HoldingsChannel.com
Mutual Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 121,003 -7,690 $37,474
     IVV121,003-7,690$37,474
APPLE INC 97,551 +9,193 $35,587
     AAPL97,551+9,193$35,587
MICROSOFT CORP 158,381 +19,035 $32,232
     MSFT158,381+19,035$32,232
ISHARES TR (AGG) 204,362 +109,009 $24,158
     AGG204,362+109,009$24,158
INVESCO QQQ TR 84,069 +24,489 $20,815
     QQQ84,069+24,489$20,815
VANGUARD SPECIALIZED FUNDS (VIG) 170,108 +76,466 $19,933
     VIG170,108+76,466$19,933
SELECT SECTOR SPDR TR (XLK) 159,931 +42,186 $16,711
     XLK159,931+42,186$16,711
AMAZON COM INC 5,907 -15 $16,296
     AMZN5,907-15$16,296
BERKSHIRE HATHAWAY INC DEL      $15,243
     BRK.B85,391+17,873$15,243
VANGUARD INDEX FDS (VOO) 51,718 +18,877 $14,658
     VOO51,718+18,877$14,658
ISHARES TR (IVW) 58,441 +24,859 $12,126
     IVW58,441+24,859$12,126
INVESCO EXCHANGE TRADED FD T (BAB) 340,627 +340,627 $11,210
     BAB340,627+340,627$11,210
SPDR S&P 500 ETF TR (SPY) 35,650 +22,217 $10,993
     SPY35,650+14,717$10,993
SELECT SECTOR SPDR TR (XLY) 69,967 +67,582 $8,935
     XLY69,967+67,582$8,935
PROSHARES TR (CSM) 122,787 -692 $8,714
     CSM122,787-692$8,714
CISCO SYS INC 180,865 +44,826 $8,436
     CSCO180,865+44,826$8,436
ISHARES TR (LQD) 62,553 +39,004 $8,413
     LQD62,553+39,004$8,413
VANGUARD TAX MANAGED FDS (VEA) 202,833 +75,412 $7,868
     VEA202,833+75,412$7,868
INTEL CORP 125,537 +16,384 $7,511
     INTC125,537+16,384$7,511
FACEBOOK INC 31,175 +1,013 $7,079
     FB31,175+1,013$7,079
ISHARES TR (HYG) 81,296 +75,054 $6,635
     HYG81,296+75,054$6,635
JOHNSON & JOHNSON 45,816 +11,782 $6,443
     JNJ45,816+11,782$6,443
VANGUARD WHITEHALL FDS (VYM) 77,447 +5,951 $6,101
     VYM77,447+5,951$6,101
INVESCO EXCH TRADED FD TR II (SPHD) 183,512 +183,512 $6,041
     SPHD183,512+183,512$6,041
VANGUARD INDEX FDS (VUG) 29,641 -4,847 $5,990
     VUG29,641-4,847$5,990
ISHARES TR (QUAL) 60,286 +31,867 $5,783
     QUAL60,286+31,867$5,783
DISNEY WALT CO 51,376 +16,955 $5,729
     DIS51,376+16,955$5,729
SCHWAB STRATEGIC TR 112,577 +12,422 $5,641
     SCHV112,577+12,422$5,641
PIMCO ETF TR (BOND) 50,019 -45,810 $5,582
     BOND50,019-45,810$5,582
ALPHABET INC 3,923 +754 $5,563
     GOOGL3,923+754$5,563
SPDR SER TR (SPTM) 145,178 -153,922 $5,485
     SPTM145,178-153,922$5,485
ISHARES TR (ISTB) 105,277 +11,179 $5,419
     ISTB105,277+11,179$5,419
PROCTER AND GAMBLE CO 43,618 +5,740 $5,215
     PG43,618+5,740$5,215
SCHWAB STRATEGIC TR 90,925 +5,329 $5,114
     SCHZ90,925+5,329$5,114
ISHARES TR (IGV) 17,889 +6,382 $5,085
     IGV17,889+6,382$5,085
VANGUARD INDEX FDS (VXF) 42,721 +8,942 $5,056
     VXF42,721+8,942$5,056
VERIZON COMMUNICATIONS INC 90,295 +16,329 $4,978
     VZ90,295+16,329$4,978
ISHARES TR (TLT) 30,019 +14,407 $4,921
     TLT30,019+14,407$4,921
VANGUARD CHARLOTTE FDS (BNDX) 84,041 +22,707 $4,852
     BNDX84,041+22,707$4,852
HOME DEPOT INC 19,232 +6,273 $4,818
     HD19,232+6,273$4,818
SPDR SER TR (SPLG) 132,874 -5,151 $4,817
     SPLG132,874-5,151$4,817
ISHARES TR (IYW) 17,729 +9,955 $4,783
     IYW17,729+9,955$4,783
ISHARES TR (MUB) 41,422 +25,644 $4,780
     MUB41,422+25,644$4,780
SELECT SECTOR SPDR TR (XLV) 46,648 +36,238 $4,668
     XLV46,648+36,238$4,668
VANGUARD BD INDEX FDS (BLV) 41,504 +29,084 $4,634
     BLV41,504+29,084$4,634
ALPHABET INC 3,223 +129 $4,556
     GOOG3,223+129$4,556
VANGUARD INDEX FDS (VTI) 28,693 -25,999 $4,491
     VTI28,693-25,999$4,491
JPMORGAN CHASE & CO 47,165 +10,550 $4,436
     JPM47,165+10,550$4,436
ABBVIE INC 44,158 +4,971 $4,335
     ABBV44,158+4,971$4,335
WP CAREY INC 63,839 +1,048 $4,319
     WPC63,839+1,048$4,319

See Full List: All Stocks Held By Mutual Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mutual Advisors LLC

Size ($ in 1000's)
At 06/30/2020: $1,017,659
At 03/31/2020: $737,122

Mutual Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mutual Advisors LLC 13F filings. Link to 13F filings: SEC filings

Mutual Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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