121,859$20.9M0.6%+6,674+5.8%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF218,318$20.0M0.6%−26,449−10.8%Reduced–
METAMeta Platforms, Inc.Stock42,555$19.8M0.6%+331+0.8%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF54,346$19.7M0.6%+10,480+23.9%Added–
Vanguard High Dividend Yield Index ETF921946406ETF150,816$18.6M0.6%−530.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF375,164$16.3M0.5%+38,996+11.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF73,825$15.9M0.5%−31,709−30.0%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF155,564$15.3M0.5%+9,231+6.3%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF192,335$14.8M0.4%+790.0%Added–
Schwab US Dividend Equity ETF808524797ETF176,196$14.5M0.4%−16,525−8.6%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF223,231$14.3M0.4%+21,844+10.8%Added–
American Centy ETF Tr025072885US EQT ETF155,372$14.2M0.4%+64,797+71.5%Added–
iShares Tr46434V613CORE UNIVRSL USD310,475$14.2M0.4%+43,168+16.1%Added–
JNJJohnson & JohnsonStock88,132$14.0M0.4%+11,663+15.3%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF228,661$13.7M0.4%−31,813−12.2%Reduced–
CVXChevron CorpStock87,153$13.6M0.4%−2,865−3.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF59,870$13.3M0.4%+35,169+142.4%Added–
Schwab US Aggregate Bond ETF808524839ETF286,711$13.2M0.4%+14,131+5.2%Added–
VVisa Inc.Stock48,956$12.8M0.4%+601+1.2%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF458,117$12.7M0.4%+47,242+11.5%Added–
XOMExxonMobil Holdings CorpCOM106,521$12.4M0.4%+18,705+21.3%AddedHistory
COSTCostco Wholesale CorpStock15,043$12.3M0.4%+990+7.0%AddedHistory
IRMIron Mountain IncCOM121,994$12.1M0.4%−5,683−4.5%ReducedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT258,884$12.1M0.4%+25,602+11.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF234,152$11.8M0.4%−51,714−18.1%Reduced–
iShares S&P 500 Growth ETF464287309ETF130,329$11.7M0.4%+10,517+8.8%Added–
HDHome Depot, Inc.Stock32,128$11.6M0.4%+5,722+21.7%AddedHistory
CSCOCisco Systems, Inc.Stock237,847$11.4M0.3%+34,949+17.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF121,902$11.4M0.3%−15,231−11.1%Reduced–
MRKMerck & Co., Inc.Stock88,568$11.3M0.3%+422+0.5%AddedHistory
OHIOmega Healthcare Investors IncCOM309,352$11.3M0.3%+17,505+6.0%AddedHistory
Strategic Trust48817R870RUNNING GWTH ETF354,712$11.3M0.3%+2,492+0.7%Added–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN214,276$11.1M0.3%+20,005+10.3%Added–
UNHUnitedHealth Group IncStock19,489$11.0M0.3%−187−1.0%ReducedHistory
TSLATesla, Inc.Stock47,000$10.9M0.3%+154+0.3%AddedHistory
iShares S&P 500 Value ETF464287408ETF55,431$10.5M0.3%+5,097+10.1%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD346,872$10.5M0.3%+346,872New–
Vanguard Total International Bond ETF92203J407ETF207,291$10.2M0.3%+20,178+10.8%Added–
WMTWalmart Inc.Stock145,087$10.1M0.3%−247−0.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM443,962$10.1M0.3%+104,083+30.6%Added–
Vanguard Short-Term Bond ETF921937827ETF129,542$10.0M0.3%+25,923+25.0%Added–
