- New Purchases: SPSM, SPSB, SH, ET, BSV, ENB, MDIV, CI, MDR, HUN, TMHC, SLRC, PUMP, AB, SYY, NVO, BLDR, FHLC, CHRW, CTSH, SPLV, ROK, UNFI, TSLA, CASH, ES, BGFV, GLDM, ACB, GIM, USO, CIK, VVR,
- Added Positions: MSFT, WPC, IVV, SPYG, SPTM, SRLN, SJNK, SLYG, SCHV, SPAB, SLY, AAPL, ITOT, IXUS, FVD, BRK.B, BA, IAU, SCHD, SPY, VOO, CMF, DVY, DIA, GLD, SLYV, HPQ, BP, MDT, UTX, VER, IWP, AMZN, MTOR, CVS, CAT, GPI, JPM, JNJ, ORCL, GSY, IJH, AXP, BIDU, CSCO, NEE, FLEX, HD, MHO, WMT, DIS, CHI, BABA, SCHE, VBK, BZH, CELG, IBM, NKE, PEP, PG, SBUX, TEN, VLO, WM, HPE, ADNT, PGX, VDC, VTV, VXF, IEP, AMGN, BAX, BIIB, BMY, COST, EIX, GD, GOOGL, HON, IRM, LMT, NVDA, OMC, PFE, PII, RJF, RTN, O, STI, UNP, UIS, UNH, VZ, JDD, HTD, ETV, MA, PM, KKR, PCI, IGSB, DGRO, EEMV, EFG, EMB, JPST, MUB, PDBC, PGF, SCHB, SCHZ, SPDW, VBR, VCSH, ABT, C, CCI, DHR, DUK, ICE, INTU, MCD, NOK, OXY, LUV, TOT, WY, MYF, JPS, NEA, ETY, QQQX, BX, SUN, MGP, BKLN, BNDX, CWI, FXH, ICF, IDV, IEMG, IWD, JNK, PCEF, VGK,
- Reduced Positions: FLOT, IYY, MTUM, QQQ, IGV, ITA, VTI, MINT, IJT, IJR, IYF, IYW, IVW, IJS, USMV, XLK, IWM, IYH, IYC, ACWI, ACWV, IVE, BBBY, FFIN, CRM, FLRN, FTEC, CJ, RRD, REGI, VUG, XLV, PIR, TGI, FRAN, AGG, EEM, IEFA, PFF, VO, TPC, FPE, SCHG, VWO, XLI, XLP, FB, PBF, FLGT, BOND, FDN, LQD, SHY, VEA, VIG, VNQ, VYM, XLE, XLY, COP, GE, GS, INTC, GM, DXJ, IWF, IYJ, KBE, OEF, TLT, VB, VCLT, VOE, CB, DWDP, EMR, XOM, GME, NOC, NVS, OHI, RQI, NZF, HBI, V, KMI, FPL, KHC, IGIB, EFA, SCHF, SCHO, SCHP, VCR, VGT, XLF, AEE, BAC, CM, EXC, ILMN, KMB, NFLX, NYCB, ORI, TJX, UN, WBA, WFC, ZION, HQH, NAC, JRO, ETW, EXG, AWK, DBL, ABBV, ZTS, AOM, BIV, NOBL,
- Sold Out: PSCH, IHI, BWX, SVU, IJK, MIQ2, ETP, IJJ, VOT, IYR, SPEM, ESRX, IWO, LSTR, MED, KALU, BPK, HYG, DOCU, EXLS, PSX, EEP, XLG, PKW, BIL, ETG, AKAM, SLB, SP, STMP, VOYA, SIR, BFAM, SCZ, XLB, VIOO, USL, SGOL, MDY, ALGN, MU, PXD, SHW, SKYW, VCV, LOW, CBSH, KAR, AET, AIG, CNC, MDLZ, QTEC, NIE, APA, CATY, VAW, HFC, NUE, SYNA, NTG, ETO, PGR, ODFL, MARK, REZI, ZN, NNA, GTX,
For the details of Mutual Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mutual+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Mutual Advisors, LLC- iShares Core S&P 500 (IVV) - 126,252 shares, 6.67% of the total portfolio. Shares added by 9.00%
- Atlassian Corporation PLC (TEAM) - 270,353 shares, 5.05% of the total portfolio. Shares added by 0.01%
- Apple Inc (AAPL) - 77,017 shares, 2.55% of the total portfolio. Shares added by 7.17%
- Berkshire Hathaway Inc (BRK.B) - 59,018 shares, 2.53% of the total portfolio. Shares added by 4.97%
- Microsoft Corp (MSFT) - 113,456 shares, 2.42% of the total portfolio. Shares added by 43.25%
Mutual Advisors, LLC initiated holding in SPDR Portfolio Small Cap. The purchase prices were between $24.83 and $32.75, with an estimated average price of $29.36. The stock is now traded at around $30.89. The impact to a portfolio due to this purchase was 0.5%. The holding were 90,294 shares as of .