Vanguard S&P 500 Growth ETF921932505ETF30,551$9.93M0.3%−2,302−7.0%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF55,614$9.89M0.3%−1,963−3.4%Reduced–
iShares Tr46434V860TRS FLT RT BD195,054$9.88M0.3%+148,360+317.7%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF63,817$9.58M0.3%+14,814+30.2%Added–
AVGOBroadcom Inc.Stock63,251$9.50M0.3%+54,991+665.8%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF217,380$9.42M0.3%+50,258+30.1%Added–
PGProcter & Gamble CoStock55,165$9.37M0.3%−747−1.3%ReducedHistory
ORCLOracle CorpStock67,357$9.32M0.3%+175+0.3%AddedHistory
ADBEAdobe Inc.Stock17,237$9.25M0.3%−867−4.8%ReducedHistory
NFLXNetflix IncStock14,611$9.16M0.3%+152+1.1%AddedHistory
iShares Tr464288513IBOXX HI YD ETF112,162$8.77M0.3%+50,432+81.7%Added–
iShares Tr46434V456MSCI INTL QUALTY218,133$8.45M0.3%+11,272+5.4%Added–
iShares Select Dividend ETF464287168ETF65,146$8.43M0.3%−1,273−1.9%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF181,007$8.34M0.3%+23,193+14.7%Added–
iShares Tr464288638ISHS 5-10YR INVT157,874$8.22M0.2%+11,437+7.8%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF75,329$8.20M0.2%+26,619+54.6%Added–
Invesco Exch Traded FD Tr II46138E586KBW PPTY CASUT75,737$8.12M0.2%−939−1.2%Reduced–
Innovator ETFs Trust45783Y814LADERD ALCTN PWR187,186$8.05M0.2%+24,942+15.4%Added–
Vanguard Total Bond Market ETF921937835ETF108,926$7.95M0.2%−5,055−4.4%Reduced–
IBMInternational Business Machines CorpStock40,944$7.84M0.2%+14,390+54.2%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF46,255$7.83M0.2%−46,779−50.3%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF89,917$7.78M0.2%+32,561+56.8%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL148,952$7.58M0.2%+51,328+52.6%Added–
Schwab Strategic Tr808524862SHT TM US TRES156,235$7.56M0.2%+19,642+14.4%Added–
DISWalt Disney CoStock81,763$7.53M0.2%+5,283+6.9%AddedHistory
ABBVAbbVie Inc.Stock40,918$7.44M0.2%−2,892−6.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF20,716$7.33M0.2%+1,556+8.1%Added–
QCOMQualcomm IncStock40,511$7.24M0.2%−3,317−7.6%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF56,883$7.17M0.2%+1,633+3.0%Added–
iShares Tr46435U853BROAD USD HIGH193,905$7.13M0.2%+193,905New–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW77,282$7.04M0.2%+10,692+16.1%Added–
LMTLockheed Martin CorpStock13,203$6.97M0.2%−1,818−12.1%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF81,016$6.84M0.2%−88,480−52.2%Reduced–
First Tr Exchng Traded FD VI33740U588VEST US EQUITY M220,613$6.76M0.2%+220,613New–
iShares Tr46429B655FLTG RATE NT ETF131,149$6.70M0.2%+123,833+1,692.6%Added–
Engine No 1 ETF Trust29287L106TRANSFRM 500 ETF104,342$6.64M0.2%−1,220−1.2%Reduced–
First Tr Exchng Traded FD VI33740F672FT VEST UQ EQT172,183$6.64M0.2%−10,774−5.9%Reduced–
GLDSPDR Gold TrustETF29,953$6.60M0.2%−68−0.2%ReducedHistory
CATCaterpillar IncStock19,144$6.60M0.2%−1,384−6.7%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF185,460$6.59M0.2%+10,558+6.0%Added–

Options (3)

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 Q2 2024
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$310.6K
NVDANVIDIA CorpStock$16.2K–
UCOProShares Trust IIULTA BLMBG 2017–$5.50K

Sold out since Q1 2024 (96)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Mutual Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
iShares Tr464288752US HOME CONS ETF28,899$3.35M0.1%–
Virtus ETF Tr II92790A504VIRTUS US QLTY89,289$3.07M0.1%–
WisdomTree Tr97717X511YIELD ENHANCD US47,860$2.08M0.1%–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE19,530$1.49M<0.1%–
Flexshares Tr33939L803M STAR DEV MKT19,156$1.37M<0.1%–
iShares Inc464286608MSCI EURZONE ETF25,503$1.30M<0.1%–
iShares Inc464286707MSCI FRANCE ETF30,281$1.25M<0.1%–
PXDPioneer Natural Resources CoCOM4,297$1.13M<0.1%History
TXTernium S.A.SPONSORED ADS27,035$1.13M<0.1%History
DBIDesigner Brands Inc.CL A99,110$1.08M<0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM13,767$1.04M<0.1%History
Motley Fool Small-Cap Growth ETF74933W874ETF31,678$1.01M<0.1%–
Great Ajax Corp38983D4097.25 CV SR NT 2439,908$994.1K<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH27,148$969.5K<0.1%–
GSBCGreat Southern Bancorp, Inc.COM17,178$941.7K<0.1%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF8,909$939.6K<0.1%–
UGAUnited States Gasoline Fund, LPUNITS12,750$904.4K<0.1%History
John Hancock Exchange Traded47804J206MULTIFACTOR MI15,532$891.2K<0.1%–
iShares Tr46436E874IBONDS 24 TRM TS36,693$878.4K<0.1%–
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF17,681$799.2K<0.1%–
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN35,611$761.4K<0.1%–
ODFLOld Dominion Freight Line, Inc.COM3,065$672.2K<0.1%History
Principal Exchange Traded FD74255Y607PRIN U S SMALL12,560$622.6K<0.1%–
WRBBerkley W R CorpCOM6,922$612.2K<0.1%History
PIMCO Active Bond Exchange-Traded Fund72201R775ETF6,205$570.0K<0.1%–
WUWestern Union COStock40,574$567.2K<0.1%History
BIOBio-Rad Laboratories, Inc.CL A1,607$555.8K<0.1%History
iShares Inc464286178US INTL HGH YLD12,259$541.2K<0.1%–
CELHCelsius Holdings, Inc.COM NEW5,980$495.9K<0.1%History
VanEck ETF Trust92189F387SHRT HGH YLD MUN21,933$491.5K<0.1%–
QLYSQualys, Inc.COM2,890$482.3K<0.1%History
iShares Tr46435U218ESG MSCI LEADR4,673$438.6K<0.1%–
DBX ETF Tr233051150XTRACKERS MSCI8,877$438.2K<0.1%–
SPWHSportsman's Warehouse Holdings, Inc.COM138,490$430.7K<0.1%History
iShares Tr46436E411PARIS ALGND CLIM7,397$420.9K<0.1%–
HBANHuntington Bancshares IncCOM27,487$383.4K<0.1%History
iShares Inc464286517JP MORGAN EM ETF10,496$378.7K<0.1%–
Fidelity MSCI Materials Index ETF316092881ETF7,165$375.2K<0.1%–
TWLOTwilio IncCL A5,425$331.7K<0.1%History
EWEdwards Lifesciences CorpStock3,402$325.1K<0.1%History
EXCExelon CorpStock8,162$306.7K<0.1%History
PATHUiPath, Inc.Stock13,526$306.6K<0.1%History
DGXQuest Diagnostics IncCOM2,145$285.6K<0.1%History
Amplify ETF Tr032108557ETHO CLI LEA ETF4,752$277.9K<0.1%–
iShares Tr464288869MICRO-CAP ETF2,261$274.0K<0.1%–