New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)Mutual Advisors, LLC initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $29.99 and $30.14, with an estimated average price of $30.07. The stock is now traded at around $30.35. The impact to a portfolio due to this purchase was 0.4%. The holding were 62,577 shares as of .
New Purchase: ProShares Short S&P500 (SH)Mutual Advisors, LLC initiated holding in ProShares Short S&P500. The purchase prices were between $27.2 and $33.59, with an estimated average price of $29.55. The stock is now traded at around $28.31. The impact to a portfolio due to this purchase was 0.38%. The holding were 58,441 shares as of .
New Purchase: Energy Transfer LP (ET)Mutual Advisors, LLC initiated holding in Energy Transfer LP. The purchase prices were between $11.8 and $17.88, with an estimated average price of $15.07. The stock is now traded at around $15.05. The impact to a portfolio due to this purchase was 0.19%. The holding were 69,628 shares as of .
New Purchase: Enbridge Inc (ENB)Mutual Advisors, LLC initiated holding in Enbridge Inc. The purchase prices were between $29.22 and $33.9, with an estimated average price of $32.13. The stock is now traded at around $35.82. The impact to a portfolio due to this purchase was 0.1%. The holding were 15,366 shares as of .
New Purchase: Vanguard Short-Term Bond (BSV)Mutual Advisors, LLC initiated holding in Vanguard Short-Term Bond. The purchase prices were between $77.67 and $78.57, with an estimated average price of $78. The stock is now traded at around $78.88. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,809 shares as of .
Added: Microsoft Corp (MSFT)Mutual Advisors, LLC added to a holding in Microsoft Corp by 43.25%. The purchase prices were between $94.13 and $115.17, with an estimated average price of $106.75. The stock is now traded at around $108.22. The impact to a portfolio due to this purchase was 0.73%. The holding were 113,456 shares as of .
Added: W.P. Carey Inc (WPC)Mutual Advisors, LLC added to a holding in W.P. Carey Inc by 179.63%. The purchase prices were between $62.88 and $70.58, with an estimated average price of $66.52. The stock is now traded at around $75.20. The impact to a portfolio due to this purchase was 0.72%. The holding were 81,539 shares as of .
Added: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)Mutual Advisors, LLC added to a holding in SPDR Series Trust Portfolio S&P 500 Growth by 169.49%. The purchase prices were between $30.33 and $38.29, with an estimated average price of $34.8. The stock is now traded at around $35.95. The impact to a portfolio due to this purchase was 0.52%. The holding were 122,245 shares as of .
Added: SPDR Portfolio Total Stock Market (SPTM)Mutual Advisors, LLC added to a holding in SPDR Portfolio Total Stock Market by 193.49%. The purchase prices were between $28.9 and $36.26, with an estimated average price of $33.28. The stock is now traded at around $34.67. The impact to a portfolio due to this purchase was 0.45%. The holding were 104,131 shares as of .
Added: SPDR Blackstone GSO Senior Loan (SRLN)Mutual Advisors, LLC added to a holding in SPDR Blackstone GSO Senior Loan by 315.23%. The purchase prices were between $44.46 and $47.23, with an estimated average price of $46.41. The stock is now traded at around $45.97. The impact to a portfolio due to this purchase was 0.42%. The holding were 58,626 shares as of .
Added: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)Mutual Advisors, LLC added to a holding in SPDR Bloomberg Barclays Short Term High Yield Bond by 945.09%. The purchase prices were between $25.68 and $27.51, with an estimated average price of $26.81. The stock is now traded at around $27.06. The impact to a portfolio due to this purchase was 0.39%. The holding were 77,786 shares as of .
Sold Out: Invesco S&P SmallCap Health Care ETF (PSCH)Mutual Advisors, LLC sold out a holding in Invesco S&P SmallCap Health Care ETF. The sale prices were between $100.46 and $136.61, with an estimated average price of $122.21.
Sold Out: iShares U.S. Medical Devices (IHI)Mutual Advisors, LLC sold out a holding in iShares U.S. Medical Devices. The sale prices were between $183.66 and $225.27, with an estimated average price of $207.1.
Sold Out: SPDR Bloomberg Barclays Intl Treasury Bd (BWX)Mutual Advisors, LLC sold out a holding in SPDR Bloomberg Barclays Intl Treasury Bd. The sale prices were between $26.76 and $27.61, with an estimated average price of $27.12.
Sold Out: SUPERVALU Inc (SVU)Mutual Advisors, LLC sold out a holding in SUPERVALU Inc. The sale prices were between $31.88 and $32.49, with an estimated average price of $32.27.
Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)Mutual Advisors, LLC sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $179.9 and $230.6, with an estimated average price of $208.58.
Sold Out: McDermott International Inc (MIQ2)Mutual Advisors, LLC sold out a holding in McDermott International Inc. The sale prices were between $5.56 and $15.51, with an estimated average price of $9.16.
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