DFSDiscover Financial ServicesCOM2,080$272.7K<0.1%History
DBAInvesco DB Agriculture FundAGRICULTURE FD10,962$271.4K<0.1%History
TYGTortoise Energy Infrastructure CorpCOM8,630$266.7K<0.1%History
Vanguard Scottsdale FDS92206C813LG-TERM COR BD3,409$266.7K<0.1%–
RILYBRC Group Holdings, Inc.COM12,462$263.8K<0.1%History
SPDR Series Trust78468R101ST SHO TREAS ETF8,996$260.2K<0.1%–
JPMorgan Chase & Co46625H365ALERIAN ML ETN9,045$257.7K<0.1%–
HTGCHercules Capital, Inc.COM13,884$256.2K<0.1%History
iShares Tr46434V647GLOBAL REIT ETF10,790$255.5K<0.1%–
iShares Tr46435G250HIGH YLD SYSTM B5,421$253.3K<0.1%–
Fidelity MSCI Utilities Index ETF316092865ETF5,934$251.7K<0.1%–
AIGAmerican International Group, Inc.Stock3,212$251.1K<0.1%History
iShares Tr46435U432IBONDS DEC 259,471$250.6K<0.1%–
SNDRSchneider National, Inc.CL B10,893$246.6K<0.1%History
BXSLBlackstone Secured Lending FundCOMMON STOCK7,861$244.9K<0.1%History
SPDR Series Trust78468R747ST STR MSCI GEN2,293$242.7K<0.1%–
PFGPrincipal Financial Group IncCOM2,795$241.2K<0.1%History
HAHawaiian Holdings IncCOM18,090$241.1K<0.1%History
ESNTEssent Group Ltd.COM4,047$240.8K<0.1%History
Global X FDS37954Y715RBTCS ARTFL INTE7,522$239.3K<0.1%–
DJCODaily Journal CorpCOM652$235.8K<0.1%History
ALVAutoliv IncCOM1,952$235.1K<0.1%History
RMDResmed IncCOM1,182$234.2K<0.1%History
MSCIMSCI Inc.Stock410$229.6K<0.1%History
QSRRestaurant Brands International Inc.COM2,849$226.4K<0.1%History
VEEVVeeva Systems IncStock971$225.0K<0.1%History
PIIPolaris Inc.Stock2,246$224.8K<0.1%History
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF4,543$220.3K<0.1%–
DBBInvesco DB Base Metals FundBASE METALS FD12,254$220.1K<0.1%History
First Tr Exchng Traded FD VI33740F847FT VEST US EQT4,893$218.9K<0.1%–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST4,780$214.1K<0.1%–
PEGPublic Service Enterprise Group IncCOM3,194$213.3K<0.1%History
TTWOTake Two Interactive Software IncCOM1,436$213.2K<0.1%History
TDOCTeladoc Health, Inc.COM14,117$213.2K<0.1%History
Innovator ETFs Trust45782C383US EQTY PWR BUF5,788$213.0K<0.1%–
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF8,400$212.9K<0.1%–
NLYAnnaly Capital Management IncREIT10,667$210.0K<0.1%History
FMCFMC CorpCOM NEW3,291$209.6K<0.1%History
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF7,699$207.9K<0.1%–
ANSSAnsys IncCOM597$207.3K<0.1%History
LYVLive Nation Entertainment, Inc.COM1,950$206.3K<0.1%History
First Tr Exchng Traded FD VI33740U836FT VEST NAS8,224$205.3K<0.1%–
CAGConagra Brands Inc.Stock6,903$204.6K<0.1%History
ELFe.l.f. Beauty, Inc.COM1,038$203.6K<0.1%History
MNSTMonster Beverage CorpCOM3,417$202.6K<0.1%History
WMBWilliams Companies, Inc.COM5,173$201.6K<0.1%History
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF10,444$150.9K<0.1%–
MITKMitek Systems IncCOM NEW10,287$145.0K<0.1%History
Flagstar Bank, National Association649445103COM20,540$66.1K<0.1%–
BRCCBRC Inc.COM CL A10,400$44.5K<0.1%History
LICYLi-Cycle Holdings Corp.COMMON SHARES15,931$16.4K<0.1%History